How to Add Annotations to Key Performance Indicators
You can add annotations to a Dashboard, to an individual Dashboard component, and even to an individual data point. The following sections explain how to do this. NOTE: This feature is available both to designers and end-users.
To add annotations to the body of the Dashboard, follow the steps below:
1. Select the bookmark in which you want to save the annotation. (See Bookmark a Dashboard for information on selecting a bookmark.)
2. Right-click in an empty region of the Dashboard, and select 'Add Annotation' from the context menu.
This opens the annotation in the Annotation Editor.
3. Enter the desired annotation text into the Editor, and use the toolbar to visually format the text. Read more about how to edit an annotation.
To edit an existing annotation, first make sure the annotation is visible. (Press the 'Show Annotations' button in the toolbar.) Then follow the steps below:
1. Right-click on the annotation and select 'Edit' from the context menu. (NOTE: You can also access menu options from the 'More' button in the mini-toolbar.)
This open the annotation for editing in the Annotation Editor.
2. Modify the annotation text as desired by typing in the text box.
3. Modify the visual formatting of a block of text as desired by using the formatting tools in the toolbar to adjust the font, size, weight, color, etc.
Annotations are always saved together with a bookmark.
4. Press 'OK' to close the Editor.
5. To save the annotation, save the current bookmark. (See Bookmark a Dashboard for more information.)
6. Press 'OK' to close the Annotation Editor. This adds the annotation to the Dashboard.
7. Position and resize the annotation as desired.
8. Optional: Format the annotation box.
9. To save the annotation, save the current bookmark. (See Bookmark a Dashboard for more information.) Annotations are always saved together with a bookmark.
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