Collaboration Using Notes (Annotations)

This applies to: Managed Dashboards, Managed Reports

A note (or annotation) is a comment that is attached to a data point and displayed on a data visualization. You can use notes to provide more context, or to communicate with other users viewing the same data, including replies.

Since a note is associated with data, the same note will automatically appear on other visualizations or views that are displaying the same data point.

• The data point a note is attached to is identified by all of its hierarchy and filter/parameter values, including parameters in the underlying data cube.

• Filtering a data cube parameter by account attribute or custom attribute can prevent the same note from being seen by different users even when they seem to be viewing the same data point. To allow these notes to be shared when appropriate, use a security hierarchy for row-level security instead.

• Dynamic measures do not support the displaying or adding of annotations.

• Annotations cannot be added to metric sets where the hierarchy values come from a function, such as a histogram formula.

Note: You can be notified when someone adds a note to a metric set if you're expecting someone to add one or reply to one of yours. See Symphony Notifications (Alerts).

For more information about notes (annotations) see:

• Add a Note to a Data Point

• Delete a Note

• Reply to a Note

• Edit Security Permissions for a Note