The Notes function allows you to annotate data and comment on those annotations. You may:

• View notes: See Viewing Notes.
• Comment on notes: See Comments.
• Add a note: See Adding a Note.
• Edit a note: See Editing a Note.
• Add/edit comments: See Comments.
  

Viewing Notes

Clicking the Notes icon in the Ribbon opens the Notes window, which allows you to view and comment on saved notes.

This window contains the following functions:

• Notes: Use this pull-down window to either:
  • Select a note for detailed viewing (see Viewing Note Details).
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  • Select All Notes to view a summary of all saved notes.
• View icons: You may select a list or expanded view of the selected note(s) by clicking the appropriate icon to the right of the Notes menu.
• Scroll up: Clicking the Scroll Up button (up arrow) scrolls you up the list of notes.
• Notes: The center of the Notes window contains the selected note(s). Clicking a note opens the detailed view for that note and allows you to comment on that note (see Comments).
• Scroll Down: Clicking the Scroll Down button (down arrow) scrolls you down the list of notes.
• Close: Clicking the Close icon (X) at the top right of the Notes window closes the window.

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Viewing Note Details

To view a complete note:

1. Open the Notes window as described in Viewing Notes.

2. Select the note to view on by either using the Notes pull-down menu or clicking the note in the list.
   
   The selected note appears.
   

The detailed note view contains the following information:

• Note ID: Detailed information about when the note was created and the chart/table view that you used when creating the note.
• Edit Note: Clicking the Edit Note icon (pencil) allows you to edit the note (see Editing a Note).
• Snapshot: If the note includes a snapshot (screenshot), then clicking the Snapshot icon (camera) expands the captured image for viewing.
• First: Clicking this link takes you to the first (oldest) comment added for this note, if this note has received comments.
• Most recent: Clicking this link takes you to the most recent (newest) comment added for this note, if this note has received comments.
• Comment menu: Clicking the Menu icon (down arrow) to the right of each comment opens a pull-down menu with the following options:
  • Edit: Opens the current comment for editing (see Comments).
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  • Delete: Deletes the current comment.
• Add Comment: Clicking the Add Comment button allows you to add a new comment to this note (see Comments).

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Adding a Note

To add a note:

1. In the chart or table for which you want to add a new note, open the pull-down menu (see Chart Menu - opens a new article) and then select Add a New Note.
   
   The Notes window appears.
   
   

2. If you want to include a screenshot of your current view, click the Add Snapshot button. You can remove this snapshot by clicking the Remove icon (X).

3. Add a title for your note in the Add title here field.

4. Add your note in the Add text here field.

5. Click the Save button so save your note.

The note will be visible to all users with Analytics privileges (see Roles - opens a new article) who access that chart or table.

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Editing a Note

To edit a note:

1. Open the Notes window (see Viewing Notes), and then select the note you want to edit.
   
   The Notes window displays the note and any comment(s) attached to that note.
   
   

2. Click the Edit icon (pencil).

3. Edit the note as appropriate. You may:

• • Add a snapshot or remove an existing snapshot.
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  • Edit the note title and/or body.

4. Click Save when you have finished editing the note to save your changes and return to the list of notes.

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Comments

You may add or edit comments for a saved note. To do this:

1. Open the Notes window (see Viewing Notes) and then select the note you want to edit.
   
   The Notes window displays the note and any comment(s) attached to that note.
   
   

2. Select whether you want to add a new comment or edit an existing comment.

• • To add a new comment, click the Add Comment button at the bottom of the Notes window.
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  • To edit an existing comment, select Edit in the Comment pull-down menu (see Viewing Notes).

3. The Add/Edit Comment dialog appears at the bottom of the Notes window. If you are editing an existing comment, then the current information in that comment will appear here.
   
   

4. Add or edit information as appropriate. You may:

• • Add a snapshot or remove an existing snapshot.
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  • Add or edit comment text.

5. Click Done when you have finished adding or editing your comment to save your changes and return to the detailed note view.

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