Attach Notes to Analytics
If your firm enables the Notes feature, you can attach your own notes
to charts, tables, or lists. You can also take a snapshot of the analytics
and save it along with the note to provide context. Other users with access
to the analytics can display those notes, use the snapshot to view the
analytics as they appeared when the note was saved, and add their comments
to the notes, including their own snapshot of the data.
The snapshot option for notes is similar in some ways to the bookmark
feature. However, while the bookmark is intended to provide a way to save
a view that you want to return to on a regular basis, the snapshot provides
a quick way to capture a view temporarily to enhance a specific discussion
of the data and then be discarded.
Attach a Note to a Chart or Table
|
Right-click anywhere in the chart or
table. Click Note
» Add a New Note on the shortcut menu to open the Notes
dialog box. Click Add
title here to enter a title or heading for the note. Click Add
text here and enter the note. If you want to attach a snapshot of
the analytics to the note so you or others can see the full
context for your note, click Take
Snapshot. Click Save.
Note: Because there
is no equivalent to the right-click on an iPad, iPad users cannot
display the shortcut menus for charts or tables, or for lists
that do not have the Menu icon ( ). As a result,
they cannot attach notes directly to those objects.
However, iPad users can still attach notes and snapshots related
to the analytics to lists that have the Menu icon ()
in the upper-right corner. Tap that icon to open the Notes dialog
box.
|
Display All Notes
|
To display all notes for the
analytics, do either of the following:
Click  on the analytics
toolbar. Right-click anywhere on an analytics
tab except on a chart, table, or list, and click Show/Hide
Notes on the shortcut menu.
To hide the Notes dialog box again, repeat either action,
or click X
in the upper-right corner of the Notes dialog box. |
Display Notes for a Single Chart or Table
|
To display just the notes for
a single chart, table, or list...
Right-click anywhere in the chart or
table. Click Note
» View Attached Notes on the shortcut menu to open
the Notes dialog box.
In the Notes dialog box, you can do the following:
Use the Notes
drop-down list to view other notes. Click  to view
truncated notes (as shown in the illustration) or 
to view full note text. (You can also click a truncated note
to view the full note text.) To go into editing mode, click the
note. In editing mode, you can view a snapshot, edit the note,
add a comment to the note, or delete the note.
|
Edit or Delete a Note
|
To edit one of your notes...
Display the full or truncated note. Click the note to go into editing mode. Click  . Edit the note title or text. If you want to remove the snapshot
for the note, click  to the
right of the snapshot. Click Save.
To delete one of your notes...
Display the full or truncated note. Click the note to go into editing mode. Click Delete. When asked to confirm the action, click
Yes.
|
Add a Comment to a Note
|
To add a comment to a note...
Display the full or truncated note. Click the note to go into editing mode. Click Add
Comment. Click Add
your comment here
and enter your comment. If you want to attach a snapshot of
the analytics to the comment so you or others can see the
full context for your comment, click Take
Snapshot above your comment. Click Done.
To edit one of your comments...
Display the full or truncated note. Click the note to go into editing mode. Click  in the comment
area. Click Edit
on the menu. Edit the comment. Click Done.
|