Attach a Note to a Chart or Table

If your firm enables the Notes feature, you can attach your own notes to charts, tables, or lists, and other users with access to the analytics can display those notes.

To attach a note to a chart, table, or list, complete the following steps:

1. Right-click anywhere in the chart or table.
2. Click Note > Add a New Noteon the shortcut menu to open the Notes dialog box.
3. Click Add title here to enter a title or heading for the note.
4. Click Add text here and enter the note.
5. 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.
6. Click Save.