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Quick BI:The Annotator

Last Updated:May 22, 2024

This topic describes how to use icons, background colors, and highlighted measures as labels to mark a specific part of a chart.

Prerequisites

A dashboard is created. For more information, see Overview and Create a dashboard.

Limits

The annotation option is supported for the following charts:

  • Trend charts: line charts, area charts, stacked area charts, 100% stacked area charts, and combination charts

  • Comparison charts: column chart, stacked column chart, percentage stacked column chart, bar chart, stacked bar chart chart, 100% stacked bar chart stacked bar chart, leaderboard

  • Charts that show relationships between data: scatter charts and bubble charts

  • Maps: colored maps and geo bubble charts

  • Distribution charts: rectangle hierarchy chart and word cloud

Example

image

Add a label

  1. After you log on to the Quick BI console.

  2. Follow the steps shown in the following figure to go to the dashboard editing page.

    image.png

  3. On the dashboard editing page, perform the following steps to add a label to a chart:

    • If you need to add inflection point labels, conditional labels, quadrant labels, and manual labels, you can perform these operations in the analysis settings. For more information, see Add labels in analysis settings.

    • If you need to add only manual labels, perform operations on the chart. For more information, see Add labels to charts.

Add callouts in analysis settings

  1. On the dashboard editing page, select a chart for which you want to add a label.

  2. Click the Analysis tab.

  3. In the Label section, click Add Label and configure the following parameters.

    1. Label Name

      The name of the label.

    2. Labeling Mode

      Supports inflection point labeling, conditional labeling, quadrant labeling, and manual labeling.

      Labeling Mode

      Description

      Inflection Point Labeling

      For a series of data, the system automatically identifies the points on the time trend where the trend slope may change based on the definition of the inflection point. This helps you identify the trend slope and take action at the corresponding time. image.png

      Note

      This parameter can be configured only when a time field is selected as a dimension.

      Conditional labeling

      Similar to auxiliary lines, support static field and calculated values. image.png

      Quadrant Labeling

      You can select a highlighted quadrant and set the bubble color and icon mark of the chart in this quadrant. image.png

      Note

      This parameter can be configured only when the Enable Four-quadrant feature is enabled in scatter charts and bubble charts.

      Manual labeling

      Select a dimension and identify the parts to display based on the specified dimension. image.png

  4. Click OK.

Add a label in a chart

You can manually add a label by using one of the following methods:

  • Click the More icon in a chart to add a label

    1. On the dashboard edit page, click the 更多icon in the upper-right corner of the chart and select Label. image.png

    2. In the dialog box that appears, configure the color, icon, and comment for the chart and click OK.

      The following figure shows the effect of auto face retouching.Untitled.gif

  • Circle valid areas to add a label

    1. On the dashboard editing page, circle the valid areas in the chart for which you want to add a label. In the dialog box that appears, select Annotate.

    2. Set the color, chart, and description of the label and click Save. Untitled.gif

    Note

    The following types of charts allow you to circle areas to add a label:

    • Trend charts: line charts, area charts, stacked area charts, 100% stacked area charts, and combination charts

    • Comparison charts: column chart, stacked column chart, percentage stacked column chart, bar chart, stacked bar chart chart, 100% stacked bar chart stacked bar chart, leaderboard

    • Charts that show relationships between data: scatter charts and bubble charts

    • Distribution charts: rectangle hierarchy chart and word cloud

Edit a label

  1. On the dashboard editing page, click the chart whose labels you want to edit.

  2. Click the Analysis tab of the Data panel.

  3. In the Labels section, click the 1icon to the right of the target label. image.png

Hide a label

  1. On the dashboard editing page, click the chart whose labels you want to edit.

  2. Click the Analysis tab of the Data panel.

  3. In the Labels section, click the 隐藏icon next to the label to hide the label. image.png

    Note

    Click 隐藏the icon again to hide the callout.

Delete a label

  1. On the dashboard editing page, click the chart whose labels you want to edit.

  2. Click the Analysis tab in the Chart Design section.

  3. In the Labels section, click the 2icon to the right of the target label. image.png

FAQ

What do I do if I want to label an icon and a comment in a dimension?

You can add multiple labels, select the same dimension, and set different label types. image.png