Adding a Note to a Chart

Add a note to a chart to provide additional detail. Notes appear as text in a chart.

By default, notes are aligned with the upper left corner of the chart object. You can change the position of a note relative to the chart object, or chart area, or by using a report expression. For example, in a bar chart showing revenue for each product line by country or region, you could type [Country or Region] = 'Canada' to position the note relative to the Canada bar.

Notes overwrite whatever is under them so you must position them properly.

If you apply more than one note, ensure that each note has a different position in the report so that they do not overwrite each other. You can also specify the order that they should be drawn in when the report runs. If you have two notes with the same coordinates, the first one in the list is drawn first and the next one is drawn on top of the first.

Procedure

  1. Click the chart object.
  2. In the Properties pane, click Notes.
  3. Click the new button new icon.
  4. Type the note text in the Text box and click OK.
  5. To position the note, do the following:
    • Select the note object note icon in the chart.
    • In the Properties pane, click Position.
    • To align the note horizontally, click the left, center, or right alignment button.
    • To align the note vertically, click the top, middle, or bottom alignment button.
    • To set the margins around the chart body, type the desired margin values, and choose margin units.
    • To display the note at a set distance from the sides of the chart area, from the Anchor list, click Relative to Chart.
    • To display the note at a set distance from the sides of the chart body, from the Anchor list, click Relative to Chart Body.
    • To display the note at a set distance from a report expression, from the Anchor list, click Report Expression, click the ellipsis (...) button beside Expression, and enter an expression in the Report Expression dialog box.
  6. To edit the text, double-click the text next to the note object note icon in the chart.

    If the note contains non-text items, such as calculations or measures, you must first switch to the Page Design view (View, Page Design).