Create annotations

Element

Description

You can select the data view for the annotation. The annotation you define is available as an annotation in the Workspace projects based on the selected data view. This selection is overruled when you have enabled Apply to all data views.

An info box to explain that the annotation you create is only visible in the Workspace project you are working on. Enable Make this Annotation available to all your projects, to make the annotation visible to all your projects. This info box is only visible when you create an annotation from within a Workspace project.

Title

Name the annotation, for example, Needs further investigation.

Provide a description for the annotation, for example, We never expected such a fluctuation in numbers..

Organize the annotation by creating or applying one or more tags. Start typing to find existing tags you can select. Or press Enter to add a new tag. Select to remove a tag.

Applied date

Select the date or date range that needs to be present for the annotation to be visible. When you create an annotation using the shortcut, the annotation defaults to a date range for just the day. When you create an annotation using a selection in a visualization, the annotation defaults to the date range based on date range from the panel the visualization belongs to.

Apply a color to the annotation. The annotation appears in the project with the selected color. Color can be used to categorize annotations, such as public holidays, external events, tracking issues, etc.

Drag and drop metrics from the component panel that trigger the annotation. For example People, Sessions and Events. Then drag and drop any dimensions or segments from the component panel that act as segments to determine whether to display or not to display the annotation. If you don’t specify a scope, the annotation applies to all your data.
You have two options:

• Any of these metrics are present: Drag and drop up to 10 metrics that trigger the annotation to show.
  For example, the Revenue metric have stopped collecting data for a specific date range. Drag the Revenue metric into this box.
• With all of these segments: Drag and drop up to 10 dimensions or segments that segment whether the annotation shows.

Note: Any annotation applied to a component that is then subsequently used as part of a calculated metric or segment definition does NOT automatically inherit the annotation. The desired calculated metric must also be added to the scope section to display the annotation. However, a new annotation should be created for any segment that you wish to annotate with the same information. For example, you apply an annotation to Orders on a specific day. You then use Orders in a calculated metric for the same date range. The new calculated metric does not automatically display the annotation for orders. Also add the calculated metric to the scope section for the annotation to display.

By default, the annotation applies to the originating data view. By checking this box, you can make the annotation apply to all data views in the company.