I can see the need for this too.
For now, I create a calc field that just has the value of 1 in it. Then I just put all my notes-to-myself in it as comments.
If you haven't done comments, you just put two slashes, then type all your stuff.
// this is my comments calc.
// don't forget to add the filter sheet once we get the specs from the user.
// And they don't like the color of the title. They want it bigger, italicized, and tone down the red color.
For the record, I have the 1 in there because Tableau wants some sort of output value from a calc.
For the worksheets, use "Caption" in the header, click Worksheet--> Show Caption.
You'll be able to create a caption like a "sticky note." for that worksheet.
Thanks for those suggestions. Its too bad you can't use the "Caption" on the dashboard sheets though (or perhaps I just don't see the option). I would love to have the notes appear in the grey space on the dashboard.
I've added "Sticky Notes" to the ideas page :-)
In addition to using Caption on the worksheet, you can also use "Annotation" at the worksheet level or floating text on the dashboard.
Here is how:
- your viz, right-click in an empty area.
- select Annotate
- Select area (or "point" if you want to write a note about a specific marker on the viz).
- Type in your text and you'll have a "sticky note" type box that you can move or place anywhere on the viz.
Using Floating text
- In the dashboard, drag in a "Text" object
- Type the note
- Right-click the note and select "floating"
Both of these options will allow you to place notes on your viz and pin-point the location of those notes.
This would be extremely helpful to me as well. +1
I'm new to Tableau but have been an Excel power user for many years at this point, and the lack of this functionality surprises me!
Tableau - Keep in mind that as you portray yourselves as an intuitive data viz and analysis tool it is extremely off-putting to not have some basic functionality like this - seems like an extremely intuitive thing, and would be massively helpful to your user community!