June 18, 2010
Keeping Mark Annotations with TableauAtlanta Tableau User Group meeting yesterday a question came up that I wasn't able to answer. Being as determined as I am, I was scanning the Tableau forums for a solution and ran across an idea from Joe Mako that I thought would work and, eureka, it worked perfectly.
Here's the problem and the steps to solve it.
On this first screenshot below, note how the mark is annotated. Also note that Customer Segment is on the Pages shelf.
I would expect the mark to go to the same point (Feb 2008) when I go to the next Customer Segment, but it disappears. The point only displays when you are on that specific Customer Segment.
Here's how you make it work.
- Remove Customer Segment from the Pages shelf.
- Place Customer Segment in the Filters shelf and select all values.
- Show the Quick Filter for Customer Segment.
- Change the Quick Filter to a Slider.
When you annotate the mark again and scroll through the records using the Slider Quick Filter, the mark annotation remains.