How To Add Notes In Power Bi Desktop

How to Add Notes in Power BI Desktop

Adding notes in Power BI Desktop can be done in a few simple steps.

1. Open Power BI Desktop and go to the report or dashboard where you want to add a note.
2. Select the visual or element that you want to add a note to. This can be a chart, table, or any other visual component.
3. In the Visualizations pane on the right, click on the “Format” button (represented by a paint roller icon).
4. Scroll down in the Format pane until you find the “Title” section.
5. Toggle the “Title” option to “On” if it is not already enabled.
6. Enter your note or comment in the “Title Text” input field.
7. Adjust the formatting options such as font size, alignment, and color according to your preferences. These options are available in the “Title” section as well.
8. Once you are satisfied with the note, you can close the Format pane by clicking on the “X” icon at the top right corner.

Now, your note should be visible as a title on the selected visual component in Power BI Desktop. You can repeat these steps to add notes to other visuals as well.

Example:

Let’s say you have a bar chart representing sales data. To add a note to this chart:

1. Select the bar chart in your Power BI report.
2. Open the Visualizations pane and click on the “Format” button.
3. Enable the “Title” option if it is not already enabled.
4. Enter your note, such as “Sales by Region”, in the “Title Text” input field.
5. Customize the formatting options as desired.
6. Close the Format pane.

Now, the note “Sales by Region” will be displayed as a title on the bar chart in your Power BI report.