Notes are a great way to record your thoughts while you're building an analysis, allowing you to type rich text and save Snapshots inline with your text (Cmd + K). Notes are always visible so you can take notes about the charts you're creating or data you're exploring.
Notes are automatically shared with all project users so you can easily collaborate with others to create a cohesive analysis from multiple perspectives. You can mark a note as private by checking the "Private" box, which will prevent anyone but you from seeing the note.
To add a note, click the "New Note" button in the top right of the notes panel. Name your note, if you wish, and then let your stream of thoughts flow. It's often helpful to type out what you're trying to accomplish with your analysis, then add items to the canvas and take snapshots as you're exploring. This is a great way to keep track of your analyses and thoughts, as well as to keep a record for others to see what you did and why. Check out the example below with inline snapshots.
Notes support Markdown input to make it really easy for you to stay in flow with your analysis. Add bullet points ("* "), numbered lists ("1. "), and headers ("# ") without your fingers leaving the keyboard.
To delete a note, right-click on the note and click "Delete". Remember that deleting a note will delete the note for all users, so be careful here! It's often better to leave the note or rename it in case you don't want to reference it later. Keep in mind that you can only delete notes you created, not notes created by others.
Tips & Tricks
- Save a snapshot while you're typing in a note with Cmd + K
- Notes are also a great way to record what's in the various datasets you have loaded so you don't have to search through your table scripts to understand what's in the project
- You can use Notes as a presentation tool to create a curated data narrative with inline snapshots that you can recall in real-time while you're walking someone through