Guidelines
Suggest edit

Annotate the point or range that needs extra explanation

For explanatory charts, use annotations on the specific point or range that supports the claim to improve insight and mitigate unexplained changes for readers when the chart alone cannot answer why.

  • purpose:refine
  • basis:heuristic
  • quality:insight:use
  • lever:text-annotation
  • communication:context
  • component:annotation:use
  • polish:annotation

advice

Add explanatory annotation to the supporting mark

Annotate the exact point or range that needs explanation. For example, add a note at a crossover and mark that span with a range, arrow, or contour when readers need context the marks alone cannot provide.

reason

Why explanatory annotation works

Some important chart moments are visible but not self-explanatory. Annotation lets you point to the exact evidence and attach the missing context.

Mechanism: Annotation both directs attention and adds information beyond the central statement, especially when readers are likely to ask why a visible change happened.

Evidence: The post says annotations and highlights guide attention, and that unlike color alone they are especially useful for adding extra information beyond the central statement, such as answering “why” questions the chart cannot explain by itself (Muth, 2017).

context

Use when the chart alone cannot answer the obvious question

  • User Goal: Explain why a specific change, crossover, or interval matters.
  • Data: A specific point or range in the chart supports the main claim.
  • Chart Setting: The chart already has a main statement, but readers need extra context beyond what the marks show.
  • Audience: Readers are seeing the chart for the first time and did not follow the reporting process.
  • Success Criterion: Readers understand not just where to look, but also the extra context attached to that location.

exceptions

Do not use annotation for spotlighting alone

Break it when: You only need to direct attention and do not need to add information beyond the main statement. Why: Color already serves as the faster spotlight for that job.

costs

Tradeoffs of annotation

Sacrifice: Annotation adds text and highlight elements to the chart. Risk: A note that only repeats the main point adds clutter without adding meaning. Mitigation: Attach annotation only to the specific point or range and use it for extra context the chart cannot show on its own.

mistakes

Common annotation failure

Mistake: Add annotation that only restates the central statement. Why it fails: The note consumes space but does not supply the extra information annotation is meant to carry.

check

How to check the annotation

Failure Sign: A key point or interval is visible, but the chart still leaves an obvious “why” unanswered. Quick Check: Ask whether the chart alone explains the reason or context for that point. If not, annotate it. Stronger Test: Remove the annotation. If readers lose explanatory context rather than just a spotlight, the annotation is doing useful work.

fix

How to fix the annotation

  • Add the note to the specific point or range that supports the claim.
  • Rewrite the note so it adds context beyond the title’s main statement.
  • Replace the annotation with color highlighting if you only need to steer attention.

References

Muth, L. C. (2017). What Questions to Ask When Creating Charts. https://www.datawrapper.de/blog/better-charts