AnnotationToolkit DataStory
AnnotationToolkit DataStory
Toolkit
Examples and graphics for overlaying
visual annotations onto a chart
Introduction
It’s important to choose the best type of chart USE THESE CHARTS TO EXPLAIN
for communicating insights. Many beautiful
and engaging ways to plot charts are Everyone easily processes and understands the bar chart
available today. Huge databases with (measures quantity), pie chart (measures parts of 100
stunning visual intelligence can display data percent), and the line chart (measures change over time).
that whooshes across screens, unveiling
clickable layers of data beneath it. As data
sets grow ever more vast, charts are getting
more complex and sexy.
Nancy Duarte
2
How to Use CHAPTERS
3
CHAPTER ONE
Amplify
Call out a portion of data
with simple chart formatting
or by customizing data labels
4
CHAPTER ONE: AMPLIFY
5
AMPLIFY » HIGHLIGHT
6
600
500 530
501
400
300
200
100
0
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
7
530
501
438
303
250 260
240
205
108
86
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
8
530
501
438
303
250 260
240
205
108
86
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
9
530
501
438 435
410
260
Category 1 Category 2
10
Category 6 $106.09
Category 5 $103.07
Category 4 $102.52
Category 3 $98.85
Average $98.36
Category 2 $94.37
Category 1 $85.24
11
Category 1 178.2
Category 2 176.3
Category 3 175.2
Category 4 170.1
Category 5 170.0
Category 6 169.0
Category 7 100.0
Category 8 94.5
Category 9 93.2 Custom Legend
Category 10 91.3 Group 1
Category 11 60.0 Group 2
Category 12 58.3 Group 3
12
4000
3000
350 500 660 870 Label 1
2000
1400
1356 1275
1220 Label 2
1000
0
Category 1 Category 2 Category 3 Category 4
13
4000
3000
350 500 660 870 Label 1
2000
1400
1356 1275
1220 Label 2
1000
0
Category 1 Category 2 Category 3 Category 4
14
AMPLIFY » HIGHLIGHT
Line
15
0.8
0.7 Series 4
0.6
0.5 Series 2
0.4
0.3
0.2 Series 1
Series 2
0.1 Series 3
Series 4
0 Series 5
9 4 9 6 9 8 0 0 0 2 0 4 0 6 0 8 1 0 1 2 1 4 1 6 1 8 2 0
1 9 1 9 1 9 2 0 2 0 2 0 2 0 2 0 2 0 2 0 2 0 2 0 2 0 2 0
16
6
Series 2
4
Series 1
3
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
17
8
Series 1
7
5 Series 2
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
18
AMPLIFY » HIGHLIGHT
19
4th Qtr
9%
3rd Qtr
10%
20
33%
Generic Label
Section 3
54%
Section 2
13%
21
4th Qtr
1st Qtr
3rd Qtr
22 %
2nd Qtr
22
4th Qtr
1st Qtr
3rd Qtr
22 %
2nd Qtr
23
4th Qtr
1st Qtr
3rd Qtr
22 %
2nd Qtr
24
4th Qtr
1st Qtr
3rd Qtr
22 %
Generic Label
2nd Qtr
25
4th Qtr
1st Qtr
3rd Qtr
22 %
2nd Qtr
26
49 %
75 %
90 %
27
CHAPTER ONE: AMPLIFY
28
AMPLIFY » LABEL
29
38
$
22M
Generic Label
31
Lorem ipsum dolor sit amet
consectetur adipiscing elit
18
14
30
38
Category 1
31
Category 2
18
Category 3 14
Category 4
8
Category 5
31
2008
2500 2005
2250
1500
2002
2000 550
1999
500
1500
1000
500
0
1994199519961997199819992000200120022003200420052006200720082009201020112012201320142015
32
305 294 280
56 82 124
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
33
140 Generic Label
120 130,000+
Lorem ipsum dolor sit
100 amet consectetur
80
60
40
20
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28
29
27
21
18 19
14
12
8
35
600 Generic Label
500
501
300
303
200
100
0
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
36
1600
1400
1000
$
260M
Lorem ipsum
dolor sit amet
800
600
400
200
0
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
37
2000
1500
Generic Label
$
900M
Net Revenue
1000
500
0
1999200020012002200320042005200620072008200920102011201220132014201520162017201820192020
38
2000
Generic Label
1500
$
900M
Net Revenue
1000
500
0
1999200020012002200320042005200620072008200920102011201220132014201520162017201820192020
39
530
501
108
86
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
40
530
240M
$
From 60K
Units
86
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
41
38M
31M
18M
14M
8M
Generic Label Generic Label Generic Label Generic Label Generic Label
Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor
sit amet allepsis sit amet allepsis sit amet allepsis sit amet allepsis sit amet allepsis
stator alascum stator alascum stator alascum stator alascum stator alascum
42
38M 31M 18M 14M 8M
Generic Label Generic Label Generic Label Generic Label Generic Label
Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor Lorem ipsum dolor
sit amet allepsis sit amet allepsis sit amet allepsis sit amet allepsis sit amet allepsis
stator alascum stator alascum stator alascum stator alascum stator alascum
43
60 1995 2020
$
36M $
20M $
45M
50
40
30
20
10
Generic Label
03 Lorem ipsum dolor
sit amet, consectetur
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
45
Category Six 3.2
46
Longer category label bar chart 5 14 Generic Label
Lorem ipsum dolor sit
amet, consectetur
Longer category label bar chart 2 20 adipiscing elit
47
Custom long generic label
14
48
Custom long generic label
38
Custom long generic label
29
49
4000
3000
350 500 660 870 975 1250 Label 1
2000
1400
1356 1275
1220 1100 1000 Label 2
1000
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6
50
3500
1400
1750 1356 1275
1220 Series 2
51
AMPLIFY » LABEL
Line
52
0.8
0.6
000 Generic Label
0.5
000 Generic Label
0.4
000 Generic Label
0.3
0.2
0.1
0
19 19 19 19 19 19 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20
53
7
Generic Label
Lorem ipsum dolor sit
6
amet, consectetur
adipiscing elit Series 2
5
3
Series 1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
54
0.8
Generic Generic
0.7 Label Label
0.6
0.5
0.4
0.3
0.2 Series 1
Series 2
0.1 Series 3
Series 4
0 1999 2013 Series 5
19 19 19 19 19 19 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20 20
94 95 96 97 98 99 00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20
55
7
5
$
650M Series 2
Generic Label
3 Series 1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
56
10
9 $9M
8 at peak
7
0
Category 7 Category 2 Category 3 Category 4 4
Category Category 5 Category 6 Category 7
57
9
8M
5
3 Units
2
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 6
Category Category 7
58
6
Generic Label Series 2
4
Series 1
3
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
59
2016 2017 2018 2019 2020
38 31 18 14 8
Label Label Label Label Label
60
AMPLIFY » LABEL
61
Generic Label
$650M Lorem ipsum
Dolor sit amet allepsis
conquistator alascum
Category
57%
Category
14%
62
11%
$1.4M in 2019
Generic Label 2
Generic Label 1
63
Generic Label Generic Label
$29M Lorem ipsum $23M Lorem ipsum
Dolor sit amet allepsis Dolor sit amet allepsis
conquistator alascum conquistator alascum
32%
40%
27%
Generic Label
$20M Lorem ipsum
Dolor sit amet allepsis
conquistator alascum
64
Generic Label
$18M Lorem ipsum
Dolor sit amet allepsis
conquistator alascum Generic Label
6%
$95M Lorem ipsum
12% Dolor sit amet allepsis
34% conquistator alascum
Generic Label
$32M Lorem ipsum
Dolor sit amet allepsis 17%
conquistator alascum
65
$95M Lorem ipsum
Dolor sit amet allepsis conquistator
alascum bibendum lacus nec ligula mattis
66
Category 4
$650M Category 1
Category 3 Net Revenue,
Projected 2020
Category 2
67
16%
Lorem ipsum dolor
sit amet consectetur
adipiscing elit
Generic 60%
24% Label Lorem ipsum dolor
sit amet consectetur
adipiscing elit
Lorem ipsum dolor
sit amet consectetur
adipiscing elit
68
Product A Product C
20% 33%
Generic
Product B Product D
22%
Label 25%
69
Product A
27% (5.4M)
Generic Product C
Label 41% (8.2M)
Product B
31% (6.2M)
70
Generic Label
57%
71
$9.2M 560K 210K
Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur amet, consectetur
adipiscing elit adipiscing elit adipiscing elit
72
49% 57%
Generic Label Generic Label
Lorem ipsum dolor sit Lorem ipsum dolor sit
amet, consectetur amet, consectetur
adipiscing elit adipiscing elit
73
49% 75% 90%
74
CHAPTER TWO
Add Math
Include aggregate information on a chart in
order to make the data meaning more clear
75
CHAPTER TWO: ADD MATH
Convey difference, summation, This type of annotation almost always sums up the
and correlation of data by reason you’re showing this chart and should be
formatted with plenty of space around it.
showing some math
76
ADD MATH » BRACKET
77
698 Total
Sales
303
240
175
155
108
86
78
303
438 240
175
155
108
86
79
250
200
40%
150
28%
100
50
0
2000 2005 2010 2015 2020
Series 1 Series 2
80
45% 32% 31%
5.5
5.3
5.1
4.0 3.9
3.8
Series 1 Series 2
81
~5x
1914
1397
56x 744
1020
543
397
290
211
101 147
19 30 46 70
5 7 11
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
82
Label
64%
303
240
175
155
108
86
83
165
130 +74
+43 93
73
84
43%
Increase +74M 165
+43M 130
93
73
85
303
263
Total Sales 240
175
155
108
86
86
263
Total Sales 303
240
175
155
108
86
87
303
128M
Increase due to targeted restructure
between 2000 and 2005
175
125
108
86 95
88
$
22M
Generic Label
38 31 18 14 8
Label Label Label Label Label
89
4.0 4.0
3.0
45% 3.0
more
146% more
2.0 2.0
1.0 1.0
0.0 0.0
1 2 3 4 5 6 7 8 9 10 1 2 3 4 5 6 7 8 9 10
90
2500 2500
2249 1630 2249
+62%
+28%
1250 1250
860 860
0 0
Category 1 Category 2 Category 3 Category 1 Category 2 Category 3
91
100%
75%
+2.0M
-2.6M +1.0M
Series 3
50% Series 2
Series 1
25%
0%
Category 1 Category 2 Category 3 Category 4
92
100%
Series 3
Series 2
75%
Series 1
50%
25%
0%
Category 1 Category 2 Category 3 Category 4
93
100%
4.5
75%
Category 1
39%
2.1
YoY
Category 2
50%
Category 3 3.2
25%
Category 4 4.3
0%
94
Category 5 14
Category 2 20
Generic Label
Category 4 24 Lorem ipsum dolor sit
amet, consectetur
adipiscing elit
Category 3 29
Category 1 38
95
ADD MATH » BRACKET
Line
96
6
Series 2
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
97
6
5
-$230M
Generic Label
Lorem ipsum dolor sit
4
amet, consectetur
adipiscing elit
3
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
98
6
2
105%
1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
99
6
2
105%
1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
100
6
5 -65%
4
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
101
60%
50%
40%
30%
458K Units
2009 – 2013
20%
10%
0%
9 99 000 001 002 003 004 005 006 007 008 009 010 011 012 013 014 015 016 017 018 019 020 021 022 023 024 025
1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
102
6
5
Series 2
4
Generic Label
3
Series 1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
103
6
Series 2
5
Generic
4 Label
Series 1
3
1
$450M
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
104
6
Series 2
Generic
4
Label
Series 1
3
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
105
8
7
Generic Label
6 Series 1
Series 2
1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
106
4.0
+$101M -$130M
36% Change -24% Change
3.0
2.0
1.0
0.0
Q4 '17 Q1 '18 Q2 '18 Q3 '18 Q4 '18 Q1 '19 Q2 '19
107
ADD MATH » BRACKET
108
Category
11%
36%
Category
25%
Category
64%
109
Category
36% 11%
Category
25%
Category
64%
110
Category
25%
36%
Category
64%
Category
11%
111
Category 1
36%
Category 2 Category 3
112
36%
113
Category
11%
36%
Category
25%
Category
64%
114
Category X
Label
36%
$4.6M Lorem ipsum
Category Z
Category Y
64%
$8.6M Lorem ipsum
dolor sit amet consec
actetur adipiscing elit
115
AMPLIFY
116
ADD MATH » DELINEATE
117
Label
64%
$8.6M Lorem ipsum
dolor sit amet consec
actetur adipiscing elit
303
240
175
155
108
86
118
1000
530
501
400 438
303
250 240 260
200
205
86 108
0
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
119
700
600
2025 Goal
500
≥ 500
400
Series 2
Series 1
300
200
100
0
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
120
600
500
Generic Label
400
300
200
100
0
1980 1985 1990 1995 2000 2005 2010 2015 2020 2025
Series 1 Series 2
121
ADD MATH » DELINEATE
Line
122
12
10K
10
6
Minimum 5K
4
0
Category Category Category Category Category Category Category Category Category Category
1 2 3 4 5 6 7 8 9 10
123
6
4
Label
3
Label
2
Label
1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
124
100%
Generic Generic
Label 1 Label 2
50%
0%
9 99 000 001 002 003 004 005 006 007 008 009 010 011 012 013 014 015 016 017 018 019 020 021 022 023 024 025
1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2
125
120 Generic Label Generic Label Generic Label Generic Label
Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit Lorem ipsum dolor sit
amet consec actetur amet consec actetur amet consec actetur amet consec actetur
100 adipiscing elit adipiscing elit adipiscing elit adipiscing elit
80
60
40
20
0
W1 W2 W3 W4 W5 W6 W7 W8 W9 W10 W11 W12 W13 W14 W15 W16
126
5.4
7.8M
4.6
4.0
3.5
2.8
2.4
1.9
127
10
Alpha Beta
8 Release Release
Series 1
4
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14
Phase 1 Phase 2 Phase 3
128
3.0 $
4.5M
2.5
2.0
2.5M
1.5
1.0
1M
0.5
800K
0.0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
129
3.0
2.5
2.0
Generic Generic
1.5
Label Label
1.0
0.5
0.0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
130
5.0
Forecasted 2020
$15.3M
Reduction
2.5
Current
Proposed
0.0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
131
9.0
6.0
5.0
4.5 4.5
4.0
3.0
132
ADD MATH » DELINEATE
133
66%
Current
$2.5M
Progress
$4.7M
Goal
134
66%
Current
$2.5M
Progress
$4.7M
Goal
135
$3M
Progress
$15M
20% Goal
Current
136
50%
Current
$3.1M
Progress
$6.2M
Goal
137
ADD MATH
138
ADD MATH » EXPLODE
139
10
8 10%
1
7 5
%
6 Category 1
5 Category 2
Category 3
4 75%
3
0
Category 1 Category 2
Series 1 Series 2
140
9.5
3.5
7.1
2.3
Series 1
Series 2
1.8
3.1
2.4
141
$1.3M
Total
Phase 3
700
Phase 2
438
Phase 1
145
2020 2025 2030 2030 Total
142
81 65 41 81 74
Generic
Label
48 36 28 41 31
Category 4 24 36%
Category 3 29 28%
Generic
Label
Category 2 20 41%
Category 1 38 31%
144
Generic long label name
87M
14
145
ADD MATH » EXPLODE
Line
146
14
3.5
12 2.3
1.8
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6
147
6
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7 Category 8
148
Generic Label Generic Label
3.5 $4.7M $8.2M
3.0
2.5
2.0
1.5
1.0
0.5
0.0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
149
6 Generic Label
6 5
4
3
5 2
1
0
4
6 Generic Label
3 5
4
3
2 2
1
0
1
6 Generic Label
0 5
1 2 3 4 5 6 7 8 9 4
o ry o ry o ry o ry o ry o ry o ry o ry o ry
g g g g g g g g g 3
a te a te a te a te a te a te a te a te a te 2
C C C C C C C C C
1
0
150
Generic Label
7
Generic Label
6
Generic Label
4 Series 2
3 Series 1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
151
Generic Label
6
11% Generic Label
5 Series 2
Generic Label 25%
64%
4
3
Series 1
0
Category 1 Category 2 Category 3 Category 4 Category 5 Category 6 Category 7
152
ADD MATH » EXPLODE
153
Generic Label
28%
4.0
2.0
0.0
Category 1 Category 2 Category 3
Generic Label
72%
154
Generic Label
$9.3 Generic Label
($M)
28%
Generic Label 60%
Generic Label
155
$6.7 Generic Label
($M)
Generic Label
$4.3
72%
Generic Label
156
Generic Text Segment 3
20%
50% Segment 1
30%
Segment 2
157
CHAPTER THREE
Callout Library
Grab a stylized annotation for your
own charts. Shapes and text are grouped
and formatted for easy customization.
158
00%
Sample Sample
00% callout text callout text 00%
Sample
callout text
Sample
00% 00% 00% callout text
Sample Sample
callout text Supporting text
callout text
Supporting text
159
Sample
00% callout text SAMPLE TEXT
SAMPLE TEXT
Supporting text
Supporting text
160
Sample Sample
callout text callout text
00% Sample 00%
00% callout text
00%
161
SAMPLE TEXT 00% 00%
Sample
Supporting callout text callout text Sample
callout text
Supporting callout text
00% Sample
callout text 00% 00%
Sample callout text
162
00M 00M 00M
163
Sample callout
Sample text
00%
callout text 00% Supporting
Supporting callout text callout text
164
00% 00%
Sample Sample callout text 00% Sample
callout text
Supporting
00M Sample
callout text
165
Thank You
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