Capturing and sharing insights using Notes

Create notes with snapshots of data to capture a personal narrative, and to collaborate with others.

Create a private note in your personal space for your own use. Create a note in a shared or managed space to collaborate with your team.

In analysis mode within sheet view, select Notes from the assets panel. Select the space where you want to create the note, and then select  Create new note.

You can also go to the Create page in the Analytics activity center and select Note to create a new note.

You can also create a new note from a snapshot. In sheet view, right-click a chart and select Notes, then click Create note with snapshot. The snapshot is automatically added to the new note.

For more information, see Working with notes.

Permissions

Whether you can work with Notes is determined by the permissions granted to you by administrators, as well as by collaborators in shared and managed spaces.

For full details, see Notes permissions.

Data security

Note authors can add a snapshot to a note from any data that they can access. This includes sensitive data that could be restricted to other users based on section access rules. If the note is in a shared or managed space, all other space members with access to the note can see the snapshots that are in the note. Note authors should use caution when sharing data that other users may not be authorized to see.

Notifications

You can set your note notification preferences globally (for the tenant), at the space level, and individually (for each note). Space-level notification settings override global tenant settings, and individual notification settings override global and space-level settings.

For global note notifications, you can manage the following notification preferences from your personal settings. To access these settings, click your user profile icon and then click Settings.

• When you are added as a collaborator on a note

• When you are mentioned in a note

At the space level, you can manage your note notifications by clicking Space details > Notifications in the space view within the catalog. You can modify the following settings:

• When you are added as a collaborator on a note

• When a note is created in the space

• When you are mentioned in a note

You can also change the notification settings for an individual note. For a note, you can change whether you receive notifications when you are mentioned in a note.

For more information about your personal settings, see Managing your personal settings.

Limitations

General limitations

• Notes does not support the following:

  • Data spaces
  • Qlik Sense Mobile SaaS app
  • QlikView apps (documents) in Qlik Sense
  • Dynamic charts
• A maximum of 25 users can open the same note at the same time.
• Note creation in browsers on small screens, such as on mobile and tablet devices, is not supported. Notes are read-only.
• Right-to-left setting is not supported.
• Selections from dynamic bookmarks are not supported in note snapshots. The selections will be the selections that were applied in the vizualization when the snapshot was added to the note.
• Previous or next selections from set analysis expressions are not supported in note snapshots.
• Variable values in note snapshots are set and are not updated in snapshots if they change in the source app.

• Shadows applied to chart objects in the app are not shown in the chart snapshots you can add to a note.

Visualization support

Notes does not support the following visualizations:

• Button
• Container, including individual charts in containers
• Custom extensions
• Dashboard bundle extensions
• Filter pane
• Word cloud chart extension
• Multi-KPI extension
• Trellis container extension
• Navigation menu

Limitations for note sharing

The following limitations apply to a note owner sharing their notes in shared and managed spaces with other users. If you exceed any of these limitations, users can delete notes or make shared notes private again, freeing up capacity for further note sharing.

• A maximum of 2000 notes can be shared with each user in the Qlik Cloud tenant.

• When a note is shared with other users, the access of each individual user (other than the note owner) to this note is counted as a note share. Within each shared or managed space, a maximum of 30,000 note shares can exist at once.

Technical limitations for adding snapshots to notes