Workbook Consumers should be able to Annotate, Discuss, and Act - Right Inside the DV Canvas

Dhaval Parikh Stantec

Workbook consumers (not just authors) can right-click any data point, bar, line, or map region to add a timestamped annotation with rich text, @-mentions, and an urgency flag (FYI / Action Required / Resolved). A collapsible side drawer displays threaded discussion per visualization. Admins can archive or export annotation history.

The defining innovation is filter-state anchoring - each annotation is bound to the exact filter combination active at the time of commenting. When any user navigates to that same filter state later, relevant annotations surface automatically. The workbook becomes a living decision record - permanent organizational memory anchored directly to the data.

Zero visual clutter by design. Annotations are signaled only by a subtle badge on annotated visualizations. The side drawer stays collapsed until deliberately opened. This is entirely distinct from the existing Notes tile - which is static, author-only, and filter-blind.

Business Value:

Eliminates out-of-band emails and Teams follow-ups by bringing decision threads inside the platform. No major BI vendor - Tableau, Power BI, Looker, or Qlik has implemented filter-state–anchored annotation. Oracle has a clear opportunity to define this category and own collaborative business intelligence.

Daniel Ryan

Hi @Dhaval Parikh Stantec , great idea. I have posted something similar at

https://community.oracle.com/products/oracleanalytics/discussion/28538/roadmap-accelerator-conversational-notes

Grateful if you could give that an upvote.

Thanks