Use the Annotate Stream step

You can create annotations in different ways. The annotation type which you create determines which properties are shown in the dialog box to complete that annotation. This task assumes you are in the transformation canvas of the PDI client.

In the Design tab, click the Flow folder, and then double-click the Annotate Stream step.
Alternatively, you can drag the step icon on to the transformation canvas.
Double-click the Annotate Stream icon to open the Annotate Stream dialog box.
Enter a name for the step in the Step name field.
Select if you want to save the step locally or if you want to share it.
- Local: The annotations will be saved locally into the transformation.
- Shared: Allows you to select, create, or rename a shared group of annotations for use by PDI users.
(Optional) Enter a description for the annotations in the Description field.

Select available fields for annotation.

Click Select Fields to open the Select Fields to Annotate dialog box.
Double-click the fields in the Available Fields list to add them to the Selected Fields list. Optionally, you can use the arrows to move one or more fields to the Selected Fields list.

When finished, click OK to close the dialog box.

The selected fields now display in the Annotations table featuring the following columns:

Column	Description
Field	Lists the names of the fields selected for annotation.
Model Action	Specifies which model action is being taken: Create Measure, Create Attribute, or Link Dimension.
Summary	Displays a summary of that specific annotation.

Now you can annotate the selected fields.
1. To annotate a field, double-click it in the Annotations section. Optionally, you can select the field in the Annotations table and then click the Edit (pencil) icon in the upper-right corner.
  The Annotate dialog box appears for the selected field.
2. In the Actions field, click the drop-down arrow to select one of the following actions.
  For help on selecting values, select the topic link beside each action.
  - Create Measure. See Creating measures on stream fields.
  - Create Attribute. See Creating attributes.
  - Link Dimension. See Creating link dimensions.
3. You can use the Previous and Next buttons to navigate through the fields. When finished, click OK to continue or Cancel to close the dialog box without saving your annotations.
Note: You can remove a field from the Annotations section by selecting it in the table and then clicking the Delete (X icon) in the upper-right corner.

(Optional) You can create a calculated measure to add to the model.

Click the Add Calculated Measure button to open the Annotate dialog box.

Fill in the following fields:

Field	Description
Measure Name	Enter the name of the calculated measure you are creating.
Format	Specify how you want your calculated measure to appear in a report, such as currency, general number, or percentage. Use the drop-down arrow to select a format from a system-defined list, or type in the field to enter a custom format. For example, to display the measure as a percentage, you might select `0.00 %`. See the Pentaho Business Analytics document for more information on selecting the appropriate format string.
Formula	Enter the formula of your calculated measure. This is an MDX statement. For more information, see the Pentaho Business Analytics document.
When calculating subtotals use this formula check box	(Optional) Select this check box if you want this calculated measure to be used in calculations of subtotals in your reports.
Hide this calculated measure in the model	(Optional) Select this check box if you want to hide this calculated measure in the data model. When selected, the calculated measure will be a part of the model, but will not be visible to users when the data source is opened in Analyzer. This check box is useful for calculated measures needed to build a proper data model, but not needed for analytic purposes.

Use the Previous and Next buttons to navigate through the fields. When finished, click OK to add the attribute to the annotations list or Cancel to close the dialog box without saving your annotations. The calculated measure displays in the Annotation table with the Model Action option Create Calculated Measure and a summary detailing the measure name and formula.

Note: The calculated measure is not validated until it is selected in Analyzer. Calculated measures will display as base measures in the Available Fields list in Analyzer.

Click Apply to save your changes.
You can continue to create or edit annotations.
When finished, click OK to save your changes and close the dialog box, or Cancel to discard your changes and close the dialog box.