Edit a dashboard

You can edit the name, description, and layout of a dashboard.

Important 

In Collibra 2024.02, we've launched a new user interface (UI) in beta for Collibra Data Intelligence Cloud! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

Before you begin

  • To manage your own dashboard: You have a global role that has the Manage Your Own Views, Dashboards, Search Filters global permission.
  • To manage another user's dashboard: You have a global role that has the Manage Shared Views, Dashboards, Search Filters global permission.

Steps

  1. Access the dashboard you want to edit.
  2. Click → Edit propertiesDashboard.
  3. Enter the required information.
    FieldDescription
    NameA name to identify your dashboard.
    Description

    A description for the dashboard.

    Layout

    The number of columns to be shown in the dashboard.

    Pin

    Select this checkbox if you want to pin the dashboard.

    Tip A dashboard bar shows up to 5 pinned dashboards in alphabetical order.

  4. Click Save.