Add a BI report to a Collibra dashboard

You can create a dashboard and use the CollibraInsights widget to curate it with your BI reports, or add reports to an existing dashboard.

The Collibra Insights widget is a reporting widget that you can use to show any report from a webpage.

Note Before configuring dashboard reports, you need to set up Insights Data Access. You can then configure dashboard reports via the Collibra Data Intelligence Platform settings, or generate the dashboard reports via a URL from tools such as Tableau Online, Power BI, Qlik, or ThoughtSpot. Note that Insights Data Access is not a free, out-of-the-box product. For more information, go to Insights Data Access.

Important Whether or not a third-party webpage can be embedded is determined by the security settings of the third party.

Configure the Collibra Insights widget

Requirements and permissions

• To manage your own dashboards: You have a global role with the Manage Your Own Views, Dashboards, Search Filters global permission.
• To manage another user's dashboards: You have a global role with the Manage Shared Views, Dashboards, Search Filters global permission.
• Insights Data Access is set up.
• To add a BI report, you need access to the report in the relevant BI tool.

Steps

1. Access the dashboard for which you want to configure the Collibra Insights widget, or create a new dashboard.
2. Click → Edit widgetsEdit Dashboard.
3. Find the Collibra Insights widget and drag it onto the dashboard.
   
   Tip You can find the widget by using the page numbers, to browse the collection of widgets.
   
4. On the Report tab, in the Enter a URL to view field, enter the address of the webpage that contains the report that you want to be shown on the widget.
   
5. Clear the Run in sandbox option. You might not be able to connect to your BI tool if this option is selected.
   
6. On the Widget tab, enter the required information:
   

   Field	Description
   Show title above the widget	True: Shows the default title on the widget. You can also enter your own title. False: Does not show the title on the widget.
   Show description above the widget	True: Shows the default description on the widget, below the title. You can also enter your own description. False: Does not show the description on the widget.
   Refresh every	True: Automatically refreshes the counter according to the refresh rate you select. False: Does not automatically refresh the counter.
   Remove padding and border	This field is shown only for the following widgets: Collibra Insights, Embedded Webpage, and Text. Tip Padding refers to the space between the content and the border of the container. If your widget contains an iframe, extra padding may not be needed because it could create a nested or confined appearance for the widget. True: Extra padding is removed and full size of the container is used to show content. False: Extra padding and the border are not removed.

7. Click Save.
8. In the upper-right corner of the page, click Close & save editsSave.
   
   Note If you are not yet signed in to the BI tool for which you are adding a report, you might be prompted to do so before the report appears on the dashboard.

1. Access the dashboard for which you want to configure the Collibra Insights widget, or create a new dashboard.
2. Click → Edit widgetsEdit Dashboard.
3. Find the Collibra Insights widget and drag it onto the dashboard.
4. On the widget, click Click → Configure.
   
5. On the Report tab, click URL, and then enter the address of the webpage that contains the report that you want to be shown on the widget.
   
6. Clear the Run in sandbox option. You might not be able to connect to your BI tool if this option is selected.
   
7. On the Widget tab, enter the required information:
   

   Field	Description
   Show title above the widget	True: Shows the default title on the widget. You can also enter your own title. False: Does not show the title on the widget.
   Show description above the widget	True: Shows the default description on the widget, below the title. You can also enter your own description. False: Does not show the description on the widget.
   Refresh every	True: Automatically refreshes the counter according to the refresh rate you select. False: Does not automatically refresh the counter.
   Remove padding and border	This field is shown only for the following widgets: Collibra Insights, Embedded Webpage, and Text. Tip Padding refers to the space between the content and the border of the container. If your widget contains an iframe, extra padding may not be needed because it could create a nested or confined appearance for the widget. True: Extra padding is removed and full size of the container is used to show content. False: Extra padding and the border are not removed.

8. Click Save.
9. In the upper-right corner of the page, click Close & save editsSave.
   
   Note If you are not yet signed in to the BI tool for which you are adding a report, you might be prompted to do so before the report appears on the dashboard.