Collibra Insights widget

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! 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:

The Collibra Insights widget is a reporting widget that shows a dashboard report on a dashboard, such as Privacy Risk Readiness, Data Maturity Dashboard, Process Register, or any report from a webpage.

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

Prerequisites

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

Steps

  1. Open the widget for configuration.
    1. Open the dashboard for which you want to configure the widget.
    2. Click → Edit widgetsEdit Dashboard.
    3. If needed, drag the widget from the Widgets section to the dashboard.
    4. On the widget, click → Configure.
  2. On the Report tab, enter the required information.
    FieldDescription
    Enter a URLURLAddress of the webpage that contains the report you want to show on the dashboard.
    Run in sandbox
    Warning To reduce security risks, we recommend leaving this checkbox selected.

    Running the webpage in the sandbox mode ensures the following:

    • The webpage will not run potentially harmful scripts.
    • The webpage blocks APIs in the frame.
    • The webpage cannot access your files and systems.
  3. On the Widget tab, enter the required information.
  4. On the widget, click Save.
  5. In the upper-right corner of the page, click Close & save editsSave.