Open a dashboard

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:

How you open a dashboard depends on if the homepage is enabled or disabled. If the Dashboard Ordering (beta) setting is enabled, a dashboard navigation panel shows on the left side of any opened dashboard. You can open or change a dashboard by using the toolbar on the dashboard or the dashboard navigation panel, depending on the permission you have.

Open a dashboard with the homepage enabled

If the homepage is enabled, you can open a dashboard via the following:

  • The Dashboards tab in the browse pane. Click the name of the dashboard you want to open.
    Browse pane
  • The Dashboards card on the homepage. Click the name of the dashboard you want to open.
    Browse pane

Open a dashboard with the homepage disabled

If the homepage is disabled, you can open a dashboard from the Dashboards tab in the browse pane. Alternatively, you can open a dashboard on the page that is shown either when you sign in to Collibra or when you click the Home button. This page contains the following:

  • The dashboard tab bar, which shows up to 5 dashboards. The tab bar includes pinned dashboards in alphabetical order, followed by unpinned dashboards in alphabetical order. If the active dashboard is not among the first 4 dashboards in alphabetical order, it replaces the fifth dashboard to ensure it is shown.

    Dashboard bar

    Dashboard bar

  • The More menu, which shows all the remaining dashboards.

    More menu

    More menu

Note If you never visited a dashboard, the default dashboard is opened by default. Otherwise, the dashboard you last visited is opened.

Open a dashboard with the dashboard navigation panel (beta) enabled

If the dashboard navigation panel is enabled, a panel is shown on the left side of any dashboard page. Click the name of a dashboard to open it.

Dashboard navigation panel

You can bookmark dashboards to quickly access them later. Bookmarked dashboards are saved on a user by user basis. No special permissions are required to bookmark dashboards.

To bookmark a dashboard, click next to the dashboard in the dashboard navigation panel, or click on the dashboard. The dashboard moves to the FAVORITES section, above the DASHBOARDS section in the dashboard navigation panel. You can drag and drop dashboards in your FAVORITES section to order them.

To remove a bookmark from a dashboard, click next to the dashboard again in the dashboard navigation panel, or click again on the dashboard.

Note When you add and order dashboards in your FAVORITES section, the order remains unchanged if other users reorder the shared dashboards by using the Manage All Dashboards dialog box.

Depending on your permissions, you can change a dashboard by using the toolbar on the dashboard or the Manage All Dashboards dialog box in the dashboard navigation panel. For details, go to Edit a dashboard.