Duplicate a dashboard

If, for example, you want to reconfigure one of the widgets of a certain dashboard, you can duplicate that dashboard, instead of creating one.

Tip For optimal performance and searchability, create no more than 300 dashboards in each environment.

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:

Prerequisites

Ensure that you have a global role that has the Manage your own Views, Dashboards, Search filters global permission (for example, Sysadmin).

Steps

  1. Open the dashboard you want to duplicate.
  2. Click → Save as.
    The Save Dashboard As dialog box opens.
  3. Enter the required information.
    FieldDescription
    NameA name to identify the new dashboard.
    Description

    A description for the new dashboard.

    Sharing optionsVisible To

    Options that determine who can see the new dashboard:

    • PublicEveryone: Everyone can see the dashboard.
    • PrivateOnly You: Only you can see the dashboard.
    • Share with specific roles, groups & usersSpecific Roles, Groups, and Users:
      • Roles: Only the roles you select can see the dashboard.
      • Groups: Only the groups you select can see the dashboard.
      • Users: Only the users you select can see the dashboard.
    Promote

    Options that determine how and where the new dashboard is shown:

    • Default: The dashboard is shown as the first page when you sign in to Collibra, unless the homepage is enabled.
    • Pin: The dashboard is prioritized in the tab bar. For details about how dashboards are ordered in the tab bar, go to Open a dashboard with the homepage disabled.
  4. Click Save.
  • If the Dashboard Ordering (beta) setting is not enabled: 
    1. Open the dashboard you want to duplicate.
    2. Click → Save as.
      The Save Dashboard As dialog box opens.
    3. Enter the required information.
      FieldDescription
      NameA name to identify the new dashboard.
      Description

      A description for the new dashboard.

      Sharing optionsVisible To

      Options that determine who can see the new dashboard:

      • PublicEveryone: Everyone can see the dashboard.
      • PrivateOnly You: Only you can see the dashboard.
      • Share with specific roles, groups & usersSpecific Roles, Groups, and Users:
        • Roles: Only the roles you select can see the dashboard.
        • Groups: Only the groups you select can see the dashboard.
        • Users: Only the users you select can see the dashboard.
      Promote

      Options that determine how and where the new dashboard is shown:

      • Default: The dashboard is shown as the first page when you sign in to Collibra, unless the homepage is enabled.
      • Pin: The dashboard is prioritized in the tab bar. For details about how dashboards are ordered in the tab bar, go to Open a dashboard with the homepage disabled.
    4. Click Save.
  • If the Dashboard Ordering (beta) setting is enabled: 
    1. Open the dashboard you want to duplicate.
    2. Click → Create a copy.
      The Copy Dashboard dialog box opens.
      3. FieldDescription
      NameA name to identify the new dashboard.
      Description

      A description for the new dashboard.

      Visible To

      Options that determine who can see the new dashboard:

      • Everyone: Everyone can see the dashboard.
      • Only You: Only you can see the dashboard.
      • Specific Roles, Groups, and Users:
        • Roles: Only the roles you select can see the dashboard.
        • Groups: Only the groups you select can see the dashboard.
        • Users: Only the users you select can see the dashboard.
    3. Click Save.

What's next?

Edit the dashboard and widgets.