Create 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:

You can create a dashboard and then add and edit widgets as needed.

You can create a dashboard from any existing dashboard or your Dashboard home page.

You can create a dashboard from any existing dashboard, your Dashboard home page, or the dashboard navigation panel if the Dashboard Ordering (beta) setting is enabled.

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

Prerequisites

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

Steps

  1. Access any dashboard.
  2. Click → Add Dashboard.
  3. Click More → Create a Dashboard.
    The Edit Dashboard page opens.
  4. 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. For details, go to Open a dashboard with the homepage disabled.

  5. Click Save.
  • Create a dashboard from an existing dashboard when the Dashboard Ordering (beta) setting is not enabled:
    1. Access any dashboard.
    2. Click → Add Dashboard.
    3. Click More → Create a Dashboard.
      The Edit Dashboard page opens.
    4. 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. For details, go to Open a dashboard with the homepage disabled.

    5. Click Save.
  • Create a dashboard from the dashboard navigation panel:
    1. Access any dashboard.
    2. In the dashboard navigation panel, click the icon next to DASHBOARDS.
      The Edit Dashboard page opens.
    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.

    4. Click Save.
  • Create a dashboard from your Dashboard home page. In the left pane, click the icon and create your dashboard.

What's next?

Add widgets to the dashboard.