In Collibra 2024.05, we launched a new user interface (UI) for Collibra 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.
A dashboard can be created from any existing dashboard, your Dashboard homepage, or the dashboard navigation pane if the Dashboard Ordering setting is enabled.
Tip For optimal performance and search, don't create more than 300 dashboards in an environment.
Prerequisites
You have a global role that has the Manage your own Views, Dashboards, Search filters global permission, for example, Sysadmin.
- You have a global role that has the Manage your own Views, Dashboards, Search filters global permission, for example, Sysadmin.
- To create a dashboard from the dashboard navigation pane, ensure that the Dashboard Ordering setting is enabled.
Steps
- Access any dashboard.
- Click
→ Add Dashboard. - Enter the required information.
Field Description Name A 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 more information, go to Open a dashboard with the homepage disabled.
- Click Save.
Create a dashboard from an existing dashboard when the Dashboard Ordering setting is disabled
- Access any dashboard.
- Click More → Create a Dashboard.
The Edit Dashboard page opens. - Enter the required information.
Field Description Name A 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 more information, go to Open a dashboard with the homepage disabled.
- Click Save.
Create a dashboard from the dashboard navigation pane
- Access any dashboard.
- In the dashboard navigation pane, click
next to DASHBOARDS.
The Edit Dashboard page opens. - Enter the required information.
Field Description Name A name to identify your dashboard. Description A description for the dashboard.
Layout The number of columns to be shown in the dashboard.
- Click Save.
- Add widgets to the dashboard.
- Edit the dashboard.
- Duplicate the dashboard.