Edit a dashboard

You can edit the name, description, and layout of 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:

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

Steps

  1. Open the dashboard.
  2. Click → Edit propertiesDashboard.
  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.

    Pin

    Select this checkbox if you want to pin the dashboard.

    Tip A dashboard bar shows up to 5 pinned dashboards in alphabetical order.

  4. Click Save.