Generate dashboard reports via AWS

After setting up Insights Data Access on Amazon Web Services (AWS), you can generate dashboard reports configured in Collibra Console.

Tip You can also generate dashboard reports via URL.

Prerequisites

  • Set up Insights Data Access on AWSGCP.
  • Ensure that you have the following:
    • The Insights global role, to be able to view a report in Collibra Data Intelligence Platform.
    • A license for Tableau Desktop 2018.3.
    • A Tableau Server or Tableau Online account.
    • The athena:GetQueryResultsStream AWS permission, to be able to get the reporting data from AWS.

Steps

  1. Download the report templates from Collibra Marketplace
  2. Install the SQL views associated with the Tableau workbook files
  3. Publish the workbook files to your Tableau Server or Tableau Online account and configure a database extract refresh schedule event
  4. Configure the reporting options in Collibra Settings
  5. Add a dashboard in Collibra and configure the Insights widget

Step 1: Download the report templates from Collibra Marketplace

  1. Go to Collibra Marketplace.
  2. Download the following three report template packages:
    • Process Register Report Template
    • Privacy and Risk Readiness Report Template
    • Data Maturity Report Template
    The three ZIP files are downloaded to your hard disk.
  3. Extract the ZIP files on your local computer.
    Folders with the names of the ZIP files are created. Each folder contains a SQL file and a TWBX file.

Step 2: Install the SQL views associated with the Tableau workbook files

Note 
  • If this is the first time you are installing the SQL views, you must perform this step for each of the Tableau workbook files.

  • If you have previously installed the SQL views but are now installing a new version of a report, you must install the new SQL view, if one was provided with the new report.

  1. On the AWS main menu, expand the Services page, and then select Athena.
  2. On the Database menu, select the relevant database.
  3. Click + to add another query.
  4. In one of the report template package ZIP files you downloaded from Collibra Marketplace, drag the SQL file to a new query tab.

    The code appears in the query tab.
  5. Click Run query.
  6. Repeat Steps 3 through 5 for the SQL files in the other two report template packages.

Step 3: Publish the workbook files to your Tableau Server or Online account and configure a refresh schedule event

  1. On your hard drive, go to the folder of one of the report templates you downloaded from Collibra Marketplace (for example, DataMaturity).
  2. Open the Tableau Workbook file (in this example, DataMaturityDashboard.twbx).
  3. If the following dialog box appears, click Yes.

  4. Perform one of the following steps:
    • If the following dialog box appears, click Edit connection.
    • If the Tableau dashboard is shown, click the Data Source tab in the lower-left corner of the page.
  5. Enter the information specific to your AWS server.

  6. Click Sign in.
    Note If you now receive an error, it may be an indication that the data source "collibra_rpt" is not configured. In this case, consider editing the connection details to point to the data source you have created.
  7. In the upper-right corner of the page, select an Extract connection.
  8. In the lower-left corner of the page, click the Dashboard tab.
  9. In the Save As dialog box, enter a name for the database extract file.
  10. Click Save.
    The extract file is saved and a database extract is cached. This can take several minutes to complete.
  11. When the dashboard is loaded, click or File > Save to save the database extract.
  12. On the main menu, click Server, and then click Sign In.
  13. In the Tableau Server Sign in dialog box, click Connect.
  14. Enter your Tableau sign in credentials.
  15. Select the site to which you want to publish the Tableau workbook.
  16. Click Server, and then select Publish Workbook.
    The following dialog box appears.
  17. Enter the required information.
    For the current task, the following fields are of interest.
    PropertyDescription
    ProjectThe project to which you want to publish.
    Name

    The name of the workbook.

    Refresh Schedule (Full Extract)

    The frequency with which the currently cached database extract is purged and a new extract is cached.

    Tip Collibra recommends scheduling a daily refresh.

    Sheets

    Allows you to specify which sheets to include in the publication. You can hide sheets if you want to publish a dashboard without showing all the worksheets that were used to create it.

    Tip To avoid clutter, consider clicking Edit and then clicking Only Dashboards.

    Data Sources

    Determines:

    • Whether the data is embedded in the workbook or published separately.
    • How users authenticate with data sources.
    Tip Collibra recommends the following settings: Click Edit, and then:
    • In the Publish Type drop-down menu, select Embedded in workbook.
      This enables users to view the report without having to authenticate themselves every time.
    • In the Authentication drop-down menu, select Allow refresh access.
      This automatically refreshes the extract of the database. The frequency with which the cache is refreshed is determined by the value you enter in the Refresh Schedule field.

    More options

    Additional publication options. Include external files determines whether or not external files are included in the publication.

    Note 

    • Only the DataMaturityDashboard.twbx file refers to external files. The Include external files option is not available for the other Tableau workbook files.
    • Ensure that Include external files is selected, so that the images included with the Tableau workbook files are included in the publication.

  18. Click Publish.
    The report is published to your Tableau Server or Online account.

    Tip On the Refresh Schedules tab, the refresh schedule event you configured is shown.

Step 4: Configure the reporting options in Collibra Settings

  1. On the Workbooks tab in Tableau, click one of the workbook files, for example, Privacy & Risk Readiness.
  2. Click Dashboard.
  3. Click Share.
  4. In the Share dialog box, copy the URL in the Link field.
  5. Open Collibra Console with a user profile that has at least the ADMIN role.
    Collibra Console opens with the Infrastructure page.
  6. Click the Data Governance Center service of a Collibra environment.
    The details of the DGC service are shown.
  7. Click Configuration.
  8. Click Edit configuration.
  9. Scroll down the list of configuration options and click Reporting.

  10. In field Tableau report URL pattern, paste the URL that you copied from the Link field in Tableau.
  11. In the URL, replace the actual report name (such as DataMaturityDashboard) by {reportName}, for example:
    https://tableau-dev2.<your-Collibra-Data-Intelligence-Cloud-environment-URL>/t/Insights/views/{reportName}/iframeSizedToWindow=true&...
  12. Under Reports definitions, click Add.
    Note You must perform this step for all three reports.
    • In a Report view name, enter the name of a report as you want it to appear on the report button in the Insights widget, for example:
      • Data Maturity Dashboard
      • Privacy & Risk Readiness
      • Process Register

    • ln b Report name, enter the report name, for example:
      • DataMaturityDashboard
      • PrivacyRiskReadiness
      • ProcessRegister

      Tip Use the name as it appears in the URL of the Tableau report, for example, DataMaturityDashboard.

      The settings in Console should look similar to the following image:

    • Click Add, and then add the report definitions for the remaining two reports.
  13. Click Save all.

Step 5: Add a dashboard in Collibra and configure the Insights widget

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:

Tip To facilitate the viewing of each report, we recommend that you add and configure a separate dashboard for each report. To do so, you must complete this step for each report.

  1. Create a dashboard.
    Tip When entering the required information, in the Layout field, select 1 Column.

  2. Click → Edit widgetsEdit Dashboard.
  3. Drag the Collibra Insights widget from the Widgets section to the dashboard.
    The three reports that you configured in Collibra Settings are shown.

    Image of the Collibra Insights widget

  4. Select the report you want to show on the dashboard.
  5. Click Save.
  6. In the upper-right corner of the page, click Close & save editsSave.
    The report is shown on the dashboard you created.

What's next?

Optionally, you can:

  • Remove non-applicable regulation placeholder.
  • Improve the visual output of the Data Maturity report.