Customize tables

If you want a table to show only the information you need about certain assets, you can change several aspects of the table.

Important 

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:

Add columns to a table

A table shows a default set of columns. You can, however, add more columns to the table.

Note You can also show responsibilities as a column.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Edit Fields.
    The Fields dialog box appears.
  3. Click .
    The Edit Fields dialog box appears.
  4. Click Select Fields.
    The Select Fields dialog box appears.
  5. Select the checkboxes next to the columns you want to add to the table.
    Tip You can use the Search field to quickly find a column.

    Note If the type of the domain is not part of the assignment of the asset types it contains, you cannot select attributes or relations fields.

  6. Click Update.
    The Fields dialog box appears.
    The Edit Fields dialog box appears.
  7. Optional: Editthe field name and order of the columns.
  8. Click Save.

Show responsibilities in a table

An asset view can show the responsibilities of a resource per role. If you enabled inherited responsibilities in Collibra Console, you can see the inherited responsibilities in the table. Inherited responsibilities have a gray background and cannot be edited in an asset view. Direct responsibilities have a white background and can be edited.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Edit Fields.
    The Fields dialog box appears.
  3. Click .
    The Edit Fields dialog box appears.
  4. Click Select Fields.
    The Select Fields dialog box appears.
  5. Select one or more roles.
    Tip The Roles tab shows all the roles.
  6. Click Update.
    The Fields dialog box appears.
    The Edit Fields dialog box appears.
    Tip If you enabled inherited responsibilities in Collibra Console, you can select Show inherited responsibilities to show inherited responsibilities.
  7. Click Save.

Change the column order

You can change the order in which the columns are shown in a table.

Note If you enable hierarchy, the Name column is shown as the leftmost column in the table and it is fixed.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Edit Fields.
    The Fields dialog box appears.
  3. Click .
    The Edit Fields dialog box appears.
  4. Drag that is next to the column you want to reposition and drop it to the required position.
  5. Hover your pointer over the column you want to reposition.
    Drag vertical icon and a drop-down list appear.
  6. Do one of the following:
    • Drag Drag vertical icon to the required position.
    • Click the drop-down list, and then select one of the following options.
      OptionDescription
      Move to topMoves the current column to the top.
      Move to bottomMoves the current column to the bottom.
      Move to before > [select a column]Moves the current column to the position immediately preceding the selected column.
  7. Click Save.

Edit a column name

You can edit the names of the columns shown in a table.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Edit Fields.
    The Fields dialog box appears.
    Tip The Display Name column shows the current names of each column shown in the table.
  3. Click .
    The Edit Fields dialog box appears.
    Tip The Display Name column shows the current names of each column shown in the table.
  4. In the Display Name column, enter the new name for the column.
  5. Click Save.

Remove columns from a table

A table shows a default set of columns. You can, however, remove columns from the table.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Edit Fields.
    The Fields dialog box appears.
  3. Click .
    The Edit Fields dialog box appears.
  4. Click next to the columns you want to remove from the table.
    Tip  If you want to remove several columns:
    1. Click Select Fields.
      The Select Fields dialog box appears.
    2. Clear the checkboxes next to the columns you want to remove from the table.
      You can use the Search field to quickly find a column.
    3. Click Update.
      The Fields dialog box appears.
      The Edit Fields dialog box appears.
  5. Optional: Change the display name and order of the columns.
  6. Click Save.

Change the number of rows per page

If a table contains a large number of rows, the rows are split into pages. You can change the number of rows shown per page.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Change Rows per Page → <number>.
  3. In the lower-right corner of the page, in the Rows per page field, select the number of rows you want to show per page.

Freeze columns

When you freeze a column, the column becomes the leftmost column in the table and remains visible even when you scroll horizontally to the right on the table.

Note If you enable hierarchy, the Name column is shown as the leftmost column in the table and it is fixed. You can, however, unfreeze it. You can also change the column order.

Steps
  1. Open a view in table display mode.
  2. On the content toolbar, click → Edit Fields.
    The Fields dialog box appears.
  3. Click .
    The Edit Fields dialog box appears.
  4. Drag that is next to the text Move to freeze column(s) and drop it below the last column you want to freeze.
  5. For the column you want to freeze, drag Drag vertical icon and drop it above the Move to Freeze Fields line.
    Tip 
    • The columns that are shown above the Move to Freeze Fields line will be frozen.
    • You can freeze multiple columns.
    • If you want to unfreeze a column, drag Drag vertical icon and drop it below the Move to Freeze Fields line.
  6. Click Save.