Create a view

You can create a view if, for example, you want to see assets based on a certain filter or see only certain data of a set of assets. You can create as many views as you want without causing problems for Collibra's performance.

Important 

In Collibra 2024.02, we've launched a new user interface (UI) in beta 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:

Steps

  1. Open the set of assets (in table or tile display mode) for which you want to create a view (for example, Business Glossary).
    Tip If you want to begin from an existing view, switch to that view.
  2. Set the filters.
  3. Customize the table or customize the set of tiles.
  4. Optional: If the view is in table display mode, enable hierarchy or wrap text.
  5. On the view toolbar, click → Save as.
    The Save view as dialog box appears.
  6. Click → Save As.
    The Save View As dialog box appears.
  7. Enter the required information.
    FieldDescription
    NameA name to identify the view.
    Description

    A description for the view.

    Sharing optionsVisible To

    Options that determine who can see the view:

    • PublicEveryone: Everyone can see the view.
    • PrivateOnly You: Only you can see the view.
    • Share with specific roles, groups & usersSpecific Roles, Groups, and Users:
      • Roles: Only the roles you select can see the view.
      • Groups: Only the groups you select can see the view.
      • Users: Only the users you select can see the view.
    Promote

    Options that determine how and where the view is shown:

    • Default: If the view is set as public, the view is shown as the default view for the user who opens the table or set of tiles for the first time.
    • Pin: The view is pinned to the view selector.
  8. Click Save.