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Collections

Collections are a simple way to manage, share, and collaborate on your visualizations.

Think of them as folders where you can group related visualizations.

Create a collection

To create a collection:

  1. Navigate to Visualizations. Your visualizations page displays.

    • Version 14.5.3 and later

    • Versions earlier than 14.5.3

    your visualizations page 14.5.3
    your visualizations page

  2. On Your visualizations screen, select Create new collection.

  3. Enter the name for your new collection and select Create. You can now start adding visualizations to the new collection.

    your visualizations page create new collection
You can also create a collection while creating a new visualization: enter the name in the field provided and select New Collection.
When you create a collection, you become its owner, which gives you unique capabilities, such as deciding about the sharing options, changing ownership, or deleting the collection.

Share a collection

As the collection owner, you can share it with other users or groups as needed.

You can also share the collection directly when you are creating a visualization.

To share a collection:

  1. Go to Your visualizations.

  2. In the three dots menu of the collection you want to share, select Share with.

    • Version 14.5.3 and later

    • Versions earlier than 14.5.3

    your visualizations page modify a collection 14.5.3
    your visualizations page modify a collection

  3. Select the names of users or groups of users who should get access to your collection.

  4. Once you select the users, you can define the access level for each user:

    • View access: Allows a user or group to view the collection and use its visualizations to build reports. This is the default setting when adding a new user or group.

    • Edit access: Allows a user or group to edit your collection and visualizations.

    • Remove access: Revokes all access for a user or group for this collection and visualizations.

  5. Select Done.

For a user to view a report, they must have at least View access to the report, the underlying catalog item or Data Quality (DQ) result, and the collection containing the visualizations. This ensures data integrity and security across the platform.

Check access levels carefully when sharing.

Add visualizations to a collection

Only collection owners or editors can add visualizations to a collection. The number of visualizations you can add to a single collection is not limited.

  1. Go to Your visualizations.

  2. In the three dots menu of the collection, select Create visualization.

    • Version 14.5.3 and later

    • Versions earlier than 14.5.3

    your visualizations page modify a collection 14.5.3
    your visualizations page modify a collection

  3. In New visualization screen, choose the dataset for your visualization. If needed, change the collection as well.

  4. Select Create a new visualization.

  5. Customize your visualization as desired and select Save.

From version 14.5.3, if you open an existing collection, you are redirected to the Home tab of the visualizations included in that collection.

To learn more about this tab, as well as how to create, configure, and customize a visualization, see Visualizations.

Rename a collection

Owners or editors can rename a collection.

  1. Go to Your visualizations.

  2. In the three dots menu of the collection, select Rename.

    • Version 14.5.3 and later

    • Versions earlier than 14.5.3

    your visualizations page modify a collection 14.5.3
    your visualizations page modify a collection

  3. Enter a new name for your collection.

  4. Select Rename.

Change ownership of a collection

Only the current owner of a collection can change its ownership. This action is irreversible unless the new owner decides to change the ownership again.

To change the ownership of a collection:

  1. Go to Your visualizations.

  2. In the three dots menu of the collection, select Change ownership.

    • Version 14.5.3 and later

    • Versions earlier than 14.5.3

    your visualizations page modify a collection 14.5.3
    your visualizations page modify a collection

  3. Select the new owner of the collection. This can be a user or a group of users.

  4. Select Done.

Delete a collection

Deleting a collection and its stored visualizations permanently alters the associated reports. A follow-up alert specifies which reports are impacted, giving you a final chance to confirm or cancel the action.

This action cannot be reversed; you cannot restore deleted collections.

If you no longer need your collection:

  1. Go to Your visualizations.

  2. In the three dots menu of the collection, select Delete.

    • Version 14.5.3 and later

    • Versions earlier than 14.5.3

    your visualizations page modify a collection 14.5.3
    your visualizations page modify a collection

  3. Confirm your action.

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