Add a Dashboard Item

Creating a Dashboard Item as a Tile:

If you select the Dashboard Item Type as a Tile, pop screen or a dashboard item creation window appears which asks you to fill a number of fields. The ones highlighted in purple are mandatory to fill, model field is the important one in order to save the dashboard item. Once the Model is selected, you will notice two configurations further namely Data and Display. Data tab will allow users to add/select the data for which they wish to display, whereas Display tab will allow a user to configure the dashboard item on the basis of its color, layout etc.

Once the Model is selected, you can define the Domain for the dashboard item if you wish to do the same. For Example: If your selected Model is Sale Order, you can define the Domain as Sale Order where the total amount is greater than 100.

Select the Theme as per your choice. If you wish to choose your own color, you can do the same through Background Color. You can even change the Transparency of the chosen color, you can also change the Font Color of the dashboard item and adjust its Transparency as per your choice.

Choose the icon for your dashboard item. If you wish to choose from our Default Icons, choose the Default Icons option and if you wish to upload your own, choose Upload Icon option.

If you have chosen the Default Icons option, the below pop-up window will be displayed. Choose the icon you like and if you wish to explore more icons, search them in the search bar.

See the Preview of your finished dashboard item. If you like what you see, proceed to save the same.

Creating a Dashboard Item as a Bar Chart:

For example: Let’s select the Model as Sales Order and keep its Measures as Total (sale.order), Taxes (sale.order) and Untaxed Amount(sale.order) and Line Measure as Taxes (sale.order) and Untaxed Amount (sale.order) and Currency Rate (sale.order)

Measures and Line Measure will show list of fields related to the chosen model on the basis of following attributes:

Once you select the Data Type as Sum, Count or Average, it will start displaying the data respectively.

Select the Sub Group By field to further group your Group By field data, for example: let’s select the Group By as Company (sale.order).

You can also select the Sort By Field, Sort Order, and Record Limit option specific to the dashboard item you’re currently making

You also have the feature of defining the Chart Color Palette for your dashboard item under Display tab, there are four predefined options i.e. Default, Cool, Warm and Neon.

The same can also be defined from the main dashboard by clicking at the brush icon named Color Palette on each individual dashboard item whose type is charts.

If you input the value for “Standard Target” option, then you will be able to view your Data target as per the input the value, as shown above screenshot.

If you wish to see the target with different data and date range, then you need to add them by clicking on “Add Line”. on clicking the Add Line, you will be asked to select the Date and the value for which you want to see the target.

You can add multiple lines to see the target values as per your need.

Once all the mandatory details are filled, you can preview your dashboard item in the Preview column and if everything looks good, then proceed to save.

Creating a Dashboard Item as a Horizontal Bar Chart:

Creating a Dashboard Item as a Line Chart:

Creating a Dashboard Item as an Area Chart:

Creating a Dashboard Item as a Pie Chart:

You will notice one additional feature, Semi Circle Chart checkbox which converts Pie Chart in Semi Pie Chart.
This is how Semi-Pie Chart look like:

Creating a Dashboard Item as a Doughnut Chart:

You will notice one additional feature, Semi Circle Chart checkbox which converts Doughnut Chart in Semi Doughnut Chart.
This is how Semi-Doughnut Chart look like:

Creating a Dashboard Item as a Polar Area Chart:

Creating a Dashboard Item as a List View:

Creating a Dashboard Item as a KPI:

You can create some amazing KPI with below comparsion options:

You also get a option of additional query using which you can perform different operation using "Data Calculation" field on two result sets along with Target comparison:

Under Target Tab, you will get option to see target value as Number or Progressbar like described in below screenshot:

Creating a Dashboard Item as a To Do Item:

You can make a list of to do work as item:

• Step1 --Go to dashboard and select the Add item option as To Do Item

After completion the work user can mark the work as complete on dashboard.

Additional Features:

1. Global Filter

You can add a condition to filter the data on dashboard

With the help of a pre-defined filter, you can add a condition to the domain to filter the data on the dashboard. For example - If a user want data of only id < 10 then he/she can add a domain on filter to do so.

1. Go to dashboard configuration and choose "Dashboards" menu.

2. Choose any of the dashboard to add filter condition and click on edit button.You will be directed on the dashboard form view

You will be able to see 2 different tabs
1. Pre-defined Filters
2. Custom filters

Choose Pre-defined Filters and click on Add a filter.

On selecting Add a Filter a Wizard will pop up

Save and click on My dashboard. User will now see a filter as odoo default

If you select the amount then the records on the dashboard filter on the basis of condition given at the time of creation of domain.
In our case amount < 1000 was given. You can see total amount of all the record is less than 1000 in dashboard item

Similarly, If you choose Id then the "OR" operation will be perform between both the condition.

For performing "AND" operation between the condition there is option in pre-define filter i.e Add a separator

click on the Add a Separator and add a name for the separator and save.

You can see a thin line on filter container which will work as a "AND"operator in filter condition

Go to custom filter tab and select Add a line and fill the following fields.
1. Field Label - Add a label for field.
2. Model - Select a model on which you have to add domain.
3. Domain Field- Select a desire field on which you have to add condition.

You will see a container to add a custom condition as odoo default.

click on apply and see result. It will give you a records whose customer name contains 'deco' because we have choose domain field as Customer .

2. Save Edit Layout

User now can save layouts after edit

3. Move and Duplicate a Dashboard Item:

You can Duplicate or Move any dashboard item from one dashboard to another or within same dashboard by two ways:
1. Copy icon on item visible on mouseover as described in below screenshot:

2. Action dropdown with option to Duplicate or Move in Add/Edit screen after item is saved. Clicking the same will reveal two drop-down options to either Duplicate the dashboard item or Move the dashboard item.

Selecting either of the options will open the Dashboard Item Action pop-up. Proceed by selecting the Action you want to execute i.e. Duplicate and Move, and the destination Dashboard.

The Duplicate Action will duplicate the dashboard item from one dashboard to another or same dashboard.

The Move Action will move the dashboard item from one dashboard to another dashboard or same dashboard.

4. Resize the Dashboard Item

You can resize the dashboard items by clicking on the Edit Layout button from the top right corner of the Dashboard screen by dragging the same horizontally or vertically from their corners as per your need.

Note: Tiles can only be resized horizontally.

5. List View for Charts/Tile Data:

1. Charts - Click on the info icon present on top right of charts to view the details/list view of charts data, you can even click on charts sections of filter out particular chart data.
2. Tiles - Click on the tile to see details/list view of the data.

6. Export & Import complete dashboard between different Databases (Admin Access Only)

Steps to Export Dashboard

1. Login with admin account
2. Go to menu : My Dashboard > Configuration > Dashboards
3. Select the dashboard record which you want to export
4. Select "Export Dashboard" option from 'Actions' dropdown
5. A JSON file will be downloaded with name 'dashboard_ninja.json'.

Steps to Import Dashboard

1. Login with admin account
2. Go to menu : My Dashboard > Configuration > Dashboards
3. Click on 'Import Dashboard' button
4. Select the JSON (dashboard_ninja.json) file exported previously
5. Dashboard will be imported successfully and you can see in list view of Dashboards

7. Use of %UID in domain filter to filter logged in User Data

If you want to see data of logged In user for particular item, follow below steps:

1. Go to edit screen for particular dashboard item
2. Click on 'Domain Filter'
3. In value field, use %UID
4. Click Save

8. Auto Refresh

Auto refresh feature allows your data to render automatically after configured period of time. You can set the Auto Refresh timer from the Configuration > Dashboards menu available as per your need: None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min.

9. Auto Update type

You can find this option in every item on Auto Update tab.

If you go to Auto Update Tab ->Update at every instance -> Show live Update Popup It will show pop up on dashboard showing item is updated.

Auto Update feature allows your data to Update automatically, immediately after the changes

10. Target Comparison

User can define the target values for the model which they wish to see the comparison.

NOTE: Target Comparison is possible for below listed Dashboard items

1. Line Chart
2. Bar Chart
3. Horizontal Bar Chart
4. Area Chart
5. KPI

If you click on Target tab, you will be able to see the Enable Target option on activating it, you will notice the new configurations menus to set the Targets for your data as per your need.

If you input the value for “Standard Target” option, then you will be able to view your Data target as per the input the value, as shown above screenshot.

If you wish to see the target with different data and date range, then you need to add them by clicking on “Add Line”. on clicking the Add Line, you will be asked to select the Date and the value for which you want to see the target.

You can add multiple lines to see the target values as per your need.

11. Quick Edit Mode

You can easily configure you dashboard on the fly from the Dashboard Screen itself for some important configurations, as shown below

12. Ability to Edit the Parent Menu of the Dashboard

This features provides you an ease to change parent menu of a particular Dashboard even after initial creation of the Dashboard.

13. Dynamic Date Filter Range

Total 15 Date Filter options are provided to filter out your data as per your need.

14. Remove the Dashboard Item

You can easily remove the dashboard item by clicking on the remove item button from the dashboard item itself.

15. Color Palette

This feature allows a user to change dashboard item’s color on the fly from the dashboard item itself.

Dashboard Ninja Configurations

You can configure your Dashboards from the My Dashboard > Configuration > Dashboards menu as shown below:

On clicking the Dashboards menu, click on list view you will be able to see below screen:

You can activate and deactivate a customized dashboard by checking and unchecking the box respectively

While creating a dashboard, you will have the option of selecting the dashboard layout from 3 Pre-defined layout templates and Preconfigured Sales Dashboard.

If you want your dashboard data to get auto refreshed after some interval, set value for 'Update Inverval' for particular dashboard.

Group Access option allows us to set groups permission who can access the selected dashboard.

On clicking the Dashboard Layouts menu, click on list view you will be able to see below screen:

You can see all the layouts you save for dashboard, as in our case My Dashboard 2

Dashboard Ninja Advance Features

1. TV Dashboard

The Dashboard Ninja Advance has come up with a TV Dashboard feature to display your curated dashboards on the TV screens. Go to ‘’My dashboard’’ section, and click on the ‘’Play’’ button at the top right corner of the page as displayed below:

With this feature, you can get the complete view of the listed items in the slide view format, with every slide showing the detail of every item.

Display Complex Analytics

2. Create/Edit query on your own

In the Dashboard Ninja Advance, you can create an item using SQL query thus allowing their users to create dashboard items with more complex data. For example, users can create dashboard items to show data from computation of different odoo model fields or to show data from multiple odoo models in one item. You can create the following 8 items by SQL query: Bar chart, Horizontal bar chart, Doughnut chart, Pie chart, Line chart, Area chart, Polar area chart and List view.

2.a. Chart Items using custom queries

Go to the ‘’My Dashboard’’ menu, click on ''Add'' button, select any type of charts from the item list and select the data calculation type as ‘’Query’’. In the Query section, add a custom query as per your requirement.

2.b. List view using custom queries

Go to the ‘’My Dashboard ’menu’, click on ''Add'' button, select the type ‘’List view’’ from the item list and select the data calculation type as ‘’Query’’. In the Query section, add a custom query as per your requirement.

Odoo.Sh Installation Steps

Steps

1. Please commit/push Dashboard Ninja code on GitHub which is associated with odoo.sh.

2. Login to the odoo.sh and click on that branch on which you have commit Dashboard Ninja.

3. Click on the connect button then go to the app search for the Dashboard Ninja app and click on the install button.