Dashboard Ninja

$ 199.65

v 15.0 0

Technical name	ks_dashboard_ninja
License	OPL-1
Website	https://store.ksolves.com/
Extensions	Dashboard Ninja Advance

Description
License

Ksolves All Apps

Community Enterprise Odoo.sh

Dashboard Ninja

Dashboard Ninja helps create beautiful, customized and robust dashboards for your different departments. With this easy to use app, you will be able to save your precious business hours and take major business decisions quickly by overseeing important stats on your self-configured dashboards.

Pre-configured Dashboard Ninja Apps

Dashboard Ninja is a base app that allow you to create dashboard of any odoo business model. We are also providing some free apps with pre-configured dashboard, that are listed below.

Dashboard Screen

Key Features

Fully configurable Dynamic Dashboards with animated charts
8 Chart Types supported Tile, Line chart, Bar chart(Stacked, Vertical, Horizontal), Pie chart(Semi/Full), Doughnut chart, Area chart, Polar Area chart, List view
Full Configuration of Tiles - (predefined font awesome icons or upload your icon), font color, background color, 6 predefined layouts, size
Target feature provided to set targets as line/bar on Bar Chart, Area Chart, Line Chart, & Horizontal Chart
Auto refresh dashboard data after configured period of time (None, 15 sec, 30 sec, 45 sec, 1 min, 2 min, 5 min, 10 min)
Click info icon on charts or section of charts to view details in list view
Multi Company support
New Dashboard Item type - KPI card with comparison to Target & Previous period
Option on KPI tiles for Comparison of two query in Sum, Ratio or Percentage
New Axis for line chart if used with Bar chart
Configuration menu provided to create multiple dashboards under any Menu supporting Odoo’s default Access permissions
Configure Dashboard Items easily using Quick Edit Mode

Easy configuration of items using Odoo models, fields, domains.
Responsive design for Desktop, Tablet, and Mobile phones
Limit your records to see limited records in any dashboard items like Top 10 products etc
3 predefined dashboard layout templates provided during creation of a new dashboard
Ability to change the color scheme for charts easily
20 Date filter options provided like Last 7 Days, Last 30 Days, Last 90 Days, Last 365 Days, This Month, This year, Custom Dates etc
Move or duplicate your dashboard item within the same or another dashboard
Export and Import complete dashboards between different databases
Export any chart item as Excel, CSV, PDF, PNG
Line Measure option that will show line in bar chart
Two list view types: Grouped, Ungrouped
Filter logged in user data using %UID in domain filter
Available for Community and Enterprise Edition in versions 10, 11, 12, 13, 14, 15

DEMO AVAILABLE

FREE 90 DAYS SUPPORT

User Guide
FAQ's

Installation
Odoo.Sh Installation Steps
Add an Item
Tile
Bar Chart
Horizontal Bar Chart
Line Chart
Area Chart
Pie Chart
Doughnut Chart
Polar Area Chart
List View
KPI
To Do Item
Additional Features
Configurations

Installation

Once you have downloaded the Dashboard Ninja app from the Odoo app store, you will get a folder name “ks_dashboard_ninja”.

1. Copy and paste it to your Add-ons folder.

2. Click on Update Apps list from the menu and now Dashboard Ninja will appear in App list.

3. Go to Apps menu, search for 'dashboard ninja' and click Install button.

4. You are ready for use Dashboard Ninja.

Add a Dashboard Item

Click on the Add Button on the top right corner of your Dashboard screen. Once you click on the button, you will be asked to select the Dashboard Item Type. There are 10 item types being provided by Dashboard Ninja.

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.

Once you click on the “Display” tab, you will notice the following configuration options

Layout

Theme

Background Color

Font Color

Icon Option

Icon

Icon Color

Layout: Choose the Layout for your dashboard item from the 6 available sets i.e Layout 1, Layout 2, Layout 3, Layout 4, Layout 5, Layout 6 as per your requirement.

Theme: It is a pre configured set of 5 different colors i.e White, Blue, Green, Red and Yellow.

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.

Icon: We have provided 29 pre-loaded icons of Font Awesome 4.7.0.

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.

Icon: Option provided to choose the Icon Color for your dashboard item and adjust the Transparency accordingly.

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:

If you select the Dashboard Item Type as a Bar Chart, three important fields will be displayed on selecting the model i.e

Measures

Line Measure

Data Type

Measures and Line Measure field will allow the user to select multiple values and corresponding to the selected fields dataset will start displaying for them.

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:

Type: Integer, Float or Monitory

Store: True i.e. this field value must be stored in the database

NOTE: Field name “id” is not allowed to show explicitly.

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

You will notice the following configuration options under Group/Dimensions tab.

Group By

Sub Group By

Sort By Field

Sort Order

Record Limit

NOTE: Group By and Sub Group By field allows you to group your selected Measure field data.

While selecting the Group By or Sub Group By field, if you select the field type as Date/Datetime Type, then you will notice a new field start displaying, i.e “ Group By Date/Sub Group By Date ”

Group By Date/Sub Group By Date field will allow you to group your data as per the options available.

Day

Week

Month

Quarter

Year

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.

You can notice that there is another option available besides the Dashboard item preview “Stacked Bar Chart” by checking this box, you can view your data for a Dashboard item as shown below

If you select your Group By field as Date Type, for example: Let’s select the Group By field as a “Creation Date”, you will notice a Target tab will appear besides the Data and Displays tabs.

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 enable the option, “Show Target as Line”, it will start showing the target as a Line.

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:

If you select the Dashboard Item Type as Horizontal Bar Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Horizontal Bar Chart to particular company
	Type	Select the type as Horizontal Bar Chart
	Stacked Bar Chart	Option to convert Horizontal Bar Chart in stacked bar chart
	Preview	Live Preview of the Horizontal Bar Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Line Measure	Allows you to select the fields for which you want to display lines on bar chart	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
Target	Enable Target	On enabiling the option, you will be able to see the Target values	Target tab is only visible when Date/Datetime field is selected in Group By
	Show Target as Line	Allows you to set your target values which you wish to see as a line on chart.	Visible only when you enables the Enable Target
	Standard Target	Default target value if any value is empty for particular date period
	Date	Allows you to set the Date on which you wish to see your Target values.	Visible only when you check the Enable Target option
	Value	Allows you to set the Target value respective to the date.	Visible only when you check the Enable Target option

Creating a Dashboard Item as a Line Chart:

If you select the Dashboard Item Type as Line Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Line Chart to particular company
	Type	Select the type as Line Chart
	Preview	Live Preview of the Line Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
Target	Enable Target	On enabiling the option, you will be able to see the Target values	Target tab is only visible when Date/Datetime field is selected in Group By
	Standard Target	Default target value if any value is empty for particular date period
	Date	Allows you to set the Date on which you wish to see your Target values.	Visible only when you check the Enable Target option
	Value	Allows you to set the Target value respective to the date.	Visible only when you check the Enable Target option

Creating a Dashboard Item as an Area Chart:

If you select the Dashboard Item Type as an Area Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Area Chart to particular company
	Type	Select the type as Area Chart
	Preview	Live Preview of the Area Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon
Target	Enable Target	On enabiling the option, you will be able to see the Target values	Target tab is only visible when Date/Datetime field is selected in Group By
	Standard Target	Default target value if any value is empty for particular date period
	Date	Allows you to set the Date on which you wish to see your Target values.	Visible only when you check the Enable Target option
	Value	Allows you to set the Target value respective to the date.	Visible only when you check the Enable Target option

Creating a Dashboard Item as a Pie Chart:

If you select the Dashboard Item Type as a Pie Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

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:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Pie Chart to particular company
	Type	Select the type as Pie Chart
	Semi Circle Chart	Option to convert Pie Chart in Semi Pie Chart
	Preview	Live Preview of the Pie Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

Creating a Dashboard Item as a Doughnut Chart:

If you select the Dashboard Item Type as a Doughnut Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

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:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Doughnut Chart to particular company
	Type	Select the type as Doughnut Chart
	Semi Circle Chart	Option to convert Doughnut Chart in Semi Doughnut Chart
	Preview	Live Preview of the Doughnut Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

Creating a Dashboard Item as a Polar Area Chart:

If you select the Dashboard Item Type as a Polar Area Chart and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display Polar Area Chart to particular company
	Type	Select the type as Polar Area Chart
	Preview	Live Preview of the Polar Area Chart
Data	Measures	Allows you to select the fields for which you want to perform the calculations as per the selected Model	Only visible when Data type is Sum or Average
	Data Type	Allows you to display your data as Sum, Count or Average
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sub Group By	Allows you to further group your Group By field data.	Only visible when date/datetime field is chosen in Sub Group By
	Sub Group By Date	Allows you to select the date option by which you wish to group the grouped data as per selected date type sub group by field. Options are Day, Week, Month, Quarter, Year.	It will only visible when Sub Group By is chosen date time field
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm and Neon

Creating a Dashboard Item as a List View:

If you select the Dashboard Item Type as a List View and follow the steps as mentioned above for the Bar Chart, the final result would be displayed as the following:

Category	Label	Description	Condition
General	Name	Label which will be displayed on header of item
	Model	Select the model/table on which you want to create your item
	Company	Display List View to particular company
	Type	Select the type as List View
	Preview	Live Preview of the List View
Data	List View Type	Allows you to Grouped or Un-Grouped your data with respect to chosen Model
	Fields to show in List	Allows you to select the fileds for which you want to perform the calculations as per the selected Model
	Group By	Allows you to group your selected Measure fields data	Enables Target tab if Date/Datetime field is selected
	Group By Date	Allows you to select the date option by which you wish to group the data as per selected date type group by field. Options are Day, Week, Month, Quarter, Year.	Only visible when date/datetime field is chosen in Group By
	Sort By Field	It will allow you to select the field on which you want to sort the records/Data
	Sort Order	Allows you to sort your data in Ascending or Descending order
	Record Limit	Allows you to set limit to your records/data
	Domain	Allows you to add conditions to filter out your Data	This odoo default widget is only availabel in Odoo 11, 12 version. Odoo 10 customer will need technical knowledge to add conditions.
	Date Filter Field	Field on which date filter will work	Only date fields will be displayed
	Date Filter Selection	Select the Date filter for which you want to filter out the your item records/data	If None option is selected then only Main Dashboard page date filter will work.
	Start Date	Option to set start date for custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set end date for custom date filter	Only visible when Date filter selection is set to Custom Filter

Creating a Dashboard Item as a KPI:

You can create some amazing KPI with below comparsion options:

KPI with Target

KPI with Previous Period

KPI with Target and Previous Period

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:

None/Comparison

Sum

Ratio

Percentage

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:

Follow the following steps to create to do item in dashboard

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

Step2 --Add a name for item

Step3 -- Go to the Data tab and add a section for the to-do item and add a task for the same section and save.

Step4 --After Saving the item user can see the preview of your item.

Preview of the item

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

Step5 --User can change the header and font color for the item as well

Additional Features:

1. Global Filter

You can add a condition to filter the data on dashboard

Global Filter provides two different types of filter to filter the data on fly.

Pre-defined Filters
Custom Filters

Pre-Defined Filters

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.

To Add a condition for pre-define filter follow the steps below.

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.

NOTE-

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

Custom Filters

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

Follow the following steps.

Go to dashboard and click on edit layout button

Change the layout as according to your need

Change the dashboard name and click on Save as new layout

You can switch between layouts by selecting from drop down

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.

Our Releases

26th October, 2021

Latest Release 1.6.1

■ Fix- Minor code changes related to chart.js library.

25th October, 2021

Release 1.6.0

■ Downgrade Chart.js Library Downgrade the version of chart.js library to make dashboard ninja compatible with odoo default.

■ Feature - Child menus Now User can add sub menus from the Dashboard Configuration.

7th October, 2021

Release 1.5.0

■ Upgraded Grid-stack Library Upgraded the version of Grid-Stack library for the better user experience

■ Upgraded Chart.js Library Upgraded the version of chart.js library for the better user experience.

15th September, 2021

Release 1.4.4

■ Fix - Grid Stack Layouts Change With Different Company User can set layout according to the company, this will protect to change the layouts in different companies.

17th August, 2021

Release 1.4.3

■ Fix - Sort Order Issue On Data Type Count Earlier sorting was not performing according to the applied sort by field on data type count.

■ Fix - Import Item Issue With Multiplier Lines Added Now user can import item with Multiplier lines.

■ Fix If in KPI Data#2 tab the date filter field is blank then applying date filter records will not affect the respective items records

■ Fix- Export Issue With Exact Timezone Now user can see exact datetime on exporting listview.

■ Fix- Export Issue With Decimal Value Now listview records will be exported with all decimal value.

23th June, 2021

Release 1.4.2

■ Enhancement Change Import Dashboard functionality, added Import Dashboard menu under Dashboard configuration menu.

16th June, 2021

Release 1.4.1

■ Fix- %MYCOMPANY Domain issue Use of %MYCOMPANY in domain filter to filter the current company data of the logged-in user.

11th June, 2021

Release 1.4.0

■ Feature-Multiplier option Added Multiplier option for Chart and grouped list view item.

28th May, 2021

Release 1.3.0

■ Feature-Multiplier option Added new Multiplier option for KPI and Tile item.

26th May, 2021

Release 1.2.2

■ Fix-Export to csv/excel issues On exporting excel/csv,all companies records were exporting.

■ Fix- Pagination error on selecting target lines To avoid pagination error after adding target lines, pagination will be ignore.

■ Fix- UI issues On exporting records export to csv button was hidden, now it is fixed

11th May, 2021

Release 1.2.1

■ Add To Do Item Added new item TO Do type in Dashboard Ninja.

■ Feature Colombian peso format On selection type of currency, User able to select in Colombian peso format and can see the amount in a particular format

■ Update configuration form view Updated the Dashboard form view for better User Experience

■ Fix Multi Company Issue We have two companies and choose one of them from the company selection. It will render the first selected company record as we enter the item and click on the dashboard menu its shows both companies item.

26th April, 2021

Release 1.2.0

■ Global Filter Feature Users now can configure (create/edit/delete) global filters for any dashboard. These filters will be visible under the Filters menu on the respective Dashboard from which the user can apply these global filters on fly.

■ Cumulative Feature for Bar and Line Chart Users now can select a field as a cumulative field to be shown on the Chart. Selected Cumulative field data will be shown as cumulative sum on the chart.

■ Add Pagination In List View User now able to set record limit to see on a page in the List View Item.

■ Item Click Action Update: Client Action Now Users can configure client action on item click. This will open the client action when they click on the dashboard item.

■ Update Dashboard Configuration View Convert the editable list of Dashboard into Form View to avoid the clustering of columns on single view.

7th April, 2021

Release 1.1.0

■ Live Update Feature User now can set Live Update feature on item to view the LIVE changes directly on dashboard

■ Dashboard Layouts Feature User now can create different layouts of single dashboard

■ Default Template Update Updated the default template items of Dashboard Ninja

■ Item Form View Update Updated the item form view for better User Experience

Frequently Asked Question

Is this app compatible with Odoo Enterprise?

Yes, our app works with Odoo Enterprise as well as Community.

Need some customization in this app, whom to contact?

Please drop email at sales@ksolves.com or raise a ticket through Odoo store itself.

Do you provide any free support?

Yes, we do provide free support for 90 days for any queries or any bug/issue fixing.

Is it possible to select a created Ninja Dashboard as the user's home page?

When you create a dashboard, an action is created with name : Menu Name + "Action". So for example if you create a dashboard with name : Project Dashboard. Go to any user page -> Preference -> Home Action and can select action with name : Project Dashboard Action.

I have mistakenly created a chart item on Sales Dashboard, instead of recreating it again, Can I move it or duplicate?

Yes, we have provided a feature to move and duplicate any item from one dashboard to another. When you mouseover any item you will see a copy icon or click on edit icon and from top center of screen there is Actions dropdown with options to move/duplicate items.

How to make a bar chart full size on the screen?

Pretty simple, just click on Gear like icon present at top right of screen and then click on edit layout option. Now, when you mouseover any tile or chart you will see resize icon at bottom right of item using which you can resize items as per your need.

Dashboard List & Configuration

User Settings - Dashboard Ninja Rights

FREE 90 DAYS SUPPORT

Ksolves will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.

Note:

Extensively Tested on Odoo Vanilla with Ubuntu OS

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Ksolves Odoo Services

Odoo Implementation

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Odoo Developer Outsourcing

sales@ksolves.com

+91 120-4299799‬

This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software.

The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

Dashboard Ninja

Installation

Add a Dashboard Item

Creating a Dashboard Item as a Tile:

Creating a Dashboard Item as a Bar Chart:

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:

Creating a Dashboard Item as a Doughnut Chart:

Creating a Dashboard Item as a Polar Area Chart:

Creating a Dashboard Item as a List View:

Creating a Dashboard Item as a KPI:

Creating a Dashboard Item as a To Do Item:

Additional Features:

Dashboard Ninja Configurations

Dashboard Ninja Advance Features

Display Complex Analytics

Odoo.Sh Installation Steps

Our Releases

Latest Release 1.6.1

Release 1.6.0

Release 1.5.0

Release 1.4.4

Release 1.4.3

Release 1.4.2

Release 1.4.1

Release 1.4.0

Release 1.3.0

Release 1.2.2

Release 1.2.1

Release 1.2.0

Release 1.1.0

Frequently Asked Question

Leaderboard

List View Manager

Sticky Pivot View

One Click Sale/Purchase

Ksolves Theme Base

POS Per Item & Order Note

Odoo Woocommerce

Product Variant

Dynamic Financial Report

Office 365 Contacts

Office 365 Calendar

Odoo Chat Edit/Delete

Universal Tax

Toggle Switch

Odoo Paytm Gateway

Low Stock Alert

Odoo Implementation

Odoo Community Apps

Odoo Support & Maintenance

Odoo Customization

Odoo Integration Services

Odoo Developer Outsourcing

List View
Manager

Sticky
Pivot View

One Click
Sale/Purchase

Ksolves
Theme Base

POS Per Item
& Order Note

Odoo
Woocommerce

Dynamic
Financial Report

Office 365
Contacts

Office 365
Calendar

Odoo Chat
Edit/Delete

Universal
Tax

Toggle
Switch

Odoo Paytm
Gateway

Low Stock
Alert