Dashboard Ninja Advance
| Technical name | ks_dn_advance |
| License | OPL-1 |
| Website | https://store.ksolves.com/ |
| Included Dependencies | Dashboard Ninja |
Dashboard Ninja Advance
Ksolves Dashboard Ninja Advance opens up the limitless possibilities for you to present your complex data in form of Charts or list view on Dashboards with awesome query feature of Dashboard Ninja. This app facilitates you to view the Dashboard Items in full Screen with Slider
Hot Features
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Layouts - New layouts added for List view
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TV Mode - Items presentation with slide show view
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Query Feature - Now user can write Sql query by its own to fetch records from Data Base
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Dynamic Date Filter
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Sorting Feature On ListView Item - User can sort the list records on fly
TV Mode
List View Layouts
Bar Chart with Query
List View with Query
List View Sorting Feature
List view sorting feature will allow you to sort the records on the fly.
Whenever users hover the labels of listView it will show a button for sorting.
Installation
1. Copy and paste it to your Add-ons folder.
2. Click on Update Apps list from the menu and now Dashboard Ninja Advance will appear in App list.
3. Go to Apps menu, search for 'dashboard ninja advance' and click Install button.
4. You are ready for use Dashboard Ninja Advance.
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.
Once you click on the “Display” tab, you will notice the following configuration options
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.
| Category | Label | Description | Condition | |||
|---|---|---|---|---|---|---|
| General | Name | Label which will be displayed on the tile | ||||
| Model | Select the model/table on which you want to create your item | |||||
| Company | Display tile to particular company | |||||
| Type | Select the type as Tile | |||||
| Preview | Live Preview of the Tile | |||||
| Data | Record Type | Allows you to show your data/record as a Count, Sum or Average | ||||
| Record Field | Allow you to select the field on which to apply the sum or average operation | It will only visible when Record Type is Sum or Average | ||||
| Record Value | Display exact value depending upon selected Record Type and Record Field | |||||
| Domain | Allow 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 | Theme | Pre configured set of 5 different colors i.e White, Blue, Green, Red and Yellow. Select the Theme as per your choice | Get overridens if custom values are set in Background Color, Font Color & Icon Color | |||
| Background Color | Allows you to set the background color from a color pop-up window. Also provides option to set transparency. | |||||
| Font Color | Allows you to set the font color from a color pop-up window. Also provides option to set transparency. | |||||
| Icon Option |
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| Icon | We have provided 29 pre-loaded Default Font Awesome 4.7.0 icons | Use search bar to search for other available Font Awesome icons. | ||||
| Icon Color | Allows you to choose the color of the icon. Also, provides option to set transparency. | Only visible when Icon Option chosen as Default |
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.
| 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 Bar Chart to particular company | ||
| Type | Select the type as Bar Chart | ||
| Stacked Bar Chart | Option to convert bar chart in stacked bar chart | ||
| Preview | Live Preview of the 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 Horizontal Bar Chart:
| 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:
| 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:
| 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:
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:
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:
| 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:
| 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:
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:
| Category | Label | Description | Condition | |||
|---|---|---|---|---|---|---|
| General | Name | Label which will be displayed on the tile | ||||
| Model | Select the model/table on which you want to create your item | |||||
| Company | Display KPI to particular company | |||||
| Type | Select the type as KPI | |||||
| Preview | Live Preview of the KPI | |||||
| Data | Record Type | Allows you to show your data/record as a Count, Sum or Average | ||||
| Record Field | Allow you to select the field on which to apply the sum or average operation | It will only visible when Record Type is Sum or Average | ||||
| Record Value | Display exact value depending upon selected Record Type and Record Field | |||||
| Previous Period | Show/Hide previous period value | |||||
| Domain | Allow 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 | ||||
| Data #2 | Model | Select the model/table on which you want to create your item | ||||
| Record Type | Allows you to show your data/record as a Count, Sum or Average | |||||
| Record Field | Allow you to select the field on which to apply the sum or average operation | It will only visible when Record Type is Sum or Average | ||||
| Data Calculation | 4 options for the calculation of Data and Data #2 result set. Options are None, Sum, Ratio, Percentage. | Target value displays only when Sum and Percentage is selected | ||||
| Domain | Allow 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 | Theme | Pre configured set of 5 different colors i.e White, Blue, Green, Red and Yellow. Select the Theme as per your choice | Get overridens if custom values are set in Background Color, Font Color & Icon Color | |||
| Background Color | Allows you to set the background color from a color pop-up window. Also provides option to set transparency. | |||||
| Font Color | Allows you to set the font color from a color pop-up window. Also provides option to set transparency. | |||||
| Icon Option |
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| Icon | We have provided 29 pre-loaded Default Font Awesome 4.7.0 icons | Use search bar to search for other available Font Awesome icons. | ||||
| Icon Color | Allows you to choose the color of the icon. Also, provides option to set transparency. | Only visible when Icon Option chosen as Default | ||||
| Target | Enable Target | Show/Hide target value | ||||
| Standard Target | Target value to be compared | |||||
| View | Allows you to display target value either in number or in progressbar |
Additional Features:
1. 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.
2. 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.
3. 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.
4. 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
5. 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
6. 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.
7. 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.
8. Quick Edit Mode
You can easily configure you dashboard on the fly from the Dashboard Screen itself for some important configurations, as shown below
9. 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.
10. Dynamic Date Filter Range
Total 15 Date Filter options are provided to filter out your data as per your need.
11. Remove the Dashboard Item
You can easily remove the dashboard item by clicking on the remove item button from the dashboard item itself.
12. 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 Dashboards > Configuration > Dashboards menu as shown below:
On clicking the Dashboards menu, you will be able to see the 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.
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.
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.
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.
3. Dynamic Date Filter on query items
In the Query section, select Date Ranges as True, then two new fields will be visible "Start Date" and "End Date" , select Start Date and End Date as per your requirement, add a custom query with keys %(ks_start_date)s and %(ks_end_date)s included. Now when you apply date filter from Dashboard it will apply on the query item too. .
Odoo.Sh Installation Steps
Steps
1. Please commit/push Dashboard Ninja and Dashboard Ninja Advance 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 and Dashboard Ninja Advance code.
3. Click on the connect button then go to the app search for the Dashboard Ninja and Dashboard Ninja Advance app and click on the install button.
Our Releases
Latest Release 1.3.1
■ Downgrade Chart.js Library Downgrade the version of chart.js library to make dashboard ninja compatible with odoo default.
Release 1.3.0
■ Upgrade Grid-stack and Chart.js Upgraded the version of Grid-Stack and Chart.js for the better user experience
Release 1.2.0
■ Feature--Dashboard Print PDf Now, user can print dashboard on a single click.
■ Fix Added keys for date type field --> %(ks_start_date)s and %(ks_end_date)s and for datetime type field --> %(ks_start_datetime)s and %(ks_end_datetime)s for query type item. Now user can use these keys specifically to fetch the records according to the type of date field.
Release 1.1.5
■ Fix Minor code change related to the view and export item.
Release 1.1.4
■ Fix Minor code changes related to the formatter.
Release 1.1.3
■ Fix- {#MYCOMPANY} key issue Use of {#MYCOMPANY} key in SQL query to filter the current company data of the logged-in user.
Release 1.1.2
■ 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 and sorting will not be allow here.
Release 1.1.1
■ Fix Global Filter and sorting - User can sort the list view item after applying Global filter
Release 1.1.0
■ Sorting Feature - User Can sort the list view records in Dec/Asc order.
Release 1.0.1
■ Compatibility - Updated code with latest odoo changes.
Frequently Asked Question
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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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.
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