Dashboard Ninja User-Guide

Home Add an Item

3. Add an Item

Add a Dashboard Item

Click on the ‘Create new chart’ Button on the top right corner of your Dashboard screen.
Once you click on the ‘create new chart’ Button, you will be asked to select the Dashboard Item Type.
Choose from the 18 item types as provided by Dashboard Ninja.

Home Add an Item Tile

3.1 Tile

Create A Dashboard Item As a Tile

Select tile from view.
The Model field is the most important one to fill to save the dashboard item.
Select the Model type to begin your dashboard creation process.
After selecting the Model, click on the ‘Edit Domain’ button to define the Domain for the Dashboard item.
For example, If your Model is a Sale Order, you can define the Domain as a Sale Order where the total amount is greater than 100.
Once the Model is selected, you will notice five further configurations: Data Display, Actions, & Advance Configuration.

3.1.1 Data

The ‘Data' tab allows users to add/select the data for which they wish to display the results.

3.1.2. Display

The ‘Display’ tab will allow a user to configure the dashboard item on the basis of its color, layout, & more.

3.1.3. Actions

The ‘Actions’ tab will allow a user to perform the vital action on the chosen item.

3.1.4. Advance Configuration

Category	Label	Description	Condition
Advance Configuration
	Apply Multiplayer	Allows you to get results by applying a multiplying factor
	Multiplier	insert the number you wish your results to get multiplied by	Visible when 'Apply Multiplier' action is selected

Home Add an Item Bar Chart

3.2 Bar Chart

Create A Dashboard Item As A Bar Chart

If you select the Dashboard Item Type as a Bar Chart, the ‘Data Calculation Type’ tab will appear.
Either you can select the ‘Default Query’ to get the dashboard results or select the ‘Custom Query’ to add custom chart values.

3.2.1. Data

Once you select the Model, three important fields will appear:

Measures
Line Measure
Data Type

The measures and Line Measure field will allow the user to select multiple values and corresponding to the selected fields, the dataset will start displaying those values.

For instance:

Let’s select the:

Model as Sales Order
Measures as Total (sale. order), Taxes (sale. order) and Untaxed Amount (sale. order)
Line Measure as Taxes (sale. order) and Untaxed Amount (sale. order) and Currency Rate (sale. order)

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

Type: Integer, Float, or Monitory
Store: True i.e. this field value must be stored in the database.

Note: The 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 Data Visibility

Note: Group By and Sub Group By fields allow 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:

Minute
Hour
Day
Week
Month
Quarter
Year
Month-Year

Select the ‘Sub Group By’ Field to further group your ‘Group By Field’ data.

For example, select the:

Group By as Customer (sale.order)
Sub Group By as Company (sale.order)

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

3.2.2. Display

Category	Label	Description	Condition
Display	Number System	Track the data in your format with the pre-defined four Number system options
	Chart Color Palette	It will allow you to select the color from 4 pre-defined options: Default, Cool, Warm & Neon
	Stacked Bar Chart	The results will appear in a stacked form, one above the another
	Show Data Value	Read the graph easily by selecting the ‘Show Data Value’
	Show Custom Unit	Display the custom unit in the Bar Chart	Only appear when ‘Show Custom Unit’ is selected
	Select Unit Type	Choose Unit type as Monetary or Custom	Only appear when ‘Show Custom Unit’ is selected

3.2.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List
	Client Action	Allows you to set the client action on the item, chosen by the client	Only visible when client action is selected
	Client Item Action	Allows you to set the action of the item	Only visible when client action is selected
	Item Action	Allows you to set the action of the item	Item Action

3.2.4. Target

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 beside the Data, Display, & Actions tabs.

Note:Select the ‘Enable Target’ option for further configurations.

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

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

If you wish to see the target with different data and date ranges, then you need to add them by clicking on “Add a Line”.

On clicking the Add a 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.

3.2.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Cumulative Field	A user can see information acquired over a period of time using the Cumulative Field option
	Cumulative As Line	A user can see information acquired over a period of time as a line using the ‘Cumulative As Line’ option
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier Lines	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item Horizontal Bar Chart

3.3 Horizontal Bar Chart

Create a Dashboard Item as a Horizontal Bar Chart

Follow the steps as mentioned in the previous sections to get the Horizontal Bar Chart of your inserted values.

Note:In the Horizontal Bar Chart, the Line Measure option is not present.

3.3.1. Data

The ‘Data' tab allows users to add/select the data for which they wish to display the results.

Category	Label	Description	Condition
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
	Group By Date	Allows you to select the date option by which you wish to group the data. Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.	Only visible when Date/DateTime field is chosen in Group By
	Fill Temporal Value	Allows you to show data in the detailed form
	Sub Group By	Allows you to further group your Group By field data.
	Sub Group By Date	Allows you to select the date option by which you wish to group the data. Options are Minute, Hour, Day, Week, Month, Quarter, & Year.	Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data	Appear when the ‘Record Limit Data Visibility’ option is selected
	Domain	Allows you to add conditions to filter out your Data	This Odoo default widget is only available in Odoo 11, 12, 13, 14, & 15 versions. Odoo 10 customers 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 your item records/data	If the None option is selected then only the Main Dashboard page date filter will work.
	Start Date	Option to set a start date for the custom date filter	Only visible when Date filter selection is set to Custom Filter
	End Date	Option to set an end date for the custom date filter	Only visible when Date filter selection is set to Custom Filter

3.3.2. Display

Use the ‘Stacked Bar Chart’ or ‘Show Data Value’ to make your chart look more interactive and informative.

After applying the required conditions in all six tabs, you can get the desired Preview to track your important business data.

3.3.3. Actions

To further modify your chart, the ‘Action’ tab is beneficial.

3.3.4. Target

Target helps you to see how many business goals you have achieved for a particular time.

3.3.5. Advance Configuration

Do advance configurations to get the exact data chart as per your need.

Home Add an Item Line Chart

3.4 Line Chart

Create A Dashboard Item As A Line Chart

If you select chart type as the ‘Line Chart’ followed by all the previous steps, you will get results like this:

Category

Label

Description

Condition

General

Name

Label which will be displayed on the header of the item

Model

Select the model/table on which you want to create your item

Company

Display Bar Chart to a particular company

Type

Select the type as Bar Chart

Data Calculation Type

Allows you to create ‘Default Query’ or ‘Custom Query’

Two Types

Default Query

Custom Query

Preview

Live Preview of the Line Chart

3.4.1. Data

Category

Label

Description

Condition

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

Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.

Only visible when Date/DateTime field is chosen in Group By

Fill Temporal Value

Allows you to show data in the detailed form

Sub Group By

Allows you to further group your Group By field data.

Sub Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, & Year.

Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data

Appear when the ‘Record Limit Data Visibility’ option is selected

Domain

Allows you to add conditions to filter out your Data

This Odoo default widget is only available in Odoo 11, 12, 13, 14, & 15 versions.

Odoo 10 customers 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 your item records/data

If the None option is selected then only the Main Dashboard page date filter will work.

Start Date

Option to set a start date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

End Date

Option to set an end date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

Include Period

Same Period Previous Years

It helps you to show the previous date data than the current one

It allows you to track the data of the current date but in the previous year

Only visible when the ‘Date Filter Selection’ is other than None.

3.4.2. Display

Category	Label	Description
Display	Number System	Track the data in your format with the pre-defined four Number system options
	Chart Color Palette	It will allow you to select the color from 4 pre-defined options: Default, Cool, Warm & Neon
	Stacked Bar Chart	The results will appear in a stacked form, one above the another
	Show Data Value	Read the graph easily by selecting the ‘Show Data Value’

3.4.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List
	Client Action	Allows you to set the client action on the item, chosen by the client	Only visible when client action is selected
	Client Item Action	Allows you to set the action of the item	Only visible when client action is selected
	Item Action	Allows you to set the action of the item	Item Action

3.4.4. Target

Category	Label	Description	Condition
Target	Enable Target	On enabling the option, you will be able to see the Target values	The target tab is only visible when the Date/Datetime field is selected in Group By
	Standard Target	Default target value if any value is empty for a 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

3.4.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item Area Chart

3.5 Area Chart

Create A Dashboard Item As An Area Chart

If you need to show the rise and fall of data over a period of time, select Dashboard Item as an Area Chart.
Follow the steps mentioned earlier and get the desired results.

3.5.1. Data

Category

Label

Description

Condition

General

Name

Label which will be displayed on the header of the item

Model

Select the model/table on which you want to create your item

Company

Display Bar Chart to a particular company

Type

Select the type as Bar Chart

Data Calculation Type

Allows you to create ‘Default Query’ or ‘Custom Query’

Two Types

Default Query

Custom Query

Preview

Live Preview of the Area Chart

Category

Label

Description

Condition

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

Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.

Only visible when Date/DateTime field is chosen in Group By

Fill Temporal Value

Allows you to show data in the detailed form

Sub Group By

Allows you to further group your Group By field data.

Sub Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, & Year.

Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data

Appear when the ‘Record Limit Data Visibility’ option is selected

Domain

Allows you to add conditions to filter out your Data

This Odoo default widget is only available in Odoo 11, 12, 13, 14, &15 versions.

Odoo 10 customers 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 your item records/data

If the None option is selected then only the Main Dashboard page date filter will work.

Start Date

Option to set a start date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

End Date

Option to set an end date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

Include Period

Same Period Previous Years

It helps you to show the previous date data than the current one

It allows you to track the data of the current date but in the previous year

Only visible when the ‘Date Filter Selection’ is other than None.

3.5.2. Display

Category	Label	Description
Display	Number System	Track the data in your format with the pre-defined four Number system options
	Chart Color Palette	It will allow you to select the color from 4 pre-defined options: Default, Cool, Warm & Neon
	Stacked Bar Chart	The results will appear in a stacked form, one above the another
	Show Data Value	Read the graph easily by selecting the ‘Show Data Value’

3.5.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List
	Client Action	Allows you to set the client action on the item, chosen by the client	Only visible when client action is selected
	Client Item Action	Allows you to set the action of the item	Only visible when client action is selected
	Item Action	Allows you to set the action of the item	Item Action

3.5.4. Target

Category	Label	Description	Condition
Target	Enable Target	On enabling the option, you will be able to see the Target values	The target tab is only visible when the Date/Datetime field is selected in Group By
	Standard Target	Default target value if any value is empty for a 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

3.5.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplierr	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item Pie Chart

3.6 Pie Chart

Create A Dashboard Item As A Pie Chart

To display your data in an interactive way, try out the Pie Chart.
Follow the steps mentioned earlier and track your data with a Pie Chart
If you need to create a Semi Doughnut Chart, check the ‘Semi Circle Chart’ option and save.

Category

Label

Description

Condition

General

Name

Label which will be displayed on the header of the item

Model

Select the model/table on which you want to create your item

Company

Display Bar Chart to a particular company

Type

Select the type as Bar Chart

Data Calculation Type

Allows you to create ‘Default Query’ or ‘Custom Query’

Two Types

Default Query

Custom Query

Semi Circle Chart

Convert your Doughnut Chart into Semi Doughnut Chart

3.6.1. Data

Category

Label

Description

Condition

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

Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.

Only visible when Date/DateTime field is chosen in Group By

Fill Temporal Value

Allows you to show data in the detailed form

Sub Group By

Allows you to further group your Group By field data.

Sub Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, & Year.

Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data

Appear when the ‘Record Limit Data Visibility’ option is selected

Domain

Allows you to add conditions to filter out your Data

This Odoo default widget is only available in Odoo 11, 12, 13, 14, &15 versions.

Odoo 10 customers 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 your item records/data

If the None option is selected then only the Main Dashboard page date filter will work.

Start Date

Option to set a start date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

End Date

Option to set an end date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

Include Period

Same Period Previous Years

It helps you to show the previous date data than the current one

It allows you to track the data of the current date but in the previous year

Only visible when the ‘Date Filter Selection’ is other than None.

3.6.2. Display

Category	Label	Description	Condition
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm, and Neon
	Show Data Value	Read the graph easily by selecting the ‘Show Data Value’

3.6.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List
	Client Action	Allows you to set the client action on the item, chosen by the client	Only visible when client action is selected
	Client Item Action	Allows you to set the action of the item	Only visible when client action is selected
	Item Action	Allows you to set the action of the item	Item Action

3.6.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item Doughnut Chart

3.7 Doughnut Chart

Create A Dashboard Item As A Doughnut Chart

Create a Doughnut Chart following the steps mentioned in the Bar Chart

If you need to create a Semi Doughnut Chart, check the ‘Semi Circle Chart’ option and save. The results will be displayed as given below:

3.7.1. Data

Category

Label

Description

Condition

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

Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.

Only visible when Date/DateTime field is chosen in Group By

Fill Temporal Value

Allows you to show data in the detailed form

Sub Group By

Allows you to further group your Group By field data.

Sub Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, & Year.

Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data

Appear when the ‘Record Limit Data Visibility’ option is selected

Domain

Allows you to add conditions to filter out your Data

This Odoo default widget is only available in Odoo 11, 12, 13, 14, &15 versions.

Odoo 10 customers 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 your item records/data

If the None option is selected then only the Main Dashboard page date filter will work.

Start Date

Option to set a start date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

End Date

Option to set an end date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

Include Period

Same Period Previous Years

It helps you to show the previous date data than the current one

It allows you to track the data of the current date but in the previous year

Only visible when the ‘Date Filter Selection’ is other than None.

3.7.2. Display

Category	Label	Description	Condition
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm, and Neon
	Show Data Value	Read the graph easily by selecting the ‘Show Data Value’

3.7.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List
	Client Action	Allows you to set the client action on the item, chosen by the client	Only visible when client action is selected
	Client Item Action	Allows you to set the action of the item	Only visible when client action is selected
	Item Action	Allows you to set the action of the item	Item Action

3.7.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item Polar Area Chart

3.8 Polar Area Chart

Create A Dashboard Item As A Polar Area Chart

If you select the Dashboard Item as a Polar Area Chart, followed by all the necessary steps

Category

Label

Description

Condition

General

Name

Label which will be displayed on the header of the item

Model

Select the model/table on which you want to create your item

Company

Display Bar Chart to a particular company

Type

Select the type as Bar Chart

Data Calculation Type

Allows you to create ‘Default Query’ or ‘Custom Query’

Type

Default Query

Preview

Live Preview of the Polar Area Chart

3.8.1. Data

Category

Label

Description

Condition

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

Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.

Only visible when Date/DateTime field is chosen in Group By

Fill Temporal Value

Allows you to show data in the detailed form

Sub Group By

Allows you to further group your Group By field data.

Sub Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, & Year.

Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data

Appear when the ‘Record Limit Data Visibility’ option is selected

Domain

Allows you to add conditions to filter out your Data

This Odoo default widget is only available in Odoo 11, 12, 13, 14, &15 versions.

Odoo 10 customers 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 your item records/data

If the None option is selected then only the Main Dashboard page date filter will work.

Start Date

Option to set a start date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

End Date

Option to set an end date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

Include Period

Same Period Previous Years

It helps you to show the previous date data than the current one

It allows you to track the data of the current date but in the previous year

Only visible when the ‘Date Filter Selection’ is other than None.

3.8.2. Display

Category	Label	Description	Condition
Display	Chart Color Palette	It will allow you to select the color from 4 pre-defined options i.e Default, Cool, Warm, and Neon
	Show Data Value	Read the graph easily by selecting the ‘Show Data Value’
	Show Custom Unit	Display the custom unit in the Bar Chart	Only appear when ‘Show Custom Unit’ is selected
	Select Unit Type	Choose Unit type as Monetary or Custom	Only appear when ‘Show Custom Unit’ is selected

3.8.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List
	Client Action	Allows you to set the client action on the item, chosen by the client	Only visible when client action is selected
	Client Item Action	Allows you to set the action of the item	Only visible when client action is selected
	Item Action	Allows you to set the action of the item	Item Action

3.8.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item List View

3.9 List View

Create a Dashboard Item as a List View

Create a Dashboard Item as a List View
Select the List View Type as an option for the Dashboard Item followed by all the required steps

Category

Label

Description

Condition

General

Name

Label which will be displayed on the header of the item

Model

Select the model/table on which you want to create your item

Company

Display Bar Chart to a particular company

Type

Select the type as Bar Chart

Data Calculation Type

Allows you to create ‘Default Query’ or ‘Custom Query’

Two Types

Default Query

Custom Query

Preview

Live Preview of the Bar Chart

3.9.1. Data

Category

Label

Description

Condition

Data

List View

Allows you to view data in the list format

Further, divide your data as: Grouped or Un-Grouped

Fields to Show in List

Allows you to display your data based on the selected measures

Group By

Allows you to group your selected Measure fields data

Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, Year, & Month-Year.

Only visible when Date/DateTime field is chosen in Group By

Fill Temporal Value

Allows you to show data in the detailed form

Sub Group By

Allows you to further group your Group By field data.

Sub Group By Date

Allows you to select the date option by which you wish to group the data.

Options are Minute, Hour, Day, Week, Month, Quarter, & Year.

Only visible when Date/DateTime field is chosen in Sub 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 limits to your records/data

Appear when the ‘Record Limit Data Visibility’ option is selected

Domain

Allows you to add conditions to filter out your Data

TThis Odoo default widget is only available in Odoo 11, 12 versions.

Odoo 10 customers 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 your item records/data

If the None option is selected then only the Main Dashboard page date filter will work.

Start Date

Option to set a start date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

End Date

Option to set an end date for the custom date filter

Only visible when Date filter selection is set to Custom Filter

Include Period

Same Period Previous Years

It helps you to show the previous date data than the current one

It allows you to track the data of the current date but in the previous year

Only visible when the ‘Date Filter Selection’ is other than None.

3.9.2. Display

Category	Label	Description	Condition
Display	List View Layout	Change the appearance of your ListView with the given four options. Default layout, Layout1, 2, & 3

3.9.3. Actions

Category	Label	Description	Condition
Actions	Action lines	Allow you to choose different data at a time to perform an action, to go in deep you can choose the number of lines as per your need	This field is applicable on every type except Tile, KPI, and List

3.9.4. Target

Category	Label	Description	Condition
Target	Enable Target	On enabling the option, you will be able to see the Target values	The target tab is only visible when the Date/Datetime field is selected in Group By
	Standard Target	Default target value if any value is empty for a 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

3.9.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Pagination Limit	A user can set the limit of pages in the ‘List View’ as required.
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an Item KPI

3.10 KPI

Create a Dashboard Item as a KPI

You can create some amazing KPI with the below comparison options:

KPI with Target
KPI with Previous Period
KPI with Target and Previous Period

3.10.1. Data & Data #2

After filling in all the necessary steps

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

None/Comparison
Sum
Ratio
Percentage

3.10.2. Display

Convert your KPI tile into different colors to stand your chart among others.

3.10.4. Target

Under the Target Tab, you will get the option to see the target value as a Number or Progress Bar

Category	Label	Description
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 Progress Bar

Home Configurations

5. Dashboard Ninja Configurations

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

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.

Home Add an item Scatter chart

3.11. Scatter chart

To make a Scatter chart select the scatter from the list of items
Provide the model for which you want to visualize the data.
Now fill the measured value with the value for the y-axis (it supports multiple measures at a time )
select the scatter group to provide the information for points at the x-axis.

Home Add an item Radar chart

3.12. Radar chart

To make a Radar chart

select the Radar from the list of items
provide the model for which you want to visualize the data
Now fill the measured value with the value for the y-axis (it supports multiple measures at a time )
select the group by providing the information for points at the x-axis
You can also subgroup the data with any field
To filter out the records apply the domain using the domain column in the view
Also, you can filter out the records based on the date

Home Add an item Radial

3.13 Radial chart

To make a Radial chart

Select the Radial from the list of items
Provide the model for which you want to visualize the data
Now fill the measured value with the value for the y-axis (it supports multiple measures at a time )
Select the group by providing the information for points at the x-axis
You can also subgroup the data with any field
To filter out the records apply the domain using the domain column in the view
Also, you can filter out the records based on the date.

Home Add an item Flower

3.14 Flower chart

To make a Flower chart

Select the Flower from the list of items
Provide the model for which you want to visualize the data
Now fill the measured value with the value for the y-axis (it supports multiple measures at a time )
Select the group by providing the information for points at the x-axis
You can also subgroup the data with any field
You can also subgroup the data with any field
To filter out the records apply the domain using the domain column in the view
Also, you can filter out the records based on the date

Home Add an item Flower

3.14 Flower chart

To make a Flower chart

Select the Flower from the list of items
Provide the model for which you want to visualize the data
Now fill the measured value with the value for the y-axis (it supports multiple measures at a time )
Select the group by providing the information for points at the x-axis
You can also subgroup the data with any field
You can also subgroup the data with any field
To filter out the records apply the domain using the domain column in the view
Also, you can filter out the records based on the date

Home Add an item Funnel

3.15 Funnel Chart

To make a Funnel chart

select the funnel from the list of items
provide the model for which you want to visualize the data.
Now fill the measured value with the value for the y-axis (it supports only one measure at a time )
select the group by providing the information for points at the x-axis
You can also subgroup the data with any field
To filter out the records apply the domain
use the domain column in the view
Also, you can filter out the records based on date.

Home Add an item Bullet

3.16 Bullet Chart

Create A Dashboard Item As A Bullet Chart

If you select the Dashboard Item Type as a Bullet Chart, the ‘Data Calculation Type’ tab will appear.

Either you can select the ‘Default Query’ to get the dashboard results or select the ‘Custom Query’ to add custom chart values.

select the funnel from the list of items
provide the model for which you want to visualize the data.
Now fill the measured value with the value for the y-axis (it supports only one measure at a time )
select the group by providing the information for points at the x-axis
You can also subgroup the data with any field
To filter out the records apply the domain
use the domain column in the view
Also, you can filter out the records based on date.

3.16.1. Data

Once you select the Model, three important fields will appear:

Measures
Line Measure
Data Type

The measures and Line Measure field will allow the user to select multiple values and corresponding to the selected fields, the dataset will start displaying for those values.

For instance:

Let’s select the:

Model as Sales Order
Measures as Total (sale. order), Taxes (sale. order) and Untaxed Amount (sale. order)
Line Measure as Taxes (sale. order) and Untaxed Amount (sale. order) and Currency Rate (sale. order)

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

Type: Integer, Float, or Monitory
Store: True i.e. this field value must be stored in the database.

Note:The 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 the Group/Dimensions tab:

Group By
Sub Group By
Sort By Field
Sort Order
Record Limit Data Visibility

Note:Group By and Sub Group By fields allow 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:

Minute
Hour
Day
Week
Month
Quarter
Year
Month-Year

Select the ‘Sub Group By’ Field to further group your ‘Group By Field’ data.

For example, select the:

Group By as Customer (sale.order)
Sub Group By as Company (sale.order)

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

3.16.4. Target

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 beside the Data, Display, & Actions tabs.

Note: Select the ‘Enable Target’ option for further configurations.

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

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

If you wish to see the target with different data and date ranges, then you need to add them by clicking on “Add a Line”.

On clicking the Add a 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.

3.16.5. Advance Configuration

Category	Label	Description	Condition
Advance Configuration	Show Legend	Show or hide a bar chart legend	Appears when ‘Show Legend’ is enabled
	Show Records	To display records of your data, select the ‘Show Records’ option
	Apply Multiplier	Allows you to get results by applying a multiplying factor
	Multiplier	Insert the number you wish your results to get multiplied by	Visible when ‘Apply Multiplier’ action is selected

Home Add an item Map

3.17 Map view

It takes two columns to measure ( the value you want to measure) and display the value based on the field provided in the map group (location-based fields only).

Home Designing Your Dashboard

2. Designing Your Dashboard

You can either choose to create your dashboard manually or leverage Artificial Intelligence.

2.1 Create a New Dashboard Manually

Launch Dashboard Ninja
you will see that "My Dashboard" has already been created
click on the icon in the top left corner and then click on "New Dashboard"
Name your Dashboard and select the other fields as per your requirement
Click on Save
Your new dashboard is visible in the top header

Create Dashboard from Overview

Go to “My Dashboard”
Click “Quick Access”
Click “Overview”
Click “ Add New Dashboard” in the top right corner
Fill in the asked details and click save
Your new dashboard has been created

2.1.1 Data Import

Import an existing dashboard in JSON format.
Ensure your data is clean and properly formatted for the best results.

2.1.2. Creating Different Items

click on Create a new chart
Suppose you want to create a Bar Graph. Fill in the data information. Currently, Dashboard Ninja supports 3 types of data sources (excel, CSV, and Odoo data).
Utilizing Odoo data to make a chart
select measures and group them by column.
The measures column supports the integer or monetary type fields and the group by column supports all the fields except many2many, one2many, and binary fields.
Filter the item data by selecting the domain column in the item view.

Utilizing Excel or CSV

Upload your Excel or CSV file
Sync the data using the “sync” button
Select the data type of columns of your Excel sheet
click on the "Create Table" button.
Your Excel or CSV data is now stored in your system
Select the measures and group them according to your data.
After following the procedure and saving the item you can see it on your dashboard.
You can also export items from the dashboard in various formats (excel, CSV, JSON, image, pdf) for your further reference.

2.2 Create a Dashboard with AI

Configure the AI in Odoo
Go to settings and search for “Dashboard API Key”
Enter the email ID and click on “Get API Key”
You will receive the mail that has the API Key which has to be filled in the API Key field
You can use the AI features of Dashboard Ninja
Click on the settings icon in the top left corner
Click on “Create Dashboard with AI”.
Select the model name and other fields according to the requirement
Click on “Generate Dashboard with AI”
AI will prepare the whole dashboard with relevant charts and visualizations
save it as your new dashboard

2.2.1. Create Charts with AI

Go to “My Charts”
Click on “AI Feature” in top right corner
Select “Generate with AI”
Induce the item by selecting a model or keywords.
To go with Keywords, you can select any one among 15 pre-defined keywords that Dashboard Ninja supports With AI or you can simply enter your custom keyword. select any model
AI will generate relevant charts and KPIs, according to your requirements select the items
save them in your current dashboard.

2.2.2 Explain charts with AI

Go to “My Charts”
Click on “AI Feature”
Click on “Explain with AI”
You will see a message “Do you agree that AI should be used to produce the explanation? It will take a few minutes to finish the process?”
Click on “Confirm”
This process will take some time to complete.
After some time analysis will be generated.

2.2.3 Chart Insight with AI (NEW FEATURE)

Generate insights for a particular chart within the mentioned list of charts (bar chart, line chart, tile, etc.)

"From the Overview page click on "View Dashboard" which you want to open"
Click on the particular chart you want insight into (eg., Doughnut Chart)
Click on three dots in the top right corner
Click explain with AI
You get the complete insight of the particular chart

Additionally, users can generate insights for a complete dashboard. (eg. if it has 22 items, 22 insights will be generated)

"From the Overview page click on "View Dashboard" which you want to open”
Click “AI Feature” at the top right corner
Among three options, click on “Explain with AI”
You will get insight into the whole dashboard, with every item.

2.2.4 Switch Layout (NEW FEATURE)

"From the Overview page click on "View Dashboard" which you want to open”
Click on the particular chart you want insight into (eg., DOughnut Chart)
Click on three dots in the top right corner
Click explain with AI
You will get insight into the particular chart
Above the chart, you will see different chart icons
Click on the chart icon you want to switch the chart layout (eg., from doughnut chart to bar chart)
Click switch Layout
Now, your chart has been successfully updated

Home Enhancing Interactivity with Features

4. Enhancing Interactivity with Features

4. 1. Internal Chat (NEW FEATURE)

"From the Overview page click on "View Dashboard" which you want to open"
View any chart
Click the three dots on the top right corner
Click on chat
Message anyone with access to a particular dashboard.
A group or a channel will be created by the name of the dashboard and a chart.

4.2. The Bookmark Dashboard (NEW FEATURE)

"From the Overview page click on "View Dashboard" which you want to open"
On the top of the Dashboard, there are various icons, including “Bookmark Dashboard”
Click Bookmark Dashboard
Click “Quick Access”
Click “Overview” and you will get the menu bookmark
You can see all the Bookmarked Dashboards

4.3 Move and Duplicate a Dashboard Item

You can Duplicate or Move any dashboard item from one dashboard to another or within the same dashboard in two ways:

1. Copy the icon on the item visible on the mouseover

2. Action dropdown with the option to Duplicate or Move in the Add/Edit screen after the item is saved.

After clicking the same, two drop-down options will be visible
Either Duplicate the dashboard item or move the dashboard item.
Select either of the options
Open the Dashboard Item Action pop-up.
Proceed by selecting the Action you want to execute i.e. Duplicate and Move to Dashboard.
The Duplicate Action will replicate the dashboard item from one dashboard to another or the same dashboard.
The Move Action will shift the dashboard item from one dashboard to another dashboard or the same dashboard.

4.4 Resize the Dashboard Item

You can resize the dashboard items

Click on the Edit Layout button from the top right corner of the Dashboard screen
Drag the same horizontally or vertically from their corners as per your need.

Note: Tiles can only be resized horizontally.

4.5 List View for Charts/Tile Data

1. Charts

Click on the info icon present on the top right of charts to view the details/list view of chart data
you can even click on chart sections to filter out particular chart data.

2. Tiles

Click on the tile to see details/list view of the data.

Note: Tiles can only be resized horizontally.

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

Steps to Export Dashboard

Login with an admin account
Go to the dashboard you want to export
Click on the configuration button on top left corner and click on export dashboard button.
A JSON file will be downloaded with the name 'dashboard_ninja.json'.

Steps to Import Dashboard

Login with an admin account
Open any Dashboard and click on the settings icon at the top.
Click on the 'Import Dashboard' button
Select the JSON (dashboard_ninja.json) file exported previously
Dashboard will be imported successfully and you can see in the list view of Dashboards

Note: Tiles can only be resized horizontally.

4.7 Domain Filter to Filter Logged-in Data

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

If you want to see data of logged users for a particular item, follow the below steps:

Go to the edit screen for a particular dashboard item
Click on 'Domain Filter'
In the value field, use %UID
Click Save

4.7.2. Use of %MYCOMPANY in domain filter to filter Current Company Data

If you want to see data of logged users for a particular item, follow the below steps:

Go to the edit screen for a particular dashboard item
Click on 'Domain Filter'
In the value field, use %UID
In the value field, use %MYCOMPANY
Click Save

4.8 Auto Refresh

Auto-refresh feature allows your data to render automatically after a 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.

4.9 Target Comparison

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

Note: Target Comparison is possible for the below-listed Dashboard items

1. Line Chart

2. Bar Chart

3. Horizontal Bar Chart

4. Area Chart

5. KPI

If you click on the 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 the “Standard Target” option, then you will be able to view your Data target as per the input value, as shown in the screenshot above.
If you wish to see the target with different data and date ranges, 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.

4.10 Dynamic Date Filter Range

A total of 28 Date Filter options are provided to filter out your data as per your need.

4.11 Remove the Dashboard Item

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

4.12 Color Palette

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

4.13 Pre-defined and Custom Filters

Go to dashboard settings.
You will get both pre-defined and custom-filters tabs in settings.
Fill in the necessary info like model, domain, etc.
save to apply a pre-defined filter.
For custom filter fill in info like model, field, name, and save.
After saving refresh the dashboard page.
You will get both filters on the dashboard
You can easily apply them from the dashboard.

4.14 Import Item

You can import the item in JSON format on your dashboard.
Click on the top right button as shown in the image below to import the item.

4.15 Multi-Layout Dashboard

Go to the settings of the dashboard
Click on the advanced settings tab.
Under this tab enable the “multi-layout” option in the dashboard.
Save the settings and refresh the page.
Now if you edit the layout of the dashboard using the edit layout button.
You can save your new layout as a new dashboard with a new name.

4.16 Group -Access

Go to the settings of the dashboard
Click on the advanced settings tab.
Under this tab enable the “group-access” option in the dashboard.
Save the settings and refresh the page.

Home Finalizing and Sharing

4. Enhancing Interactivity with Features

5.1 Reviewing Your Dashboard

Before sharing, review your dashboard
Ensure all elements are correctly configured and the data is accurately represented
Dashboard Ninja with AI also supports the live update feature
To use the live update enable the live update feature for Dashboard Ninja settings.

5.2 Exporting and Sharing

Dashboard Ninja offers various export options, including PDF, Excel, and JSON
Choose the appropriate format for your audience
Share your dashboard directly through email or by generating a shareable link.
Finally, You can also export the Dashboard or send that dashboard to anyone over the mail.

1. Installation

3. Add an Item

3.1 Tile

3.1.1 Data

3.1.2. Display

3.1.3. Actions

3.1.4. Advance Configuration

3.2 Bar Chart

3.2.1. Data

For instance:

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

3.2.2. Display

3.2.3. Actions

3.2.4. Target

3.2.5. Advance Configuration

3.3 Horizontal Bar Chart

3.3.1. Data

3.3.2. Display

3.3.3. Actions

3.3.4. Target

3.3.5. Advance Configuration

3.4 Line Chart

3.4.1. Data

3.4.2. Display

3.4.3. Actions

3.4.4. Target

3.4.5. Advance Configuration

3.5 Area Chart

3.5.1. Data

3.5.2. Display

3.5.3. Actions

3.5.4. Target

3.5.5. Advance Configuration

3.6 Pie Chart

3.6.1. Data

3.6.2. Display

3.6.3. Actions

3.6.5. Advance Configuration

3.7 Doughnut Chart

3.7.1. Data

3.7.2. Display

3.7.3. Actions

3.7.5. Advance Configuration

3.8 Polar Area Chart

3.8.1. Data

3.8.2. Display

3.8.3. Actions

3.8.5. Advance Configuration

3.9 List View

3.9.1. Data

3.9.2. Display

3.9.3. Actions

3.9.4. Target

3.9.5. Advance Configuration

3.10 KPI

3.10.1. Data & Data #2

3.10.2. Display

3.10.4. Target

5. Dashboard Ninja Configurations

3.11. Scatter chart

3.12. Radar chart

3.13 Radial chart

3.14 Flower chart

3.14 Flower chart

3.15 Funnel Chart

3.16 Bullet Chart

3.16.1. Data

3.16.4. Target

3.16.5. Advance Configuration

3.17 Map view

2. Designing Your Dashboard

2.1 Create a New Dashboard Manually

Create Dashboard from Overview

2.1.1 Data Import

2.1.2. Creating Different Items

Utilizing Excel or CSV

2.2 Create a Dashboard with AI

2.2.1. Create Charts with AI

2.2.2 Explain charts with AI

2.2.3 Chart Insight with AI (NEW FEATURE)