Add a Dashboard Item

Creating a Dashboard Item as a Tile:

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

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

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

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

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

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

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	Allows you to choose the icon from a pop-up window. Allows you to upload your custom icon.	Default Icons Upload Icon
	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:

Type: Integer, Float or Monitory

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

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:

KPI with Target

KPI with Previous Period

KPI with Target and Previous Period

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

None/Comparison

Sum

Ratio

Percentage

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

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	Allows you to choose the icon from a pop-up window. Allows you to upload your custom icon.	Default Icons Upload Icon
	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.

Odoo.Sh Installation Steps

Steps

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

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

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