1. Overview

x2_advance_dashboard is a draggable dashboard module. You can create Boards and add Cards. Supported card types include Tile KPI, List detail/summary, Chart multiple charts, and Calendar calendar view.

You can access the demo site for testing via the following link:
https://demo.x2soft.cn
Username: ap_manager
Password: a

2. Interaction (Click / Ctrl+Click)

To avoid replacing the current dashboard while still supporting quick preview, drilldown follows these rules:

2.1 Theme

The dashboard supports theme switching to unify card backgrounds, chart colors, and list toolbars. The theme usually applies immediately (if you see caching issues, refresh the browser).

3. Tile

Tile displays a single KPI value (e.g., order count, total amount, average, etc.).

3.1 Key settings

• Query Model: Select the model (e.g., sale.order).
• Domain: Filter records (e.g., state in sale/done).
• Metric Agg: Aggregation (count / sum / avg / min / max).
• Measure Field: Required when Agg ≠ count (e.g., amount_total).
• Format: Only Tile supports Compact and Empty as 0 (Charts do not).

3.2 Common examples

• Order Count: Agg=count; Group By empty; Domain=confirmed orders.
• Total Amount: Agg=sum; Measure=amount_total.
• Empty value handling: Enable “Empty as 0”.

4. List (Detail / Summary)

List supports two modes: Detail and Summary. The mode depends on whether Group By is empty. Group By is always visible.

List Detail (Group By empty)

List Summary (Group By not empty)

5. Chart (Line / Bar / Pie / Scatter / Radar / Gauge / Funnel)

Charts visualize trends and category comparisons. Current version: Group By is a single field.

5.1 Common settings

• Query Model + Domain: define data scope.
• Metric Agg + Measure Field: defines the Y metric (Measure required when Agg ≠ count).
• Group By Field (single field): category/series split.
• Time (optional): Date Field + Time Granularity + Time Range for time-based charts.
• Format: Charts do not support Compact / Empty as 0 (hidden to avoid confusion).

Chart settings

5.2 Bar

• Category comparison: set Group By; no Date Field.
• Time trend: set Date Field + Granularity; optional Group By for multiple series.

5.3 Line

• For trends, use Date Field + Granularity (day/week/month).
• Without time, Line becomes a “category-axis line” (points ordered by Group By).

5.4 Pie / Funnel / Gauge

• Pie/Funnel: typically need Group By (composition of one dimension).
• Gauge: single KPI value; usually no Group By.

6. Scatter (2D)

Scatter analyzes the relationship between two metrics. Each point represents one Group (e.g., a customer or salesperson). Current implementation: one series per Group (legend available) and tooltip shows X/Y.

6.1 Settings

• X Metric: X Metric Agg + X Measure Field (Measure required when Agg ≠ count).
• Y Metric: Metric Agg + Measure Field (as Y).
• Group By Field: each group becomes one point/one legend item.

Scatter settings

6.2 How to read

• Top-right: high X and high Y → strong performers.
• Bottom-right: high X but low Y → possible structural difference or anomaly.
• Top-left: low X but high Y → “few but big” cases.
• Bottom-left: low X and low Y → low-value/low-frequency cases.

Scatter result

7. Drilldown

Drilldown opens a record list from a chart/value, and you can open Form for a single record.

7.1 How to trigger

• Tile: click the KPI value.
• Chart: click a point/bar/slice.
• List: open from the card menu (or click group rows in Summary).

7.2 Open mode

• Click: open in current page → can open Form from list.
• Ctrl/Cmd/Shift + Click: dialog preview → quick look.

Drilldown list

8. Import / Export

8.1 Export

1. Open the board management menu.
2. Select “Export JSON”.
3. Save for backup/migration.

8.2 Import

1. Select “Import JSON” on the target system.
2. Paste/upload the spec and confirm.
3. If a model/field is missing, incompatible items will be skipped with warnings.

Import / Export entry

9. FAQ