Search 1.9 billion lines of Odoo code on GitHub
kpi_dashboard
<h1 class="title">Kpi Dashboard</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard"><img alt="OCA/reporting-engine" src="https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/reporting-engine-14-0/reporting-engine-14-0-kpi_dashboard"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/143/14.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>This module adds new kinds of dashboards on a specific new type of view.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#configuration" id="id1">Configuration</a><ul>
<li><a class="reference internal" href="#configure-kpis" id="id2">Configure KPIs</a></li>
<li><a class="reference internal" href="#using-kpi-with-code" id="id3">Using KPI with code</a></li>
<li><a class="reference internal" href="#configure-dashboards" id="id4">Configure dashboards</a></li>
</ul>
</li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id1">Configuration</a></h2>
<a name="configure-kpis"></a>
<h3><a class="toc-backref" href="#id2">Configure KPIs</a></h3>
<ol class="arabic simple">
<li>Access <cite>Dashboards > Configuration > KPI Dashboards > Configure KPI</cite></li>
<li>Create a new KPI specifying the computation method and the kpi type<ol class="arabic">
<li>Number: result must contain a <cite>value</cite> and, if needed, a <cite>previous</cite></li>
<li>Meter: result must contain <cite>value</cite>, <cite>min</cite> and <cite>max</cite></li>
<li>Graph: result must contain a list on <cite>graphs</cite> containing <cite>values</cite>, <cite>title</cite> and <cite>key</cite></li>
</ol>
</li>
<li>In order to compute the KPI you can use a predefined function from a model or
use the code to directly compute it.</li>
</ol>
<a name="using-kpi-with-code"></a>
<h3><a class="toc-backref" href="#id3">Using KPI with code</a></h3>
<p>Define the code directly on the code field. You can use <cite>self</cite> and <cite>model</cite> as the kpi element
The script should create a variable called <cite>result</cite> as a dictionary that
will be stored as the value.
For example, we can use:</p>
<pre>
<code>result = {}
result['value'] = len(model.search([('id', '=', %s)]))
result['previous'] = len(model.search([('id', '!=', %s)]))</code>
</pre>
<a name="configure-dashboards"></a>
<h3><a class="toc-backref" href="#id4">Configure dashboards</a></h3>
<ol class="arabic simple">
<li>Access <cite>Dashboards > Configuration > KPI Dashboards > Configure Dashboards</cite></li>
<li>Create a new dashboard and specify all the standard parameters on <cite>Widget configuration</cite></li>
<li>Append elements on KPIs</li>
<li>You can preview the element using the dashboard view</li>
<li>You can create the menu entry directly using the <cite>Generate menu</cite> button</li>
</ol>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id5">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20kpi_dashboard%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id6">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id7">Authors</a></h3>
<ul class="simple">
<li>Creu Blanca</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li>Enric Tobella <<a class="reference external" href="mailto:etobella@creublanca.es">etobella@creublanca.es</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external" href="https://github.com/etobella"><img alt="etobella" src="https://github.com/etobella.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard">OCA/reporting-engine</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>