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README.rst
=============
Kpi Dashboard
=============
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This module adds new kinds of dashboards on a specific new type of view.
**Table of contents**
.. contents::
:local:
Configuration
=============
Configure KPIs
~~~~~~~~~~~~~~
#. Access `Dashboards > Configuration > KPI Dashboards > Configure KPI`
#. Create a new KPI specifying the computation method and the kpi type
#. Number: result must contain a `value` and, if needed, a `previous`
#. Meter: result must contain `value`, `min` and `max`
#. Graph: result must contain a list on `graphs` containing `values`, `title` and `key`
#. In order to compute the KPI you can use a predefined function from a model or
use the code to directly compute it.
Using KPI with code
~~~~~~~~~~~~~~~~~~~
Define the code directly on the code field. You can use `self` and `model` as the kpi element
The script should create a variable called `result` as a dictionary that
will be stored as the value.
For example, we can use::
result = {}
result['value'] = len(model.search([('id', '=', %s)]))
result['previous'] = len(model.search([('id', '!=', %s)]))
Configure dashboards
~~~~~~~~~~~~~~~~~~~~
#. Access `Dashboards > Configuration > KPI Dashboards > Configure Dashboards`
#. Create a new dashboard and specify all the standard parameters on `Widget configuration`
#. Append elements on KPIs
#. You can preview the element using the dashboard view
#. You can create the menu entry directly using the `Generate menu` button
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues>`_.
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
`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20kpi_dashboard%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Creu Blanca
Contributors
~~~~~~~~~~~~
* Enric Tobella <etobella@creublanca.es>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-etobella| image:: https://github.com/etobella.png?size=40px
:target: https://github.com/etobella
:alt: etobella
Current `maintainer <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-etobella|
This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/12.0/kpi_dashboard>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.