reporting-engine/kpi_dashboard

=============
Kpi Dashboard
=============

.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
   !! This file is generated by oca-gen-addon-readme !!
   !! changes will be overwritten.                   !!
   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
    :target: https://odoo-community.org/page/development-status
    :alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
    :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
    :alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github
    :target: https://github.com/OCA/reporting-engine/tree/14.0/kpi_dashboard
    :alt: OCA/reporting-engine
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
    :target: https://translation.odoo-community.org/projects/reporting-engine-14-0/reporting-engine-14-0-kpi_dashboard
    :alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
    :target: https://runbot.odoo-community.org/runbot/143/14.0
    :alt: Try me on Runbot

|badge1| |badge2| |badge3| |badge4| |badge5| 

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:%2014.0%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/14.0/kpi_dashboard>`_ project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.