3. Add an Item

Add a Dashboard Item

• Click on the ‘+Add’ Button on the top right corner of your Dashboard screen.

• Once you click on the ‘+Add’ Button, you will be asked to select the Dashboard Item Type.

• Choose from the 10 item types as provided by Dashboard Ninja.

3.1 Tile

Create A Dashboard Item As A Tile

If you select the Dashboard Item Type as a Tile, a pop screen or a dashboard item creation window will appear as given below:

Note: The ones highlighted in purple are mandatory to fill. The Model field is the most important one to fill to save the dashboard item.

Select the Model type to begin your dashboard creation process.

After selecting the Model, click on the ‘Edit Domain’ button to define the Domain for the Dashboard item.

For instance: If your Model is Sale Order, you can define the Domain as Sale Order where the total amount is greater than 100.

Once the Model is selected, you will notice five configurations further namely Data Display, Actions, Auto Update, & Advance Configuration.

1. Data

The ‘Data' tab allows users to add/select the data for which they wish to display the results.

2. Display

The ‘Display’ tab will allow a user to configure the dashboard item on the basis of its color, layout, & more.

3. Actions

The ‘Actions’ tab will allow a user to perform the vital action on the chosen item.

a.

b.

4. Auto Update

Update your dashboard results as per your choice of intervals.

a.

b.

5. Advance Configuration

3.2 Bar Chart

Create A Dashboard Item As A Bar Chart

If you select the Dashboard Item Type as a Bar Chart, the ‘Data Calculation Type’ tab will appear.

Either you can select the ‘Default Query’ to get the dashboard results or select the ‘Custom Query’ to add custom chart values.

1. Data

Once you select the Model, three important fields will appear:

• Measures

• Line Measure

• Data Type

The measures and Line Measure field will allow the user to select multiple values and corresponding to the selected fields, the dataset will start displaying for those values.

For instance:

Let’s select the:

• Model as Sales Order

• Measures as Total (sale.order), Taxes (sale.order) and Untaxed Amount(sale.order)

• Line Measure as Taxes (sale.order) and Untaxed Amount (sale.order) and Currency Rate (sale.order)

Measures and Line Measure will show a list of fields related to the chosen model on the basis of the following attributes:

• Type: Integer, Float, or Monitory

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

Note: Field name “id” is not allowed to show explicitly.

Once you select the Data Type as Sum, Count, or Average, it will start displaying the data respectively.

You will notice the following configuration options under Group/Dimensions tab:

• Group By

• Sub Group By

• Sort By Field

• Sort Order

• Record Limit Data Visibility

Note: Group By and Sub Group By fields allow you to group your selected Measure field data.

While selecting the Group By or Sub Group By field, if you select the field type as Date/Datetime Type, then you will notice a new field start displaying, i.e “ Group By Date/Sub Group By Date ”

Group By Date/Sub Group By Date field will allow you to group your data as per the options available:

• Minute

• Hour

• Day

• Week

• Month

• Quarter

• Year

• Month-Year

Select the ‘Sub Group By’ Field to further group your ‘Group By Field’ data.

For example, select the:

• Group By as Customer (sale.order)

• Sub Group By as Company (sale.order)

You can also select the Sort By Field, Sort Order, and Record Limit options specific to the dashboard item you’re currently making.

2. Display

3. Actions

4. Target

If you select your Group By field as Date Type, for example: Let’s select the Group By field as a “Creation Date”, you will notice a Target tab will appear beside the Data, Display, & Actions tabs.

Note: Select the ‘Enable Target’ option for further configurations.

If you enable the option, “Show Target as Line”, it will start showing the target as a Line.

If you input the value for the “Standard Target” option, then you will be able to view your Data target as per the input value, as shown above screenshot.

If you wish to see the target with different data and date ranges, then you need to add them by clicking on “Add a Line”.

On clicking the Add a 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.

5. Auto Update

6. Advance Configuration

3.3 Horizontal Bar Chart

Create a Dashboard Item as a Horizontal Bar Chart

Follow the steps as mentioned in the previous sections to get the Horizontal Bar Chart of your inserted values.

The following results would look like this:

Note: In Horizontal Bar Chart, the Line Measure option is not present.

1. Data

2. Display

Use the ‘Stacked Bar Chart’ or ‘Show Data Value’ to make your chart look more interactive and informative.

After applying the required conditions in all six tabs, you can get the desired Preview to track your important business data.

3. Actions

To further modify your chart, the ‘Action’ tab is beneficial.

4. Target

Target helps you to see how many business goals you have achieved for a particular time.

5. Auto Update

To stay updated with the changes made in the data, try the ‘Auto Update’ option.

6. Advance Configuration

Do advance configurations to get the exact data chart as per your need.

3.4 Line Chart

Create A Dashboard Item As A Line Chart

If you select chart type as the ‘Line Chart’ followed by all the previous steps, you will get results like this:

1. Data

2. Display

3. Actions

4. Target

5. Auto Update

6. Advance Configuration

3.5 Area Chart

Create A Dashboard Item As An Area Chart

If you need to show the rise and fall of data over a period of time, select Dashboard Item as an Area Chart.

Follow the steps mentioned earlier and get the desired results.

1. Data

2. Display

3. Actions

4. Target

5. Auto Update

6. Advance Configuration

3.6 Pie Chart

Create A Dashboard Item As A Pie Chart

To display your data in an interactive way, try out the Pie Chart.
Follow the steps as mentioned earlier and track your data with a Pie Chart as shown below:

If you need to create a Semi Doughnut Chart, check the ‘Semi Circle Chart’ option and save. The results will be displayed as given below:

1. Data

2. Display

3. Actions

4. Auto Update

5. Advance Configuration

3.7 Doughnut Chart

Create A Dashboard Item As A Doughnut Chart

Create a Doughnut Chart following the steps as mentioned in the Bar Chart, & the final result will look like this:

If you need to create a Semi Doughnut Chart, check the ‘Semi Circle Chart’ option and save. The results will be displayed as given below:

1. Data

2. Display

3. Actions

4. Auto Update

5. Advance Configuration

3.8 Polar Area Chart

Create A Dashboard Item As A Polar Area Chart

If you select the Dashboard Item as a Polar Area Chart, followed by all the necessary steps, you will get results like this:

1. Data

2. Display

3. Actions

4. Auto Update

5. Advance Configuration

3.9 List View

Create a Dashboard Item as a List View

Select the List View Type as an option for the Dashboard Item followed by all the required steps to get the results like this:

1. Data

2. Display

3. Actions

4. Target

5. Auto Update

6. Advance Configuration

3.10 KPI

Create a Dashboard Item as a KPI

You can create some amazing KPI with the below comparison options:

• KPI with Target

• KPI with Previous Period

• KPI with Target and Previous Period

1. Data & Data #2

After filling in all the necessary steps, the KPI tile looks like this:

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

• None/Comparison

• Sum

• Ratio

• Percentage

2. Display

Convert your KPI tile into different colors to stand your chart among others.

3. Target

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

As Number:

As Progress Bar:

4. Additional Features

4.1 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.

4. Additional Features

4.1 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.

4.2 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.

4.3 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.

4.4 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

4.5 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

4.6 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.

4.7 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.

4.8 Quick Edit Mode

You can easily configure you dashboard on the fly from the Dashboard Screen itself for some important configurations, as shown below

4.9 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.

4.10 Dynamic Date Filter Range

Total 15 Date Filter options are provided to filter out your data as per your need.

4.11 Remove the Dashboard Item

You can easily remove the dashboard item by clicking on the remove item button from the dashboard item itself.

4.12 Color Palette

This feature allows a user to change dashboard item’s color on the fly from the dashboard item itself.

5. Dashboard Ninja Configurations

You can configure your Dashboards from the My Dashboards > Configuration > Dashboards menu as shown below:

You can configure your Dashboards from the My Dashboards > Configuration > Dashboards menu as shown below:

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.