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Dashboard creation.

on 8/28/15, 5:52 AM 2,160 views


does anybody tell me how can i create a customise dash board .I am not familiar with it.  Basically my problem is that i want to create a sub menu under the Manufacturing and its should perform some view like graph,list,line..etc.I search lot to find how it can be done, but i couldn't get it. How could we make sub menu in dash board like (in sales -> Sales analysis ) .Give me a proper direction to find the solution for that.Please give any clues ,how to create or something.. please

thanking you,


Logicious, You can navigate to Reporting -> Configuration -> My DashBoards and create a new dashboard(Menu), by selecting "Sales" as a parent menu you can create a new menu under it..

on 8/28/15, 7:25 AM

@Pawan: Thanks Pawan , can i ask you something , when we are installing the sale , its automatically comes over there. How its possible?

on 8/28/15, 7:46 AM

Do you want to create Dashboards and get packed in a module? I mean define the dashboard like a view using xml when you are develop or customizing a module?

Axel Mendoza
on 8/28/15, 2:38 PM

developing a module with dash board... thats it

on 8/29/15, 12:25 AM
On 9/3/15, 2:42 AM

if you want to customize any dash board or create a new dashboard of existing module , just inhertis the view of that module you just only needed the xml file itself. i will given you an example... of what i did intomrp



<record id="view_work_order_graph" model="ir.ui.view">

<field name="name">mrp.production.workcenter.line.graph</field>

<field name="model">mrp.production.workcenter.line</field>

<field name="arch" type="xml">

<graph string="Manufacturing Analysis" type="pivot" stacked="True">

<field name="name"/>

<field name="production_id"/>




<record id="filter_by_state_workcenter_id" model="ir.filters">

<field name="name"> By Work Center </field>

<field name="model_id">mrp.production.workcenter.line</field>

<field name="user_id" eval="False"/>

<field name="context">{'group_by':['workcenter_id']}</field>


<record id="filter_by_state_work_order" model="ir.filters">

<field name="name"> By WorkOrder State </field>

<field name="model_id">mrp.production.workcenter.line</field>

<field name="user_id" eval="False"/>

<field name="context">{'group_by':['state']}</field>


<record id="filter_by_scheduled_date_work_order" model="ir.filters">

<field name="name"> By Scheduled Date </field>

<field name="model_id">mrp.production.workcenter.line</field>

<field name="user_id" eval="False"/>

<field name="context">{'group_by':['date_planned']}</field>


<record id="action_work_order_report_all" model="ir.actions.act_window">

<field name="name">Work Order Analysis</field>

<field name="res_model">mrp.production.workcenter.line</field>

<field name="view_type">form</field>

<field name="view_mode">graph,tree</field>

<!-- <field name="search_view_id" ref="view_order_product_search"/>-->

<field name="view_id" ref="view_work_order_graph"/>

<!-- <field name="context">{'search_default_Sales':1, 'group_by_no_leaf':1,'group_by':[]}</field>-->

<field name="help">This report performs analysis on your quotations and sales orders. Analysis check your sales revenues and sort it by different group criteria (salesman, partner, product, etc.) Use this report to perform analysis on sales not having invoiced yet. If you want to analyse your turnover, you should use the Invoice Analysis report in the Accounting application.</field>


<menuitem action="action_work_order_report_all" id="work_order_analysis" parent="manufacture_parent_report_menu" sequence="4"/>




Tarek Mohamed Ibrahim

--Tarek Mohamed Ibrahim--
| 5 3 7
Gîza, Egypt
--Tarek Mohamed Ibrahim--

I am an old VFP developer on ERP

I have moved to 2p since Nov-2014 and started developing with Python on Odoo.



Tarek Mohamed Ibrahim
On 8/29/15, 5:57 PM

If I understood your request, the idea is to use the board.board model

Here is an example I created that installs a dashboard automatically with my module

        <record id="board_purchase_form_pm" model="ir.ui.view">
<field name="name">board.purchase.form</field>
<field name="model">board.board</field>
<field name="arch" type="xml">
<form string="Purchase Dashboard" version="7.0">
<board style="1-1">
<action name="%(purchase_pm_po_need_approval)d" string="PM : Purchases Orders need approval"/>
<action name="%(purchase_pm_po_need_receive)d" string="PM : Purchases Orders need Receive"/>

Here is one of the actions:

        <record id="purchase_pm_po_need_approval" model="ir.actions.act_window">
<field name="name">Purchase Orders</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">purchase.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form</field>
<field name="domain">[('state','in',['depheadapr'])]</field>
<field name="context">{'quotation_only': True}</field>

I hope this would help

On 8/31/15, 12:08 AM

@tarek : thanks buddy, finally you got the idea what needed. i will try it.

@tarek: i got one error like this buddy-ParseError: "External ID not found in the system: room_availability.action_room_booking" while parsing /opt/odoo/odoo/addons/room_availability/room_view.xml:94, near

on 8/31/15, 2:46 AM

You have to define a action named action_room_booking in you xml like what was suggested above by @Tarek for action purchase_pm_po_need_approval.

on 8/31/15, 5:55 AM

@pawan:- thank you pawan.

on 9/1/15, 9:37 AM

@prasanth: yes this is what i exactly needed. thank you

on 9/3/15, 2:44 AM

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Asked: 8/28/15, 5:52 AM
Seen: 2160 times
Last updated: 9/24/15, 12:53 AM