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[New Feature] Configurable Dashboard View

Hi Community,

We’ve just merged a fully customizable Dashboard View for all DocTypes, which can be accessed from the list sidebar.

All existing Dashboard Charts based on the document type are displayed on the page. We’ve also introduced a new DocType Number Card, which can be added to the page too!

Any Dashboard Chart or Number Card added by a user is available to only that user by default. To
make it publicly available to all users on the system (with read permission for that document type), is_public can be set for that card/chart.

The page can be customized by clicking on Customize on the top right corner. The customizations are saved at a user level.

Here’s an example of a customised Sales Invoice Dashboard:

Check out this page and please feel free to provide any feedback/report bugs regarding this feature here! :slight_smile:

33 Likes

Hi @prssannad

Is this V12 or V13?

No matter what I do, I don’t get this thing in the sidebar. I can create a new Number Card, new chart, new Shortcut and everything, but this Dashboard view for a Doctype is just not showing up :stuck_out_tongue_winking_eye: I suppose we could use a documentation. On latest develop :slight_smile:

Hi @iMoshi. is this v12 or v13?

Of course v13. v12 will no longer receive new features, will only get bug fixes.

Thanks

No probs. If you wanna test out the new features and get familiar with what’s coming, you can switch your branch to develop, or version-13-beta and roll. There are so many improvements to the UX for end users. Data makes sense now, real happy!

3 Likes

That is good news

@iMoshi that’s strange, there’s no documentation really required, the dashboard link should show up on the list sidebar of all doctypes. Did you run bench build?

This is still not part of version-13-beta. You need to be on develop branch.
Looks really promising & cool. Will it auto refresh on load else you need to load each one of them manually which will be a turn-off for such a cool feature.

I have about 7 benches running, and even on latest develop I don’t get the option :sweat_smile:

this is very very good feature

1 Like

@mujeerhashmi Yes it will refresh on load!

This is exactly the feature I contemplated the last days. Should have checked the forum first. :smile:

Great stuff :partying_face:

Next improvements could be:

  1. Enable filters, like for listview. For example, i’d like to view the Sales Invoice charts filtered by customer = 'Customer Pvt. Ltd' and currency = 'EUR' and base_grand_total > 1000.
  2. Make charts navigable and apply the selected slice as a filter. For example, if I select the data point for 2019-07-31 in the “Outgoing Bills” chart, the other charts should only show data for this specific date.
  3. Something like Qlik’s “Associative Difference”.
3 Likes

This is something amazing.

Great work Devs.
Calls for celebration once V13 is released :smiley:

1 Like

Thank you, this will prove highly useful.

#3 is awesome. But pretty tough to get done, I guess.

1 Like

Hi @prssannad

This looks great. Got one question though… Do the Charts and Number Cards work according to user permissions? For example, let’s say User A has permission to view all Sales Invoices and User B can only view Sales Invoices created by him. Let’s also assume that total value of all invoices is $1,000,000 while total value of invoices created by User B is $100,000

If we have a Number Card that shows total value of all invoices with is_public checked, will User A see $1,000,000 while User B sees $100,000?

Thanks

Hi @prssannad

Am on v13 beta and cannot see this dashboard from the list sidebar