BI Library

Axelor provides a library with a set of dashboards that can be installed and created easily in one click.

Cards view

Navigate to BI > Library to open the dashboards.

Library menu

Result:

Library dahsboards

About dashboard compatibility

Only the dashboards compatible with your Axelor application are fetched. The compatibility is based on 2 criteria:

  1. Your application has all the functional apps (the ones visible in Application Config > Apps management) required by the library dashboard.

  2. Your version of the functional apps is compatible with the version required by the library dashboard.

Actions

To install a dashboard, click on the button Install.

Install library

Once a dashboard is installed, the view will look like the following image. Dashboard update is now possible with a click on the button Update.

Installed library

Form view

The library form view has several panels.

Library view

Main panel

It contains the main information about the dashboard:

  • Dashboard name: Define the title of the dashboard.

  • Thumbnail: Dashboard thumbnail.

  • Description: Description of the dashboard.

  • File: A zip file to upload on BI studio. This upload is automatic when you use the action buttons (see next section).

Actions panel

2 actions are available:

  • Install: The button appears if and only if the dashboard has not been installed yet.

  • Update: The button appears if and only if the dashboard has already been installed.

In both cases, the dashboard is downloaded from the server library to your application and is then uploaded in your BI Studio tenant.

These buttons have the same effect as the ones present on cards view.

Details panel

It holds some additional details:

  • Created on: Creation date.

  • Created by: Dashboard owner.

  • Library URL: Origin URL of the dashboard, ie where it had been downloaded from.

Library dashboard types

There are two types of dashboards, Local and Remote

Librari icons

  • The + icon: Add local dashboards into your local library.

  • The sync icon: Fetch/update dashboards from library server.

Local library dashboards

Axelor Library allows its users to add their own dashboards to easily upload them into BI Studio from the module.

A typical use case is to design a dashboard on you BI studio tenant, using your qualification environment as a datasource. When the dashboard is ready to be deployed in production, you can export the zip from BI Studio, load it in the library of your production environment and Install it on your BI studio tenant. This way, you have a clone of your qualification dashboard, which use the production database. Changing manually the datasource of all the datasets used by dashboard is possible, but is a tedious operation.

Remote library dashboards

Remote dashboards are not editable. They are managed by the administrator of the Library server (usually Axelor)