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User's guide /

Business Intelligence

OBS ERP allows you to create charts that show real-time information.  Depending on the use case, you might want to check how your sales are going or the ratio between the completed tasks and tasks in progress. This can be achieved by using OBS ERP business intelligence feature.

OBS ERP comes with a set of predefined charts, which might cover most of the use cases. They are located in every module.

Supported chart types
1. Pie

2. Gauge (max green)

3. Gauge (min green)
4. Bar chart

5. Line (Trend chart)

6. Doghnut


7. Area chart


Create a new chart
Lets create a pie chart showing the number of tasks by department for a selected period. 
Step. 1 Navigate to module Tasks.
Step. 2 Open the dashboard (if not opened by default)
By default, the dashboard in module "Tasks" is disabled. You need to click the link "Tasks" above the data listing to open up the dashboard.
Step. 3 Click the "Stats" link and  then "Create Chart" button. This will open a chart creation wizard as shown on Fig. 1


Fig. 1

Step. 4 Pick a chart type and click Next. Pop-up on Fig. 2 will appear


Fig. 2

Step.5 Select "Department" from the drop down menu and "Count" as an aggregation function then click "Next" to complete the process

Conditional formatting

You can color part a chart in custom background color using the "Conditional formatting" function.  To do that, click on the pencil above the chart you would like to modify. The following configuration page will appear (Fig. 3).


Fig. 3

Click the "Conditional formatting" button to create a new condition. For example, add a condition to color all tasks of category "Project task" in red. You need to make the following selection: pick x from the Axis pick list, the = sign as a condition and "Project task" for value. Then pick a color from the color picker. 
Click "Add" to complete the step. 


Source data limitations
In some cases, you would need to exclude the data used to produce a chart. For example, in module "Income" you might want to remove all invoices that are still not paid from chart "Income" chart. 
Follow the following step to add source data limitation: 

Step. 1 Press the pencil icon above the chart you would like to modify
Step. 2 The form shown on Fig. 4 will appear


Fig. 4 

Step. 3 Click Limitations button
Step. 4 Add a limitation. In this example, we will exclude all invoices in status 1 (draft). You need to know the name of the source column (status_id) in order to complete this step. All columns are defined in module "Constructor" 
Step. 5 Press Add to complete the configuration.

Show chart on main dashboard

OBS ERP Home page includes a set of buttons next to the logo as shown on Fig. 5. The second button from the left (the trend chart) leads you to a main dashboard which can be configured to present information in chart and table format. 
In order to include a chart in the main dashboard, you would need to toggle the checkbox "Show on dashboard" shown on Fig. 4. 
In addition, you will need to set-up the privileges of the users or groups allowed to read it. This is done via the "Show on dashboard" blue button. 

Fig. 5