How to use Byteloom AI Dashboard Builder?

User Guide : Byteloom AI Dashboard Builder

Complete user guide for creating datasets, generating AI charts, and building powerful dashboards in your Odoo environment

What You'll Learn

Dataset Creation

Build custom datasets from your Odoo tables

AI Chart Generation

Let our LLM create intelligent visualizations

Chart Customization

Fine-tune charts with advanced editing tools

Dashboard Building

Assemble powerful, shareable dashboards

Requirements:

  • Odoo Versions Supported: 16, 17, 18 (Enterprise or Community)
  • Byteloom must be installed on your odoo

Licensing

Note: you must complete licensing before you can use the module.

  • Send your Staging URL, Production URL, and the Invoice generated after purchase to hello@byteloom.ai.
  • We will email you the licensing key.
  • In Odoo, go to Settings > Apps > ByteLoom and enter the licensing key.

Watch Demo:


1

Create Dataset

Start by creating datasets to fine-tune the data fed to the AI for generating charts, KPIs, and dashboards. This foundational step ensures your visualizations are built on the right data structure.

Search & Select Tables

Use the search functionality to find and select the Odoo tables you want to include in your dataset.

💡Tip: Choose tables that contain related data for better AI-generated insights

Create Relationships

Establish relationships between your selected tables to ensure proper data connections and meaningful chart generation.

Additional Options

Open Saved Datasets

Load previously created datasets for modification

Reset Screen

Clear relationships and start over

3

Edit/Delete Chart

Take control of your AI-generated charts with powerful editing tools. Modify chart properties, update data fields, or remove charts that no longer serve your needs.

Edit Chart

Customize your AI-generated charts with advanced editing capabilities.

  • Change chart types and styles
  • Modify titles and aggragations functions
  • Adjust x or y axis data fields

Delete Chart

Remove charts that no longer meet your requirements safely.

Warning: Deleted charts cannot be recovered. Consider duplicating before major changes.

4

Edit Chart Screen

Access the comprehensive chart editing interface where you can fine-tune every aspect of your visualizations. Modify fields, apply aggregations, and customize the appearance to match your needs.

Editing Tools

X and Y Axis Modification

Change data sources and fields

Aggregation Functions

Apply sum, count, min, max

Visual Customization

Map type and title

Save Your Changes

After making your modifications, save the chart to preserve your changes and make it available in your dashboard builder.

5

Add New Chart

Create custom charts from scratch using our intuitive chart builder. Choose from various chart types, select your data fields, and apply aggregation functions to build exactly what you need.

Available Chart Types

Bar Chart

Compare categories

Line Chart

Show trends over time

Pie Chart

Display proportions

+ Many more charts

Available Fields

Browse and select from all available fields in your dataset.

  • • See all options for field selection
  • • Select X and Y axis
  • • Populate real time data

Aggregation Functions

Apply powerful aggregation functions to your data.

SUMCOUNTAVGMINMAX
6

Create Dashboards

Bring everything together by creating comprehensive dashboards using your AI-generated charts and KPIs. Build interactive, shareable dashboards that provide valuable insights at a glance.

Dashboard Building Process

1

Select Dataset

Choose the dataset to fetch charts and KPIs from

2

Drag & Drop Builder

Drag KPI cards, charts, and widgets to assemble your layout

3

Resize & Arrange

Freely resize and rearrange widgets to create the perfect layout

4

Save & Share

Save your dashboard and share it using the generated link

Flexible Layouts

  • • Grid-based positioning
  • • Responsive design
  • • Custom widget sizes
  • • Auto-arrange options

Sharing Options

  • • Shareable URLs
  • • Embed codes
  • • Permission controls
  • • Export options

Collaboration

  • • Team access
  • • Comment system
  • • Version control
  • • Real-time updates

Ready to Build Your Dashboard?

Start creating powerful, AI-driven dashboards for your Odoo data today.

Need Help?