[REF] spreadsheet: update to structure before adding new content

task-n/a

closes odoo/documentation#14907

X-original-commit: 5419058076
Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>

content/applications/productivity/dashboards.rst

@@ -103,9 +103,10 @@ In addition to consulting a dashboard for a high-level overview of key business
 possible to interact with the dashboard for a more detailed analysis:
 
 - **Filter data**: Most standard dashboards have one or more :doc:`global filters
-  <spreadsheet/global_filters>`, shown as dropdown menus, at the top of the dashboard. These filters
-  allow all the data on the dashboard to be filtered at the same time, for example, to show data
-  only for a specific period of time, or for one or more salespeople or customers.
+  <spreadsheet/work_with_data/global_filters>`, shown as dropdown menus, at the top of the
+  dashboard. These filters allow all the data on the dashboard to be filtered at the same time, for
+  example, to show data only for a specific period of time, or for one or more salespeople or
+  customers.
 
 - **Open underlying database records**: To access database records referenced by a dashboard, click
   on the relevant value in a table or on a data point on a chart. Doing so opens either the
@@ -203,7 +204,7 @@ actions are possible:
        :ref:`user group <access-rights/groups>`. Edit this if needed via the configuration page of
        the relevant dashboard section.
      - It is also possible to :ref:`convert a spreadsheet into a dashboard
-       <spreadsheet/manage-spreadsheets/convert-to-dashboard>` and add it to a dashboard section
+       <spreadsheet/get-started/convert-to-dashboard>` and add it to a dashboard section
        starting from the spreadsheet in the Documents app.
 
 .. _dashboards/access-and-sharing:

content/applications/productivity/dashboards/build_and_customize_dashboards.rst

@@ -14,8 +14,8 @@ Build a dashboard
 =================
 
 In its most simple terms, building a dashboard involves :doc:`inserting Odoo data into a spreadsheet
-<../../../applications/productivity/spreadsheet/insert>` then :ref:`converting that spreadsheet into
-a dashboard <spreadsheet/manage-spreadsheets/convert-to-dashboard>`.
+<../spreadsheet/insert>` then :ref:`converting that spreadsheet into
+a dashboard <spreadsheet/get-started/convert-to-dashboard>`.
 
 However, to build a dashboard that delivers relevant and valuable insights, it is important to
 consider the process in terms of three key stages: :ref:`preparation
@@ -33,10 +33,10 @@ This stage involves:
 - defining the purpose of the dashboard, in other words, the business questions it needs to answer,
   and deciding what data would answer those questions;
 - determining where to find the relevant Odoo data and deciding which :doc:`type of view
-  <../../../applications/studio/views>` (i.e., list, pivot table, or chart) is most suited for the
+  <../../studio/views>` (i.e., list, pivot table, or chart) is most suited for the
   data analysis needed;
 - preparing the Odoo data by refining the views to focus on the most relevant information, e.g., by
-  using :doc:`search filters <../../../applications/essentials/search>`, by making only certain list
+  using :doc:`search filters <../../essentials/search>`, by making only certain list
   fields visible, or by deciding which dimensions and measures a pivot table should use;
 - sourcing any other information needed to support the dashboard.
 
@@ -47,14 +47,13 @@ Data insertion and manipulation
 
 This stage involves:
 
-- :doc:`inserting the prepared lists, pivot tables or charts
-  <../../../applications/productivity/spreadsheet/insert>` into the spreadsheet you will use to
-  build your dashboard;
+- :doc:`inserting the prepared lists, pivot tables or charts <../spreadsheet/insert>` into the
+  spreadsheet you will use to build your dashboard;
 - manipulating the data, if needed, to be able to draw the necessary insights. This may involve
   performing calculations or creating custom metrics using :doc:`standard or Odoo-specific functions
-  and formulas <../../../applications/productivity/spreadsheet/functions>`, referencing data from
+  and formulas <../spreadsheet/work_with_data/functions>`, referencing data from
   various sources within the spreadsheet, or :doc:`converting static pivot tables to dynamic pivot
-  tables <../../../applications/productivity/spreadsheet/dynamic_pivot_tables>`.
+  tables <../spreadsheet/work_with_data/dynamic_pivot_tables>`.
 
 .. _build_and_customize_dashboards/build-visualization:
 
@@ -72,11 +71,11 @@ This stage involves:
 - :ref:`inserting clickable links <spreadsheet/insert/clickable-links>`, if relevant, to provide
   access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these should also
   be accessible from the front end of your dashboard;
-- :doc:`creating global filters <../../../applications/productivity/spreadsheet/global_filters>` to
+- :doc:`creating global filters <../spreadsheet/work_with_data/global_filters>` to
   allow users to tailor the view to their needs;
 - :ref:`converting the spreadsheet into a dashboard
-  <spreadsheet/manage-spreadsheets/convert-to-dashboard>`, determining whether to add the dashboard
-  to an existing or new dashboard section, and :ref:`managing access rights to the dashboard
+  <spreadsheet/get-started/convert-to-dashboard>`, determining whether to add the dashboard to an
+  existing or new dashboard section, and :ref:`managing access rights to the dashboard
   <dashboards/access-and-sharing/manage-view-access>`.
 
 .. tip::
@@ -181,7 +180,7 @@ Dashboards can be customized in various ways, such as by:
 - adding new tables and charts based on previously inserted or :ref:`newly inserted Odoo data
   <dashboards/customize-dashboard/edit-spreadsheet-new-odoo-data>`. This requires a similar approach
   to :ref:`building a dashboard from scratch <build_and_customize_dashboards/build>`;
-- :doc:`adding new global filters <../../../applications/productivity/spreadsheet/global_filters>`
+- :doc:`adding new global filters <../spreadsheet/work_with_data/global_filters>`
   or editing or deleting existing ones;
 - :ref:`adding or editing clickable links <spreadsheet/insert/clickable-links>` to Odoo menus, URLs,
   or to other sheets within the same spreadsheet.
@@ -220,4 +219,4 @@ chart is inserted on the first sheet of the spreadsheet.
 
 .. seealso::
    :doc:`Inserting Odoo data into a spreadsheet
-   <../../../applications/productivity/spreadsheet/insert>`
+   <../spreadsheet/insert>`

content/applications/productivity/spreadsheet.rst

@@ -1,4 +1,6 @@
+:nosearch:
 :show-content:
+:hide-page-toc:
 
 ===========
 Spreadsheet
@@ -7,11 +9,10 @@ Spreadsheet
 .. toctree::
    :titlesonly:
 
-   spreadsheet/templates
-   spreadsheet/functions
+   spreadsheet/get_started
    spreadsheet/insert
-   spreadsheet/dynamic_pivot_tables
-   spreadsheet/global_filters
+   spreadsheet/work_with_data
+   spreadsheet/visualize_data
 
 **Odoo Spreadsheet** allows you to organize, manipulate, analyze, and visualize data. It offers
 similar functionality to other spreadsheet solutions with the added benefit of integrating directly
@@ -19,15 +20,15 @@ with your Odoo database.
 
 With Odoo Spreadsheet, you can:
 
-- :ref:`create spreadsheets <spreadsheet/create-new>` or :ref:`upload files
-  <spreadsheet/upload-files>` and open them with Odoo Spreadsheet
-- :doc:`create templates <spreadsheet/templates>`
-- :doc:`use functions, including Odoo-specific functions <spreadsheet/functions>`
+- :ref:`create spreadsheets <spreadsheet/get-started/create-spreadsheet>` or :ref:`upload files
+  <spreadsheet/get-started/upload-files>` and open them as Odoo spreadsheets
+- :ref:`create and use templates <spreadsheet/get-started/templates>`
+- :doc:`use functions, including Odoo-specific functions <spreadsheet/work_with_data/functions>`
 - :doc:`insert and link to Odoo data <spreadsheet/insert>`
-- :doc:`create and use dynamic pivot tables <spreadsheet/dynamic_pivot_tables>`
+- :doc:`create and use dynamic pivot tables <spreadsheet/work_with_data/dynamic_pivot_tables>`
 - filter data across multiple Odoo data sources using :doc:`global filters
-  <spreadsheet/global_filters>`
-- visualize data using charts and formatting
+  <spreadsheet/work_with_data/global_filters>`
+- visualize data using :doc:`charts <spreadsheet/visualize_data/charts>` and formatting
 - share files internally and externally
 
 The Spreadsheet module is part of **Odoo Documents**.
@@ -49,180 +50,3 @@ The Spreadsheet module is part of **Odoo Documents**.
    <build_and_customize_dashboards/build>` can also be created from scratch, starting from an Odoo
    spreadsheet; any subsequent :ref:`modifications <build_and_customize_dashboards/customize>` are
    performed via Dashboards.
-
-.. _spreadsheet/create-new:
-
-Create a new spreadsheet
-========================
-
-To create a new spreadsheet:
-
-#. Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be
-   created.
-#. Click :guilabel:`New` and select :guilabel:`Spreadsheet`.
-
-   .. tip::
-      Alternatively, from the :icon:`fa-folder-o` :guilabel:`All` folder, click :guilabel:`New` and
-      select :guilabel:`Spreadsheet`, then select in which :guilabel:`Folder` the
-      spreadsheet should be created.
-
-#. Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing
-   :doc:`template <spreadsheet/templates>`, select the relevant template.
-#. Click :guilabel:`Create`.
-#. Click on `Untitled spreadsheet` at the top of the screen to edit the name of the spreadsheet.
-
-.. tip::
-   It is also possible to create a new spreadsheet by:
-
-   - clicking :menuselection:`File -->` :icon:`os-clear-and-reload` :menuselection:`New` from the
-     menu bar of an open spreadsheet; or
-   - :doc:`inserting a list, pivot table, or chart from another Odoo app <spreadsheet/insert>` into
-     a new spreadsheet directly from the app in question.
-
-   In these cases, the new spreadsheet is saved in Odoo Documents in the :icon:`fa-hdd-o`
-   :guilabel:`My Drive` personal folder.
-
-.. _spreadsheet/upload-files:
-
-Upload files
-============
-
-Files in `.xlsx` or `.csv` format can be uploaded into Odoo Documents and opened with Odoo
-Spreadsheet. To do so:
-
-#. Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved.
-#. Click :guilabel:`New` and select :guilabel:`Upload`.
-#. Select the relevant `.xlsx` or `.csv` file and click :guilabel:`Open`.
-#. Click on the uploaded file.
-#. By default, the original file is deleted when it is opened with Odoo Spreadsheet. To preserve
-   the original file in the same folder in Odoo Documents, disable :guilabel:`Send source file to
-   trash`.
-#. Click :guilabel:`Open with Odoo Spreadsheet`.
-
-The file can now be fully edited in Odoo Spreadsheet.
-
-.. _spreadsheet/manage-spreadsheets:
-
-Manage spreadsheets
-===================
-
-Users with :guilabel:`Editor` rights to a specific spreadsheet have various options for managing the
-spreadsheet via the :guilabel:`File` menu:
-
-- :icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with
-  the same :ref:`regional settings <spreadsheet/manage-spreadsheets/regional-settings>` (or locale).
-- :icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a
-  :doc:`template <spreadsheet/templates>` for future spreadsheets.
-- :icon:`os-download` :guilabel:`Download`: downloads the spreadsheet in `.xlsx` format.
-
-  .. important::
-     When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo
-     data from your database, e.g., via an :doc:`inserted list <spreadsheet/insert>` or via other
-     :doc:`Odoo-specific functions <spreadsheet/functions>`, are converted to the values they would
-     have returned at the moment the spreadsheet was downloaded.
-
-  .. tip::
-     Users with :guilabel:`Viewer` rights can also download a spreadsheet in `.xlsx` format.
-
-- :icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to
-  previous versions <spreadsheet/manage-spreadsheets/version-history>` of the current spreadsheet,
-  which can be named and restored if needed.
-- :icon:`fa-print` :guilabel:`Print`: prints a copy of the spreadsheet on a connected printer.
-- :icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale
-  <spreadsheet/manage-spreadsheets/regional-settings>` of the current spreadsheet.
-- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts
-  <spreadsheet/manage-spreadsheets/convert-to-dashboard>` the current spreadsheet into an Odoo
-  dashboard.
-
-.. _spreadsheet/manage-spreadsheets/version-history:
-
-Version history
----------------
-
-Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users
-with :guilabel:`Editor` rights to browse and restore previous versions.
-
-To access the version history of a spreadsheet, click :menuselection:`File -->`
-:icon:`os-version-history` :menuselection:`See version history` from the menu bar. Saved versions
-appear in a panel on the right of the spreadsheet. The name of the user who made the change is
-shown, as well as the date and time of the change.
-
-The following actions are possible:
-
-- **View an earlier version** in read-only format by clicking on the relevant version.
-- **Restore an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)`
-  then :guilabel:`Restore this version`.
-- **Copy an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then
-  :menuselection:`Make a copy`. A copy of the version opens as a new spreadsheet.
-- **Create named versions** by clicking on the date and time of the relevant version and entering
-  the desired name. The date and time of the version are then displayed below the new name.
-
-.. tip::
-   When viewing an earlier, read-only version of a spreadsheet, the following actions are still
-   possible:
-
-   - Search the spreadsheet by clicking :menuselection:`Edit -->` :icon:`fa-search`
-     :menuselection:`Find and replace` or using the shortcut `Ctrl` + `H`.
-   - Copy an individual cell or selected area by clicking :menuselection:`Edit -->`
-     :icon:`fa-clipboard` :menuselection:`Copy` or using the shortcut `Ctrl` + `C`.
-
-.. _spreadsheet/manage-spreadsheets/regional-settings:
-
-Regional settings
------------------
-
-To ensure data is displayed consistently for all users, the regional settings (or locale) of a
-spreadsheet, are managed at spreadsheet level. This locale affects the following settings and
-formats:
-
-- thousand and decimal separators
-- date and time formats
-- first day of the week
-
-By default, a new spreadsheet inherits the regional settings of the user who created it. For
-example, any spreadsheets created by a user whose language is set to :guilabel:`French (BE) /
-Français (BE)` will follow Belgian French conventions.
-
-A spreadsheet's locale can be viewed and changed at any time by a user with :guilabel:`Editor`
-rights. To view the locale of a spreadsheet, click :menuselection:`File -->` :icon:`os-cog`
-:menuselection:`Settings` from the menu bar. The :guilabel:`Spreadsheet settings` panel opens on the
-right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown.
-
-.. tip::
-   When you open a spreadsheet that has a different locale to that of your user profile, a blue
-   :icon:`fa-globe` :guilabel:`(globe)` icon appears at the top right of the spreadsheet. Hovering
-   over the icon reveals a warning message that indicates the spreadsheet locale and highlights
-   formats that differ.
-
-   .. image:: spreadsheet/locale-difference.png
-      :alt: Warning about difference between user and spreadsheet locale
-
-   If no :icon:`fa-globe` :guilabel:`(globe)` icon is shown, this means the spreadsheet's locale is
-   the same as that of your user profile.
-
-.. _spreadsheet/manage-spreadsheets/convert-to-dashboard:
-
-Convert a spreadsheet into a dashboard
---------------------------------------
-
-A user with the appropriate :ref:`access rights <access-rights/groups>` can convert an Odoo
-spreadsheet into a dashboard that is then accessible via
-:doc:`Odoo Dashboards <../../../applications/productivity/dashboards>`. To do so:
-
-#. Click :menuselection:`File -->` :icon:`os-add-to-dashboard` :menuselection:`Add to dashboard`
-   from the menu bar.
-#. Enter the :guilabel:`Dashboard Name`.
-#. Select the relevant :guilabel:`Dashboard Section` from the dropdown or, to create a new dashboard
-   section, type the name of the new section, then click :guilabel:`Create`.
-#. If necessary, modify the :guilabel:`Access Groups` to determine which :ref:`user groups
-   <dashboards/access-and-sharing>` can access the dashboard.
-#. Click :guilabel:`Create`.
-
-.. tip::
-   - By default, the first tab of the spreadsheet serves as the front end of the dashboard.
-   - It is also possible to convert a spreadsheet to a dashboard from within the :ref:`Dashboard
-     configuration settings <dashboards/configuration>`, by directly adding the spreadsheet to
-     an existing or new dashboard section.
-   - After a spreadsheet has been converted to a dashboard, it is deleted from Odoo Documents. Any
-     subsequent :ref:`modifications <build_and_customize_dashboards/customize>` need to be made via
-     Odoo Dashboards.

content/applications/productivity/spreadsheet/get_started.rst

@@ -0,0 +1,251 @@
+===========
+Get started
+===========
+
+.. _spreadsheet/get-started/create-spreadsheet:
+
+Create a new spreadsheet
+========================
+
+To create a new spreadsheet:
+
+#. Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be
+   created.
+#. Click :guilabel:`New` and select :guilabel:`Spreadsheet`.
+
+   .. tip::
+      Alternatively, from the :icon:`fa-folder-o` :guilabel:`All` folder, click :guilabel:`New` and
+      select :guilabel:`Spreadsheet`, then select in which :guilabel:`Folder` the
+      spreadsheet should be created.
+
+#. Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing
+   :ref:`template <spreadsheet/get-started/templates>`, select the relevant template.
+#. Click :guilabel:`Create`.
+#. Click on `Untitled spreadsheet` at the top of the screen to edit the name of the spreadsheet.
+
+.. tip::
+   It is also possible to create a new spreadsheet by:
+
+   - clicking :menuselection:`File -->` :icon:`os-clear-and-reload` :menuselection:`New` from the
+     menu bar of an open spreadsheet; or
+   - :doc:`inserting a list, pivot table, or chart from another Odoo app <insert>` into
+     a new spreadsheet directly from the app in question.
+
+   In these cases, the new spreadsheet is saved in Odoo Documents in the :icon:`fa-hdd-o`
+   :guilabel:`My Drive` personal folder.
+
+.. _spreadsheet/get-started/templates:
+
+Templates
+---------
+
+Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
+example, you could create a template for a monthly budget report or a quarterly sales commission
+report.
+
+.. note::
+   Templates are available to all users on the database.
+
+.. _spreadsheet/get-started/templates-create:
+
+Create a template
+~~~~~~~~~~~~~~~~~
+
+Any spreadsheet can be saved as a template.
+
+To create a template:
+
+#. Open the relevant spreadsheet or :ref:`create a new one
+   <spreadsheet/get-started/create-spreadsheet>`.
+#. From the menu bar, click :menuselection:`File -->` :icon:`os-save` :menuselection:`Save as
+   template`. Modify the default :guilabel:`Template Name` if needed and click :guilabel:`Confirm`.
+
+.. important::
+   Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
+   saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit
+   the template <spreadsheet/get-started/templates-manage>`.
+
+You can also create a template by :ref:`making a copy of an existing template and editing it
+<spreadsheet/get-started/templates-manage>`.
+
+.. _spreadsheet/get-started/templates-use:
+
+Use templates
+~~~~~~~~~~~~~
+
+To create a new spreadsheet using a template, open the Documents app and click :menuselection:`New
+--> Spreadsheet`. Select the relevant template and click :guilabel:`Create`.
+
+Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then,
+on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`.
+
+.. note::
+   By default, the new spreadsheet inherits the name of the template, which is shown at the top of
+   the screen. To rename the spreadsheet, click the name and edit it.
+
+.. _spreadsheet/get-started/templates-manage:
+
+Manage and edit templates
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`.
+Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
+templates in the database.
+
+Various actions are possible:
+
+- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of
+  the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to
+  edit it.
+
+- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil`
+  :guilabel:`Edit`, then making the required changes. Modifications are
+  automatically saved.
+
+- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog`
+  :guilabel:`Actions`, then :guilabel:`Delete`.
+
+.. _spreadsheet/get-started/upload-files:
+
+Upload files
+============
+
+Files in `.xlsx` or `.csv` format can be uploaded into Odoo Documents and opened with Odoo
+Spreadsheet. To do so:
+
+#. Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved.
+#. Click :guilabel:`New` and select :guilabel:`Upload`.
+#. Select the relevant `.xlsx` or `.csv` file and click :guilabel:`Open`.
+#. Click on the uploaded file.
+#. By default, the original file is deleted when it is opened with Odoo Spreadsheet. To preserve
+   the original file in the same folder in Odoo Documents, disable :guilabel:`Send source file to
+   trash`.
+#. Click :guilabel:`Open with Odoo Spreadsheet`.
+
+The file can now be fully edited in Odoo Spreadsheet.
+
+.. _spreadsheet/get-started/manage-spreadsheets:
+
+Manage spreadsheets
+===================
+
+Users with :guilabel:`Editor` rights to a specific spreadsheet have various options for managing the
+spreadsheet via the :guilabel:`File` menu:
+
+- :icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with
+  the same :ref:`regional settings <spreadsheet/get-started/manage-spreadsheets-locale>` (or
+  locale).
+- :icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a
+  :ref:`template <spreadsheet/get-started/templates>` for future spreadsheets.
+- :icon:`os-download` :guilabel:`Download`: downloads the spreadsheet in `.xlsx` format.
+
+  .. important::
+     When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo
+     data from your database, e.g., via an :doc:`inserted list <insert>` or via other
+     :doc:`Odoo-specific functions <work_with_data/functions>`, are converted to the values they
+     would have returned at the moment the spreadsheet was downloaded.
+
+  .. tip::
+     Users with :guilabel:`Viewer` rights can also download a spreadsheet in `.xlsx` format.
+
+- :icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to
+  previous versions <spreadsheet/get-started/manage-spreadsheets-versioning>` of the current
+  spreadsheet, which can be named and restored if needed.
+- :icon:`fa-print` :guilabel:`Print`: prints a copy of the spreadsheet on a connected printer.
+- :icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale
+  <spreadsheet/get-started/manage-spreadsheets-locale>` of the current spreadsheet.
+- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts
+  <spreadsheet/get-started/convert-to-dashboard>` the current spreadsheet into an Odoo dashboard.
+
+.. _spreadsheet/get-started/manage-spreadsheets-versioning:
+
+Version history
+---------------
+
+Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users
+with :guilabel:`Editor` rights to browse and restore previous versions.
+
+To access the version history of a spreadsheet, click :menuselection:`File -->`
+:icon:`os-version-history` :menuselection:`See version history` from the menu bar. Saved versions
+appear in a panel on the right of the spreadsheet. The name of the user who made the change is
+shown, as well as the date and time of the change.
+
+The following actions are possible:
+
+- **View an earlier version** in read-only format by clicking on the relevant version.
+- **Restore an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)`
+  then :guilabel:`Restore this version`.
+- **Copy an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then
+  :menuselection:`Make a copy`. A copy of the version opens as a new spreadsheet.
+- **Create named versions** by clicking on the date and time of the relevant version and entering
+  the desired name. The date and time of the version are then displayed below the new name.
+
+.. tip::
+   When viewing an earlier, read-only version of a spreadsheet, the following actions are still
+   possible:
+
+   - Search the spreadsheet by clicking :menuselection:`Edit -->` :icon:`fa-search`
+     :menuselection:`Find and replace` or using the shortcut `Ctrl` + `H`.
+   - Copy an individual cell or selected area by clicking :menuselection:`Edit -->`
+     :icon:`fa-clipboard` :menuselection:`Copy` or using the shortcut `Ctrl` + `C`.
+
+.. _spreadsheet/get-started/manage-spreadsheets-locale:
+
+Regional settings
+-----------------
+
+To ensure data is displayed consistently for all users, the regional settings (or locale) of a
+spreadsheet, are managed at spreadsheet level. This locale affects the following settings and
+formats:
+
+- thousand and decimal separators
+- date and time formats
+- first day of the week
+
+By default, a new spreadsheet inherits the regional settings of the user who created it. For
+example, any spreadsheets created by a user whose language is set to :guilabel:`French (BE) /
+Français (BE)` will follow Belgian French conventions.
+
+A spreadsheet's locale can be viewed and changed at any time by a user with :guilabel:`Editor`
+rights. To view the locale of a spreadsheet, click :menuselection:`File -->` :icon:`os-cog`
+:menuselection:`Settings` from the menu bar. The :guilabel:`Spreadsheet settings` panel opens on the
+right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown.
+
+.. tip::
+   When you open a spreadsheet that has a different locale to that of your user profile, a blue
+   :icon:`fa-globe` :guilabel:`(globe)` icon appears at the top right of the spreadsheet. Hovering
+   over the icon reveals a warning message that indicates the spreadsheet locale and highlights
+   formats that differ.
+
+   .. image:: get_started/locale-difference.png
+      :alt: Warning about difference between user and spreadsheet locale
+
+   If no :icon:`fa-globe` :guilabel:`(globe)` icon is shown, this means the spreadsheet's locale is
+   the same as that of your user profile.
+
+.. _spreadsheet/get-started/convert-to-dashboard:
+
+Convert a spreadsheet into a dashboard
+--------------------------------------
+
+A user with the appropriate :ref:`access rights <access-rights/groups>` can convert an Odoo
+spreadsheet into a dashboard that is then accessible via
+:doc:`Odoo Dashboards <../../../applications/productivity/dashboards>`. To do so:
+
+#. Click :menuselection:`File -->` :icon:`os-add-to-dashboard` :menuselection:`Add to dashboard`
+   from the menu bar.
+#. Enter the :guilabel:`Dashboard Name`.
+#. Select the relevant :guilabel:`Dashboard Section` from the dropdown or, to create a new dashboard
+   section, type the name of the new section, then click :guilabel:`Create`.
+#. If necessary, modify the :guilabel:`Access Groups` to determine which :ref:`user groups
+   <dashboards/access-and-sharing>` can access the dashboard.
+#. Click :guilabel:`Create`.
+
+.. tip::
+   - By default, the first tab of the spreadsheet serves as the front end of the dashboard.
+   - It is also possible to convert a spreadsheet to a dashboard from within the :ref:`Dashboard
+     configuration settings <dashboards/configuration>`, by directly adding the spreadsheet to
+     an existing or new dashboard section.
+   - After a spreadsheet has been converted to a dashboard, it is deleted from Odoo Documents. Any
+     subsequent :ref:`modifications <build_and_customize_dashboards/customize>` need to be made via
+     Odoo Dashboards.

content/applications/productivity/spreadsheet/insert.rst

@@ -26,16 +26,16 @@ further manipulated in the spreadsheet. Certain elements of :ref:`inserted chart
 <spreadsheet/insert/chart>` can be modified, but no data manipulation or computation is possible.
 
 .. tip::
-   If you intend to use :doc:`global filters <global_filters>` to dynamically filter Odoo data in
-   a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot
-   table, or chart in your database.
+   If you intend to use :doc:`global filters <work_with_data/global_filters>` to dynamically filter
+   Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial
+   list, pivot table, or chart in your database.
 
 It is also possible to:
 
 - :ref:`add clickable links <spreadsheet/insert/clickable-links>` to Odoo menu items, to other
   sheets of the same spreadsheet, or to external URLs
 - :ref:`insert financial data <spreadsheet/insert/financial-data>` from your Odoo database using
-  Odoo-specific spreadsheet :doc:`functions <functions>`
+  Odoo-specific spreadsheet :doc:`functions <work_with_data/functions>`
 - paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any
   Odoo spreadsheet
 
@@ -70,7 +70,8 @@ Clicking on a data source opens the related properties in a panel on the right o
      between spreadsheet tabs. To close the properties panel, click the :icon:`fa-times`
      :guilabel:`(close)` icon at the top right of the panel.
    - Click :icon:`fa-thumb-tack` :guilabel:`(pin)` at the top of the properties panel to allow
-     another panel, such as the :doc:`global filters <global_filters>` panel, to open beside it.
+     another panel, such as the :doc:`global filters <work_with_data/global_filters>` panel, to
+     open beside it.
 
 .. note::
    Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does
@@ -183,8 +184,8 @@ side of the screen shows the :ref:`list properties <spreadsheet/insert/list-prop
 List functions
 --------------
 
-When a list is inserted into a spreadsheet, the following :doc:`functions <functions>` are used to
-retrieve the header and field values, respectively:
+When a list is inserted into a spreadsheet, the following :doc:`functions
+<work_with_data/functions>` are used to retrieve the header and field values, respectively:
 
 .. code-block:: text
 
@@ -230,8 +231,8 @@ The following list properties are shown, some of which can be edited:
   :ref:`Edit domain <search/custom-filters>` to add or edit rules.
 
   .. note::
-     When :doc:`global filters <global_filters>` are used, this domain is combined with the selected
-     values of the global filter before the data is loaded into the spreadsheet.
+     When :doc:`global filters <work_with_data/global_filters>` are used, this domain is combined
+     with the selected values of the global filter before the data is loaded into the spreadsheet.
 
 - :guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click
   :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or
@@ -365,10 +366,11 @@ Insert a pivot table
 ====================
 
 .. tip::
-   Converting an inserted pivot table to a :doc:`dynamic pivot table <dynamic_pivot_tables>` allows
-   you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is
-   therefore possible to insert a basic pivot table with minimal configuration, convert it to a
-   dynamic pivot table, then refine it directly in the spreadsheet.
+   Converting an inserted pivot table to a :doc:`dynamic pivot table
+   <work_with_data/dynamic_pivot_tables>` allows you to add, remove, and manipulate dimensions
+   (i.e., columns and rows) and measures. It is therefore possible to insert a basic pivot table
+   with minimal configuration, convert it to a dynamic pivot table, then refine it directly in the
+   spreadsheet.
 
 To insert a pivot table:
 
@@ -410,8 +412,8 @@ Pivot table functions
 ---------------------
 
 An inserted pivot table that has not been converted to a :doc:`dynamic pivot table
-<dynamic_pivot_tables>` uses the following :doc:`functions <functions>` to retrieve the header and
-field values, respectively:
+<work_with_data/dynamic_pivot_tables>` uses the following :doc:`functions
+<work_with_data/functions>` to retrieve the header and field values, respectively:
 
       .. code-block:: text
 
@@ -465,7 +467,7 @@ The following pivot table properties are shown, some of which can be edited:
      If you attempt to make changes to the columns, rows, or measures of a pivot table that has just
      been inserted into a spreadsheet, an error appears at the top right of the screen.
 
-      .. image:: dynamic_pivot_tables/pivot-table-error.png
+      .. image:: insert/pivot-table-error.png
          :alt: Error message when trying to manipulate static pivot table
 
      To be able to manipulate a pivot table's properties, convert a static pivot table to a
@@ -475,8 +477,8 @@ The following pivot table properties are shown, some of which can be edited:
   :ref:`Edit domain <search/custom-filters>` to add or edit rules.
 
   .. note::
-     When :doc:`global filters <global_filters>` are used, this domain is combined with the selected
-     values of the global filter before the data is loaded into the spreadsheet.
+     When :doc:`global filters <work_with_data/global_filters>` are used, this domain is combined
+     with the selected values of the global filter before the data is loaded into the spreadsheet.
 
 To :ref:`duplicate <spreadsheet/insert/pivot-table-duplicate>` or :ref:`delete
 <spreadsheet/insert/pivot-table-delete>` a pivot table's data source, click the :icon:`fa-cog`
@@ -506,8 +508,8 @@ Duplicating a pivot table via the pivot table's properties creates an additional
 allows for different manipulations to be performed on the same data within one spreadsheet.
 
 For example, you can see the same data aggregated by different dimensions or use :doc:`global
-filters <global_filters>` to offset the date and create pivot tables that compare the current
-period's data with a previous period.
+filters <work_with_data/global_filters>` to offset the date and create pivot tables that compare the
+current period's data with a previous period.
 
 To duplicate a pivot table, perform the following steps:
 
@@ -527,7 +529,7 @@ tables have been inserted in the meantime, duplicating *Pivot #1* results in the
      not create a new data source. Any changes made to the pivot table's properties would therefore
      impact any copies of the pivot table.
    - When a pivot table is duplicated, the new pivot table is by default a :doc:`dynamic pivot table
-     <dynamic_pivot_tables>`.
+     <work_with_data/dynamic_pivot_tables>`.
 
 .. _spreadsheet/insert/pivot-table-delete:
 
@@ -562,7 +564,12 @@ To insert a chart from an Odoo database into an Odoo spreadsheet:
 
 #. Click :guilabel:`Confirm`.
 
-Charts are inserted on the first sheet of the spreadsheet.
+Charts are inserted on the first sheet of the spreadsheet. A pane on the right side of the screen
+shows the :ref:`chart properties <spreadsheet/visualize/customize-charts>`, where various aspects of
+the chart's configuration and design can be modified.
+
+.. seealso::
+   :ref:`Manage charts <spreadsheet/visualize/manage-charts>`
 
 .. tip::
    Clicking on a data point in a chart opens the relevant list view in the database. In the example,
@@ -572,271 +579,6 @@ Charts are inserted on the first sheet of the spreadsheet.
    .. image:: insert/clickable-link-chart.png
       :alt: A clickable link to an Odoo menu plus clickable data point
 
-.. _spreadsheet/insert/chart-properties:
-
-Chart properties
-----------------
-
-When you insert a chart into a spreadsheet, the chart properties appear on the right side of the
-screen. Access these at any time via the :guilabel:`Data` menu by clicking the relevant chart, as
-prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon. Alternatively, hover over the chart
-then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click :icon:`fa-pencil-square-o`
-:guilabel:`Edit`.
-
-In the chart properties, the :icon:`fa-sliders` :guilabel:`Configuration` and :icon:`fa-paint-brush`
-:guilabel:`Design` tabs let you modify various elements of the chart.
-
-Configuration
-~~~~~~~~~~~~~
-
-The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:
-
-- :guilabel:`Chart type`: the type of chart. By default, this indicates the type of chart you
-  selected in the graph view in the database before inserting the chart in the spreadsheet.
-
-  After a chart has been inserted, more chart types are available. Click the dropdown menu to
-  select the most appropriate chart type for the data.
-
-  .. note::
-     The chart types in the :guilabel:`Other` tab below are only available when creating a chart
-     from spreadsheet data; an inserted chart cannot be converted to a chart type shown in that tab.
-     All other chart types are available for both inserted charts and when creating a chart directly
-     from spreadsheet data.
-
-  .. tabs::
-
-     .. tab:: Line
-
-        .. image:: insert/chart-type-line.png
-           :alt: Line chart icon
-
-        :guilabel:`Line`: best for showing trends or changes over time, such as sales
-        growth across months or temperature variations.
-
-        .. image:: insert/chart-type-line-stacked.png
-           :alt: Stacked line chart icon
-
-        :guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series
-        contribute to a total, like revenue by department over time.
-
-        .. image:: insert/chart-type-line-combo.png
-           :alt: Combo chart icon
-
-        :guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different
-        data types or highlight key metrics alongside trends.
-
-     .. tab:: Column
-
-        .. image:: insert/chart-type-column.png
-           :alt: Column chart icon
-
-        :guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per
-        product or revenue by region.
-
-        .. image:: insert/chart-type-column-stacked.png
-           :alt: Stacked column chart icon
-
-        :guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as
-        regional contributions to total sales.
-
-     .. tab:: Bar
-
-        .. image:: insert/chart-type-bar.png
-           :alt: Bar chart icon
-
-        :guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing
-        long category names or datasets.
-
-        .. image:: insert/chart-type-bar-stacked.png
-           :alt: Stacked bar chart icon
-
-        :guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used
-        in demographic or resource allocation analysis.
-
-     .. tab:: Area
-
-        .. image:: insert/chart-type-area.png
-           :alt: Area chart icon
-
-        :guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize
-        magnitude, perfect for cumulative metrics over time.
-
-        .. image:: insert/chart-type-area-stacked.png
-           :alt: Stacked area chart icon
-
-        :guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market
-        share by product category.
-
-     .. tab:: Pie
-
-        .. image:: insert/chart-type-pie.png
-           :alt: Pie chart icon
-
-        :guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market
-        share or budget allocation.
-
-        .. image:: insert/chart-type-doughnut.png
-           :alt: Doughnut chart icon
-
-        :guilabel:`Doughnut`: a variation of the pie chart with a hollow center, offering similar
-        use cases but with a modern aesthetic.
-
-     .. tab:: Hierarchical
-
-        .. image:: insert/chart-type-sunburst.png
-           :alt: Sunburst chart icon
-
-        :guilabel:`Sunburst`: a variation of the doughnut chart with hierarchical rings, showcasing
-        part-to-whole relationships across multiple levels.
-
-        .. image:: insert/chart-type-treemap.png
-           :alt: Treemap chart icon
-
-        :guilabel:`Treemap`: a multi-level rectangular chart that displays hierarchical data through
-        nested rectangles, ideal for illustrating proportions and categories.
-
-     .. tab:: Miscellaneous
-
-        .. image:: insert/chart-type-scatter.png
-           :alt: Scatter chart icon
-
-        :guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical
-        variables, such as price vs. quantity sold.
-
-        .. image:: insert/chart-type-waterfall.png
-           :alt: Waterfall chart icon
-
-        :guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and
-        negative values, such as profit/loss analysis.
-
-        .. image:: insert/chart-type-population-pyramid.png
-           :alt: Population pyramid chart icon
-
-        :guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used
-        in demographics, such as age and gender group analysis.
-
-        .. image:: insert/chart-type-radar.png
-           :alt: Radar chart icon
-
-        :guilabel:`Radar`: displays multivariate data as a polygon on axes radiating from a center,
-        allowing for profile comparisons across multiple variables.
-
-        .. image:: insert/chart-type-filled-radar.png
-           :alt: Filled radar chart icon
-
-        :guilabel:`Filled radar`: fills the area within the radar chart's polygon, emphasizing the
-        overall magnitude of values across different attributes for comparison.
-
-        .. image:: insert/chart-type-geo.png
-           :alt: Geo chart icon
-
-        :guilabel:`Geo`: visualizes data on a map using color variations to represent values or
-        categories across different geographical regions.
-
-        .. image:: insert/chart-type-funnel.png
-           :alt: Funnel chart icon
-
-        :guilabel:`Funnel`: visualizes data that progressively decreases over stages of a
-        process, with the option to display cumulative data for each stage.
-
-     .. tab:: Other
-
-        When creating a chart from spreadsheet data, rather than inserting one from a graph view,
-        the following chart types are also available:
-
-        .. image:: insert/chart-type-gauge.png
-           :alt: Gauge chart icon
-
-        :guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as
-        performance against a target.
-
-        .. image:: insert/chart-type-scorecard.png
-           :alt: Scorecard icon
-
-        :guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact
-        format, such as total sales or conversion rates, and compare to a baseline or a previous
-        value.
-
-- :guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain
-  <search/custom-filters>` to add or edit rules.
-- :guilabel:`Link to Odoo menu`: to add a :ref:`clickable link <spreadsheet/insert/clickable-links>`
-  from a chart to an Odoo menu item, i.e., a specific view of a model.
-
-Design
-~~~~~~
-
-Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more
-sections.
-
-The :guilabel:`General` section allows you to modify the following elements:
-
-- :guilabel:`Background color`: Add or change the background color by clicking on the color dot.
-  Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom
-  color.
-- :guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal
-  alignment, font size, and color of the title can be modified using the editor.
-- :guilabel:`Legend position`: Change the position of the legend or opt to have no legend.
-- Enable :guilabel:`Show values` to add numeric values to the data points on the
-  chart.
-
-The :guilabel:`Data Series` section allows you to modify the following elements:
-
-- :guilabel:`Series color`: With the relevant data series selected, change the color of the related
-  data points on the chart by clicking on the color dot circle. Choose one of the standard colors or
-  click the :icon:`fa-plus` icon to manually select a custom color.
-- :guilabel:`Series name`: Edit the name of a data series, if needed.
-- :guilabel:`Serie type`: For each data series of a :guilabel:`Combo` chart, determine whether the
-  series is shown as a :guilabel:`Bar` or :guilabel:`Line`.
-- :guilabel:`Vertical axis`: For the selected data series of a :guilabel:`Line`, :guilabel:`Area`,
-  or :guilabel:`Column` chart, select whether it should be displayed on the :guilabel:`Left`
-  (primary) or :guilabel:`Right` (secondary) vertical axis.
-- :guilabel:`Trend line`: With the relevant data series selected, enable :guilabel:`Show trend line`
-  then select the type of trend line from the dropdown; the options are :guilabel:`Linear`,
-  :guilabel:`Exponential`, :guilabel:`Polynomial`, :guilabel:`Logarithmic`, and :guilabel:`Trailing
-  moving average`. The color of the trend line can be changed by clicking on the color circle.
-
-The :guilabel:`Axes` section allows you add a title to one or both axes of a chart. The font
-formatting, horizontal alignment, font size, and color of the title can be modified using the
-editor.
-
-Waterfall charts have a dedicated :guilabel:`Waterfall design` section.
-
-Manage an inserted chart
-------------------------
-
-After a chart from an Odoo database has been inserted into an Odoo spreadsheet, you can:
-
-- move the chart within the same sheet by selecting it, then dragging the chart to the desired
-  position
-- resize the chart by selecting it, then clicking and dragging the blue markers until the chart is
-  the desired size
-- hover over the chart, then click the :icon:`fa-bars` :guilabel:`(menu)` icon to reveal the
-  following options:
-
-  - :icon:`fa-clipboard` :guilabel:`Copy` or :icon:`os-cut` :guilabel:`Cut`: to copy or cut a chart
-    with the intention of pasting it *within the same spreadsheet*, click the relevant icon or use
-    the relevant keyboard shortcut. Paste the chart in the desired location by clicking
-    :menuselection:`Edit -->` :icon:`os-paste` :menuselection:`Paste` from the menu bar or use the
-    relevant keyboard shortcut.
-
-    .. note::
-       Copying/cutting and pasting a chart in this way maintains the link between the chart and your
-       database. The data in the pasted chart remains up-to-date, and clicking on a data point opens
-       the related list view in the database.
-
-  - :guilabel:`Copy as image`: to copy an image of a chart to your clipboard with the intention of
-    pasting it *in any location within or outside your spreadsheet*, click :guilabel:`Copy as
-    image`. Paste the image in the desired location using the paste function of the destination
-    program or the relevant keyboard shortcut.
-
-    .. note::
-       Copying and pasting a static image of a chart implies there is no longer any link between the
-       chart and your database.
-
-  - :icon:`fa-trash-o` :guilabel:`Delete`: delete a chart and its underlying :ref:`data source
-    <spreadsheet/insert/data-sources>` by clicking :icon:`fa-trash-o` :guilabel:`Delete`.
-    Alternatively, use your preferred keyboard command to delete a chart and its data source.
-
 .. _spreadsheet/insert/clickable-links:
 
 Insert clickable links

content/applications/productivity/spreadsheet/templates.rst

@@ -1,65 +0,0 @@
-=========
-Templates
-=========
-
-Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For
-example, you could create a template for a monthly budget report or a quarterly sales commission
-report.
-
-.. note::
-   Templates are available to all users on the database.
-
-.. _spreadsheet/templates/create:
-
-Create a template
-=================
-
-Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one
-<documents/spreadsheet>`. From the menu bar, click :menuselection:`File -->` :icon:`os-save`
-:menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and
-click :guilabel:`Confirm`.
-
-.. important::
-   Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are
-   saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit
-   the template <spreadsheet/templates/manage>`.
-
-You can also create a template by :ref:`making a copy of an existing template and editing it
-<spreadsheet/templates/manage>`.
-
-.. _spreadsheet/templates/use:
-
-Use templates
-=============
-
-To create a new spreadsheet using a template, open the Documents app and click
-:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`.
-
-Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then,
-on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`.
-
-.. note::
-   By default, the new spreadsheet inherits the name of the template, which is shown at the top of
-   the screen. To rename the spreadsheet, click the name and edit it.
-
-.. _spreadsheet/templates/manage:
-
-Manage and edit templates
-=========================
-
-Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`.
-Remove the :guilabel:`My Templates` :ref:`filter <search/preconfigured-filters>` to view all
-templates in the database.
-
-Various actions are possible:
-
-- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of
-  the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to
-  edit it.
-
-- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil`
-  :guilabel:`Edit`, then making the required changes. Modifications are
-  automatically saved.
-
-- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog`
-  :guilabel:`Actions`, then :guilabel:`Delete`.

content/applications/productivity/spreadsheet/visualize_data.rst

@@ -0,0 +1,10 @@
+:nosearch:
+
+==========================
+Present and visualize data
+==========================
+
+.. toctree::
+   :titlesonly:
+
+   visualize_data/charts

content/applications/productivity/spreadsheet/visualize_data/charts.rst

@@ -0,0 +1,330 @@
+======
+Charts
+======
+
+Charts present data visually, making them a user-friendly way to show patterns, trends, and
+relationships between data.
+
+.. tip::
+   Charts can be :ref:`created manually based on spreadsheet data
+   <spreadsheet/visualize/create-chart>` or :ref:`inserted directly from an Odoo graph view
+   <spreadsheet/insert/chart>`.
+
+.. _spreadsheet/visualize/create-chart:
+
+Create a chart
+--------------
+
+To create a chart manually:
+
+#. Select the cells containing the data you want to represent using a chart.
+#. Click :menuselection:`Insert --> Chart` from the menu bar.
+
+   .. tip:: Odoo uses the most appropriate :ref:`chart type <spreadsheet/visualize/chart-types>` for
+      the selected data; this can be changed in the configuration section of the :ref:`chart
+      properties <spreadsheet/visualize/customize-charts>`, which opens on the right side of the
+      spreadsheet.
+
+#. Make any desired changes to the configuration or design of the chart in the :ref:`chart
+   properties <spreadsheet/visualize/customize-charts>`.
+
+.. _spreadsheet/visualize/customize-charts:
+
+Customize charts
+----------------
+
+A chart that has been :ref:`created manually <spreadsheet/visualize/create-chart>` or :ref:`inserted
+from an Odoo graph view <spreadsheet/insert/chart>` can be further customized via the
+:ref:`chart properties <spreadsheet/visualize/customize-charts>`.
+
+Here, it is possible to modify various aspects of the chart's configuration and design via the
+:icon:`fa-sliders` :ref:`Configuration <spreadsheet/visualize/charts-configuration>` and
+:icon:`fa-paint-brush` :ref:`Design <spreadsheet/visualize/charts-design>` tabs respectively.
+
+.. tip::
+   A chart's properties can be accessed at any time, as follows:
+
+   - For any chart, whether manually created or inserted from an Odoo view, hover over
+     the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click
+     :icon:`fa-pencil-square-o` :guilabel:`Edit`.
+   - For a chart inserted from an Odoo graph view, click :guilabel:`Data` on the menu bar then
+     select the relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon,
+     e.g., :icon:`fa-bar-chart` *(#1) Sales Analysis*.
+
+.. _spreadsheet/visualize/charts-configuration:
+
+Configuration
+~~~~~~~~~~~~~
+
+The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections:
+
+- :ref:`Chart type <spreadsheet/visualize/chart-types>`: the type of chart. For a chart that has
+  been:
+
+  - manually created, this is by default the chart type suggested by Odoo;
+  - inserted from an Odoo graph view, this is by default the type of chart selected in the graph
+    view before the chart was inserted in the spreadsheet.
+
+  To change the chart type, click the dropdown menu to select the desired chart type.
+
+- :guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain
+  <search/custom-filters>` to add or edit rules.
+- :guilabel:`Link to Odoo menu`: to add a :ref:`clickable link <spreadsheet/insert/clickable-links>`
+  from a chart to an Odoo menu item, i.e., a specific view of a model.
+
+.. _spreadsheet/visualize/chart-types:
+
+Chart types
+***********
+
+When a chart is:
+
+- :ref:`created manually <spreadsheet/visualize/create-chart>`, any of the chart types in the tabs
+  below can be selected;
+- :ref:`inserted directly from an Odoo graph view <spreadsheet/insert/chart>`, any chart type except
+  those
+  shown in the :guilabel:`Other` tab can be selected.
+
+.. tabs::
+
+   .. tab:: Line
+
+      .. image:: charts/chart-type-line.png
+         :alt: Line chart icon
+
+      :guilabel:`Line`: best for showing trends or changes over time, such as sales
+      growth across months or temperature variations.
+
+      .. image:: charts/chart-type-line-stacked.png
+         :alt: Stacked line chart icon
+
+      :guilabel:`Stacked Line`: useful for visualizing cumulative trends where multiple series
+      contribute to a total, like revenue by department over time.
+
+      .. image:: charts/chart-type-line-combo.png
+         :alt: Combo chart icon
+
+      :guilabel:`Combo`: combines multiple chart types (e.g., bars and lines) to compare different
+      data types or highlight key metrics alongside trends.
+
+   .. tab:: Column
+
+      .. image:: charts/chart-type-column.png
+         :alt: Column chart icon
+
+      :guilabel:`Column`: ideal for comparing values across discrete categories, such as sales per
+      product or revenue by region.
+
+      .. image:: charts/chart-type-column-stacked.png
+         :alt: Stacked column chart icon
+
+      :guilabel:`Stacked Column`: displays part-to-whole relationships within categories, such as
+      regional contributions to total sales.
+
+   .. tab:: Bar
+
+      .. image:: charts/chart-type-bar.png
+         :alt: Bar chart icon
+
+      :guilabel:`Bar`: similar to a column chart but horizontal, making it better for comparing
+      long category names or datasets.
+
+      .. image:: charts/chart-type-bar-stacked.png
+         :alt: Stacked bar chart icon
+
+      :guilabel:`Stacked Bar`: highlights cumulative contributions across categories, often used
+      in demographic or resource allocation analysis.
+
+   .. tab:: Area
+
+      .. image:: charts/chart-type-area.png
+         :alt: Area chart icon
+
+      :guilabel:`Area`: similar to a line chart but fills the area beneath the lines to emphasize
+      magnitude, perfect for cumulative metrics over time.
+
+      .. image:: charts/chart-type-area-stacked.png
+         :alt: Stacked area chart icon
+
+      :guilabel:`Stacked Area`: visualizes the composition of changes over time, such as market
+      share by product category.
+
+   .. tab:: Pie
+
+      .. image:: charts/chart-type-pie.png
+         :alt: Pie chart icon
+
+      :guilabel:`Pie`: best for showing proportions or percentages of a whole, such as market
+      share or budget allocation.
+
+      .. image:: charts/chart-type-doughnut.png
+         :alt: Doughnut chart icon
+
+      :guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar
+      use cases but with a modern aesthetic.
+
+   .. tab:: Hierarchical
+
+      .. image:: charts/chart-type-sunburst.png
+         :alt: Sunburst chart icon
+
+      :guilabel:`Sunburst`: a variation of the doughnut chart with hierarchical rings, showcasing
+      part-to-whole relationships across multiple levels.
+
+      .. image:: charts/chart-type-treemap.png
+         :alt: Treemap chart icon
+
+      :guilabel:`Treemap`: a multi-level rectangular chart that displays hierarchical data through
+      nested rectangles, ideal for illustrating proportions and categories.
+
+   .. tab:: Miscellaneous
+
+      .. image:: charts/chart-type-scatter.png
+        :alt: Scatter chart icon
+
+      :guilabel:`Scatter`: ideal for analyzing relationships or correlations between two numerical
+      variables, such as price vs. quantity sold.
+
+      .. image:: charts/chart-type-waterfall.png
+         :alt: Waterfall chart icon
+
+      :guilabel:`Waterfall`: ideal for visualizing cumulative effects of sequential positive and
+      negative values, such as profit/loss analysis.
+
+      .. image:: charts/chart-type-population-pyramid.png
+         :alt: Population pyramid chart icon
+
+      :guilabel:`Population Pyramid`: a specialized chart for comparing distributions, often used
+      in demographics, such as age and gender group analysis.
+
+      .. image:: charts/chart-type-radar.png
+         :alt: Radar chart icon
+
+      :guilabel:`Radar`: displays multivariate data as a polygon on axes radiating from a center,
+      allowing for profile comparisons across multiple variables.
+
+      .. image:: charts/chart-type-filled-radar.png
+         :alt: Filled radar chart icon
+
+      :guilabel:`Filled radar`: fills the area within the radar chart's polygon, emphasizing the
+      overall magnitude of values across different attributes for comparison.
+
+      .. image:: charts/chart-type-geo.png
+         :alt: Geo chart icon
+
+      :guilabel:`Geo`: visualizes data on a map using color variations to represent values or
+      categories across different geographical regions.
+
+      .. image:: charts/chart-type-funnel.png
+         :alt: Funnel chart icon
+
+      :guilabel:`Funnel`: visualizes data that progressively decreases over stages of a process,
+      with the option to display cumulative data for each stage.
+
+   .. tab:: Other
+
+      When creating a chart from spreadsheet data, rather than inserting one from a graph view,
+      the following chart types are also available:
+
+      .. image:: charts/chart-type-gauge.png
+         :alt: Gauge chart icon
+
+      :guilabel:`Gauge`: displays progress toward a goal or a single key metric, such as
+      performance against a target.
+
+      .. image:: charts/chart-type-scorecard.png
+         :alt: Scorecard icon
+
+      :guilabel:`Scorecard`: used to summarize key performance indicators (KPIs) in a compact
+      format, such as total sales or conversion rates, and compare to a baseline or a previous
+      value.
+
+.. _spreadsheet/visualize/charts-design:
+
+Design
+~~~~~~
+
+Depending on the chart type, the :icon:`fa-paint-brush` :guilabel:`Design` tab has one or more
+sections.
+
+The :guilabel:`General` section allows you to modify the following elements:
+
+- :guilabel:`Background color`: Add or change the background color by clicking on the color dot.
+  Choose one of the standard colors or click the :icon:`fa-plus` icon to manually select a custom
+  color.
+- :guilabel:`Chart title`: Edit the chart title, if needed. The font formatting, horizontal
+  alignment, font size, and color of the title can be modified using the editor.
+- :guilabel:`Legend position`: Change the position of the legend or opt to have no legend.
+- Enable :guilabel:`Show values` to add numeric values to the data points on the
+  chart.
+
+The :guilabel:`Data Series` section allows you to modify the following elements:
+
+- :guilabel:`Series color`: With the relevant data series selected, change the color of the related
+  data points on the chart by clicking on the color dot circle. Choose one of the standard colors or
+  click the :icon:`fa-plus` icon to manually select a custom color.
+- :guilabel:`Series name`: Edit the name of a data series, if needed.
+- :guilabel:`Serie type`: For each data series of a :guilabel:`Combo` chart, determine whether the
+  series is shown as a :guilabel:`Bar` or :guilabel:`Line`.
+- :guilabel:`Vertical axis`: For the selected data series of a :guilabel:`Line`, :guilabel:`Area`,
+  or :guilabel:`Column` chart, select whether it should be displayed on the :guilabel:`Left`
+  (primary) or :guilabel:`Right` (secondary) vertical axis.
+- :guilabel:`Trend line`: With the relevant data series selected, enable :guilabel:`Show trend line`
+  then select the type of trend line from the dropdown; the options are :guilabel:`Linear`,
+  :guilabel:`Exponential`, :guilabel:`Polynomial`, :guilabel:`Logarithmic`, and :guilabel:`Trailing
+  moving average`. The color of the trend line can be changed by clicking on the color circle.
+
+The :guilabel:`Axes` section allows you add a title to one or both axes of a chart. The font
+formatting, horizontal alignment, font size, and color of the title can be modified using the
+editor.
+
+Waterfall charts have a dedicated :guilabel:`Waterfall design` section.
+
+.. _spreadsheet/visualize/manage-charts:
+
+Manage charts
+-------------
+
+To reposition a chart within the same sheet, select the chart then drag it to the desired position.
+Resize a chart by selecting it, then clicking and dragging the blue markers until the chart is the
+desired size.
+
+Hovering over the chart reveals a :icon:`fa-bars` :guilabel:`(menu)` icon in the top right corner of
+the chart. Click the menu to reveal the following options:
+
+- :icon:`fa-edit` :guilabel:`Edit` to open the :ref:`chart properties
+  <spreadsheet/visualize/customize-charts>`, where various aspects of the chart's configuration and
+  design can be modified.
+
+- :icon:`fa-clipboard` :guilabel:`Copy` or :icon:`os-cut` :guilabel:`Cut` to copy or cut a chart
+  with the intention of pasting it *within the same spreadsheet*. Alternatively, with the chart
+  selected, use the relevant keyboard shortcut to copy or cut the chart.
+
+  Paste the chart in the desired location by clicking :menuselection:`Edit -->` :icon:`os-paste`
+  :menuselection:`Paste` from the menu bar or use the relevant keyboard shortcut.
+
+  .. note::
+     For a chart inserted from an Odoo graph view, copying/cutting and pasting a chart in this way
+     maintains the :ref:`link between the chart and your database
+     <spreadsheet/insert/data-sources>`. The data in the pasted chart remains up-to-date, and
+     :ref:`clicking on a data point <spreadsheet/insert/accessing-data>` opens the related list view
+     in the database.
+
+- :icon:`os-copy-as-image` :guilabel:`Copy as image` to copy an image of a chart to your clipboard
+  with the intention of pasting it *in any location within or outside your spreadsheet*.
+
+  Paste the image in the desired location using the paste function of the destination program or the
+  relevant keyboard shortcut.
+
+  .. note::
+     For a chart inserted from an Odoo graph view, copying and pasting a static image of a chart
+     implies there is no longer any link between the chart and your database.
+
+- :icon:`fa-download` :guilabel:`Download` to download an image of the chart as as `.png` file.
+
+- :icon:`fa-trash-o` :guilabel:`Delete` to delete a chart from the spreadsheet. Alternatively, use
+  your preferred keyboard command to delete a chart.
+
+  .. note::
+     For a chart inserted from an Odoo graph view, deleting a chart also deletes the chart's
+     underlying :ref:`data source <spreadsheet/insert/data-sources>`.

content/applications/productivity/spreadsheet/work_with_data.rst

@@ -0,0 +1,13 @@
+:nosearch:
+
+==============
+Work with data
+==============
+
+.. toctree::
+   :titlesonly:
+
+   work_with_data/dynamic_pivot_tables
+   work_with_data/functions
+   work_with_data/global_filters
+

content/applications/productivity/spreadsheet/work_with_data/global_filters.rst

@@ -4,7 +4,7 @@ Global filters
 
 Global filters, represented by the :icon:`os-global-filters` :guilabel:`Filters` icon at the top
 right of an Odoo spreadsheet, allow you to apply one or more filters to all the Odoo data that has
-been :doc:`inserted in that spreadsheet <insert>`.
+been :doc:`inserted in that spreadsheet <../insert>`.
 
 These filters are particularly useful for reports and dashboards as users can easily and dynamically
 customize the view to answer complex business questions spanning multiple data sources.

redirects/18.0.txt

@@ -37,6 +37,13 @@ applications/sales/sales/send_quotations/orders_and_variants.rst applications/sa
 applications/sales/sales/send_quotations/pdf_quote_builder.rst applications/sales/sales/sales_quotations/pdf_quote_builder.rst                   # sales/send_quotations/* --> sales/sales_quotations/*
 applications/sales/sales/send_quotations/quote_template.rst applications/sales/sales/sales_quotations/quote_template.rst                         # sales/send_quotations/* --> sales/sales_quotations/*
 
+# applications/spreadsheet
+
+applications/productivity/spreadsheet/templates.rst applications/productivity/spreadsheet/get_started.rst
+applications/productivity/spreadsheet/dynamic_pivot_tables.rst applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst
+applications/productivity/spreadsheet/functions.rst applications/productivity/spreadsheet/work_with_data/functions.rst
+applications/productivity/spreadsheet/global_filters.rst applications/productivity/spreadsheet/work_with_data/global_filters.rst
+
 # applications/voip
 
 applications/productivity/voip/transfer_forward.rst applications/productivity/voip/voip_widget.rst # voip/transfer_forward --> voip/voip_widget