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[IMP] spreadsheet: insert odoo data various updates

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task-3595405

closes odoo/documentation#13720

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>
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mcsi-odoo
2025-06-17 16:27:09 +02:00
parent 3a054047ba
commit b6c698736d
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108
content/applications/productivity/spreadsheet/insert.rst
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@@ -10,7 +10,9 @@ Several elements from your Odoo database can be inserted into an Odoo spreadshee
Each time a list, pivot table, or chart is inserted, a :ref:`data source
<spreadsheet/insert/data-sources>` is created. This data source connects the spreadsheet to your
Odoo database, retrieving up-to-date information every time the spreadsheet is opened or reloaded.
Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser
page is reloaded, or data is manually refreshed by clicking :menuselection:`Data --> Refresh all
data` from the menu bar.
:ref:`Inserted lists <spreadsheet/insert/list>` and :ref:`inserted pivot tables
<spreadsheet/insert/pivot-table>` use formulas with Odoo-specific :ref:`list functions
@@ -19,6 +21,10 @@ Odoo database, retrieving up-to-date information every time the spreadsheet is o
further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts
<spreadsheet/insert/chart>` can be modified, but no data manipulation or computation is possible.
.. note::
Lists, pivot tables, and charts from different apps and models can be inserted into the same
spreadsheet.
.. 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
@@ -41,7 +47,8 @@ Data sources
Data sources, which are created each time a :ref:`list <spreadsheet/insert/list>`, :ref:`pivot table
<spreadsheet/insert/pivot-table>` or :ref:`graph <spreadsheet/insert/chart>` is inserted into an
Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model
<../../studio/models_modules_apps>` in your database.
<../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet
up-to-date.
Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data
sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`,
@@ -51,12 +58,17 @@ by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Produc
.. image:: insert/data-menu.png
:alt: Data sources listed in Data menu
Clicking on a data source opens its properties in a pane to the right of the spreadsheet.
Clicking on a data source opens the related properties in a pane on the right of the spreadsheet.
.. tip::
Once the properties of a specific data source are open, they remain open even when navigating
between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times`
:guilabel:`(close)` icon at the top right of the pane.
- The properties pane can also be opened by right-clicking any cell of an inserted list or pivot
table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or
:icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars`
:guilabel:`(menu)` icon at the top right of an inserted chart, then clicking
:icon:`fa-pencil-square-o` :guilabel:`Edit`.
- Once the properties of a specific data source are open, they remain open even when navigating
between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times`
:guilabel:`(close)` icon at the top right of the pane.
.. note::
Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does
@@ -83,9 +95,9 @@ Insert a list
To insert a list:
#. With the list view selected, click the :icon:`fa-cog` :guilabel:`(Actions)` icon
beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list`
:menuselection:`Insert list in spreadsheet`.
#. With the relevant list view open in your database, click the :icon:`fa-cog`
:guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->`
:icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`.
.. note::
To insert only specific records, select the relevant records, click the :icon:`fa-cog`
@@ -139,6 +151,9 @@ name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*.
side of the screen shows the :ref:`list properties <spreadsheet/insert/list-properties>`.
.. tip::
- To view an individual record of an inserted list, right-click on any cell of the relevant row,
then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name
of the spreadsheet in the breadcrumbs at the top of the page.
- To sever the link between an inserted list and your database, select the entire list,
right-click and select :icon:`fa-clone` :guilabel:`Copy` then right-click again and select
:menuselection:`Paste special --> Paste as value`.
@@ -168,9 +183,10 @@ The arguments of the function are as follows:
- `field_name`: the technical name of the field.
.. tip::
To see the formulas of spreadsheet cells, click :menuselection:`View -->` :icon:`fa-eye`
:menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to
retrieve list values.
Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To
display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->`
:icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the
functions used to retrieve list headers and values.
.. image:: insert/list-formulas.png
:alt: Viewing formulas of spreadsheet cells
@@ -182,7 +198,8 @@ List properties
The list properties appear on the right side of the screen when a list is inserted. They can be
accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by
the :icon:`oi-view-list` :guilabel:`(list)` icon.
the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and
clicking :icon:`oi-view-list` :guilabel:`See list properties`.
The following list properties are shown, some of which can be edited:
@@ -331,17 +348,14 @@ Insert a pivot table
====================
.. tip::
When a pivot table is inserted into a spreadsheet, it is by default static. Converting a static
pivot table to a :doc:`dynamic pivot table <dynamic_pivot_tables>` ensures the pivot table can
expand to accommodate new data series, such as sales data for a new quarter, and allows you to
modify the dimensions (i.e., columns and rows) and measures.
It is therefore possible to insert a basic pivot table with minimal configuration and refine it
directly in the spreadsheet after converting it to a dynamic pivot table.
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.
To insert a pivot table:
#. With the pivot view selected, click :guilabel:`Insert in Spreadsheet`.
#. With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`.
#. In the window that opens, edit the :guilabel:`Name of the pivot` if needed.
This name is used in the sheet name and in the :ref:`pivot table properties
@@ -366,6 +380,18 @@ shows the name of the pivot table followed by the pivot table ID, e.g., *Sales A
Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties
<spreadsheet/insert/pivot-table-properties>`.
.. tip::
- To view the records referenced by an individual cell of a pivot table, right-click on the cell,
then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name
of the spreadsheet in the breadcrumbs at the top of the page.
- To sever the link between an inserted pivot table and your database, select the entire pivot
table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and
select :menuselection:`Paste special --> Paste as value`.
- Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID
for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet
functions <spreadsheet/insert/pivot-table-functions-static>` that retrieve data from your
database.
.. _spreadsheet/insert/pivot-table-functions-static:
Pivot table functions
@@ -393,9 +419,10 @@ The arguments of the functions are as follows:
period targeted.
.. tip::
To see the formulas of spreadsheet cells, click :menuselection:`View -->` :icon:`fa-eye`
:menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions for a
static pivot table.
Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To
display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->`
:icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the
functions used to retrieve headers and values of a static pivot table.
.. image:: insert/pivot-table-formulas.png
:alt: Functions of a static pivot table
@@ -511,7 +538,7 @@ Insert a chart
To insert a chart from an Odoo database into an Odoo spreadsheet:
#. With the graph view selected, click :guilabel:`Insert in Spreadsheet`.
#. With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`.
#. In the window that opens, edit the :guilabel:`Name of the graph` if needed.
#. Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the chart should be
@@ -527,6 +554,14 @@ To insert a chart from an Odoo database into an Odoo spreadsheet:
Charts are inserted on the first sheet of the spreadsheet.
.. tip::
Clicking on a data point in a chart opens the relevant list view in the database. In the example,q
clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that
match the domain of the chart.
.. image:: insert/clickable-link-chart.png
:alt: A clickable link to an Odoo menu plus clickable data point
.. _spreadsheet/insert/chart-properties:
Chart properties
@@ -677,10 +712,11 @@ sections.
The :guilabel:`General` section lets you modify the following elements:
- :guilabel:`Background color`: Add or change the background color by clicking on the circle. 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. The font formatting, horizontal alignment and
color of the title can be modified using the editor.
- :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 and color of the title can be modified using the editor.
- :guilabel:`Vertical axis position`: Choose whether the vertical axis is placed on the left or
right in line, column, and area charts.
- :guilabel:`Legend position`: Change the position of the legend or opt to have no legend.
@@ -729,9 +765,9 @@ To insert a clickable link from a cell:
right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on
the desired outcome, perform one of the following actions:
- Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant
menu item from the list or click :guilabel:`Search more` to choose from a list of all menu
items. Click :guilabel:`Confirm`.
- Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select
the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of
all menu items. Click :guilabel:`Confirm`.
- Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the
relevant sheet from the current spreadsheet.
- Under :guilabel:`Link`, type a URL.
@@ -755,14 +791,6 @@ To insert a clickable link from a chart to an Odoo menu item:
Hover over the top right of the chart's box to see that a new :icon:`fa-external-link`
:guilabel:`(external link)` icon has been added.
.. tip::
Clicking on a data point in a chart opens the relevant list view in the database. In the example
clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that
match the domain of the chart.
.. image:: insert/clickable-link-chart.png
:alt: A clickable link to an Odoo menu plus clickable data point
.. _spreadsheet/insert/financial-data:
Insert financial data