[ADD] dashboards: consult, build, customize, configure dashboards

task-4969391

closes odoo/documentation#14506

Signed-off-by: Xavier Platteau (xpl) <xpl@odoo.com>

content/applications/general/users/access_rights.rst

@@ -28,6 +28,8 @@ should not have access to.
    Once complete, click :guilabel:`Save` to save the changes, and implement the user as an
    administrator.
 
+.. _access-rights/users:
+
 Users
 =====
 

content/applications/productivity.rst

@@ -10,6 +10,7 @@ Productivity
     productivity/documents
     productivity/sign
     productivity/spreadsheet
+    productivity/dashboards
     productivity/knowledge
     productivity/calendar
     productivity/appointments

content/applications/productivity/dashboards.rst

@@ -0,0 +1,281 @@
+:show-content:
+
+==========
+Dashboards
+==========
+
+.. toctree::
+   :titlesonly:
+
+   dashboards/build_and_customize_dashboards
+   dashboards/my_dashboard
+
+**Odoo Dashboards** allows you to consult, customize, and build interactive dashboards that display
+real-time data from your Odoo database in an easy-to-understand way. By centralizing data from
+various Odoo sources in a single location, dashboards provide an overview of key business metrics
+that can help you monitor business performance and make informed decisions.
+
+:doc:`Odoo spreadsheets <../../applications/productivity/spreadsheet>` serve as the foundation for
+dashboards, with tables and charts used to structure and visualize dynamic Odoo data. :ref:`Data
+sources <spreadsheet/insert/data-sources>` connect a dashboard's underlying spreadsheet to your
+database, ensuring the most recent data is retrieved every time the dashboard is opened or
+refreshed.
+
+With Odoo Dashboards, users can, depending on their :ref:`access rights
+<dashboards/access-and-sharing>`:
+
+- :ref:`consult dashboards <dashboards/consult-dashboards>`, including :ref:`standard,
+  pre-configured dashboards <dashboards/consult-dashboards/standard>`
+- :ref:`interact with dashboards <dashboards/use-dashboards/interact>` using filters and by
+  accessing underlying data
+- :ref:`share a snapshot of a dashboard <dashboards/access-and-sharing>` with internal users who do
+  not have the appropriate access rights or with external users
+- :doc:`build custom dashboards
+  <../../applications/productivity/dashboards/build_and_customize_dashboards>` using Odoo
+  Spreadsheet
+- :ref:`customize dashboards <build_and_customize_dashboards/customize>` to modify what data is
+  shown, the layout, or the filters available
+- :ref:`manage access rights <dashboards/access-and-sharing>` to dashboards
+- centralize frequently consulted Odoo views on a personal
+  :doc:`../../applications/productivity/dashboards/my_dashboard` page
+
+.. tip::
+   - Once a spreadsheet has been converted into a dashboard, it can only be accessed via the
+     Dashboards app.
+   - Unlike other Odoo dashboards, :guilabel:`My Dashboard` is not based on Odoo Spreadsheet, but
+     rather on :doc:`Odoo views <../studio/views>`.
+
+.. _dashboards/consult-dashboards:
+
+Consult dashboards
+==================
+
+On the main Dashboards page, the left panel lists all :ref:`dashboards a user has access to
+<dashboards/access-and-sharing>`, grouped by section. Clicking on a dashboard name opens that
+dashboard in the main part of the page.
+
+.. tip::
+   Clicking the :icon:`fa-angle-double-left` :guilabel:`(double chevron)` icon at the top of the
+   left panel collapses the panel, maximizing the space available for dashboards.
+
+.. _dashboards/consult-dashboards/standard:
+
+Standard dashboards
+-------------------
+
+Depending on which apps are installed, a series of standard dashboards is available by default.
+
+These pre-configured dashboards have been designed to provide the most relevant insights
+for the topic in question. Data on specific aspects of the topic is presented in tables and charts,
+while dashboard-specific filters allow users to tailor the view to their needs.
+
+.. example::
+   Within the :guilabel:`Sales` section in the Dashboards app, the :guilabel:`Sales` dashboard gives
+   an overview of the number of quotations and orders, the revenue, and the average order value, as
+   well as a chart showing monthly sales. It also includes tables listing top quotations and sales
+   orders, top-performing products and salespeople, and top countries served.
+
+   A series of pre-configured global filters at the top of the dashboard allows the entire dashboard
+   to be filtered by, e.g., product or sales team. A default value of `Last 90 days` in the period
+   filter means data from the previous 90 days is automatically retrieved every time the dashboard
+   is opened or refreshed.
+
+   .. image:: dashboards/sales-dashboard.png
+      :alt: Overview of Sales dashboard
+
+Standard dashboards can be :ref:`customized <build_and_customize_dashboards/customize>` by a user
+with the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>`.
+For example, dashboard elements like tables and charts, or global filters can be added, edited, or
+removed.
+
+.. important::
+   When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the dashboard
+   <build_and_customize_dashboards/customize/duplicate-dashboard>` and make any changes on the
+   duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any
+   customizations on the original version are lost.
+
+.. _dashboards/use-dashboards/interact:
+
+Interact with dashboards
+------------------------
+
+In addition to consulting a dashboard for a high-level overview of key business data, it is also
+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.
+
+- **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
+  individual record, or, in the case of charts or tables displaying consolidated data, a list of the
+  referenced records.
+
+- **Open underlying database views**: To access the view from which the data for a specific chart
+  or table is retrieved, click on the title of the chart or table. Doing so opens the corresponding
+  list view, pivot view or graph view.
+
+.. tip::
+   To return to a dashboard after drilling down to underlying records or views, click the
+   :guilabel:`Dashboards` breadcrumb at the upper left of the page.
+
+.. _dashboards/configuration:
+
+Configuration
+=============
+
+.. note::
+   Only a user with the appropriate :ref:`access rights <access-rights/groups>` can configure or
+   modify settings for dashboards and dashboard sections.
+
+To manage dashboards and dashboard sections, go to :menuselection:`Configuration --> Dashboards`.
+The following actions are possible at the level of dashboard sections:
+
+- **Change the order of dashboard sections** by using the :icon:`oi-draggable` :guilabel:`(drag
+  handle)` icon to move a section to a new position.
+
+- **Duplicate a dashboard section** by selecting the relevant section name, clicking the
+  :icon:`fa-cog` :guilabel:`Actions` button, and then :icon:`fa-clone` :guilabel:`Duplicate`. The
+  dashboards within the section are not duplicated.
+
+- **Delete a dashboard section** by selecting the relevant section name, clicking the :icon:`fa-cog`
+  :guilabel:`Actions` button then :icon:`fa-trash-o` :guilabel:`Delete`.
+
+   .. tip::
+      Standard, pre-installed dashboard sections cannot be deleted; custom dashboard sections, on
+      the other hand, can be deleted.
+
+- **Create a new dashboard section** by clicking :guilabel:`New`, then entering the section name.
+  When creating a new section, it is possible to add a dashboard to the new section
+  directly by clicking :guilabel:`Add a spreadsheet`.
+
+Clicking on an individual dashboard section lists all dashboards within that section. The following
+actions are possible:
+
+- **Change the order of a dashboard within its section** by using the :icon:`oi-draggable`
+  :guilabel:`(drag handle)` icon to move the dashboard to a new position.
+
+- **Edit the name of a dashboard section or dashboard** by clicking the name and modifying it.
+
+- **Add or remove user groups** to :ref:`control access to the dashboard
+  <dashboards/access-and-sharing>`.
+
+- **Select a company** if, in a :doc:`multi-company
+  <../../applications/general/companies/multi_company>` database, the dashboard should only be
+  visible to users of one company. If this field is left blank, the dashboard is visible to all
+  users with the appropriate access rights, regardless of which company is currently selected in the
+  database.
+
+- **Unpublish a dashboard** by disabling the :guilabel:`Is Published` toggle.
+
+- **Edit the underlying spreadsheet** of a dashboard by clicking :icon:`fa-pencil` :guilabel:`Edit`
+  on the line of the relevant dashboard.
+
+  .. important::
+     When customizing a standard dashboard, it is highly recommended to :ref:`duplicate the
+     dashboard <build_and_customize_dashboards/customize/duplicate-dashboard>` and make any changes
+     on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at
+     each Odoo version upgrade, meaning any customizations on the original version are lost.
+
+- **Delete a dashboard** by clicking the :icon:`fa-trash` :guilabel:`(trash)` icon.
+
+  .. tip::
+     A standard dashboard that is deleted is reinstalled at the next Odoo version upgrade.
+
+- **Add a new dashboard to the section** by clicking :guilabel:`Add a spreadsheet`. Two options
+  exist:
+
+  - To convert an existing spreadsheet into a dashboard and add it to the new section, select the
+    relevant spreadsheet, then click :guilabel:`Confirm`. Back in the section overview, update the
+    :guilabel:`Group` and :guilabel:`Company` fields if needed.
+
+  - To start creating a dashboard from scratch, select :guilabel:`Blank spreadsheet`. To return to
+    the section overview, click the name of the section at the top left of the page. Update the
+    :guilabel:`Group` and :guilabel:`Company` fields if needed.
+
+  .. note::
+     After a spreadsheet has been converted into a dashboard, it can only be :ref:`accessed and
+     edited via the Dashboards app <build_and_customize_dashboards/customize>`.
+
+  .. tip::
+     - A newly created dashboard is by default accessible to users belonging to the default internal
+       :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
+       starting from the spreadsheet in the Documents app.
+
+.. _dashboards/access-and-sharing:
+
+Access rights and sharing
+=========================
+
+.. _dashboards/access-and-sharing/viewing:
+
+Consulting dashboards
+---------------------
+
+The *right to view and interact with a dashboard* is based on :ref:`user groups
+<access-rights/groups>`, and is managed in the :ref:`Configuration settings
+<dashboards/access-and-sharing/manage-view-access>` of the Dashboards app. Only users who are part
+of a group that has been granted access to a specific dashboard see that dashboard in the left-hand
+panel on the main Dashboards page. Users with `Dashboard / Admin` access rights can view all
+dashboards.
+
+However, the *visibility of dynamic Odoo data within a dashboard* is handled separately. This is
+based on a user's :ref:`access rights <access-rights/users>` to the model from which the data has
+been retrieved, and takes into account any record rules that may restrict access.
+
+.. important::
+   User permissions are taken into account when a user opens a dashboard, with the dashboard only
+   being populated with data the user is authorized to see. This means that a user could in theory
+   be able to view a dashboard but, due to a lack of appropriate permissions, not be able to see the
+   Odoo data the dashboard's creator intended to be displayed.
+
+   Therefore, it is crucial to take user permissions into consideration when granting dashboard
+   access to groups.
+
+.. example::
+   Granting the user group `Sales / User: Own Documents Only` access to the :guilabel:`Sales`
+   dashboard would serve little purpose. While users belonging to that group would be able to view
+   and interact with the dashboard, they would only see data related to their own sales, rendering
+   the overall dashboard misleading.
+
+.. _dashboards/access-and-sharing/manage-view-access:
+
+Manage access rights to view dashboards
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To manage users' rights to view and interact with a dashboard:
+
+#. In the Dashboards app, go to :menuselection:`Configuration --> Dashboards`.
+#. From the list of dashboard sections, open the relevant section.
+#. On the line of the relevant dashboard, in the :guilabel:`Group` column:
+
+   - add a user group by clicking the field until a dropdown with user groups appears, then
+     selecting the appropriate user group. In the dropdown, click :guilabel:`Search More` to access
+     the full list of user groups;
+   - remove a user group by clicking the relevant group name, then clicking :icon:`fa-times`
+     :guilabel:`(Delete)`.
+
+.. _dashboards/access-and-sharing/customize-configure-build:
+
+Building, customizing and configuring dashboards
+------------------------------------------------
+
+Only users with `Dashboards / Admin` access rights can :ref:`customize dashboards
+<build_and_customize_dashboards/customize>` or :ref:`configure dashboard settings
+<dashboards/configuration>`. To :ref:`build a dashboard from scratch
+<build_and_customize_dashboards/build>`, a user must have both `Dashboards / Admin` and `Documents
+/ User` access rights.
+
+.. _dashboards/access-and-sharing/sharing:
+
+Share dashboard snapshot
+------------------------
+
+To share a frozen version of a dashboard with an internal user who does not have the appropriate
+access or with an external party, click :icon:`fa-share-alt` :guilabel:`Share` at the top-right of
+the page then click the :icon:`fa-clone` :guilabel:`(copy)` icon to copy a shareable link to your
+clipboard.

content/applications/productivity/dashboards/build_and_customize_dashboards.rst

@@ -0,0 +1,223 @@
+==============================
+Build and customize dashboards
+==============================
+
+In addition to consulting :ref:`standard dashboards <dashboards/consult-dashboards/standard>`, users
+with the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>`
+can :ref:`build custom dashboards from scratch <build_and_customize_dashboards/build>` or
+:ref:`customize existing dashboards <build_and_customize_dashboards/customize>` to respond to
+specific business needs.
+
+.. _build_and_customize_dashboards/build:
+
+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>`.
+
+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
+<build_and_customize_dashboards/build-preparation>`, :ref:`data insertion and manipulation
+<build_and_customize_dashboards/build-insertion-manipulation>`, and :ref:`data visualization
+<build_and_customize_dashboards/build-visualization>`.
+
+.. _build_and_customize_dashboards/build-preparation:
+
+Preparation
+-----------
+
+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
+  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
+  fields visible, or by deciding which dimensions and measures a pivot table should use;
+- sourcing any other information needed to support the dashboard.
+
+.. _build_and_customize_dashboards/build-insertion-manipulation:
+
+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;
+- 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
+  various sources within the spreadsheet, or :doc:`converting static pivot tables to dynamic pivot
+  tables <../../../applications/productivity/spreadsheet/dynamic_pivot_tables>`.
+
+.. _build_and_customize_dashboards/build-visualization:
+
+Data visualization
+------------------
+
+This stage involves:
+
+- presenting the data on at least the first sheet of your spreadsheet (i.e., the sheet that will
+  serve as the front end of your dashboard) in a clear, visual, and meaningful way so it is easy to
+  interpret. Concretely, this means deciding on the layout and order of elements such as tables and
+  charts, as well as using tools and techniques to guide the user, such as clear and descriptive
+  headings, text formatting and colors, carefully chosen chart types, and conditional formatting to
+  highlight specific data visually;
+- :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
+  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
+  <dashboards/access-and-sharing/manage-view-access>`.
+
+.. tip::
+   - Use standard dashboards as inspiration for how to best present and visualize data. For example,
+     for charts, :ref:`open the underlying spreadsheet
+     <build_and_customize_dashboards/customize/open-spreadsheet>` of a standard dashboard, hover
+     over a chart and click the :icon:`fa-bars` :guilabel:`(menu)` icon, then
+     :icon:`fa-pencil-square-o` :guilabel:`Edit` to see the chart properties on the right side of
+     the screen.
+   - The possibility to link to other sheets within the same spreadsheet allows the creation of a
+     multi-page dashboard, with users able to navigate between pages thanks to clickable links.
+     Global filters apply across all pages of a dashboard.
+
+.. seealso::
+  `Odoo Tutorial: Dashboard from scratch
+  <https://www.odoo.com/slides/slide/dashboard-from-scratch-8957>`_
+
+.. _build_and_customize_dashboards/customize:
+
+Customize a dashboard
+=====================
+
+Dashboards are customized by editing the dashboard's underlying spreadsheet.
+
+.. important::
+   When customizing a :ref:`standard dashboard <dashboards/consult-dashboards/standard>`, it is
+   highly recommended to :ref:`duplicate the dashboard
+   <build_and_customize_dashboards/customize/duplicate-dashboard>` and make any changes on
+   the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at
+   each Odoo version upgrade, meaning any customizations on the original version are lost.
+
+.. _build_and_customize_dashboards/customize/open-spreadsheet:
+
+Open the underlying spreadsheet
+-------------------------------
+
+To open a dashboard's underlying spreadsheet:
+
+#. In the Dashboards app, go to :menuselection:`Configuration --> Dashboards`.
+#. Open the relevant dashboard section, then, on the line of the relevant dashboard, click
+   :icon:`fa-pencil` :guilabel:`Edit`.
+
+.. tip::
+   - Users who do not have the appropriate :ref:`access rights
+     <dashboards/access-and-sharing/customize-configure-build>` to customize a dashboard can still
+     access a read-only version of the dashboard's underlying spreadsheet.
+   - To temporarily unpublish a dashboard while you make changes, disable :guilabel:`Is Published`
+     *before* editing the dashboard, making note to republish it when the customization has been
+     finalized.
+   - With :ref:`developer mode <developer-mode>` activated, click on the :icon:`fa-pencil`
+     :guilabel:`(Edit)` icon beside the name of a dashboard in the left panel to open its underlying
+     spreadsheet.
+
+The spreadsheet that opens typically consists of at least two sheets:
+
+- **The first sheet** always serves as the front end of your dashboard, and contains the tables
+  and charts used to structure and visualize the data.
+
+- **The second and any subsequent sheets** typically contain data used for the calculation of key
+  metrics shown on the first sheet.
+
+.. note::
+   The :ref:`data sources <spreadsheet/insert/data-sources>` that maintain the connection between
+   the spreadsheet and the relevant models in your database can be viewed by clicking
+   :menuselection:`Data` on the spreadsheet's menu bar. These data sources are identified by
+   their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, :icon:`oi-view-list`
+   :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed by their ID and
+   name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*.
+
+   For :ref:`standard dashboards <dashboards/consult-dashboards/standard>`, while the data sources
+   are still active and visible in the :menuselection:`Data` menu, the corresponding lists and pivot
+   tables have been removed from the spreadsheet for better performance and a neater appearance.
+
+.. _build_and_customize_dashboards/customize/duplicate-dashboard:
+
+Duplicate a dashboard
+~~~~~~~~~~~~~~~~~~~~~
+
+To duplicate a dashboard:
+
+#. In the Dashboards app, go to :menuselection:`Configuration --> Dashboards`.
+#. Open the relevant dashboard section, then, on the line of the dashboard you want to duplicate,
+   click :icon:`fa-pencil` :guilabel:`Edit`.
+#. In the spreadsheet that opens, click :menuselection:`File -->` :icon:`os-copy-file`
+   :menuselection:`Make a copy`.
+#. Rename the duplicated dashboard by clicking the name of the spreadsheet at the top left of the
+   screen and editing as needed.
+
+.. tip::
+   - To return to the overview of the dashboard section, click the name of the original dashboard at
+     the top left of the page, then the name of the dashboard section.
+   - After duplicating a dashboard, delete the original dashboard by clicking the :icon:`fa-trash`
+     :guilabel:`(trash)` icon or rename it by clicking on the name then editing it.
+
+.. _dashboards/customize-dashboard/edit-spreadsheet:
+
+Add, edit, or remove dashboard elements
+---------------------------------------
+
+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>`
+  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.
+
+.. tip::
+   Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after
+   deleting a dashboard element, a :ref:`data source <spreadsheet/insert/data-sources>` is no longer
+   being used in the spreadsheet, this is indicated by a :icon:`fa-exclamation-triangle`
+   :guilabel:`(warning)` icon in the :guilabel:`Data` menu.
+
+   .. image:: build_and_customize_dashboards/list-deleted.png
+      :alt: Warning to indicate data source no longer used in spreadsheet
+
+.. _dashboards/customize-dashboard/edit-spreadsheet-new-odoo-data:
+
+Insert new Odoo data
+--------------------
+
+Inserting new Odoo data into a dashboard's underlying spreadsheet requires starting from the
+relevant Odoo view. To do so:
+
+#. With the relevant list view, pivot view or graph view open in your database, proceed as follows:
+
+   - For a list view, click the :icon:`fa-cog` :guilabel:`(Actions)` icon beside the name of the
+     view, then :guilabel:`Spreadsheet -->` :icon:`oi-view-list` :menuselection:`Insert list in
+     spreadsheet`.
+   - For a pivot or graph view, click :guilabel:`Insert in Spreadsheet` at the top left of the view.
+
+#. In the window that opens, edit the name if needed. For a list, edit the number of records, i.e.,
+   rows to be inserted, if needed.
+#. Click the :guilabel:`Dashboards` tab then select in which dashboard the list, pivot table, or
+   chart should be inserted.
+
+A list or pivot table is inserted into a new sheet in the dashboard's underlying spreadsheet; a
+chart is inserted on the first sheet of the spreadsheet.
+
+.. seealso::
+   :doc:`Inserting Odoo data into a spreadsheet
+   <../../../applications/productivity/spreadsheet/insert>`

content/applications/productivity/dashboards/my_dashboard.rst

@@ -0,0 +1,70 @@
+============
+My Dashboard
+============
+
+**My Dashboard** allows you to centralize the :doc:`Odoo views <../../studio/views>` you consult
+most regularly, making it possible to see critical tasks at a glance without having to first
+navigate through multiple apps. Unlike other Odoo dashboards, My Dashboard is not based on **Odoo
+Spreadsheet**.
+
+Views inserted in My Dashboard are fully dynamic and retain many features of the source view, e.g.,
+sorting of lists, changing the measures used for a pivot table or cohort view, changing the chart
+type, or clicking on a value or data point to view the underlying record(s).
+
+.. tip::
+   It is not possible to change the domain, i.e., the filtering or grouping, of a view that has been
+   added to My Dashboard. To change the domain, make the necessary changes in the original view,
+   then re-insert the view in My Dashboard and delete the originally inserted view.
+
+Add views
+=========
+
+Most Odoo views can be added to My Dashboard, including:
+
+- :ref:`multiple record views <studio/views/multiple-records>` like list, kanban, and map
+- :ref:`timeline views <studio/views/timeline>` like calendar, cohort, and gantt
+- :ref:`reporting views <studio/views/reporting>` like pivot and graph
+
+To add a view to My Dashboard:
+
+#. With the relevant view open in your database, click the :icon:`fa-cog` :guilabel:`(Actions)` icon
+   beside the name of the view, then :menuselection:`Dashboard`.
+#. Under :guilabel:`Add to my Dashboard`, rename the view if desired, then click :guilabel:`Add`.
+
+   .. image:: my_dashboard/add-view.png
+      :alt: Adding a view to My Dashboard
+      :scale: 80%
+
+#. Refresh the page.
+
+The added view is now visible as a widget in My Dashboard in the Dashboards app.
+
+.. tip::
+   If added views are not showing in My Dashboard, refresh the browser page.
+
+Customize layout
+================
+
+When at least one view has been added to My Dashboard, the page can be customized as follows:
+
+- **Change the layout of the page**: Click :guilabel:`Change Layout` in the top-right corner and
+  select the desired layout.
+
+  .. tip::
+     For multi-column layouts, the column limits are identified by :icon:`fa-caret-left`
+     :guilabel:`(left caret)` and :icon:`fa-caret-right` :guilabel:`(right caret)` icons at the
+     bottom of the page. If needed, scroll to the bottom of the page to see the column limits.
+
+     .. image:: my_dashboard/column-limits.png
+        :alt: Column limits visible at bottom of page
+
+- **Collapse and expand widgets**: By default, an inserted widget is shown fully expanded. To
+  collapse, or minimize, a widget, and show only the title, click the :icon:`fa-window-minimize`
+  :guilabel:`(minimize)` icon at the top right of the widget. To expand a widget, click the
+  :icon:`fa-window-maximize` :guilabel:`(maximize)` icon.
+- **Move widgets**: Drag and drop widgets to the desired location in the same column or a different
+  column.
+- **Remove widgets**: To remove a widget from the page, click the :icon:`fa-times`
+  :guilabel:`(remove)` icon.
+
+

content/applications/productivity/spreadsheet.rst

@@ -33,13 +33,17 @@ With Odoo Spreadsheet, you can:
 The Spreadsheet module is part of **Odoo Documents**.
 
 .. note::
-   Odoo spreadsheets serve as the foundation for the dashboards available in **Odoo Dashboards**. On
+   Odoo spreadsheets serve as the foundation for the :doc:`dashboards available in Odoo Dashboards
-   a dashboard, charts and data tables are used to display dynamic Odoo data and provide an overview
+   <../../applications/productivity/dashboards>`. On a dashboard, charts and data tables are used to
-   of key business metrics.
+   display dynamic Odoo data and provide an overview of key business metrics.
 
-   Standard, pre-configured dashboards can be customized by editing the dashboard's underlying
+   :ref:`Standard, pre-configured dashboards
-   spreadsheet via Dashboards. Custom dashboards can also be created from scratch, starting
+   <dashboards/consult-dashboards/standard>` can be :ref:`customized
-   from an Odoo spreadsheet; any subsequent modifications are performed via Dashboards.
+   <build_and_customize_dashboards/customize>` by editing the dashboard's underlying spreadsheet via
+   Dashboards. :ref:`Custom dashboards
+   <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:
 
@@ -125,16 +129,9 @@ spreadsheet via the :guilabel:`File` menu:
 - :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`: allows you to turn the current
+- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts
-  spreadsheet into a new dashboard that is accessible via Odoo Dashboards. The following fields must
+  <spreadsheet/manage-spreadsheets/convert-to-dashboard>` the current spreadsheet into an Odoo
-  be completed: :guilabel:`Dashboard Name`, the :guilabel:`Dashboard Section` in which the new
+  dashboard.
-  dashboard will be saved, and :guilabel:`Access Groups` to determine which user groups can access
-  the dashboard.
-
-  .. note::
-     When a spreadsheet is converted into a dashboard, the original spreadsheet is deleted from Odoo
-     Spreadsheet. However, it is still possible to edit the dashboards's underlying spreadsheet via
-     Odoo Dashboards.
 
 .. _spreadsheet/manage-spreadsheets/version-history:
 
@@ -201,3 +198,30 @@ right of the spreadsheet. To change the locale, select the appropriate locale fr
 
    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/global_filters.rst

@@ -252,6 +252,8 @@ With the :guilabel:`Filter properties` pane open:
    Furthermore, if the values in the range have been retrieved dynamically from the database, as in
    this case, the text filter is also dynamic, i.e., will reflect changes made to those values.
 
+.. _spreadsheet/global-filters/manage:
+
 Manage and use global filters
 =============================