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task-4943625 closes odoo/documentation#14108 Signed-off-by: Siobhan McGonigle (mcsi) <mcsi@odoo.com>
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805 lines
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============================
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Insert and link to Odoo data
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============================
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Several elements from your Odoo database can be inserted into an Odoo spreadsheet, namely:
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- lists, i.e., data from a :ref:`list view <studio/views/multiple-records/list>`
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- pivot tables, i.e., data from a :ref:`pivot view <studio/views/reporting/pivot>`
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- charts, i.e., data from a :ref:`graph view <studio/views/reporting/graph>`
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Each time a list, pivot table, or chart is inserted, a :ref:`data source
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<spreadsheet/insert/data-sources>` is created. This data source connects the spreadsheet to your
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Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser
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page is reloaded, or data is manually refreshed by clicking :menuselection:`Data -->`
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:icon:`os-refresh-data` :menuselection:`Refresh all data` from the menu bar.
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:ref:`Inserted lists <spreadsheet/insert/list>` and :ref:`inserted pivot tables
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<spreadsheet/insert/pivot-table>` use formulas with Odoo-specific :ref:`list functions
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<spreadsheet/insert/list-functions>` and :ref:`pivot table functions
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<spreadsheet/insert/pivot-table-functions-static>` to retrieve data from your database and can be
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further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts
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<spreadsheet/insert/chart>` can be modified, but no data manipulation or computation is possible.
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.. note::
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Lists, pivot tables, and charts from different apps and models can be inserted into the same
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spreadsheet.
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.. tip::
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If you intend to use :doc:`global filters <global_filters>` to dynamically filter Odoo data in
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a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot
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table, or chart in your database.
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It is also possible to:
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- :ref:`add clickable links <spreadsheet/insert/clickable-links>` to Odoo menu items, to other
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sheets of the same spreadsheet, or to external URLs
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- :ref:`insert financial data <spreadsheet/insert/financial-data>` from your Odoo database using
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Odoo-specific spreadsheet :doc:`functions <functions>`
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- paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any
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Odoo spreadsheet
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.. _spreadsheet/insert/data-sources:
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Data sources
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============
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Data sources, which are created each time a :ref:`list <spreadsheet/insert/list>`, :ref:`pivot table
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<spreadsheet/insert/pivot-table>` or :ref:`graph <spreadsheet/insert/chart>` is inserted into an
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Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model
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<../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet
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up-to-date.
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Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data
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sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`,
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:icon:`oi-view-list` :guilabel:`(list)` or :icon:`fa-bar-chart` :guilabel:`(chart)` icon, followed
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by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Product*.
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.. image:: insert/data-menu.png
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:alt: Data sources listed in Data menu
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Clicking on a data source opens the related properties in a pane on the right of the spreadsheet.
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.. tip::
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- The properties pane can also be opened by right-clicking any cell of an inserted list or pivot
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table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or
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:icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars`
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:guilabel:`(menu)` icon at the top right of an inserted chart, then clicking
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:icon:`fa-pencil-square-o` :guilabel:`Edit`.
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- Once the properties of a specific data source are open, they remain open even when navigating
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between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times`
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:guilabel:`(close)` icon at the top right of the pane.
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.. note::
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Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does
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not delete the underlying data source. The data source of an inserted list or pivot table can
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only be deleted via the data source's properties.
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A warning in the :guilabel:`Data` menu identifies any data sources for which the corresponding
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list or pivot table no longer appears in the spreadsheet.
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.. image:: insert/list-deleted.png
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:alt: Warning message about unused list
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Deleting an inserted chart, on the other hand, also deletes the underlying data source.
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.. _spreadsheet/insert/list:
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Insert a list
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=============
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.. important::
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Before inserting a list in a spreadsheet, ensure the list is tailored to your needs. Consider
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which fields should be visible as well as how the records are filtered and/or sorted. This can
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impact both the loading time and the user-friendliness of your spreadsheet.
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To insert a list:
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#. With the relevant list view open in your database, click the :icon:`fa-cog`
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:guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->`
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:icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`.
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.. note::
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To insert only specific records, select the relevant records, click the :icon:`fa-cog`
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:guilabel:`Actions` button that appears at the top center of the screen, then
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:icon:`oi-view-list` :guilabel:`Insert in spreadsheet`.
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#. In the window that opens, edit the :guilabel:`Name of the list` if needed.
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The list name is used in the sheet name and in the :ref:`list properties
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<spreadsheet/insert/list-properties>`.
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.. image:: insert/insert-list.png
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:alt: Inserting a list in a spreadsheet
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#. Edit the number of records, i.e., rows, to be inserted if needed.
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By default, the number shown is the number of records visible on the first page of the list. For
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example, if the list contains 150 records but only 80 are visible, this field will show 80.
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.. note::
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While the data in your list is kept up to date thanks to the connection to your database, an
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inserted list will not automatically expand to accommodate new records, e.g., a new product
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category or a new salesperson.
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If you anticipate new records being added, consider adding extra rows when inserting the list.
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Records/rows can also be :ref:`added manually <spreadsheet/insert/list-add-records>` after the
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spreadsheet has been inserted.
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.. example::
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Your company currently has ten product categories and you insert this list in a
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spreadsheet. If an 11th product category is created and your inserted list only had ten
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rows, the new category will be inserted in the appropriate position in the spreadsheet,
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thereby removing an existing category.
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One way to avoid this is to :ref:`add extra rows <spreadsheet/insert/list-add-records>`
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when inserting the list.
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#. Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the list should be
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inserted.
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.. note::
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New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o`
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:guilabel:`My Drive` personal workspace or, if :ref:`file centralization
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<documents/file-centralization>` has been enabled for spreadsheets, in the
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:guilabel:`Spreadsheet` workspace.
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#. Click :guilabel:`Confirm`.
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The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the
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name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. A pane on the right
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side of the screen shows the :ref:`list properties <spreadsheet/insert/list-properties>`.
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.. tip::
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- To view an individual record of an inserted list, right-click on any cell of the relevant row,
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then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name
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of the spreadsheet in the breadcrumbs at the top of the page.
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- To sever the link between an inserted list and your database, select the entire list,
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right-click and select :icon:`fa-clone` :guilabel:`Copy` then right-click again and select
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:menuselection:`Paste special --> Paste as value`.
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- Do not modify the list ID in the sheet name, as the inserted list retains this ID for the
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lifetime of the spreadsheet. This list ID is used in the :ref:`spreadsheet functions
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<spreadsheet/insert/list-functions>` that retrieve data from your database.
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.. _spreadsheet/insert/list-functions:
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List functions
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--------------
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When a list is inserted into a spreadsheet, the following :doc:`functions <functions>` are used to
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retrieve the header and field values, respectively:
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.. code-block:: text
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=ODOO.LIST.HEADER(list_id, field_name)
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=ODOO.LIST(list_id, index, field_name)
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The arguments of the function are as follows:
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- `list_id`: the ID assigned when the list is inserted. The first list inserted into a spreadsheet
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is assigned list ID `1`, the second, list ID `2`, etc.
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- `index`: identifies the line on which the record appeared in the list before insertion. The
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first line has an index of `1`, the second an index of `2`, etc.
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- `field_name`: the technical name of the field.
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.. tip::
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Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To
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display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->`
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:icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the
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functions used to retrieve list headers and values.
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.. image:: insert/list-formulas.png
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:alt: Viewing formulas of spreadsheet cells
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.. _spreadsheet/insert/list-properties:
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List properties
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---------------
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The list properties appear on the right side of the screen when a list is inserted. They can be
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accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by
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the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and
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clicking :icon:`oi-view-list` :guilabel:`See list properties`.
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The following list properties are shown, some of which can be edited:
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- :guilabel:`List #`: the list ID. List IDs are assigned sequentially as additional lists are
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inserted into the spreadsheet.
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- :guilabel:`List Name`: the name of the list. Edit this if needed. Note that editing the list name
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in the list properties does not modify the list name shown in the sheet name, and vice versa.
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- :guilabel:`Model`: the model from which the data has been extracted.
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- :guilabel:`Columns`: the fields of the model that were visible when the list was inserted.
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- :guilabel:`Domain`: the rules used to determine which records are shown. Click
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:ref:`Edit domain <search/custom-filters>` to add or edit rules.
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.. note::
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When :doc:`global filters <global_filters>` are used, this domain is combined with the selected
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values of the global filter before the data is loaded into the spreadsheet.
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- :guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click
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:guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or
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:guilabel:`Descending`. Delete a sorting rule by clicking the :icon:`fa-times`
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:guilabel:`(delete)` icon.
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To :ref:`duplicate <spreadsheet/insert/list-duplicate>` or :ref:`delete
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<spreadsheet/insert/list-delete>` a list's data source, click the :icon:`fa-cog` :guilabel:`(gear)`
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icon, then click :icon:`fa-clone` :guilabel:`Duplicate` or :icon:`fa-trash` :guilabel:`Delete` as
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relevant.
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.. _spreadsheet/insert/list-manage:
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Manage an inserted list
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-----------------------
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Once a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:
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- :ref:`add records <spreadsheet/insert/list-add-records>`, i.e., rows
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- :ref:`add fields <spreadsheet/insert/list-add-fields>`, i.e., columns
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- :ref:`duplicate the list <spreadsheet/insert/list-duplicate>` to create a new, identical data
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source
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- :ref:`delete the list and its underlying data source <spreadsheet/insert/list-delete>`
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.. _spreadsheet/insert/list-add-records:
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Add records/rows to a list
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~~~~~~~~~~~~~~~~~~~~~~~~~~
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To add records to a list, use one of the following methods:
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- Select the last row of the table, then hover over the blue square until the plus icon appears.
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Click and drag down to add the desired number of rows. The cells of the new rows are populated
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with the :ref:`appropriate formula <spreadsheet/insert/list-functions>` to retrieve the list
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values. If there is corresponding data in your database, the cells are populated.
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.. image:: insert/list-add-records.png
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:alt: Add records by dragging the cell down
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- Position your cursor in the top left cell of the sheet, click :menuselection:`Data --> Re-insert
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list` from the menu bar, then select the appropriate list. In the pop-up window, indicate the
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number of records to insert and click :guilabel:`Confirm`. An updated list is inserted,
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overwriting the previous list.
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.. tip::
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The above methods can also be used to add additional blank rows to your spreadsheet table. This
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may be useful for lists where you expect additional records to be generated in your database,
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e.g., new product categories or new salespersons.
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.. _spreadsheet/insert/list-add-fields:
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Add fields/columns to a list
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To add fields/columns to a list:
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#. Select the column to the right or left of where the new column should be inserted.
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#. Click :menuselection:`Insert -->` :icon:`os-insert-col` :menuselection:`Insert column` then
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:icon:`os-insert-col-before` :menuselection:`Column left` or :icon:`os-insert-col-after`
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:menuselection:`Column right` from the menu bar, or right-click then :icon:`os-insert-col-before`
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:guilabel:`Insert column left` or :icon:`os-insert-col-after` :guilabel:`Insert column right` as
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appropriate.
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#. Copy the header cell of any column, paste it into the header cell of the new column, and press
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`Enter`.
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#. Double-click the new header cell then click on the field name that appears in quotation marks at
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the end of the formula; a list of all the technical names of the fields of the related model
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appears.
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.. image:: insert/list-add-columns.png
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:alt: Add fields/columns by editing the formula
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#. Select the appropriate field name and press `Enter`. The field's label appears in the header.
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.. tip::
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To know a field's technical name, navigate to the relevant view, :ref:`activate developer mode
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<developer-mode>`, then check the field name by hovering over the question mark beside a
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field's label.
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#. With the header cell selected, double-click on the blue square in the bottom-right corner. The
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cells of the column are populated with the appropriate formula to retrieve the list values. If
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there is corresponding data in your database, the cells are populated.
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.. _spreadsheet/insert/list-duplicate:
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Duplicate a list
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~~~~~~~~~~~~~~~~
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Duplicating a list via the list's properties creates an additional data source. This allows for
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different manipulations to be performed on the same data within one spreadsheet.
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With the :ref:`list properties <spreadsheet/insert/list-properties>` open, click the :icon:`fa-cog`
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:guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`.
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The new data source is assigned the next available list ID. For example, if no other lists have been
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inserted in the meantime, duplicating *List #1* results in the creation of *List #2*.
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Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet.
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To insert it, perform the following steps:
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#. Add a new sheet by clicking the :icon:`os-plus` :guilabel:`(add sheet)` icon at the bottom left
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of the spreadsheet.
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#. Click :menuselection:`Data --> Re-insert list` from the menu bar, then select the appropriate
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list.
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#. Define the number of records to insert and click :guilabel:`Confirm`.
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#. Edit the :guilabel:`List Name` in the properties pane if needed.
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#. Rename the sheet by right-clicking on the sheet tab, selecting :guilabel:`Rename`, and entering
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the new sheet name.
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.. note::
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Duplicating an inserted list by copying and pasting it or by duplicating the sheet into which it
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has been inserted does not create a new data source. Any changes made to the list's properties
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would therefore impact any copies of the list.
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.. _spreadsheet/insert/list-delete:
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Delete a list
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~~~~~~~~~~~~~
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To fully delete a list and the underlying data source from a spreadsheet, perform the following
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steps in any order:
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- Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet
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menus, or by deleting the sheet. This deletes the visual representation of the data.
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- From the :ref:`properties pane <spreadsheet/insert/list-properties>` of the relevant list, click
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the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`. This deletes
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the data source of the list from the spreadsheet.
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.. _spreadsheet/insert/pivot-table:
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Insert a pivot table
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====================
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.. tip::
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Converting an inserted pivot table to a :doc:`dynamic pivot table <dynamic_pivot_tables>` allows
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you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is
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therefore possible to insert a basic pivot table with minimal configuration, convert it to a
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dynamic pivot table, then refine it directly in the spreadsheet.
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To insert a pivot table:
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#. With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`.
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#. In the window that opens, edit the :guilabel:`Name of the pivot` if needed.
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This name is used in the sheet name and in the :ref:`pivot table properties
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<spreadsheet/insert/pivot-table-properties>`.
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.. image:: insert/insert-pivot-table.png
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:alt: Inserting a pivot table in a spreadsheet
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#. Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the pivot table
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should be inserted.
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.. note::
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New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o`
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:guilabel:`My Drive` personal workspace or, if :ref:`file centralization
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<documents/file-centralization>` has been enabled for spreadsheets, in the
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:guilabel:`Spreadsheet` workspace.
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#. Click :guilabel:`Confirm`.
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The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar
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shows the name of the pivot table followed by the pivot table ID, e.g., *Sales Analysis by Sales
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Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties
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<spreadsheet/insert/pivot-table-properties>`.
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.. tip::
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- To view the records referenced by an individual cell of a pivot table, right-click on the cell,
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then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name
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of the spreadsheet in the breadcrumbs at the top of the page.
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- To sever the link between an inserted pivot table and your database, select the entire pivot
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table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and
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select :menuselection:`Paste special --> Paste as value`.
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- Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID
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for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet
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functions <spreadsheet/insert/pivot-table-functions-static>` that retrieve data from your
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database.
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.. _spreadsheet/insert/pivot-table-functions-static:
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Pivot table functions
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---------------------
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An inserted pivot table that has not been converted to a :doc:`dynamic pivot table
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<dynamic_pivot_tables>` uses the following :doc:`functions <functions>` to retrieve the header and
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field values, respectively:
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.. code-block:: text
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=PIVOT.HEADER(pivot_id, [domain_field_name, …], [domain_value, …])
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=PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, …], [domain_value, …])
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The arguments of the functions are as follows:
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- `pivot_id`: the ID assigned when the pivot table is inserted. The first pivot table inserted
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in a spreadsheet is assigned pivot ID `1`, the second, pivot ID `2`, etc.
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- `measure_name`: the technical name of what is being measured, followed by the type of aggregation,
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e.g., `product_uom_qty:sum`.
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- `domain_field_name`: the technical name of the field used as a dimension, e.g., `user_id`, or, if
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the dimension is a time period, the technical name of the date field, followed by the time period,
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e.g., `date_order:month`.
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- `domain_value`: the ID of the record, or, if the dimension is a time period, the date or time
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period targeted.
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|
|
.. tip::
|
|
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
|
|
|
|
.. _spreadsheet/insert/pivot-table-properties:
|
|
|
|
Pivot table properties
|
|
----------------------
|
|
|
|
The pivot table properties appear on the right side of the screen when a pivot table is inserted.
|
|
They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant pivot table,
|
|
as prefaced by the :icon:`oi-view-pivot` :guilabel:`(pivot)` icon, or by right-clicking anywhere on
|
|
the pivot table and clicking :icon:`oi-view-pivot` :guilabel:`See pivot properties`.
|
|
|
|
The following pivot table properties are shown, some of which can be edited:
|
|
|
|
- :guilabel:`Pivot #`: the pivot table ID. Pivot table IDs are assigned sequentially as additional
|
|
pivot tables are inserted in the spreadsheet.
|
|
- :guilabel:`Name`: the name of the pivot table. Edit this if needed. Note that editing the name
|
|
in the pivot table properties does not modify the name shown in the sheet name, and vice versa.
|
|
- :guilabel:`Model`: the model from which the data has been extracted.
|
|
- :guilabel:`Columns` and :guilabel:`Rows`: dimensions you are using to categorize or group data
|
|
from the model.
|
|
- :guilabel:`Measures`: what you are measuring, or analyzing, based on the dimensions you have
|
|
chosen.
|
|
|
|
.. tip::
|
|
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
|
|
: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
|
|
:ref:`dynamic pivot table <spreadsheet/dynamic-pivot-tables/create>`.
|
|
|
|
- :guilabel:`Domain`: the rules used to determine which records are shown. Click
|
|
: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.
|
|
|
|
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`
|
|
:guilabel:`(gear)` icon then :icon:`fa-copy` :guilabel:`Duplicate` or :icon:`fa-trash`
|
|
:guilabel:`Delete`.
|
|
|
|
.. _spreadsheet/insert/pivot-table-manage:
|
|
|
|
Manage an inserted pivot table
|
|
------------------------------
|
|
|
|
Once a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:
|
|
|
|
- :ref:`convert it to a dynamic pivot table <spreadsheet/dynamic-pivot-tables/create>` to be able to
|
|
manipulate the dimensions and measures
|
|
- :ref:`duplicate the pivot table <spreadsheet/insert/pivot-table-duplicate>` to create a new,
|
|
identical data source
|
|
- :ref:`delete the pivot table and its underlying data source
|
|
<spreadsheet/insert/pivot-table-delete>`
|
|
|
|
.. _spreadsheet/insert/pivot-table-duplicate:
|
|
|
|
Duplicate a pivot table
|
|
~~~~~~~~~~~~~~~~~~~~~~~
|
|
|
|
Duplicating a pivot table via the pivot table's properties creates an additional data source. This
|
|
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.
|
|
|
|
To duplicate a pivot table, perform the following steps:
|
|
|
|
#. With the :ref:`pivot table properties <spreadsheet/insert/pivot-table-properties>` open, click
|
|
the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-clone` :guilabel:`Duplicate`.
|
|
|
|
The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with
|
|
the pivot table properties open in the right pane.
|
|
#. Edit the :guilabel:`Name` in the properties pane and the sheet tab if needed.
|
|
|
|
The new data source is assigned the next available pivot table ID. For example, if no other pivot
|
|
tables have been inserted in the meantime, duplicating *Pivot #1* results in the creation of
|
|
*Pivot #2*.
|
|
|
|
.. note::
|
|
- Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does
|
|
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>`.
|
|
|
|
.. _spreadsheet/insert/pivot-table-delete:
|
|
|
|
Delete a pivot table
|
|
~~~~~~~~~~~~~~~~~~~~
|
|
|
|
To fully delete a pivot table and the underlying data source from a spreadsheet, perform the
|
|
following steps in any order:
|
|
|
|
- Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet
|
|
menus, or by deleting the sheet. This deletes the visual representation of the data.
|
|
- From the :ref:`properties pane <spreadsheet/insert/pivot-table-properties>` of the relevant pivot
|
|
table, click the :icon:`fa-cog` :guilabel:`(gear)` icon then :icon:`fa-trash` :guilabel:`Delete`.
|
|
This deletes the data source of the pivot table.
|
|
|
|
.. _spreadsheet/insert/chart:
|
|
|
|
Insert a chart
|
|
==============
|
|
|
|
To insert a chart from an Odoo database into an Odoo 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
|
|
inserted.
|
|
|
|
.. note::
|
|
New spreadsheets are saved in the **Odoo Documents** app in either the :icon:`fa-hdd-o`
|
|
:guilabel:`My Drive` personal workspace or, if :ref:`file centralization
|
|
<documents/file-centralization>` has been enabled for spreadsheets, in the
|
|
:guilabel:`Spreadsheet` workspace.
|
|
|
|
#. Click :guilabel:`Confirm`.
|
|
|
|
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,
|
|
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
|
|
----------------
|
|
|
|
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.
|
|
|
|
.. 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.
|
|
|
|
.. 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:: 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.
|
|
|
|
.. 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-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.
|
|
|
|
.. 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.
|
|
|
|
.. 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.
|
|
|
|
.. 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-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.
|
|
|
|
.. 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.
|
|
|
|
- :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 lets you 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 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.
|
|
- Enable :guilabel:`Show values` to add numeric values to the data points on the
|
|
chart.
|
|
- Enable :guilabel:`Show trend line` to add a trend line to line, column, and area charts.
|
|
|
|
For line, column, and area charts, the :guilabel:`Axis` section lets you add a title to one or both
|
|
axes. The font formatting, horizontal alignment, and color of the title can be modified using the
|
|
editor.
|
|
|
|
.. _spreadsheet/insert/clickable-links:
|
|
|
|
Insert clickable links
|
|
======================
|
|
|
|
Adding links to related or supporting information can make your report or dashboard more
|
|
user-friendly and effective.
|
|
|
|
You can :ref:`insert a clickable link from any spreadsheet cell
|
|
<spreadsheet/insert/clickable-links-cell>` to:
|
|
|
|
- an Odoo menu item
|
|
- another sheet inside the same spreadsheet
|
|
- an external URL
|
|
|
|
.. note::
|
|
- Clicking a link to a menu item provides the same result as navigating via the Odoo menu within
|
|
an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view
|
|
when navigating to :menuselection:`Sales --> Orders --> Quotations`.
|
|
- It is also possible to insert a clickable link to a specific view of a model in a spreadsheet
|
|
starting from the view itself. However, as this method inserts each new link in a new sheet, it
|
|
is more efficient to create links to specific views starting from the spreadsheet.
|
|
|
|
You can :ref:`insert a clickable link from any chart <spreadsheet/insert/clickable-links-chart>` to
|
|
an Odoo menu item.
|
|
|
|
.. _spreadsheet/insert/clickable-links-cell:
|
|
|
|
Insert a clickable link from a cell
|
|
-----------------------------------
|
|
|
|
To insert a clickable link from a cell:
|
|
|
|
#. Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or
|
|
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 sheet`, then choose the
|
|
relevant sheet from the current spreadsheet.
|
|
- Under :guilabel:`Link`, type a URL.
|
|
|
|
#. Enter or edit the label for the link in the :guilabel:`Text` field.
|
|
#. Click :guilabel:`Confirm`.
|
|
|
|
.. _spreadsheet/insert/clickable-links-chart:
|
|
|
|
Insert a clickable link from a chart
|
|
------------------------------------
|
|
|
|
To insert a clickable link from a chart to an Odoo menu item:
|
|
|
|
#. Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)`
|
|
icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right
|
|
of the screen.
|
|
#. At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties
|
|
pane, click under :guilabel:`Link to Odoo menu`, then select a menu.
|
|
|
|
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.
|
|
|
|
.. _spreadsheet/insert/financial-data:
|
|
|
|
Insert financial data
|
|
=====================
|
|
|
|
When building reports and dashboards, it may be useful to include certain accounting-related data,
|
|
such as account IDs, credits and debits for specific accounts, and dates of the start and end of the
|
|
tax year.
|
|
|
|
:ref:`Odoo-specific spreadsheet functions <spreadsheet/functions/odoo>` allow you to retrieve such
|
|
accounting data from your database and insert it into a spreadsheet.
|