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

task-n/a

closes #14907

X-original-commit: 5419058
Signed-off-by: Siobhan McGonigle (mcsi) <[email protected]>

Author: mcsi-odoo

content/applications/productivity/dashboards.rst

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

content/applications/productivity/dashboards/build_and_customize_dashboards.rst

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

content/applications/productivity/spreadsheet.rst

@@ -1,4 +1,6 @@
+:nosearch:
 :show-content:
+:hide-page-toc:
 
 ===========
 Spreadsheet
@@ -7,27 +9,26 @@ Spreadsheet
 .. toctree::
    :titlesonly:
 
-   spreadsheet/templates
-   spreadsheet/functions
+   spreadsheet/get_started
    spreadsheet/insert
-   spreadsheet/dynamic_pivot_tables
-   spreadsheet/global_filters
+   spreadsheet/work_with_data
+   spreadsheet/visualize_data
 
 **Odoo Spreadsheet** allows you to organize, manipulate, analyze, and visualize data. It offers
 similar functionality to other spreadsheet solutions with the added benefit of integrating directly
 with your Odoo database.
 
 With Odoo Spreadsheet, you can:
 
-- :ref:`create spreadsheets <spreadsheet/create-new>` or :ref:`upload files
-  <spreadsheet/upload-files>` and open them with Odoo Spreadsheet
-- :doc:`create templates <spreadsheet/templates>`
-- :doc:`use functions, including Odoo-specific functions <spreadsheet/functions>`
+- :ref:`create spreadsheets <spreadsheet/get-started/create-spreadsheet>` or :ref:`upload files
+  <spreadsheet/get-started/upload-files>` and open them as Odoo spreadsheets
+- :ref:`create and use templates <spreadsheet/get-started/templates>`
+- :doc:`use functions, including Odoo-specific functions <spreadsheet/work_with_data/functions>`
 - :doc:`insert and link to Odoo data <spreadsheet/insert>`
-- :doc:`create and use dynamic pivot tables <spreadsheet/dynamic_pivot_tables>`
+- :doc:`create and use dynamic pivot tables <spreadsheet/work_with_data/dynamic_pivot_tables>`
 - filter data across multiple Odoo data sources using :doc:`global filters
-  <spreadsheet/global_filters>`
-- visualize data using charts and formatting
+  <spreadsheet/work_with_data/global_filters>`
+- visualize data using :doc:`charts <spreadsheet/visualize_data/charts>` and formatting
 - share files internally and externally
 
 The Spreadsheet module is part of **Odoo Documents**.
@@ -49,180 +50,3 @@ The Spreadsheet module is part of **Odoo Documents**.
    <build_and_customize_dashboards/build>` can also be created from scratch, starting from an Odoo
    spreadsheet; any subsequent :ref:`modifications <build_and_customize_dashboards/customize>` are
    performed via Dashboards.
-
-.. _spreadsheet/create-new:
-
-Create a new spreadsheet
-========================
-
-To create a new spreadsheet:
-
-#. Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be
-   created.
-#. Click :guilabel:`New` and select :guilabel:`Spreadsheet`.
-
-   .. tip::
-      Alternatively, from the :icon:`fa-folder-o` :guilabel:`All` folder, click :guilabel:`New` and
-      select :guilabel:`Spreadsheet`, then select in which :guilabel:`Folder` the
-      spreadsheet should be created.
-
-#. Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing
-   :doc:`template <spreadsheet/templates>`, select the relevant template.
-#. Click :guilabel:`Create`.
-#. Click on `Untitled spreadsheet` at the top of the screen to edit the name of the spreadsheet.
-
-.. tip::
-   It is also possible to create a new spreadsheet by:
-
-   - clicking :menuselection:`File -->` :icon:`os-clear-and-reload` :menuselection:`New` from the
-     menu bar of an open spreadsheet; or
-   - :doc:`inserting a list, pivot table, or chart from another Odoo app <spreadsheet/insert>` into
-     a new spreadsheet directly from the app in question.
-
-   In these cases, the new spreadsheet is saved in Odoo Documents in the :icon:`fa-hdd-o`
-   :guilabel:`My Drive` personal folder.
-
-.. _spreadsheet/upload-files:
-
-Upload files
-============
-
-Files in `.xlsx` or `.csv` format can be uploaded into Odoo Documents and opened with Odoo
-Spreadsheet. To do so:
-
-#. Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved.
-#. Click :guilabel:`New` and select :guilabel:`Upload`.
-#. Select the relevant `.xlsx` or `.csv` file and click :guilabel:`Open`.
-#. Click on the uploaded file.
-#. By default, the original file is deleted when it is opened with Odoo Spreadsheet. To preserve
-   the original file in the same folder in Odoo Documents, disable :guilabel:`Send source file to
-   trash`.
-#. Click :guilabel:`Open with Odoo Spreadsheet`.
-
-The file can now be fully edited in Odoo Spreadsheet.
-
-.. _spreadsheet/manage-spreadsheets:
-
-Manage spreadsheets
-===================
-
-Users with :guilabel:`Editor` rights to a specific spreadsheet have various options for managing the
-spreadsheet via the :guilabel:`File` menu:
-
-- :icon:`os-copy-file` :guilabel:`Make a copy`: creates a duplicate of the current spreadsheet with
-  the same :ref:`regional settings <spreadsheet/manage-spreadsheets/regional-settings>` (or locale).
-- :icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a
-  :doc:`template <spreadsheet/templates>` for future spreadsheets.
-- :icon:`os-download` :guilabel:`Download`: downloads the spreadsheet in `.xlsx` format.
-
-  .. important::
-     When you download a spreadsheet in `.xlsx` format, any spreadsheet formulas that retrieve Odoo
-     data from your database, e.g., via an :doc:`inserted list <spreadsheet/insert>` or via other
-     :doc:`Odoo-specific functions <spreadsheet/functions>`, are converted to the values they would
-     have returned at the moment the spreadsheet was downloaded.
-
-  .. tip::
-     Users with :guilabel:`Viewer` rights can also download a spreadsheet in `.xlsx` format.
-
-- :icon:`os-version-history` :guilabel:`See version history`: provides read-only :ref:`access to
-  previous versions <spreadsheet/manage-spreadsheets/version-history>` of the current spreadsheet,
-  which can be named and restored if needed.
-- :icon:`fa-print` :guilabel:`Print`: prints a copy of the spreadsheet on a connected printer.
-- :icon:`os-cog` :guilabel:`Settings`: allows you to view and change the :ref:`locale
-  <spreadsheet/manage-spreadsheets/regional-settings>` of the current spreadsheet.
-- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts
-  <spreadsheet/manage-spreadsheets/convert-to-dashboard>` the current spreadsheet into an Odoo
-  dashboard.
-
-.. _spreadsheet/manage-spreadsheets/version-history:
-
-Version history
----------------
-
-Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users
-with :guilabel:`Editor` rights to browse and restore previous versions.
-
-To access the version history of a spreadsheet, click :menuselection:`File -->`
-:icon:`os-version-history` :menuselection:`See version history` from the menu bar. Saved versions
-appear in a panel on the right of the spreadsheet. The name of the user who made the change is
-shown, as well as the date and time of the change.
-
-The following actions are possible:
-
-- **View an earlier version** in read-only format by clicking on the relevant version.
-- **Restore an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)`
-  then :guilabel:`Restore this version`.
-- **Copy an earlier version** by clicking :icon:`fa-ellipsis-v` :guilabel:`(vertical ellipsis)` then
-  :menuselection:`Make a copy`. A copy of the version opens as a new spreadsheet.
-- **Create named versions** by clicking on the date and time of the relevant version and entering
-  the desired name. The date and time of the version are then displayed below the new name.
-
-.. tip::
-   When viewing an earlier, read-only version of a spreadsheet, the following actions are still
-   possible:
-
-   - Search the spreadsheet by clicking :menuselection:`Edit -->` :icon:`fa-search`
-     :menuselection:`Find and replace` or using the shortcut `Ctrl` + `H`.
-   - Copy an individual cell or selected area by clicking :menuselection:`Edit -->`
-     :icon:`fa-clipboard` :menuselection:`Copy` or using the shortcut `Ctrl` + `C`.
-
-.. _spreadsheet/manage-spreadsheets/regional-settings:
-
-Regional settings
------------------
-
-To ensure data is displayed consistently for all users, the regional settings (or locale) of a
-spreadsheet, are managed at spreadsheet level. This locale affects the following settings and
-formats:
-
-- thousand and decimal separators
-- date and time formats
-- first day of the week
-
-By default, a new spreadsheet inherits the regional settings of the user who created it. For
-example, any spreadsheets created by a user whose language is set to :guilabel:`French (BE) /
-Français (BE)` will follow Belgian French conventions.
-
-A spreadsheet's locale can be viewed and changed at any time by a user with :guilabel:`Editor`
-rights. To view the locale of a spreadsheet, click :menuselection:`File -->` :icon:`os-cog`
-:menuselection:`Settings` from the menu bar. The :guilabel:`Spreadsheet settings` panel opens on the
-right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown.
-
-.. tip::
-   When you open a spreadsheet that has a different locale to that of your user profile, a blue
-   :icon:`fa-globe` :guilabel:`(globe)` icon appears at the top right of the spreadsheet. Hovering
-   over the icon reveals a warning message that indicates the spreadsheet locale and highlights
-   formats that differ.
-
-   .. image:: spreadsheet/locale-difference.png
-      :alt: Warning about difference between user and spreadsheet locale
-
-   If no :icon:`fa-globe` :guilabel:`(globe)` icon is shown, this means the spreadsheet's locale is
-   the same as that of your user profile.
-
-.. _spreadsheet/manage-spreadsheets/convert-to-dashboard:
-
-Convert a spreadsheet into a dashboard
---------------------------------------
-
-A user with the appropriate :ref:`access rights <access-rights/groups>` can convert an Odoo
-spreadsheet into a dashboard that is then accessible via
-:doc:`Odoo Dashboards <../../../applications/productivity/dashboards>`. To do so:
-
-#. Click :menuselection:`File -->` :icon:`os-add-to-dashboard` :menuselection:`Add to dashboard`
-   from the menu bar.
-#. Enter the :guilabel:`Dashboard Name`.
-#. Select the relevant :guilabel:`Dashboard Section` from the dropdown or, to create a new dashboard
-   section, type the name of the new section, then click :guilabel:`Create`.
-#. If necessary, modify the :guilabel:`Access Groups` to determine which :ref:`user groups
-   <dashboards/access-and-sharing>` can access the dashboard.
-#. Click :guilabel:`Create`.
-
-.. tip::
-   - By default, the first tab of the spreadsheet serves as the front end of the dashboard.
-   - It is also possible to convert a spreadsheet to a dashboard from within the :ref:`Dashboard
-     configuration settings <dashboards/configuration>`, by directly adding the spreadsheet to
-     an existing or new dashboard section.
-   - After a spreadsheet has been converted to a dashboard, it is deleted from Odoo Documents. Any
-     subsequent :ref:`modifications <build_and_customize_dashboards/customize>` need to be made via
-     Odoo Dashboards.