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

task-4969391

Author: mcsi-odoo

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 +1,273 @@
+: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, :ref:`users with the appropriate access rights
+<dashboards/access-and-sharing>` can:
+
+- :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 Odoo 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)` 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 are available by default.
+
+These pre-configured dashboards have been designed to provide the most relevant insights
+for the topic in question. Data is presented in clearly titled tables and charts, while
+dashboard-specific filters allow users to tailor the view to their individual 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 allow 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 perform any modifications on
+   the duplicated version. Standard dashboards are re-installed 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 data 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, then clicking the
+  :icon:`fa-cog` :guilabel:`(Actions)` icon then :guilabel:`Duplicate`. The dashboards within the
+  section are not duplicated.
+
+- **Delete a dashboard section** by selecting the relevant section name, then clicking the
+  :icon:`fa-cog` :guilabel:`(Actions)` icon then :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 completing the required
+  information. When creating a new section, it is possible 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** 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 perform any
+     modifications on the underlying spreadsheet of the duplicated version. Standard dashboards are
+     re-installed 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 re-installed at the next Odoo version upgrade.
+
+- **Add a new dashboard to the section** by clicking :guilabel:`Add dashboard`. 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 a dashboard* is based on :ref:`user groups <access-rights/groups>`, and is
+managed in the :ref:`Configuration settings <dashboards/configuration>` 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 right to *view dynamic Odoo data* on a dashboard is handled separately. This is based
+on the :ref:`individual user's access rights <access-rights/users>` to the model from which the data
+has been retrieved, and takes into account any record rules that restrict access.
+
+These 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
+   the dashboard, they would only see data related to their own sales, rendering the data
+   misleading.
+
+.. _dashboards/access-and-sharing/manage-view-access:
+
+Manage access rights to view dashboards
+~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
+
+To manage users' rights to a view, or access, 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:
+
+   - add a user group by clicking the :guilabel:`Group` field and selecting the appropriate user
+     group from the dropdown. Click :guilabel:`Search More` to access the full list of user groups;
+   - delete 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 customize dashboards or configure dashboard
+settings. To build a dashboard from scratch, 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 :icon:`fa-clone` :guilabel:`(copy)` to copy a shareable link.