diff --git a/content/applications/productivity.rst b/content/applications/productivity.rst index c93354bc84..60c9e3d682 100644 --- a/content/applications/productivity.rst +++ b/content/applications/productivity.rst @@ -10,6 +10,7 @@ Productivity productivity/documents productivity/sign productivity/spreadsheet + productivity/dashboards productivity/knowledge productivity/calendar productivity/appointments diff --git a/content/applications/productivity/dashboards.rst b/content/applications/productivity/dashboards.rst new file mode 100644 index 0000000000..693defac45 --- /dev/null +++ b/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 ` 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 +`: + +- :ref:`consult dashboards `, including :ref:`standard, + pre-configured dashboards ` +- :ref:`interact with dashboards ` using filters and by + accessing underlying data +- :ref:`share a snapshot of a dashboard ` 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 ` to modify what data is + shown, the layout, or the filters available +- :ref:`manage access rights ` 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 +`, 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, available via the search bar above 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 ` by a user +with the appropriate :ref:`access rights `. +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 + ` 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 + `, 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 ` 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 + `. + +- **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 ` 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 `. + + .. tip:: + - A newly created dashboard is by default accessible to users belonging to the default internal + :ref:`user group `. 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 + ` 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 +`, and is managed in the :ref:`Configuration settings +` 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 ` 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 +` or :ref:`configure dashboard settings +`. To :ref:`build a dashboard from scratch +`, a user must have both `Dashboards / Admin` and, at minimum +for the Documents app, `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. diff --git a/content/applications/productivity/dashboards/build_and_customize_dashboards.rst b/content/applications/productivity/dashboards/build_and_customize_dashboards.rst new file mode 100644 index 0000000000..a8fc987be2 --- /dev/null +++ b/content/applications/productivity/dashboards/build_and_customize_dashboards.rst @@ -0,0 +1,223 @@ +============================== +Build and customize dashboards +============================== + +In addition to consulting :ref:`standard dashboards `, users +with the appropriate :ref:`access rights ` +can :ref:`build custom dashboards from scratch ` or +:ref:`customize existing dashboards ` 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 `. + +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 +`, :ref:`data insertion and manipulation +`, and :ref:`data 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 `, 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 + `, determining whether to add the dashboard + to an existing or new dashboard section, and :ref:`managing access rights to the dashboard + `. + +.. tip:: + - Use standard dashboards as inspiration for how to best present and visualize data. For example, + for charts, :ref:`open the underlying 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 + `_ + +.. _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 `, it is + highly recommended to :ref:`duplicate the 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 + ` 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 ` 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 ` 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 `, 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 + `. This requires a similar approach + to :ref:`building a dashboard from scratch `; +- :doc:`adding new global filters <../../../applications/productivity/spreadsheet/global_filters>` + or editing or deleting existing ones; +- :ref:`adding or editing 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 ` 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>` diff --git a/content/applications/productivity/dashboards/build_and_customize_dashboards/list-deleted.png b/content/applications/productivity/dashboards/build_and_customize_dashboards/list-deleted.png new file mode 100644 index 0000000000..95799cbf39 Binary files /dev/null and b/content/applications/productivity/dashboards/build_and_customize_dashboards/list-deleted.png differ diff --git a/content/applications/productivity/dashboards/my_dashboard.rst b/content/applications/productivity/dashboards/my_dashboard.rst new file mode 100644 index 0000000000..7c6d322ad1 --- /dev/null +++ b/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 ` like list, kanban, and map +- :ref:`timeline views ` like calendar, cohort, and gantt +- :ref:`reporting views ` 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. + + diff --git a/content/applications/productivity/dashboards/my_dashboard/add-view.png b/content/applications/productivity/dashboards/my_dashboard/add-view.png new file mode 100644 index 0000000000..f44e8dfe0b Binary files /dev/null and b/content/applications/productivity/dashboards/my_dashboard/add-view.png differ diff --git a/content/applications/productivity/dashboards/my_dashboard/column-limits.png b/content/applications/productivity/dashboards/my_dashboard/column-limits.png new file mode 100644 index 0000000000..620b22fa58 Binary files /dev/null and b/content/applications/productivity/dashboards/my_dashboard/column-limits.png differ diff --git a/content/applications/productivity/dashboards/sales-dashboard.png b/content/applications/productivity/dashboards/sales-dashboard.png new file mode 100644 index 0000000000..53b1874fa5 Binary files /dev/null and b/content/applications/productivity/dashboards/sales-dashboard.png differ diff --git a/content/applications/productivity/spreadsheet.rst b/content/applications/productivity/spreadsheet.rst index d06ec7b030..83c01985ba 100644 --- a/content/applications/productivity/spreadsheet.rst +++ b/content/applications/productivity/spreadsheet.rst @@ -38,13 +38,17 @@ The Spreadsheet module is part of **Odoo Documents**. to browse and execute spreadsheet commands via the keyboard, without having to navigate menus. .. note:: - Odoo spreadsheets serve as the foundation for the dashboards available in **Odoo Dashboards**. On - a dashboard, charts and data tables are used to 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 - spreadsheet via Dashboards. Custom dashboards can also be created from scratch, starting - from an Odoo spreadsheet; any subsequent modifications are performed via Dashboards. + Odoo spreadsheets serve as the foundation for the :doc:`dashboards available in Odoo Dashboards + <../../applications/productivity/dashboards>`. On a dashboard, charts and data tables are used to + display dynamic Odoo data and provide an overview of key business metrics. + + :ref:`Standard, pre-configured dashboards + ` can be :ref:`customized + ` by editing the dashboard's underlying spreadsheet via + Dashboards. :ref:`Custom dashboards + ` can also be created from scratch, starting from an Odoo + spreadsheet; any subsequent :ref:`modifications ` are + performed via Dashboards. .. _spreadsheet/create-new: @@ -126,16 +130,9 @@ 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 ` of the current spreadsheet. -- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: allows you to turn the current - spreadsheet into a new dashboard that is accessible via Odoo Dashboards. The following fields must - be completed: :guilabel:`Dashboard Name`, the :guilabel:`Dashboard Section` in which the new - 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. +- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts + ` the current spreadsheet into an Odoo + dashboard. .. _spreadsheet/manage-spreadsheets/version-history: @@ -202,3 +199,30 @@ 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 ` 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 + ` 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 `, 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 ` need to be made via + Odoo Dashboards. diff --git a/content/applications/productivity/spreadsheet/global_filters.rst b/content/applications/productivity/spreadsheet/global_filters.rst index 1b675a28e4..734ebfbcba 100644 --- a/content/applications/productivity/spreadsheet/global_filters.rst +++ b/content/applications/productivity/spreadsheet/global_filters.rst @@ -270,6 +270,8 @@ With the :guilabel:`Filter properties` pane open: .. image:: global_filters/field-matching-checkbox.png :alt: A yes/no filter with the Active field set as matching field +.. _spreadsheet/global-filters/manage: + Manage and use global filters =============================