diff --git a/content/applications/productivity/dashboards.rst b/content/applications/productivity/dashboards.rst index 3287a9d455..cf5cda5b4f 100644 --- a/content/applications/productivity/dashboards.rst +++ b/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 - `, 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. + `, 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 `. 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 + ` and add it to a dashboard section starting from the spreadsheet in the Documents app. .. _dashboards/access-and-sharing: diff --git a/content/applications/productivity/dashboards/build_and_customize_dashboards.rst b/content/applications/productivity/dashboards/build_and_customize_dashboards.rst index a8fc987be2..27fe354614 100644 --- a/content/applications/productivity/dashboards/build_and_customize_dashboards.rst +++ b/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/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 @@ -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 `, 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 - `, determining whether to add the dashboard - to an existing or new dashboard section, and :ref:`managing access rights to the dashboard + `, determining whether to add the dashboard to an + existing or new dashboard section, and :ref:`managing access rights to the dashboard `. .. 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 `. This requires a similar approach to :ref:`building a dashboard from scratch `; -- :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 ` 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>` diff --git a/content/applications/productivity/spreadsheet.rst b/content/applications/productivity/spreadsheet.rst index 4eb398bca6..f727b90749 100644 --- a/content/applications/productivity/spreadsheet.rst +++ b/content/applications/productivity/spreadsheet.rst @@ -1,4 +1,6 @@ +:nosearch: :show-content: +:hide-page-toc: =========== Spreadsheet @@ -7,11 +9,10 @@ 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 @@ -19,15 +20,15 @@ with your Odoo database. With Odoo Spreadsheet, you can: -- :ref:`create spreadsheets ` or :ref:`upload files - ` and open them as Odoo spreadsheets -- :doc:`create templates ` -- :doc:`use functions, including Odoo-specific functions ` +- :ref:`create spreadsheets ` or :ref:`upload files + ` and open them as Odoo spreadsheets +- :ref:`create and use templates ` +- :doc:`use functions, including Odoo-specific functions ` - :doc:`insert and link to Odoo data ` -- :doc:`create and use dynamic pivot tables ` +- :doc:`create and use dynamic pivot tables ` - filter data across multiple Odoo data sources using :doc:`global filters - ` -- visualize data using charts and formatting + ` +- visualize data using :doc:`charts ` and formatting - share files internally and externally The Spreadsheet module is part of **Odoo Documents**. @@ -44,184 +45,3 @@ The Spreadsheet module is part of **Odoo Documents**. ` can also be created from scratch, starting from an Odoo spreadsheet; any subsequent :ref:`modifications ` 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:`Workspace` (i.e., folder) the - spreadsheet should be created. If :ref:`file centralization ` - has been enabled for spreadsheets, you will also have the option to save the new spreadsheet - in the :guilabel:`Spreadsheet` folder. - -#. Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing - :doc:`template `, 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 ` 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 or, if :ref:`file centralization - ` has been enabled for spreadsheets, in the - :guilabel:`Spreadsheet` folder. - -.. _spreadsheet/upload-files: - -Upload files -============ - -Spreadsheets in `.xlsx` format can be uploaded into Odoo Documents and opened as an 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` file and click :guilabel:`Open`. -#. Click on the uploaded file. -#. By default, the original `.xlsx` file is deleted when it is opened as an Odoo Spreadsheet. To - preserve the original file in the same folder in Odoo Spreadsheet, disable :guilabel:`Send source - file to trash`. -#. Click :guilabel:`Open with Odoo Spreadsheet`. - -The file is now an Odoo spreadsheet and can 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 ` (or locale). -- :icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a - :doc:`template ` 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 ` or via other - :doc:`Odoo-specific 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 ` 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 - ` of the current spreadsheet. -- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts - ` 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 ` 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/get_started.rst b/content/applications/productivity/spreadsheet/get_started.rst new file mode 100644 index 0000000000..3005c0df00 --- /dev/null +++ b/content/applications/productivity/spreadsheet/get_started.rst @@ -0,0 +1,251 @@ +=========== +Get started +=========== + +.. _spreadsheet/get-started/create-spreadsheet: + +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:`Workspace` (i.e., folder) the + spreadsheet should be created. If :ref:`file centralization ` + has been enabled for spreadsheets, you will also have the option to save the new spreadsheet + in the :guilabel:`Spreadsheet` folder. + +#. Click :guilabel:`Blank spreadsheet` or, to create a new spreadsheet using an existing + :ref:`template `, 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 ` 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 or, if :ref:`file centralization + ` has been enabled for spreadsheets, in the + :guilabel:`Spreadsheet` folder. + +.. _spreadsheet/get-started/templates: + +Templates +--------- + +Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For +example, you could create a template for a monthly budget report or a quarterly sales commission +report. + +.. note:: + Templates are available to all users on the database. + +.. _spreadsheet/get-started/templates-create: + +Create a template +~~~~~~~~~~~~~~~~~ + +Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one +`. From the menu bar, click :menuselection:`File -->` :icon:`os-save` +:menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and +click :guilabel:`Confirm`. + +.. important:: + Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are + saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit + the template `. + +You can also create a template by :ref:`making a copy of an existing template and editing it +`. + +.. _spreadsheet/get-started/templates-use: + +Use templates +~~~~~~~~~~~~~ + +To create a new spreadsheet using a template, open the Documents app and click +:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`. + +Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, +on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`. + +.. note:: + By default, the new spreadsheet inherits the name of the template, which is shown at the top of + the screen. To rename the spreadsheet, click the name and edit it. + +.. _spreadsheet/get-started/templates-manage: + +Manage and edit templates +~~~~~~~~~~~~~~~~~~~~~~~~~ + +Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. +Remove the :guilabel:`My Templates` :ref:`filter ` to view all +templates in the database. + +Various actions are possible: + +- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of + the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to + edit it. + +- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` + :guilabel:`Edit`, then making the required changes. Modifications are + automatically saved. + +- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` + :guilabel:`Actions`, then :guilabel:`Delete`. + +.. _spreadsheet/get-started/upload-files: + +Upload files +============ + +Spreadsheets in `.xlsx` format can be uploaded into Odoo Documents and opened as an 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` file and click :guilabel:`Open`. +#. Click on the uploaded file. +#. By default, the original `.xlsx` file is deleted when it is opened as an Odoo Spreadsheet. To + preserve the original file in the same folder in Odoo Spreadsheet, disable :guilabel:`Send source + file to trash`. +#. Click :guilabel:`Open with Odoo Spreadsheet`. + +The file is now an Odoo spreadsheet and can be fully edited in Odoo Spreadsheet. + +.. _spreadsheet/get-started/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 ` (or + locale). +- :icon:`os-save` :guilabel:`Save as template`: allows the current spreadsheet to be used as a + :ref:`template ` 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 ` or via other + :doc:`Odoo-specific 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 ` 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 + ` of the current spreadsheet. +- :icon:`os-add-to-dashboard` :guilabel:`Add to dashboard`: :ref:`converts + ` the current spreadsheet into an Odoo dashboard. + +.. _spreadsheet/get-started/manage-spreadsheets-versioning: + +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/get-started/manage-spreadsheets-locale: + +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:: get_started/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/get-started/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/locale-difference.png b/content/applications/productivity/spreadsheet/get_started/locale-difference.png similarity index 100% rename from content/applications/productivity/spreadsheet/locale-difference.png rename to content/applications/productivity/spreadsheet/get_started/locale-difference.png diff --git a/content/applications/productivity/spreadsheet/global_filters/pivot-table-global-filters.png b/content/applications/productivity/spreadsheet/global_filters/pivot-table-global-filters.png deleted file mode 100644 index 2de4520e37..0000000000 Binary files a/content/applications/productivity/spreadsheet/global_filters/pivot-table-global-filters.png and /dev/null differ diff --git a/content/applications/productivity/spreadsheet/insert.rst b/content/applications/productivity/spreadsheet/insert.rst index 3f586bc480..cac8673e9b 100644 --- a/content/applications/productivity/spreadsheet/insert.rst +++ b/content/applications/productivity/spreadsheet/insert.rst @@ -26,8 +26,8 @@ further manipulated in the spreadsheet. Certain elements of :ref:`inserted chart spreadsheet. .. tip:: - If you intend to use :doc:`global filters ` to dynamically filter Odoo data in - a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot + If you intend to use :doc:`global filters ` to dynamically filter + Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot table, or chart in your database. It is also possible to: @@ -35,7 +35,7 @@ It is also possible to: - :ref:`add clickable links ` to Odoo menu items, to other sheets of the same spreadsheet, or to external URLs - :ref:`insert financial data ` from your Odoo database using - Odoo-specific spreadsheet :doc:`functions ` + Odoo-specific spreadsheet :doc:`functions ` - paste data from another Odoo spreadsheet, Excel spreadsheet, or Google Sheet directly into any Odoo spreadsheet @@ -166,8 +166,8 @@ side of the screen shows the :ref:`list properties ` are used to -retrieve the header and field values, respectively: +When a list is inserted into a spreadsheet, the following :doc:`functions +` are used to retrieve the header and field values, respectively: .. code-block:: text @@ -213,8 +213,8 @@ The following list properties are shown, some of which can be edited: :ref:`Edit domain ` to add or edit rules. .. note:: - When :doc:`global filters ` are used, this domain is combined with the selected - values of the global filter before the data is loaded into the spreadsheet. + When :doc:`global filters ` are used, this domain is combined + with the selected values of the global filter before the data is loaded into the spreadsheet. - :guilabel:`Sorting`: how the data is sorted, if applicable. To add a sorting rule, click :guilabel:`Add`, select the field, then choose whether sorting should be :guilabel:`Ascending` or @@ -348,10 +348,11 @@ Insert a pivot table ==================== .. tip:: - Converting an inserted pivot table to a :doc:`dynamic pivot table ` allows - you to add, remove, and manipulate dimensions (i.e., columns and rows) and measures. It is - therefore possible to insert a basic pivot table with minimal configuration, convert it to a - dynamic pivot table, then refine it directly in the spreadsheet. + Converting an inserted pivot table to a :doc:`dynamic pivot table + ` allows you to add, remove, and manipulate dimensions + (i.e., columns and rows) and measures. It is therefore possible to insert a basic pivot table + with minimal configuration, convert it to a dynamic pivot table, then refine it directly in the + spreadsheet. To insert a pivot table: @@ -398,8 +399,8 @@ Pivot table functions --------------------- An inserted pivot table that has not been converted to a :doc:`dynamic pivot table -` uses the following :doc:`functions ` to retrieve the header and -field values, respectively: +` uses the following :doc:`functions +` to retrieve the header and field values, respectively: .. code-block:: text @@ -453,7 +454,7 @@ The following pivot table properties are shown, some of which can be edited: 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 + .. image:: insert/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 @@ -463,8 +464,8 @@ The following pivot table properties are shown, some of which can be edited: :ref:`Edit domain ` to add or edit rules. .. note:: - When :doc:`global filters ` are used, this domain is combined with the selected - values of the global filter before the data is loaded into the spreadsheet. + When :doc:`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 ` or :ref:`delete ` a pivot table's data source, click the :icon:`fa-cog` @@ -494,8 +495,8 @@ Duplicating a pivot table via the pivot table's properties creates an additional 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 ` to offset the date and create pivot tables that compare the current -period's data with a previous period. +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: @@ -515,7 +516,7 @@ tables have been inserted in the meantime, duplicating *Pivot #1* results in the 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 - `. + `. .. _spreadsheet/insert/pivot-table-delete: @@ -552,7 +553,8 @@ To insert a chart from an Odoo database into an Odoo spreadsheet: #. Click :guilabel:`Confirm`. -Charts are inserted on the first sheet of the spreadsheet. +Charts are inserted on the first sheet of the spreadsheet. A pane on the right side of the screen +shows the :ref:`chart properties `. .. tip:: Clicking on a data point in a chart opens the relevant list view in the database. In the example, @@ -562,172 +564,6 @@ Charts are inserted on the first sheet of the spreadsheet. .. 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 - ` to add or edit rules. -- :guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` - 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 diff --git a/content/applications/productivity/spreadsheet/templates.rst b/content/applications/productivity/spreadsheet/templates.rst deleted file mode 100644 index 259a3ca58a..0000000000 --- a/content/applications/productivity/spreadsheet/templates.rst +++ /dev/null @@ -1,65 +0,0 @@ -========= -Templates -========= - -Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For -example, you could create a template for a monthly budget report or a quarterly sales commission -report. - -.. note:: - Templates are available to all users on the database. - -.. _spreadsheet/templates/create: - -Create a template -================= - -Any spreadsheet can be saved as a template. Open the relevant spreadsheet or :ref:`create a new one -`. From the menu bar, click :menuselection:`File -->` :icon:`os-save` -:menuselection:`Save as template`. Modify the default :guilabel:`Template Name` if needed and -click :guilabel:`Confirm`. - -.. important:: - Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are - saved only in that spreadsheet. To make changes to the template, you need to :ref:`edit - the template `. - -You can also create a template by :ref:`making a copy of an existing template and editing it -`. - -.. _spreadsheet/templates/use: - -Use templates -============= - -To create a new spreadsheet using a template, open the Documents app and click -:menuselection:`New --> Spreadsheet`. Select the relevant template and click :guilabel:`Create`. - -Alternatively, go to :menuselection:`Documents --> Configuration --> Spreadsheet Templates` then, -on the line of the relevant template, click :icon:`fa-plus` :guilabel:`New spreadsheet`. - -.. note:: - By default, the new spreadsheet inherits the name of the template, which is shown at the top of - the screen. To rename the spreadsheet, click the name and edit it. - -.. _spreadsheet/templates/manage: - -Manage and edit templates -========================= - -Manage templates by going to :menuselection:`Documents --> Configuration --> Spreadsheet Templates`. -Remove the :guilabel:`My Templates` :ref:`filter ` to view all -templates in the database. - -Various actions are possible: - -- Copy an existing template by clicking :icon:`fa-clone` :guilabel:`Make a copy` at the right of - the screen. The new template appears at the bottom of the list. Click the :guilabel:`Name` to - edit it. - -- Edit an existing template (including one you just copied) by clicking :icon:`fa-pencil` - :guilabel:`Edit`, then making the required changes. Modifications are - automatically saved. - -- Delete a template by ticking the checkbox next to it, clicking :icon:`fa-cog` - :guilabel:`Actions`, then :guilabel:`Delete`. diff --git a/content/applications/productivity/spreadsheet/visualize_data.rst b/content/applications/productivity/spreadsheet/visualize_data.rst new file mode 100644 index 0000000000..8362d706c7 --- /dev/null +++ b/content/applications/productivity/spreadsheet/visualize_data.rst @@ -0,0 +1,11 @@ +:nosearch: + +========================== +Present and visualize data +========================== + +.. toctree:: + :titlesonly: + + visualize_data/charts + diff --git a/content/applications/productivity/spreadsheet/visualize_data/charts.rst b/content/applications/productivity/spreadsheet/visualize_data/charts.rst new file mode 100644 index 0000000000..f98e359c34 --- /dev/null +++ b/content/applications/productivity/spreadsheet/visualize_data/charts.rst @@ -0,0 +1,216 @@ +====== +Charts +====== + +Charts present data visually, making them a user-friendly way to show patterns, trends, and +relationships between data. + +.. _spreadsheet/visualize/create-chart: + +Create a chart +-------------- + +To present spreadsheet data as a chart: + +#. Select the cells containing the data you want to represent using a chart. +#. Click :menuselection:`Insert --> Chart` from the menu bar. + + .. tip:: Odoo uses the most appropriate :ref:`chart type ` for + the selected data; this can be changed in the configuration section of the :ref:`chart + properties `, which opens on the right side of the + spreadsheet. + +#. Make any desired changes to the configuration or design of the chart in the chart properties. + +.. tip:: + It is also possible to :ref:`insert a chart from an Odoo view ` + directly into a spreadsheet. + +.. _spreadsheet/visualize/chart-types: + +Chart types +----------- + +When a chart is: + +- :ref:`created manually `, any of the chart types in the tabs + below can be selected +- :ref:`inserted from an Odoo view `, any chart type except those shown in + the :guilabel:`Other` tab can be selected + +.. tabs:: + + .. tab:: Line + .. image:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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 + + .. image:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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:: charts/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. + +.. _spreadsheet/visualize/chart-properties: + +Chart properties +---------------- + +When you :ref:`create a chart manually ` or :ref:`insert a +chart from an Odoo view ` into a spreadsheet, the chart properties appear +in a pane on the right side of the spreadsheet. + +These properties can be accessed at any time: + +- For any chart, whether manually created or inserted from an Odoo view, hover over + the chart then click the :icon:`fa-bars` :guilabel:`(menu)` icon and click + :icon:`fa-pencil-square-o` :guilabel:`Edit`. +- For a chart inserted from an Odoo view, click :guilabel:`Data` on the menu bar then select the + relevant chart, as prefaced by the :icon:`fa-bar-chart` :guilabel:`(chart)` icon, e.g., + :icon:`fa-bar-chart` *(#1) Sales Analysis*. + +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. + +.. _spreadsheet/visualize/charts-configuration: + +Configuration +~~~~~~~~~~~~~ + +The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sections: + +- :ref:`Chart type `: the type of chart. For a chart that has + been: + + - manually created, this is by default the chart type suggested by Odoo; + - inserted from an Odoo view, this is by default the type of chart selected in the graph view in + the database before inserting the chart in the spreadsheet. + + To select a different chart type, click the dropdown menu to select the most appropriate chart + type for the data. + +- :guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain + ` to add or edit rules. +- :guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` + from a chart to an Odoo menu item, i.e., a specific view of a model. + +.. _spreadsheet/visualize/charts-design: + +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. diff --git a/content/applications/productivity/spreadsheet/insert/chart-type-area-stacked.png b/content/applications/productivity/spreadsheet/visualize_data/charts/chart-type-area-stacked.png similarity index 100% rename from content/applications/productivity/spreadsheet/insert/chart-type-area-stacked.png rename to content/applications/productivity/spreadsheet/visualize_data/charts/chart-type-area-stacked.png diff --git a/content/applications/productivity/spreadsheet/insert/chart-type-area.png b/content/applications/productivity/spreadsheet/visualize_data/charts/chart-type-area.png similarity index 100% rename from content/applications/productivity/spreadsheet/insert/chart-type-area.png rename to content/applications/productivity/spreadsheet/visualize_data/charts/chart-type-area.png diff --git a/content/applications/productivity/spreadsheet/insert/chart-type-bar-stacked.png 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0000000000..393491264c Binary files /dev/null and b/content/applications/productivity/spreadsheet/visualize_data/create-chart.png differ diff --git a/content/applications/productivity/spreadsheet/work_with_data.rst b/content/applications/productivity/spreadsheet/work_with_data.rst new file mode 100644 index 0000000000..a105f82e99 --- /dev/null +++ b/content/applications/productivity/spreadsheet/work_with_data.rst @@ -0,0 +1,12 @@ +:nosearch: + +============== +Work with data +============== + +.. toctree:: + :titlesonly: + + work_with_data/dynamic_pivot_tables + work_with_data/functions + work_with_data/global_filters diff --git a/content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst b/content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst similarity index 100% rename from content/applications/productivity/spreadsheet/dynamic_pivot_tables.rst rename to content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables.rst diff --git a/content/applications/productivity/spreadsheet/dynamic_pivot_tables/calculated-measure.png b/content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/calculated-measure.png similarity index 100% rename from content/applications/productivity/spreadsheet/dynamic_pivot_tables/calculated-measure.png rename to content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/calculated-measure.png diff --git a/content/applications/productivity/spreadsheet/dynamic_pivot_tables/modify-function.png b/content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/modify-function.png similarity index 100% rename from content/applications/productivity/spreadsheet/dynamic_pivot_tables/modify-function.png rename to content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/modify-function.png diff --git a/content/applications/productivity/spreadsheet/dynamic_pivot_tables/pivot-function-dynamic.png b/content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/pivot-function-dynamic.png similarity index 100% rename from content/applications/productivity/spreadsheet/dynamic_pivot_tables/pivot-function-dynamic.png rename to content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/pivot-function-dynamic.png diff --git a/content/applications/productivity/spreadsheet/dynamic_pivot_tables/pivot-function-static.png b/content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/pivot-function-static.png similarity index 100% rename from content/applications/productivity/spreadsheet/dynamic_pivot_tables/pivot-function-static.png rename to content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/pivot-function-static.png diff --git a/content/applications/productivity/spreadsheet/dynamic_pivot_tables/pivot-table-error.png b/content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/pivot-table-error.png similarity index 100% rename from content/applications/productivity/spreadsheet/dynamic_pivot_tables/pivot-table-error.png rename to content/applications/productivity/spreadsheet/work_with_data/dynamic_pivot_tables/pivot-table-error.png diff --git a/content/applications/productivity/spreadsheet/functions.rst b/content/applications/productivity/spreadsheet/work_with_data/functions.rst similarity index 100% rename from content/applications/productivity/spreadsheet/functions.rst rename to content/applications/productivity/spreadsheet/work_with_data/functions.rst diff --git a/content/applications/productivity/spreadsheet/global_filters.rst b/content/applications/productivity/spreadsheet/work_with_data/global_filters.rst similarity index 99% rename from content/applications/productivity/spreadsheet/global_filters.rst rename to content/applications/productivity/spreadsheet/work_with_data/global_filters.rst index 50931569e4..7b6029152f 100644 --- a/content/applications/productivity/spreadsheet/global_filters.rst +++ b/content/applications/productivity/spreadsheet/work_with_data/global_filters.rst @@ -4,7 +4,7 @@ Global filters Global filters, represented by the :icon:`os-global-filters` :guilabel:`Filters` icon at the top right of an Odoo spreadsheet, allow you to apply one or more filters to all the Odoo data that has -been :doc:`inserted in that spreadsheet `. +been :doc:`inserted in that spreadsheet <../insert>`. These filters are particularly useful for reports and dashboards as users can easily and dynamically customize the view to answer complex business questions spanning multiple data sources. diff --git a/content/applications/productivity/spreadsheet/global_filters/dashboard-global-filters.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/dashboard-global-filters.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/dashboard-global-filters.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/dashboard-global-filters.png diff --git a/content/applications/productivity/spreadsheet/global_filters/example-date.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/example-date.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/example-date.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/example-date.png diff --git a/content/applications/productivity/spreadsheet/global_filters/example-relation.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/example-relation.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/example-relation.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/example-relation.png diff --git a/content/applications/productivity/spreadsheet/global_filters/example-text.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/example-text.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/example-text.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/example-text.png diff --git a/content/applications/productivity/spreadsheet/global_filters/field-matching-date.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/field-matching-date.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/field-matching-date.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/field-matching-date.png diff --git a/content/applications/productivity/spreadsheet/global_filters/field-matching-relation.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/field-matching-relation.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/field-matching-relation.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/field-matching-relation.png diff --git a/content/applications/productivity/spreadsheet/global_filters/field-matching-text.png b/content/applications/productivity/spreadsheet/work_with_data/global_filters/field-matching-text.png similarity index 100% rename from content/applications/productivity/spreadsheet/global_filters/field-matching-text.png rename to content/applications/productivity/spreadsheet/work_with_data/global_filters/field-matching-text.png