[IMP] dashboards: various updates for 19.0

content/applications/productivity/dashboards/build_and_customize_dashboards.rst

@@ -2,7 +2,7 @@
 Build and customize dashboards
 ==============================
 
-In addition to consulting :ref:`standard dashboards <dashboards/consult-dashboards/standard>`, users
+In addition to consulting :ref:`standard dashboards <dashboards/standard>`, users
 with the appropriate :ref:`access rights <dashboards/access-and-sharing/customize-configure-build>`
 can :ref:`build custom dashboards from scratch <build_and_customize_dashboards/build>` or
 :ref:`customize existing dashboards <build_and_customize_dashboards/customize>` to respond to
@@ -99,33 +99,36 @@ This stage involves:
 Customize a dashboard
 =====================
 
-Dashboards are customized by editing the dashboard's underlying spreadsheet.
-
-.. important::
-   When customizing a :ref:`standard dashboard <dashboards/consult-dashboards/standard>`, it is
-   highly recommended to :ref:`duplicate the dashboard
-   <build_and_customize_dashboards/customize/duplicate-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.
+A dashboard can be customized by :ref:`opening its underlying spreadsheet
+<build_and_customize_dashboards/customize/open-spreadsheet>`, i.e., the Odoo spreadsheet from which
+the dashboard has been created, and :ref:`making any desired changes
+<dashboards/customize-dashboard/edit-spreadsheet>`.
 
 .. _build_and_customize_dashboards/customize/open-spreadsheet:
 
 Open the underlying spreadsheet
 -------------------------------
 
+.. important::
+   When customizing a :ref:`standard dashboard <dashboards/standard>`, it is highly recommended to
+   :ref:`duplicate the dashboard <build_and_customize_dashboards/customize/duplicate-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.
+
 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
-     <dashboards/access-and-sharing/customize-configure-build>` 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.
+   - Users who do not have the appropriate :ref:`access rights
+     <dashboards/access-and-sharing/customize-configure-build>` to customize a dashboard can still
+     access a read-only version of the dashboard's underlying spreadsheet.
    - With :ref:`developer mode <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.
@@ -146,7 +149,7 @@ The spreadsheet that opens typically consists of at least two sheets:
    :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 <dashboards/consult-dashboards/standard>`, while the data sources
+   For :ref:`standard dashboards <dashboards/standard>`, 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.
 
@@ -187,21 +190,27 @@ Dashboards can be customized in various ways, such as by:
   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 <spreadsheet/insert/data-sources>` 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.
+   - The first tab of the spreadsheet serves as the front end of the dashboard. Any tables or charts
+     that should be visible on the final dashboard need to be added to this sheet.
+   - Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after
+     deleting a dashboard element, a :ref:`data source <spreadsheet/insert/data-sources>` 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
---------------------
+~~~~~~~~~~~~~~~~~~~~
+
+New Odoo data, such as lists, pivot tables, or charts, can be inserted into a dashboard, starting
+from the relevant list view, pivot view, or graph view. Concretely, 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.
 
-Inserting new Odoo data into a dashboard's underlying spreadsheet requires starting from the
-relevant Odoo view. To do so:
+To insert new data:
 
 #. With the relevant list view, pivot view or graph view open in your database, proceed as follows:
 
@@ -215,8 +224,8 @@ relevant Odoo view. To do so:
 #. 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.
+The dashboard's underlying spreadsheet opens, with the new data inserted either on a new sheet (list
+or pivot table) or on the first sheet (chart).
 
 .. seealso::
    :doc:`Inserting Odoo data into a spreadsheet

content/applications/productivity/dashboards/my_dashboard.rst

@@ -4,17 +4,25 @@ 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**.
+navigate through multiple apps.
+
+My Dashboard is empty until at least one view has been added.
+
+   .. image:: my_dashboard/my-dashboard.png
+      :alt: Example of views added to My Dashboard
 
 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.
+   - It is not possible to change the domain, i.e., the :doc:`filtering or grouping
+     <../../essentials/search>`, 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.
+   - Unlike other Odoo dashboards, My Dashboard is not based on **Odoo Spreadsheet**.
+
+.. _dashboards/my-dashboard/add-views:
 
 Add views
 =========
@@ -42,6 +50,8 @@ 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.
 
+.. _dashboards/my-dashboard/layout:
+
 Customize layout
 ================
 

content/applications/productivity/spreadsheet.rst

@@ -43,9 +43,8 @@ The Spreadsheet module is part of **Odoo Documents**.
    display dynamic Odoo data and provide an overview of key business metrics.
 
    :ref:`Standard, pre-configured dashboards
-   <dashboards/consult-dashboards/standard>` can be :ref:`customized
-   <build_and_customize_dashboards/customize>` by editing the dashboard's underlying spreadsheet via
-   Dashboards. :ref:`Custom dashboards
+   <dashboards/standard>` can be :ref:`customized <build_and_customize_dashboards/customize>` by
+   editing the dashboard's underlying spreadsheet via Dashboards. :ref:`Custom dashboards
    <build_and_customize_dashboards/build>` can also be created from scratch, starting from an Odoo
    spreadsheet; any subsequent :ref:`modifications <build_and_customize_dashboards/customize>` are
    performed via Dashboards.