diff --git a/content/applications/productivity/spreadsheet/insert.rst b/content/applications/productivity/spreadsheet/insert.rst index ede5e6af6e..e0734de66c 100644 --- a/content/applications/productivity/spreadsheet/insert.rst +++ b/content/applications/productivity/spreadsheet/insert.rst @@ -10,7 +10,9 @@ Several elements from your Odoo database can be inserted into an Odoo spreadshee Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your -Odoo database, retrieving up-to-date information every time the spreadsheet is opened or reloaded. +Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser +page is reloaded, or data is manually refreshed by clicking :menuselection:`Data --> Refresh all +data` from the menu bar. :ref:`Inserted lists ` and :ref:`inserted pivot tables ` use formulas with Odoo-specific :ref:`list functions @@ -19,6 +21,10 @@ Odoo database, retrieving up-to-date information every time the spreadsheet is o further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible. +.. note:: + Lists, pivot tables, and charts from different apps and models can be inserted into the same + 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 @@ -41,7 +47,8 @@ Data sources Data sources, which are created each time a :ref:`list `, :ref:`pivot table ` or :ref:`graph ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model -<../../studio/models_modules_apps>` in your database. +<../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet +up-to-date. Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, @@ -51,12 +58,17 @@ by their ID and name, e.g., :icon:`oi-view-pivot` *(#1) Sales Analysis by Produc .. image:: insert/data-menu.png :alt: Data sources listed in Data menu -Clicking on a data source opens its properties in a pane to the right of the spreadsheet. +Clicking on a data source opens the related properties in a pane on the right of the spreadsheet. .. tip:: - Once the properties of a specific data source are open, they remain open even when navigating - between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times` - :guilabel:`(close)` icon at the top right of the pane. + - The properties pane can also be opened by right-clicking any cell of an inserted list or pivot + table, then clicking :icon:`oi-view-list` :guilabel:`See list properties` or + :icon:`oi-view-pivot` :guilabel:`See pivot properties`, or by clicking the :icon:`fa-bars` + :guilabel:`(menu)` icon at the top right of an inserted chart, then clicking + :icon:`fa-pencil-square-o` :guilabel:`Edit`. + - Once the properties of a specific data source are open, they remain open even when navigating + between spreadsheet tabs. To close the properties pane, click the :icon:`fa-times` + :guilabel:`(close)` icon at the top right of the pane. .. note:: Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does @@ -83,9 +95,9 @@ Insert a list To insert a list: -#. With the list view selected, click the :icon:`fa-cog` :guilabel:`(Actions)` icon - beside the name of the view, then :menuselection:`Spreadsheet -->` :icon:`oi-view-list` - :menuselection:`Insert list in spreadsheet`. +#. With the relevant list view open in your database, click the :icon:`fa-cog` + :guilabel:`(Actions)` icon beside the name of the view, then :menuselection:`Spreadsheet -->` + :icon:`oi-view-list` :menuselection:`Insert list in spreadsheet`. .. note:: To insert only specific records, select the relevant records, click the :icon:`fa-cog` @@ -139,6 +151,9 @@ name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. side of the screen shows the :ref:`list properties `. .. tip:: + - To view an individual record of an inserted list, right-click on any cell of the relevant row, + then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name + of the spreadsheet in the breadcrumbs at the top of the page. - To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clipboard` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`. @@ -183,7 +198,8 @@ List properties The list properties appear on the right side of the screen when a list is inserted. They can be accessed at any time via the :guilabel:`Data` menu by clicking the relevant list, as prefaced by -the :icon:`oi-view-list` :guilabel:`(list)` icon. +the :icon:`oi-view-list` :guilabel:`(list)` icon, or by right-clicking anywhere on the list and +clicking :icon:`oi-view-list` :guilabel:`See list properties`. The following list properties are shown, some of which can be edited: @@ -332,17 +348,14 @@ Insert a pivot table ==================== .. tip:: - When a pivot table is inserted into a spreadsheet, it is by default static. Converting a static - pivot table to a :doc:`dynamic pivot table ` ensures the pivot table can - expand to accommodate new data series, such as sales data for a new quarter, and allows you to - modify the dimensions (i.e., columns and rows) and measures. - - It is therefore possible to insert a basic pivot table with minimal configuration and refine it - directly in the spreadsheet after converting it to a dynamic pivot table. + 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: -#. With the pivot view selected, click :guilabel:`Insert in Spreadsheet`. +#. With the relevant pivot view open in your database, click :guilabel:`Insert in Spreadsheet`. #. In the window that opens, edit the :guilabel:`Name of the pivot` if needed. This name is used in the sheet name and in the :ref:`pivot table properties @@ -367,6 +380,18 @@ shows the name of the pivot table followed by the pivot table ID, e.g., *Sales A Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot table properties `. +.. tip:: + - To view the records referenced by an individual cell of a pivot table, right-click on the cell, + then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name + of the spreadsheet in the breadcrumbs at the top of the page. + - To sever the link between an inserted pivot table and your database, select the entire pivot + table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and + select :menuselection:`Paste special --> Paste as value`. + - Do not modify the pivot table ID in the sheet name, as the inserted pivot table retains this ID + for the lifetime of the spreadsheet. This pivot table ID is used in the :ref:`spreadsheet + functions ` that retrieve data from your + database. + .. _spreadsheet/insert/pivot-table-functions-static: Pivot table functions @@ -394,9 +419,10 @@ The arguments of the functions are as follows: period targeted. .. tip:: - To see the formulas of spreadsheet cells, click :menuselection:`View -->` :icon:`fa-eye` - :menuselection:`Show --> Formulas` on the menu bar. The example below shows the functions used to - retrieve headers and values for a static pivot table. + Clicking on an individual cell displays the related formula, if relevant, in the formula bar. To + display all the formulas of a spreadsheet at the same time, click :menuselection:`View -->` + :icon:`fa-eye` :menuselection:`Show --> Formulas` on the menu bar. The example below shows the + functions used to retrieve headers and values of a static pivot table. .. image:: insert/pivot-table-formulas.png :alt: Functions of a static pivot table @@ -512,7 +538,7 @@ Insert a chart To insert a chart from an Odoo database into an Odoo spreadsheet: -#. With the graph view selected, click :guilabel:`Insert in Spreadsheet`. +#. With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`. #. In the window that opens, edit the :guilabel:`Name of the graph` if needed. #. Click :guilabel:`Blank spreadsheet` or select in which existing spreadsheet the chart should be @@ -528,6 +554,14 @@ To insert a chart from an Odoo database into an Odoo spreadsheet: Charts are inserted on the first sheet of the spreadsheet. +.. tip:: + Clicking on a data point in a chart opens the relevant list view in the database. In the example,q + clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that + match the domain of the chart. + + .. image:: insert/clickable-link-chart.png + :alt: A clickable link to an Odoo menu plus clickable data point + .. _spreadsheet/insert/chart-properties: Chart properties @@ -772,9 +806,9 @@ To insert a clickable link from a cell: right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on the desired outcome, perform one of the following actions: - - Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select the relevant - menu item from the list or click :guilabel:`Search more` to choose from a list of all menu - items. Click :guilabel:`Confirm`. + - Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select + the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of + all menu items. Click :guilabel:`Confirm`. - Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the relevant sheet from the current spreadsheet. - Under :guilabel:`Link`, type a URL. @@ -798,14 +832,6 @@ To insert a clickable link from a chart to an Odoo menu item: Hover over the top right of the chart's box to see that a new :icon:`fa-external-link` :guilabel:`(external link)` icon has been added. -.. tip:: - Clicking on a data point in a chart opens the relevant list view in the database. In the example - clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that - match the domain of the chart. - - .. image:: insert/clickable-link-chart.png - :alt: A clickable link to an Odoo menu plus clickable data point - .. _spreadsheet/insert/financial-data: Insert financial data