diff --git a/general/auth.rst b/general/auth.rst index e84d90b98..771c9ea59 100644 --- a/general/auth.rst +++ b/general/auth.rst @@ -6,6 +6,8 @@ Authentication :titlesonly: auth/google + auth/google_spreadsheets auth/azure auth/ldap + diff --git a/general/auth/google_spreadsheets.rst b/general/auth/google_spreadsheets.rst new file mode 100644 index 000000000..540c378aa --- /dev/null +++ b/general/auth/google_spreadsheets.rst @@ -0,0 +1,84 @@ +===================================================== +How to use Google Spreadsheet in Addition to my Data? +===================================================== + +Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using +spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, +etc. Formulas are written in Python but programming skills are not required. + +Configuration +============= + +From the *General Settings*, active *Google Drive* and *Google Spreadsheet*. The options +*Authorization Code* and *Get Authorization Code* are now available. + +.. image:: media/authori.png + :align: center + :alt: Enable the Google Drive and Google Spreadsheet features in Odoo + +Now, link your Google account with Odoo going to :menuselection:`Get Authorization Code --> +select your Google account --> enter your password --> copy the code --> +paste it into the Authorization Code field`. + +Create a new Spreadsheet +------------------------ + +From the *CRM* app, for example, go to *Favorites* and click on *Add to Google Spreadsheet*. + +.. image:: media/add_to_google_spread.png + :align: center + :alt: From the CRM application, for example, click on add to Google Spreadsheet in Odoo + +A new spreadsheet will be automatically created in your Google Drive. + +.. note:: + When you opening this new file, a second sheet is created automatically by Odoo with a + tutorial/documentation on *How to use Google Spreadsheet*. + +Link a Spreadsheet with Odoo +---------------------------- + +| From this new file, configure your database. +| Go to :menuselection:`Odoo --> Server Settings --> Database Name --> Username --> Password`. + +.. image:: media/odoo_menu.png + :align: center + :alt: Menu called Odoo is shown on the settings bar in the Spreadsheet + +Applications +============ + +You have 2 different formulas of using Google Spreadsheet in Odoo: retrieve data and retrieve +grouped sums. + +Retrieve Data +------------- + +| The theoretical formula is :command:`= oe_browse (table;columns;filters;orderby:limit)`. + Used it if you want to display the information without grouping it (e.g.: each sales + order in the database). +| Find some the arguments in the table below. + +.. image:: media/retrieve_data.png + :align: center + :alt: Table with examples of arguments to use in Odoo + +Retrieve Grouped Sums +--------------------- + +| The theoretical formula is :command:`= oe_read_group (table;columns;group_by;filters;orderby:limit)`. + Use it when you want to display a sum of data (e.g.: total invoiced). +| Find some arguments in the table below. + +.. image:: media/retrieve_sums.png + :align: center + :alt: Table with examples of grouped sum arguments to use in Odoo + +Other uses +---------- + +Mix Odoo data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs. + + + + diff --git a/general/auth/media/add_to_google_spread.png b/general/auth/media/add_to_google_spread.png new file mode 100644 index 000000000..82d45df49 Binary files /dev/null and b/general/auth/media/add_to_google_spread.png differ diff --git a/general/auth/media/authori.png b/general/auth/media/authori.png new file mode 100644 index 000000000..0a2668e80 Binary files /dev/null and b/general/auth/media/authori.png differ diff --git a/general/auth/media/odoo_menu.png b/general/auth/media/odoo_menu.png new file mode 100644 index 000000000..987b26968 Binary files /dev/null and b/general/auth/media/odoo_menu.png differ diff --git a/general/auth/media/retrieve_data.png b/general/auth/media/retrieve_data.png new file mode 100644 index 000000000..9c63bb8b5 Binary files /dev/null and b/general/auth/media/retrieve_data.png differ diff --git a/general/auth/media/retrieve_sums.png b/general/auth/media/retrieve_sums.png new file mode 100644 index 000000000..b742f670c Binary files /dev/null and b/general/auth/media/retrieve_sums.png differ