[ADD] general: doc about google spreadsheets in odoo (#576)
This commit is contained in:
parent
7ddb80155a
commit
85f2dcc85a
@ -6,6 +6,8 @@ Authentication
|
|||||||
:titlesonly:
|
:titlesonly:
|
||||||
|
|
||||||
auth/google
|
auth/google
|
||||||
|
auth/google_spreadsheets
|
||||||
auth/azure
|
auth/azure
|
||||||
auth/ldap
|
auth/ldap
|
||||||
|
|
||||||
|
|
||||||
|
84
general/auth/google_spreadsheets.rst
Normal file
84
general/auth/google_spreadsheets.rst
Normal file
@ -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.
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
BIN
general/auth/media/add_to_google_spread.png
Normal file
BIN
general/auth/media/add_to_google_spread.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 22 KiB |
BIN
general/auth/media/authori.png
Normal file
BIN
general/auth/media/authori.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 29 KiB |
BIN
general/auth/media/odoo_menu.png
Normal file
BIN
general/auth/media/odoo_menu.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 16 KiB |
BIN
general/auth/media/retrieve_data.png
Normal file
BIN
general/auth/media/retrieve_data.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 73 KiB |
BIN
general/auth/media/retrieve_sums.png
Normal file
BIN
general/auth/media/retrieve_sums.png
Normal file
Binary file not shown.
After Width: | Height: | Size: 76 KiB |
Loading…
Reference in New Issue
Block a user