[IMP] Essentials: update search doc
closes odoo/documentation#10420
X-original-commit: 7212fc98cd
Signed-off-by: John Holton (hojo) <hojo@odoo.com>
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@ -181,6 +181,75 @@ It is possible to *customize groups* by using a field present on the model. To d
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cluster, the next one that is added further divides the main group's categories, and so on.
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Furthermore, filters and groups can be used together to refine the view even more.
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.. _search/comparison:
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Comparison
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==========
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Certain reporting dashboards include a :guilabel:`Comparison` section in the drop-down menus of
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their :guilabel:`Search...` bars. This includes the :doc:`Overall Equipment Effectiveness
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<../inventory_and_mrp/manufacturing/workflows/oee>` report for the *Manufacturing* app, and the
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:doc:`Purchase <../inventory_and_mrp/purchase/advanced/analyze>` report for the *Purchase* app,
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among others.
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The options in the :icon:`fa-adjust` :guilabel:`Comparison` section are used to compare data from
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two different time periods. There are two comparison options to choose from: :guilabel:`(Time
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Filter): Previous Period` and :guilabel:`(Time Filter): Previous Year`.
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.. important::
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For some reports, the :guilabel:`Comparison` section **only** appears in the
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:guilabel:`Search...` bar drop-down menu if one (or more) time periods have been selected in the
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:guilabel:`Filters` column. This is because, if no time period is specified, there is nothing to
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compare.
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Additionally, some reports only allow use of the :guilabel:`Comparison` feature when the
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:icon:`fa-pie-chart` :guilabel:`(pie chart)` graph type, or the :icon:`oi-view-pivot`
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:guilabel:`(pivot)` view, is selected. A :guilabel:`Comparison` option can be selected even if
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another view is enabled, but doing so does **not** change the way data is displayed on the
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report.
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.. image:: search/comparison-section.png
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:align: center
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:alt: The Search... bar for the production analysis report.
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To view data using one of the two comparisons, begin by selecting a time period in the
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:guilabel:`Filters` column of the :guilabel:`Search...` bar drop-down menu. Then, select either
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:guilabel:`(Time Filter): Previous Period` or :guilabel:`(Time Filter): Previous Year` in the
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:guilabel:`Comparison` section.
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With one of the :guilabel:`Comparison` options enabled, the report compares the data for the
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selected period, with the data for the same unit of time (month, quarter, year), one period or year
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prior. The way the data is displayed depends on the selected view:
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- The :icon:`fa-bar-chart` :guilabel:`(bar chart)` shows two bars, side-by-side, for each unit of
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time for the selected time period. The left bar represents the selected time period, while the
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right bar represents the previous time period.
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- The :icon:`fa-line-chart` :guilabel:`(line chart)` is displayed with two lines, one representing
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the selected time period, and the other representing the previous time period.
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- The :icon:`fa-pie-chart` :guilabel:`(pie chart)` appears as a large circle with a smaller circle
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inside. The larger circle represents the selected time period, while the smaller circle represents
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the previous time period.
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- The :icon:`oi-view-pivot` :guilabel:`(pivot table)` is displayed with each column split into two
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smaller columns. The right column represents the selected time period, while the left column
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represents the previous time period.
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.. example::
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In the :guilabel:`Production Analysis` report of the :menuselection:`Manufacturing` app, data for
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the second quarter of 2024 is compared to data for the second quarter of 2023. :guilabel:`Q2` is
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selected in the :guilabel:`End Date` filter section of the :guilabel:`Search...` bar drop-down
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menu. In the :guilabel:`Comparison` section, :guilabel:`End Date: Previous Year` is selected.
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The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024.
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The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period,
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but one *year* prior.
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If :guilabel:`End Date: Previous Period` is selected instead, the smaller circle shows data for
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the first quarter (Q1) of 2024, which is the same time period, but one *period* prior.
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.. image:: search/comparison.png
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:align: center
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:alt: The comparison view of the Production Analysis report.
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.. _search/favorites:
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Favorites
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