# Link Odoo data

You can insert and link several elements from your database in your spreadsheets, namely:

- pivots,
- graphs,
- lists, and
- links to menus (i.e., a clickable link to a view of a specific model).

Before inserting {ref}`pivots <reporting/views/pivot>`, {ref}`graphs <reporting/views/graph>`, or
lists, ensure they are tailored to your needs, as some elements are more quickly - or only -
configurable in their respective view.

- To insert pivots and graphs, click {guilabel}`Insert in spreadsheet` from any pivot or graph view.
- To insert lists, click {menuselection}`Favorites --> Insert list in spreadsheet` from any list
  view.
- To insert links to menus, click {menuselection}`Favorites --> Link menu in spreadsheet` from any
  view.

In the pop-up box, either create a new spreadsheet by selecting {guilabel}`Blank spreadsheet` or
insert it in an existing one by selecting it and clicking {guilabel}`Confirm`.

```{image} insert/insert-spreadsheet.png
:align: center
:alt: Inserting a pivot in a spreadsheet
```

:::{note}
By default, new spreadsheets are saved under the {guilabel}`Spreadsheet` workspace of the
Documents app.
:::

(insert-update)=

## Updating data

Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your
database. Reopening the spreadsheet reloads the linked data.

:::{note}
To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click
{menuselection}`Data --> Refresh all data`.
:::

### Pivot data

Using {guilabel}`Refresh all data` only updates existing pivot cells. If new cells need to be added,
go to the menu bar and click {menuselection}`Data --> Re-insert pivot` to fully update the pivot.
Alternatively, click {guilabel}`Insert pivot`, select the pivot, and tick {guilabel}`Display missing
cells only` to preview first the missing data.

> ```{image} insert/missing-cells.png
> :align: center
> :alt: Displaying missing cells in a pivot
> ```

To change which records are {ref}`used by the pivot <search/preconfigured-filters>`, right-click on
a pivot cell, select {guilabel}`See pivot properties`, and click {guilabel}`Edit domain`.