32aafb08cb
This commit aims to improve the documentation's navigability by redefining some categories' purposes and titles. There is a redirection rule for each documentation page moved. This ensures that users won't have a 404 error message. task-3217827 closes odoo/documentation#8056 Signed-off-by: Jonathan Castillo (jcs) <jcs@odoo.com>
59 lines
2.2 KiB
ReStructuredText
59 lines
2.2 KiB
ReStructuredText
==============
|
|
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`.
|