92 lines
3.1 KiB
ReStructuredText
92 lines
3.1 KiB
ReStructuredText
=====================================================
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How to use Google Spreadsheet in Addition to my Data?
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=====================================================
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Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using
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spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts,
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etc. Formulas are written in Python but programming skills are not required.
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Configuration
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=============
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From the *General Settings*, active *Google Drive* and *Google Spreadsheet*. The options
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*Authorization Code* and *Get Authorization Code* are now available.
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.. image:: media/authori.png
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:align: center
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:alt: Enable the Google Drive and Google Spreadsheet features in Odoo
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Now, link your Google account with Odoo going to :menuselection:`Get Authorization Code -->
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select your Google account --> enter your password --> copy the code -->
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paste it into the Authorization Code field`.
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Create a new Spreadsheet
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------------------------
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From the *CRM* app, for example, go to *Favorites* and click on *Add to Google Spreadsheet*.
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.. image:: media/add_to_google_spread.png
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:align: center
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:alt: From the CRM application, for example, click on add to Google Spreadsheet in Odoo
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A new spreadsheet will be automatically created in your Google Drive.
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.. note::
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When you opening this new file, a second sheet is created automatically by Odoo with a
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tutorial/documentation on *How to use Google Spreadsheet*.
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Link a Spreadsheet with Odoo
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----------------------------
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| From this new file, configure your database.
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| Go to :menuselection:`Odoo --> Server Settings --> Database Name --> Username --> Password`.
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.. image:: media/odoo_menu.png
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:align: center
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:alt: Menu called Odoo is shown on the settings bar in the Spreadsheet
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Applications
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============
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You have 2 different formulas of using Google Spreadsheet in Odoo: retrieve data and retrieve
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grouped sums.
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.. warning::
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Google Drive limits the execution time of scripts; if the data you requested takes
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too long to be delivered, you might get an error. There is no specific size limit, since the
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time for Odoo to respond depends on several factors - although reading data regarding several
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thousand records is usually fine.
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Retrieve Data
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-------------
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| The theoretical formula is :command:`= oe_browse (table;columns;filters;orderby:limit)`.
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Used it if you want to display the information without grouping it (e.g.: each sales
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order in the database).
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| Find some the arguments in the table below.
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.. image:: media/retrieve_data.png
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:align: center
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:alt: Table with examples of arguments to use in Odoo
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Retrieve Grouped Sums
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---------------------
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| The theoretical formula is :command:`= oe_read_group (table;columns;group_by;filters;orderby:limit)`.
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Use it when you want to display a sum of data (e.g.: total invoiced).
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| Find some arguments in the table below.
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.. image:: media/retrieve_sums.png
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:align: center
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:alt: Table with examples of grouped sum arguments to use in Odoo
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Other uses
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----------
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Mix Odoo data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs.
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