2.1 KiB
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 spreadsheetfrom any pivot or graph view. - To insert lists, click {menuselection}
Favorites --> Insert list in spreadsheetfrom any list view. - To insert links to menus, click {menuselection}
Favorites --> Link menu in spreadsheetfrom 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.
: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.
: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.