60 lines
2.1 KiB
Markdown
60 lines
2.1 KiB
Markdown
# Link Odoo data
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You can insert and link several elements from your database in your spreadsheets, namely:
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- pivots,
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- graphs,
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- lists, and
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- links to menus (i.e., a clickable link to a view of a specific model).
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Before inserting {ref}`pivots <reporting/views/pivot>`, {ref}`graphs <reporting/views/graph>`, or
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lists, ensure they are tailored to your needs, as some elements are more quickly - or only -
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configurable in their respective view.
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- To insert pivots and graphs, click {guilabel}`Insert in spreadsheet` from any pivot or graph view.
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- To insert lists, click {menuselection}`Favorites --> Insert list in spreadsheet` from any list
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view.
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- To insert links to menus, click {menuselection}`Favorites --> Link menu in spreadsheet` from any
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view.
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In the pop-up box, either create a new spreadsheet by selecting {guilabel}`Blank spreadsheet` or
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insert it in an existing one by selecting it and clicking {guilabel}`Confirm`.
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```{image} insert/insert-spreadsheet.png
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:align: center
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:alt: Inserting a pivot in a spreadsheet
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```
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:::{note}
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By default, new spreadsheets are saved under the {guilabel}`Spreadsheet` workspace of the
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Documents app.
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:::
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(insert-update)=
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## Updating data
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Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your
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database. Reopening the spreadsheet reloads the linked data.
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:::{note}
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To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click
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{menuselection}`Data --> Refresh all data`.
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:::
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### Pivot data
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Using {guilabel}`Refresh all data` only updates existing pivot cells. If new cells need to be added,
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go to the menu bar and click {menuselection}`Data --> Re-insert pivot` to fully update the pivot.
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Alternatively, click {guilabel}`Insert pivot`, select the pivot, and tick {guilabel}`Display missing
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cells only` to preview first the missing data.
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> ```{image} insert/missing-cells.png
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> :align: center
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> :alt: Displaying missing cells in a pivot
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> ```
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To change which records are {ref}`used by the pivot <search/preconfigured-filters>`, right-click on
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a pivot cell, select {guilabel}`See pivot properties`, and click {guilabel}`Edit domain`.
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