Pentaho Reports (+ Selections Saving)
by Richard deMeester https://www.willdooit.com , WilldooIT https://www.willdooit.com$ 112.13
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 1747 |
| Technical Name |
pentaho_report_selection_sets |
| License | OPL-1 |
| Website | https://www.willdooit.com |
| Versions | 13.0 14.0 11.0 12.0 |
Pentaho Reports (+ Selections Saving)
WilldooIT Pentaho Reports Connector
WilldooIT is Australia's first Odoo Gold Partner and most experienced and awarded Odoo partner in the region.
Our in-house team works with businesses across a vast array of industries to provide the analytic, project management and technical skills to ensure your Odoo implementation delivers exceptional value to your business and provides a firm platform for growth.
Before you Purchase
This module is not suitable for installation on Odoo.sh, as there is a need to install and run a java component on the server.
The Odoo side is distributed in 4 modules. This module allows parameters to be stored and recalled. There are a number of formulae that can augment the parameter recall functionality in order to provide clever and dynamic default values.
In the Odoo Apps store, this module is bundled with the Pentaho Odoo Core. If you have already purchased the Pentaho Odoo Core and are just wanting to acquire the Selections Saving add-on, you only need to pay the incremental value.
In this Package
All features of Pentaho Reports for Odoo. PLUS:
When you have a set of entered parameters that are frequently used, they can be stored.
Selections can be saved as raw values. More clever defaults can be calculated by using formulae. The most powerful formulae can set dates, either relative or absolute. Sets of selections can be set as default, by user or user group.
Choose a set of selections to run a report with those values.
Alternate Packages Available
- Pentaho Reports for Odoo is not a bundle, and only includes the core of the Pentaho reports connector. It is the module that provides communication between Odoo and Pentaho, and is the module which builds dynamic wizards to prompt for report variables.
- Pentaho Reports (+ Scheduler) is a bundle which includes the core module, and pentaho_report_scheduler "Pentaho Report Scheduler" add on. That allows reports to be scheduled in an Odoo cron process, with the results being sent to any number of contacts.
- Pentaho Reports (Complete Package) is a bundle which includes the core module, the above module, THIS module, as well as a bridging module allowing the 3 to work together.
Pentaho Reports for Odoo - Selections Saving
Instructions
Core Instructions
For instructions on the java component, and installing and configuring the core module, please refer to the core documentation at <https://apps.odoo.com/apps/modules/11.0/pentaho_reports/>.
Selection Sets
To store and maintain report selection sets, a user must be granted access. This is done on the user record under Other Access Rights.
Any user with access to the reports can retrieve stored selection sets.
To create a stored selection set: * Choose to execute report which prompts for parameters. * Key in values that you wish to store. * Click the button "Store Selections". * Give your selection set a description. * If you put a formula in for a value, that will be calculated when retrieving a selection set. * If you want that selection set to be a default for a user, or a user group, then you can configure that before saving.
To use a stored selection set: * Choose to execute the report. * If it was set as a default, the stored selection set will come filled out on the pop up. * Select a different selection set.
To modify a stored selection set: * Choose to execute the report. * Select the selection set to modify. * Click the button "Store Selections". * Make your changes and save.
To delete a stored selection set: * Choose to execute the report. * Select the selection set to modify. * Click the button "Store Selections". * Click the button to delete.
Formulae
- A formula should begin with "="
- It can return integers, dates, datetimes, or chars.
- A formula can reference antoher variable.
- There are some predefined useful functions.
Examples:
- =25
- =low_val+20
- =now()-date_offset(minutes=10)
- =last_dow('monday')
Predefined functions (date and datetime functions are context timezone aware):
- now() datetime. Right now.
- today() date. Today.
- start_of_month() date. Frst of the current month.
- start_of_year() date. First of January this year.
- last_dow(dayname) date. Last, not including today, of a day. Expects one parameter, the name of the day (such as 'wednesday', 'wed', or 'we') or an integer (0 for Monday, 6 for Sunday).
- next_dow(dayname) date. Next, not including today, of a day.
- date_offeset() delta. An offset for dates or datetimes. Expects one named parameter with an integer. Parater can be 'years', 'months', 'weeks', 'days', 'hours', 'minutes', 'seconds', or 'microseconds'.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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