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Create a new spreadsheet

To create a new spreadsheet:

1. Open Odoo Documents and navigate to the section or folder in which the spreadsheet should be created.

2. Click New and select Spreadsheet.

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   Alternatively, from the All folder, click New and select Spreadsheet, then select in which Workspace (i.e., folder) the spreadsheet should be created. If file centralization has been enabled for spreadsheets, you will also have the option to save the new spreadsheet in the Spreadsheet folder.

3. Click Blank spreadsheet or, to create a new spreadsheet using an existing template, select the relevant template.

4. Click Create.

5. Click on Untitled spreadsheet at the top of the screen to edit the name of the spreadsheet.

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It is also possible to create a new spreadsheet by:

• clicking File ‣ New from the menu bar of an open spreadsheet; or

• inserting a list, pivot table, or chart from another Odoo app into a new spreadsheet directly from the app in question.

In these cases, the new spreadsheet is saved in Odoo Documents in the My Drive personal folder or, if file centralization has been enabled for spreadsheets, in the Spreadsheet folder.

Plantillas

Plantillas de hoja de cálculo que le ayudarán a crear hojas de cálculo rápido sin tener que iniciarlas desde cero. Por ejemplo, puede crear una plantilla para un reporte de presupuesto o un reporte mensual o trimestral de comisiones de ventas.

Nota

Las plantillas se encuentran disponibles para todos los usuarios de la base de datos.

Crear una plantilla

Any spreadsheet can be saved as a template.

To create a template:

1. Open the relevant spreadsheet or create a new one.

2. From the menu bar, click File ‣ Save as template. Modify the default Template Name if needed and click Confirm.

Importante

Once a spreadsheet is saved as a template, any further changes to the open spreadsheet are saved only in that spreadsheet. To make changes to the template, you need to edit the template.

You can also create a template by making a copy of an existing template and editing it.

Usar plantillas

Para crear una hoja de cálculo nueva con una plantilla, abra la aplicación Documentos y haga clic en Nuevo ‣ Hoja de cálculo. Seleccione la plantilla relevante y haga clic en Crear.

También puede ir a Documentos ‣ Configuración ‣ Plantillas de hojas de cálculo y después, en la línea de la plantilla relevante, haga clic en Hoja de cálculo nueva.

Nota

Por defecto, la hoja de cálculo nueva tendrá el mismo nombre que la plantilla, que se muestra en la parte superior de la pantalla. Para cambiar el nombre de la hoja de cálculo, haga clic en él y edítelo.

Gestione y edite plantillas

Gestione sus plantillas en Documentos ‣ Configuración ‣ Plantillas de hojas de cálculo. Quite el filtro Mis plantillas para ver todas las plantillas en la base de datos.

Puede realizar varias acciones:

• Para copiar una plantilla existente haga clic en Hacer una copia en la parte derecha de la pantalla. La plantilla nueva aparecerá hasta el final de la lista. Haga clic en el Nombre para editarlo.

• Para editar una plantilla existente (incluyendo la que acaba de copiar) haga clic en Editar y haga los cambios deseados. Las modificaciones se guardan de forma automática.

• Para eliminar una plantilla, haga clic en la casilla junto a ella, después en Acciones y, por último, en Eliminar.

Upload files

Spreadsheets in .xlsx format can be uploaded into Odoo Documents and opened as an Odoo spreadsheet. To do so:

1. Open Odoo Documents and navigate to the section or folder where the spreadsheet should be saved.

2. Click New and select Upload.

3. Select the relevant .xlsx file and click Open.

4. Click on the uploaded file.

5. By default, the original .xlsx file is deleted when it is opened as an Odoo Spreadsheet. To preserve the original file in the same folder in Odoo Spreadsheet, disable Send source file to trash.

6. Click Open with Odoo Spreadsheet.

The file is now an Odoo spreadsheet and can be fully edited in Odoo Spreadsheet.

Manage spreadsheets

Users with Editor rights to a specific spreadsheet have various options for managing the spreadsheet via the File menu:

• Make a copy: creates a duplicate of the current spreadsheet with the same regional settings (or locale).

• Save as template: allows the current spreadsheet to be used as a template for future spreadsheets.

• Download: downloads the spreadsheet in .xlsx format.

  Importante

  When you download a spreadsheet in .xlsx format, any spreadsheet formulas that retrieve Odoo data from your database, e.g., via an inserted list or via other Odoo-specific functions, are converted to the values they would have returned at the moment the spreadsheet was downloaded.

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  Users with Viewer rights can also download a spreadsheet in .xlsx format.

• See version history: provides read-only access to previous versions of the current spreadsheet, which can be named and restored if needed.

• Print: prints a copy of the spreadsheet on a connected printer.

• Settings: allows you to view and change the locale of the current spreadsheet.

• Add to dashboard: converts the current spreadsheet into an Odoo dashboard.

Historial de la versión

Odoo Spreadsheet automatically saves versions of spreadsheets as changes are made, allowing users with Editor rights to browse and restore previous versions.

To access the version history of a spreadsheet, click File ‣ See version history from the menu bar. Saved versions appear in a panel on the right of the spreadsheet. The name of the user who made the change is shown, as well as the date and time of the change.

The following actions are possible:

• View an earlier version in read-only format by clicking on the relevant version.

• Restore an earlier version by clicking (vertical ellipsis) then Restore this version.

• Copy an earlier version by clicking (vertical ellipsis) then Make a copy. A copy of the version opens as a new spreadsheet.

• Create named versions by clicking on the date and time of the relevant version and entering the desired name. The date and time of the version are then displayed below the new name.

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When viewing an earlier, read-only version of a spreadsheet, the following actions are still possible:

• Search the spreadsheet by clicking Edit ‣ Find and replace or using the shortcut Ctrl + H.

• Copy an individual cell or selected area by clicking Edit ‣ Copy or using the shortcut Ctrl + C.

Regional settings

To ensure data is displayed consistently for all users, the regional settings (or locale) of a spreadsheet, are managed at spreadsheet level. This locale affects the following settings and formats:

• thousand and decimal separators

• date and time formats

• first day of the week

By default, a new spreadsheet inherits the regional settings of the user who created it. For example, any spreadsheets created by a user whose language is set to French (BE) / Français (BE) will follow Belgian French conventions.

A spreadsheet’s locale can be viewed and changed at any time by a user with Editor rights. To view the locale of a spreadsheet, click File ‣ Settings from the menu bar. The Spreadsheet settings panel opens on the right of the spreadsheet. To change the locale, select the appropriate locale from the dropdown.

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When you open a spreadsheet that has a different locale to that of your user profile, a blue (globe) icon appears at the top right of the spreadsheet. Hovering over the icon reveals a warning message that indicates the spreadsheet locale and highlights formats that differ.

If no (globe) icon is shown, this means the spreadsheet’s locale is the same as that of your user profile.

Convert a spreadsheet into a dashboard

A user with the appropriate access rights can convert an Odoo spreadsheet into a dashboard that is then accessible via Odoo Dashboards. To do so:

1. Click File ‣ Add to dashboard from the menu bar.

2. Enter the Dashboard Name.

3. Select the relevant Dashboard Section from the dropdown or, to create a new dashboard section, type the name of the new section, then click Create.

4. If necessary, modify the Access Groups to determine which user groups can access the dashboard.

5. Click Create.

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• By default, the first tab of the spreadsheet serves as the front end of the dashboard.

• It is also possible to convert a spreadsheet to a dashboard from within the Dashboard configuration settings, by directly adding the spreadsheet to an existing or new dashboard section.

• After a spreadsheet has been converted to a dashboard, it is deleted from Odoo Documents. Any subsequent modifications need to be made via Odoo Dashboards.