Build and customize dashboards¶
In addition to consulting standard dashboards, users with the appropriate access rights can build custom dashboards from scratch or customize existing dashboards to respond to specific business needs.
Build a dashboard¶
In its most simple terms, building a dashboard involves inserting Odoo data into a spreadsheet then converting that spreadsheet into a dashboard.
However, to build a dashboard that delivers relevant and valuable insights, it is important to consider the process in terms of three key stages: preparation, data insertion and manipulation, and data visualization.
Preparation¶
This stage involves:
defining the purpose of the dashboard, in other words, the business questions it needs to answer, and deciding what data would answer those questions;
determining where to find the relevant Odoo data and deciding which type of view (i.e., list, pivot table, or chart) is most suited for the data analysis needed;
preparing the Odoo data by refining the views to focus on the most relevant information, e.g., by using search filters, by making only certain list fields visible, or by deciding which dimensions and measures a pivot table should use;
sourcing any other information needed to support the dashboard.
Data insertion and manipulation¶
This stage involves:
inserting the prepared lists, pivot tables or charts into the spreadsheet you will use to build your dashboard;
manipulating the data, if needed, to be able to draw the necessary insights. This may involve performing calculations or creating custom metrics using standard or Odoo-specific functions and formulas, referencing data from various sources within the spreadsheet, or converting static pivot tables to dynamic pivot tables.
Data visualization¶
This stage involves:
presenting the data on at least the first sheet of your spreadsheet (i.e., the sheet that will serve as the front end of your dashboard) in a clear, visual, and meaningful way so it is easy to interpret. Concretely, this means deciding on the layout and order of elements such as tables and charts, as well as using tools and techniques to guide the user, such as clear and descriptive headings, text formatting and colors, carefully chosen chart types, and conditional formatting to highlight specific data visually;
inserting clickable links, if relevant, to provide access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these should also be accessible from the front end of your dashboard;
creating global filters to allow users to tailor the view to their needs;
converting the spreadsheet into a dashboard, determining whether to add the dashboard to an existing or new dashboard section, and managing access rights to the dashboard.
Dica
Use standard dashboards as inspiration for how to best present and visualize data. For example, for charts, open the underlying spreadsheet of a standard dashboard, hover over a chart and click the (menu) icon, then Edit to see the chart properties on the right side of the screen.
The possibility to link to other sheets within the same spreadsheet allows the creation of a multi-page dashboard, with users able to navigate between pages thanks to clickable links. Global filters apply across all pages of a dashboard.
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Customize a dashboard¶
Dashboards are customized by editing the dashboard’s underlying spreadsheet.
Importante
When customizing a standard dashboard, it is highly recommended to duplicate the dashboard and make any changes on the underlying spreadsheet of the duplicated version. Standard dashboards are reinstalled at each Odoo version upgrade, meaning any customizations on the original version are lost.
Open the underlying spreadsheet¶
To open a dashboard’s underlying spreadsheet:
In the Dashboards app, go to .
Open the relevant dashboard section, then, on the line of the relevant dashboard, click Edit.
Dica
Users who do not have the appropriate access rights to customize a dashboard can still access a read-only version of the dashboard’s underlying spreadsheet.
To temporarily unpublish a dashboard while you make changes, disable Is Published before editing the dashboard, making note to republish it when the customization has been finalized.
With developer mode activated, click on the (Edit) icon beside the name of a dashboard in the left panel to open its underlying spreadsheet.
The spreadsheet that opens typically consists of at least two sheets:
The first sheet always serves as the front end of your dashboard, and contains the tables and charts used to structure and visualize the data.
The second and any subsequent sheets typically contain data used for the calculation of key metrics shown on the first sheet.
Nota
The data sources that maintain the connection between the spreadsheet and the relevant models in your database can be viewed by clicking on the spreadsheet’s menu bar. These data sources are identified by their respective (pivot table), (list) or (chart) icon, followed by their ID and name, e.g., (#1) Sales Analysis by Product.
For standard dashboards, while the data sources are still active and visible in the menu, the corresponding lists and pivot tables have been removed from the spreadsheet for better performance and a neater appearance.
Duplicate a dashboard¶
To duplicate a dashboard:
In the Dashboards app, go to .
Open the relevant dashboard section, then, on the line of the dashboard you want to duplicate, click Edit.
In the spreadsheet that opens, click .
Rename the duplicated dashboard by clicking the name of the spreadsheet at the top left of the screen and editing as needed.
Dica
To return to the overview of the dashboard section, click the name of the original dashboard at the top left of the page, then the name of the dashboard section.
After duplicating a dashboard, delete the original dashboard by clicking the (trash) icon or rename it by clicking on the name then editing it.
Add, edit, or remove dashboard elements¶
Dashboards can be customized in various ways, such as by:
adding new tables and charts based on previously inserted or newly inserted Odoo data. This requires a similar approach to building a dashboard from scratch;
adding new global filters or editing or deleting existing ones;
adding or editing clickable links to Odoo menus, URLs, or to other sheets within the same spreadsheet.
Dica
Dashboard elements that are no longer needed can be deleted from the spreadsheet. If, after deleting a dashboard element, a data source is no longer being used in the spreadsheet, this is indicated by a (warning) icon in the Data menu.
Insert new Odoo data¶
Inserting new Odoo data into a dashboard’s underlying spreadsheet requires starting from the relevant Odoo view. To do so:
With the relevant list view, pivot view or graph view open in your database, proceed as follows:
For a list view, click the (Actions) icon beside the name of the view, then Spreadsheet –> .
For a pivot or graph view, click Insert in Spreadsheet at the top left of the view.
In the window that opens, edit the name if needed. For a list, edit the number of records, i.e., rows to be inserted, if needed.
Click the Dashboards tab then select in which dashboard the list, pivot table, or chart should be inserted.
A list or pivot table is inserted into a new sheet in the dashboard’s underlying spreadsheet; a chart is inserted on the first sheet of the spreadsheet.
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