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새 스프레드시트 만들기

새 스프레드시트 생성 방법:

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

  2. 신규 를 클릭한 후 스프레드시트 를 선택합니다.

    팁

    Alternatively, from the All folder, click New and select Spreadsheet, then select in which Folder the spreadsheet should be created.

  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.

팁

It is also possible to create a new spreadsheet by:

In these cases, the new spreadsheet is saved in Odoo Documents in the My Drive personal folder.

템플릿(서식)

Spreadsheet templates allow you to quickly create spreadsheets without starting from scratch. For example, you could create a template for a monthly budget report or a quarterly sales commission report.

참고

데이터베이스에 있는 모든 사용자가 템플릿을 사용할 수 있습니다.

템플릿 만들기

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.

중요

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.

템플릿 사용하기

To create a new spreadsheet using a template, open the Documents app and click New ‣ Spreadsheet. Select the relevant template and click Create.

Alternatively, go to Documents ‣ Configuration ‣ Spreadsheet Templates then, on the line of the relevant template, click New spreadsheet.

참고

By default, the new spreadsheet inherits the name of the template, which is shown at the top of the screen. To rename the spreadsheet, click the name and edit it.

템플릿 관리 및 편집

Manage templates by going to Documents ‣ Configuration ‣ Spreadsheet Templates. Remove the My Templates filter to view all templates in the database.

다양한 작업을 할 수 있습니다:

  • Copy an existing template by clicking Make a copy at the right of the screen. The new template appears at the bottom of the list. Click the Name to edit it.

  • Edit an existing template (including one you just copied) by clicking Edit, then making the required changes. Modifications are automatically saved.

  • 템플릿을 삭제하려면 템플릿 옆에 있는 확인란에 표시한 후 작업 을 클릭하고 이어서 삭제 를 클릭합니다.

파일 업로드

Files in .xlsx or .csv format can be uploaded into Odoo Documents and opened with Odoo Spreadsheet. To do so:

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

  2. 신규 를 클릭한 후 업로드 를 선택합니다.

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

  4. 업로드 파일을 클릭합니다.

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

  6. Odoo 스프레드시트로 열기 를 클릭합니다.

The file can now be fully edited in Odoo Spreadsheet.

스프레드시트 관리

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.

  • 다운로드: 스프레드시트를 .xlsx 형식으로 다운로드합니다.

    중요

    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.

    팁

    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.

버전 기록

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.

가능한 작업은 다음과 같습니다:

  • 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.

팁

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.

지역 설정

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:

  • 천 단위 및 소수점 구분 기호

  • 날짜 및 시간 형식

  • 해당하는 주의 초일

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.

팁

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.

사용자 지역과 스프레드시트 지역 설정 차이에 대한 경고

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

스프레드시트를 현황판으로 변환하기

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. 현황판 이름 을 입력합니다.

  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.

팁

  • 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.