데이터 소스

Data sources, which are created each time a list, pivot table, or chart is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant model in your database, ensuring the data stays up-to-date and allowing you to access the underlying data.

각 데이터 소스는 속성에 따라 정의되며, 이 속성은 데이터 메뉴에서 확인할 수 있습니다. 데이터 소스는 해당 (피벗 테이블), (목록) 또는 (그래프) 아이콘으로 구분할 수 있으며, ID 및 이름이 그 뒤에 위치합니다(예: (#1) 품목별 판매 분석).

데이터 메뉴에 나타나 있는 데이터 소스

Clicking on a data source opens the related properties in a panel on the right of the spreadsheet.

  • The properties panel can also be opened by right-clicking any cell of an inserted list or pivot table, then clicking See list properties or See pivot properties, or by clicking the (menu) icon at the top right of an inserted chart, then clicking Edit.

  • Once the properties of a specific data source are open, they remain open even when navigating between spreadsheet tabs. To close the properties panel, click the (close) icon at the top right of the panel.

  • Click (pin) at the top of the properties panel to allow another panel, such as the global filters panel, to open beside it.

참고

삽입된 목록 또는 피벗 테이블 자체를 삭제하거나 목록 혹은 테이블이 삽입되어 있는 시트를 삭제하더라도, 기본적인 원본 데이터는 삭제되지 않습니다. 삽입된 목록 또는 피벗 테이블의 원본 데이터는 해당 원본 데이터 속성을 통해서만 삭제가 가능합니다.

A warning in the Data menu identifies any data sources for which the corresponding list or pivot table no longer appears in the spreadsheet.

미사용 목록 관련 경고 메시지

Deleting an inserted chart, on the other hand, also deletes the underlying data source.

기본 데이터에 액세스하기

The underlying data of an inserted list, pivot table, or chart can be accessed at any time. To view:

  • an individual record of an inserted list, right-click any cell of the relevant row, then select See record

  • a list of records referenced by an individual cell of an inserted pivot table, right-click the cell, then select See records

  • a list of records represented by a data point of an inserted chart, click the data point.

Use the middle mouse button or Ctrl + left-click (Microsoft/Linux), or Command + left-click (Mac OS) to open the results in a new browser tab.

To return to the spreadsheet after viewing the underlying data, click the name of the spreadsheet in the breadcrumbs at the top of the page.

목록 삽입

중요

스프레드시트에 목록을 삽입하기 전에 필요한 내용에 맞추어 목록이 조정되었는지 확인합니다. 어떤 필드를 표시되게 할지 또는 레코드에 어떤 필터나 정렬 방식을 적용할지 고려하세요. 이 내용은 스프레드시트의 로딩 시간과 사용자 친화성에 영향을 미칠 수 있습니다.

목록을 삽입하려면:

  1. With the relevant list view open in your database, click the (Actions) icon beside the name of the view, then Spreadsheet ‣ Insert list in spreadsheet.

    참고

    To insert only specific records, select the relevant records, click the Actions button that appears at the top center of the screen, then Insert in spreadsheet.

  2. In the window that opens, edit the Name of the list if needed.

    The list name is used in the sheet name and in the list properties.

    스프레드시트에 목록 삽입하기
  3. Edit the number of records, i.e., rows, to be inserted if needed.

    By default, the number shown is the number of records visible on the first page of the list. For example, if the list contains 150 records but only 80 are visible, this field will show 80.

    참고

    While the data in your list is kept up to date thanks to the connection to your database, an inserted list will not automatically expand to accommodate new records, e.g., a new product category or a new salesperson.

    If you anticipate new records being added, consider adding extra rows when inserting the list. Records/rows can also be added manually after the spreadsheet has been inserted.

    Example

    현재 회사에는 10개의 품목 카테고리가 있으며 이 목록은 스프레드시트에 삽입되어 있습니다. 11번째 품목 카테고리를 생성하여 목록에 삽입하려고 할 때 삽입하려는 목록에 10개의 행만 있는 경우에는, 새 카테고리가 스프레드시트에 해당 위치에 삽입되고 기존의 카테고리는 제거됩니다.

    One way to avoid this is to add extra rows when inserting the list.

  4. Click Blank spreadsheet to create a new spreadsheet, or select in which existing spreadsheet the list should be inserted.

    참고

    When inserting a list into a new spreadsheet, the spreadsheet is saved in the Odoo Documents app in the My Drive personal folder.

  5. 확인 을 클릭합니다.

The list is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the list followed by the list ID, e.g., Quotations by Total (List #1). A panel on the right side of the screen shows the list properties.

  • To sever the link between an inserted list and your database, select the entire list, right-click and select Copy then right-click again and select Paste special ‣ Paste as value.

  • Do not modify the list ID in the sheet name, as the inserted list retains this ID for the lifetime of the spreadsheet. This list ID is used in the spreadsheet functions that retrieve data from your database.

목록 기능

When a list is inserted into a spreadsheet, the following functions are used to retrieve the header and field values, respectively:

=ODOO.LIST.HEADER(list_id, field_name)
=ODOO.LIST(list_id, index, field_name)

The arguments of the function are as follows:

  • list_id: the ID assigned when the list is inserted. The first list inserted into a spreadsheet is assigned list ID 1, the second, list ID 2, etc.

  • index: identifies the line on which the record appeared in the list before insertion. The first line has an index of 1, the second an index of 2, etc.

  • field_name: the technical name of the field.

개별 셀을 클릭하면, 해당되는 경우 관련된 수식이 수식 입력줄에 표시됩니다. 스프레드시트의 모든 수식이 동시에 나타나도록 하려면 메뉴 표시줄에서 보기 ‣ 표시 ‣ 수식 을 클릭합니다. 아래 예시는 목록 머리글과 값을 가져올 때 사용된 함수입니다.

스프레드시트 셀 수식 보기

목록 속성

목록을 삽입하면 화면 오른쪽에 목록 속성이 나타납니다. 목록 속성은 데이터 메뉴에서 (목록) 아이콘으로 나타나 있는 목록을 클릭하면 언제든지 액세스할 수 있으며, 목록의 아무 곳이나 오른쪽 클릭 후 목록 속성 보기 를 클릭하는 방식으로도 가능합니다.

The following list properties are shown, some of which can be edited:

  • List #: the list ID. List IDs are assigned sequentially as additional lists are inserted into the spreadsheet.

  • List Name: the name of the list. Edit this if needed. Note that editing the list name in the list properties does not modify the list name shown in the sheet name, and vice versa.

  • Model: the model from which the data has been extracted.

  • Columns: the fields of the model that were visible when the list was inserted.

  • Domain: the rules used to determine which records are shown. Click Edit domain to add or edit rules.

    참고

    When global filters are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet.

  • Sorting: how the data is sorted, if applicable. To add a sorting rule, click Add, select the field, then choose whether sorting should be Ascending or Descending. Delete a sorting rule by clicking the (delete) icon.

To duplicate or delete a list’s data source, click the (gear) icon, then click Duplicate or Delete as relevant.

삽입한 목록 관리하기

After a list from an Odoo database has been inserted into an Odoo spreadsheet, you can:

목록에 레코드/행 추가하기

To add records to a list, use one of the following methods:

  • 표에서 마지막 행을 선택한 다음, 더하기 아이콘이 나타날 때까지 파란색 사각형 위에 마우스를 이동시킵니다. 해당 아이콘을 클릭한 상태로 아래로 드래그하여 필요한 만큼 행을 추가합니다. 새 행의 셀에는 목록 값을 검색하는 데 필요한 알맞은 수식 이 자동으로 입력됩니다. 데이터베이스에 해당 데이터가 있는 경우 셀이 자동으로 채워집니다.

    Add records by dragging the cell down
  • 커서를 시트의 왼쪽 상단 셀에 놓고 메뉴 막대에서 데이터 ‣ 목록 다시 삽입 을 클릭한 다음, 해당 목록을 선택합니다. 팝업창에서 삽입할 레코드 수를 지정한 후 확인 을 클릭합니다. 업데이트된 목록이 삽입되어 이전 목록을 덮어씁니다.

The above methods can also be used to add additional blank rows to your spreadsheet table. This may be useful for lists where you expect additional records to be generated in your database, e.g., new product categories or new salespersons.

목록에 필드/열 추가하기

목록에 필드/열 추가하기:

  1. Select the column to the right or left of where the new column should be inserted.

  2. Click Insert ‣ Insert column then Column left or Column right from the menu bar, or right-click then Insert column left or Insert column right as appropriate.

  3. Copy the header cell of any column, paste it into the header cell of the new column, and press Enter.

  4. Double-click the new header cell then click on the field name that appears in quotation marks at the end of the formula; a list of all the technical names of the fields of the related model appears.

    수식을 편집하여 필드/열 추가하기
  5. Select the appropriate field name and press Enter. The field’s label appears in the header.

    To know a field’s technical name, navigate to the relevant view, activate developer mode, then check the field name by hovering over the question mark beside a field’s label.

  6. 머리글 셀을 선택한 상태에서 오른쪽 아래 코너에 있는 파란색 사각형을 더블 클릭합니다. 그러면 열의 셀에 목록 값을 검색하는 데 적절한 수식이 채워집니다. 데이터베이스에 해당하는 데이터가 있는 경우 관련된 셀이 채워집니다.

목록 복제

Duplicating a list via the list’s properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet.

With the list properties open, click the (gear) icon then Duplicate.

The new data source is assigned the next available list ID. For example, if no other lists have been inserted in the meantime, duplicating List #1 results in the creation of List #2.

Unlike when you insert a list, a duplicated list is not automatically inserted into the spreadsheet. To insert it, perform the following steps:

  1. Add a new sheet by clicking the (add sheet) icon at the bottom left of the spreadsheet.

  2. Click Data ‣ Re-insert list from the menu bar, then select the appropriate list.

  3. Define the number of records to insert and click Confirm.

  4. Edit the List Name in the properties panel if needed.

  5. Rename the sheet by right-clicking on the sheet tab, selecting Rename, and entering the new sheet name.

참고

복사 및 붙여넣기 방식으로 삽입된 목록을 복제하거나 혹은 목록이 삽입되어 있는 시트를 복사하는 방식으로 목록을 복제하더라도 새로 데이터 원본이 생성되지는 않습니다. 따라서 목록 속성을 변경할 경우 변경 사항이 모든 복사본에 영향을 미치게 됩니다.

목록 삭제

To fully delete a list and the underlying data source from a spreadsheet, perform the following steps in any order:

  • Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data.

  • From the properties panel of the relevant list, click the (gear) icon then Delete. This deletes the data source of the list from the spreadsheet.

피벗 테이블 삽입하기

삽입된 피벗 테이블을 동적 피벗 테이블 로 변환하면, 축(예: 열과 행)과 측정값을 추가하거나 제거 및 편집할 수 있습니다. 따라서 최소한의 설정을 바탕으로 기본 피벗 테이블을 삽입하고 동적 피벗 테이블로 변환한 다음 스프레드시트에서 직접 세부 내용을 수정할 수 있습니다.

피벗 테이블 삽입 방법:

  1. With the relevant pivot view open in your database, click Insert in Spreadsheet.

  2. In the window that opens, edit the Name of the pivot if needed.

    This name is used in the sheet name and in the pivot table properties.

    Inserting a pivot table in a spreadsheet
  3. Click Blank spreadsheet to create a new spreadsheet, or select in which existing spreadsheet the pivot table should be inserted.

    참고

    When inserting a pivot table into a new spreadsheet, the spreadsheet is saved in the Odoo Documents app in the My Drive personal folder.

  4. 확인 을 클릭합니다.

The pivot table is inserted into a new sheet in the spreadsheet. The sheet tab in the bottom bar shows the name of the pivot table followed by the pivot table ID, e.g., Sales Analysis by Sales Team (Pivot #1). A panel on the right side of the screen shows the pivot table properties.

  • To sever the link between an inserted pivot table and your database, select the entire pivot table, right-click and select Copy, then right-click again and select Paste special ‣ Paste as value.

  • 시트 이름에 있는 피벗 테이블 ID는 수정하지 마세요. 삽입된 피벗 테이블은 스프레드시트가 유지되는 동안 이 ID를 계속 사용하게 됩니다. 이 피벗 테이블 ID는 데이터베이스에서 데이터를 검색하는 스프레드시트 함수 에 사용됩니다.

피벗 테이블 기능

An inserted pivot table that has not been converted to a dynamic pivot table uses the following functions to retrieve the header and field values, respectively:

=PIVOT.HEADER(pivot_id, [domain_field_name, …], [domain_value, …])
=PIVOT.VALUE(pivot_id, measure_name, [domain_field_name, …], [domain_value, …])

The arguments of the functions are as follows:

  • pivot_id: the ID assigned when the pivot table is inserted. The first pivot table inserted in a spreadsheet is assigned pivot ID 1, the second, pivot ID 2, etc.

  • measure_name: the technical name of what is being measured, followed by the type of aggregation, e.g., product_uom_qty:sum.

  • domain_field_name: the technical name of the field used as a dimension, e.g., user_id, or, if the dimension is a time period, the technical name of the date field, followed by the time period, e.g., date_order:month.

  • domain_value: the ID of the record, or, if the dimension is a time period, the date or time period targeted.

개별 셀을 클릭하면, 해당되는 경우 관련된 수식이 수식 입력줄에 표시됩니다. 스프레드시트의 모든 수식이 동시에 나타나도록 하려면 메뉴 표시줄에서 보기 ‣ 표시 ‣ 수식 을 클릭합니다. 아래 예시는 정적 피벗 테이블의 머리글과 값을 가져올 때 사용된 함수를 보여줍니다.

정적 피벗 테이블의 기능

피벗 테이블 속성

피벗 테이블을 삽입하면 화면 오른쪽에 피벗 테이블 속성이 나타납니다. 데이터 메뉴에서 (피벗) 아이콘으로 지정되어 있는 해당 피벗 테이블을 클릭하거나, 피벗 테이블에서 아무 곳이나 마우스 오른쪽 버튼으로 클릭하고 피벗 속성 보기 를 클릭하면 언제든지 액세스할 수 있습니다.

The following pivot table properties are shown, some of which can be edited:

  • Pivot #: the pivot table ID. Pivot table IDs are assigned sequentially as additional pivot tables are inserted in the spreadsheet.

  • Name: the name of the pivot table. Edit this if needed. Note that editing the name in the pivot table properties does not modify the name shown in the sheet name, and vice versa.

  • Model: the model from which the data has been extracted.

  • Columns and Rows: dimensions you are using to categorize or group data from the model.

  • Measures: what you are measuring, or analyzing, based on the dimensions you have chosen.

    If you attempt to make changes to the columns, rows, or measures of a pivot table that has just been inserted into a spreadsheet, an error appears at the top right of the screen.

    Error message when trying to manipulate static pivot table

    To be able to manipulate a pivot table’s properties, convert a static pivot table to a dynamic pivot table.

  • Domain: the rules used to determine which records are shown. Click Edit domain to add or edit rules.

    참고

    When global filters are used, this domain is combined with the selected values of the global filter before the data is loaded into the spreadsheet.

To duplicate or delete a pivot table’s data source, click the (gear) icon then Duplicate or Delete.

삽입한 피벗 테이블 관리하기

After a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can:

피벗 테이블 복제하기

Duplicating a pivot table via the pivot table’s properties creates an additional data source. This allows for different manipulations to be performed on the same data within one spreadsheet.

For example, you can see the same data aggregated by different dimensions or use global filters to offset the date and create pivot tables that compare the current period’s data with a previous period.

To duplicate a pivot table, perform the following steps:

  1. With the pivot table properties open, click the (gear) icon then Duplicate.

    The duplicated pivot table is automatically inserted into a new sheet in the spreadsheet, with the pivot table properties open in the right panel.

  2. Edit the Name in the properties panel and the sheet tab if needed.

The new data source is assigned the next available pivot table ID. For example, if no other pivot tables have been inserted in the meantime, duplicating Pivot #1 results in the creation of Pivot #2.

참고

  • Duplicating an inserted pivot table by copying and pasting it or by duplicating the sheet does not create a new data source. Any changes made to the pivot table’s properties would therefore impact any copies of the pivot table.

  • When a pivot table is duplicated, the new pivot table is by default a dynamic pivot table.

피벗 테이블 삭제

To fully delete a pivot table and the underlying data source from a spreadsheet, perform the following steps in any order:

  • Delete the spreadsheet table using your preferred means, e.g., via keyboard commands, spreadsheet menus, or by deleting the sheet. This deletes the visual representation of the data.

  • From the properties panel of the relevant pivot table, click the (gear) icon then Delete. This deletes the data source of the pivot table.

그래프 삽입

To insert a chart from an Odoo database into an Odoo spreadsheet:

  1. With the relevant graph view open in your database, click Insert in Spreadsheet.

  2. In the window that opens, edit the Name of the graph if needed.

  3. Click Blank spreadsheet to create a new spreadsheet, or select in which existing spreadsheet the chart should be inserted.

    참고

    When inserting a chart into a new spreadsheet, the spreadsheet is saved in the Odoo Documents app in the My Drive personal folder.

  4. 확인 을 클릭합니다.

Charts are inserted on the first sheet of the spreadsheet.

Clicking on a data point in a chart opens the relevant list view in the database. In the example, clicking on Jessica Childs opens the list view of all sales by this salesperson that match the domain of the chart.

A clickable link to an Odoo menu plus clickable data point

그래프 속성

스프레드시트에 그래프를 삽입할 경우, 그래프 속성이 화면 오른쪽에 나타납니다. 데이터 메뉴에서 관련 그래프를 클릭하면 언제든지 속성에 액세스할 수 있으며, 이 그래프는 (그래프) 아이콘으로 표시되어 있습니다. 또는 그래프 위에 마우스를 가져간 다음 (메뉴) 아이콘을 클릭하고 편집 을 클릭합니다.

In the chart properties, the Configuration and Design tabs let you modify various elements of the chart.

환경설정

The Configuration tab includes the following sections:

  • Chart type: the type of chart. By default, this indicates the type of chart you selected in the graph view in the database before inserting the chart in the spreadsheet.

    After a chart has been inserted, more chart types are available. Click the dropdown menu to select the most appropriate chart type for the data.

    참고

    The chart types in the Other tab below are only available when creating a chart from spreadsheet data; an inserted chart cannot be converted to a chart type shown in that tab. All other chart types are available for both inserted charts and when creating a chart directly from spreadsheet data.

    선그래프 아이콘

    Line: best for showing trends or changes over time, such as sales growth across months or temperature variations.

    중첩형 선그래프 아이콘

    Stacked Line: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time.

    콤보 차트 아이콘

    Combo: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends.

  • Domain: the rules used to determine which records are shown. Click Edit domain to add or edit rules.

  • Link to Odoo menu: to add a clickable link from a chart to an Odoo menu item, i.e., a specific view of a model.

디자인

Depending on the chart type, the Design tab has one or more sections.

The General section allows you to modify the following elements:

  • Background color: Add or change the background color by clicking on the color dot. Choose one of the standard colors or click the icon to manually select a custom color.

  • Chart title: Edit the chart title, if needed. The font formatting, horizontal alignment, font size, and color of the title can be modified using the editor.

  • Legend position: Change the position of the legend or opt to have no legend.

  • Enable Show values to add numeric values to the data points on the chart.

The Data Series section allows you to modify the following elements:

  • Series color: With the relevant data series selected, change the color of the related data points on the chart by clicking on the color dot circle. Choose one of the standard colors or click the icon to manually select a custom color.

  • Series name: Edit the name of a data series, if needed.

  • Serie type: For each data series of a Combo chart, determine whether the series is shown as a Bar or Line.

  • Vertical axis: For the selected data series of a Line, Area, or Column chart, select whether it should be displayed on the Left (primary) or Right (secondary) vertical axis.

  • Trend line: With the relevant data series selected, enable Show trend line then select the type of trend line from the dropdown; the options are Linear, Exponential, Polynomial, Logarithmic, and Trailing moving average. The color of the trend line can be changed by clicking on the color circle.

The Axes section allows you add a title to one or both axes of a chart. The font formatting, horizontal alignment, font size, and color of the title can be modified using the editor.

Waterfall charts have a dedicated Waterfall design section.

Manage an inserted chart

After a chart from an Odoo database has been inserted into an Odoo spreadsheet, you can:

  • move the chart within the same sheet by selecting it, then dragging the chart to the desired position

  • resize the chart by selecting it, then clicking and dragging the blue markers until the chart is the desired size

  • hover over the chart, then click the (menu) icon to reveal the following options:

    • Copy or Cut: to copy or cut a chart with the intention of pasting it within the same spreadsheet, click the relevant icon or use the relevant keyboard shortcut. Paste the chart in the desired location by clicking Edit ‣ Paste from the menu bar or use the relevant keyboard shortcut.

      참고

      Copying/cutting and pasting a chart in this way maintains the link between the chart and your database. The data in the pasted chart remains up-to-date, and clicking on a data point opens the related list view in the database.

    • Copy as image: to copy an image of a chart to your clipboard with the intention of pasting it in any location within or outside your spreadsheet, click Copy as image. Paste the image in the desired location using the paste function of the destination program or the relevant keyboard shortcut.

      참고

      Copying and pasting a static image of a chart implies there is no longer any link between the chart and your database.

    • Delete: delete a chart and its underlying data source by clicking Delete. Alternatively, use your preferred keyboard command to delete a chart and its data source.

재무 데이터 삽입

When building reports and dashboards, it may be useful to include certain accounting-related data, such as account IDs, credits and debits for specific accounts, and dates of the start and end of the tax year.

Odoo-specific spreadsheet functions allow you to retrieve such accounting data from your database and insert it into a spreadsheet.