Charts¶
Charts present data visually, making them a user-friendly way to show patterns, trends, and relationships between data.
Create a chart¶
To create a chart manually:
Select the cells containing the data you want to represent using a chart.
Click from the menu bar.
팁
Odoo uses the most appropriate chart type for the selected data; this can be changed in the configuration section of the chart properties, which opens on the right side of the spreadsheet.
Make any desired changes to the configuration or design of the chart in the chart properties.
Customize charts¶
A chart that has been created manually or inserted from an Odoo graph view can be further customized via the chart properties.
Here, it is possible to modify various aspects of the chart’s configuration and design via the Configuration and Design tabs respectively.
팁
A chart’s properties can be accessed at any time, as follows:
For any chart, whether manually created or inserted from an Odoo view, hover over the chart then click the (menu) icon and click Edit.
For a chart inserted from an Odoo graph view, click Data on the menu bar then select the relevant chart, as prefaced by the (chart) icon, e.g., (#1) Sales Analysis.
환경설정¶
환경설정 탭에는 다음과 같은 섹션이 있습니다:
Chart type: the type of chart. For a chart that has been:
manually created, this is by default the chart type suggested by Odoo;
inserted from an Odoo graph view, this is by default the type of chart selected in the graph view before the chart was inserted in the spreadsheet.
To change the chart type, click the dropdown menu to select the desired chart type.
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.
Chart types¶
When a chart is:
created manually, any of the chart types in the tabs below can be selected;
inserted directly from an Odoo graph view, any chart type except those shown in the Other tab can be selected.
Line: best for showing trends or changes over time, such as sales growth across months or temperature variations.
Stacked Line: useful for visualizing cumulative trends where multiple series contribute to a total, like revenue by department over time.
Combo: combines multiple chart types (e.g., bars and lines) to compare different data types or highlight key metrics alongside trends.
Column: ideal for comparing values across discrete categories, such as sales per product or revenue by region.
Stacked Column: displays part-to-whole relationships within categories, such as regional contributions to total sales.
Bar: similar to a column chart but horizontal, making it better for comparing long category names or datasets.
Stacked Bar: highlights cumulative contributions across categories, often used in demographic or resource allocation analysis.
Area: similar to a line chart but fills the area beneath the lines to emphasize magnitude, perfect for cumulative metrics over time.
Stacked Area: visualizes the composition of changes over time, such as market share by product category.
Pie: best for showing proportions or percentages of a whole, such as market share or budget allocation.
Doughnut: A variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic.
Sunburst: a variation of the doughnut chart with hierarchical rings, showcasing part-to-whole relationships across multiple levels.
Treemap: a multi-level rectangular chart that displays hierarchical data through nested rectangles, ideal for illustrating proportions and categories.
Scatter: ideal for analyzing relationships or correlations between two numerical variables, such as price vs. quantity sold.
Waterfall: ideal for visualizing cumulative effects of sequential positive and negative values, such as profit/loss analysis.
Population Pyramid: a specialized chart for comparing distributions, often used in demographics, such as age and gender group analysis.
방사형: 다변량 데이터를 중심에서 방사형으로 뻗어 나가는 축 위에 다각형 형태로 표시하여 여러 변수 간의 프로필 비교를 하는 것이 가능합니다.
채워진 방사형: 방사형 그래프의 다각형 내부 영역을 채워서 다양한 속성 값의 크기를 전반적으로 비교할 수 있게 강조됩니다.
Geo: visualizes data on a map using color variations to represent values or categories across different geographical regions.
Funnel: visualizes data that progressively decreases over stages of a process, with the option to display cumulative data for each stage.
When creating a chart from spreadsheet data, rather than inserting one from a graph view, the following chart types are also available:
Gauge: displays progress toward a goal or a single key metric, such as performance against a target.
Scorecard: used to summarize key performance indicators (KPIs) in a compact format, such as total sales or conversion rates, and compare to a baseline or a previous value.
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.
워터폴 그래프에는 전용 워터폴 디자인 섹션이 있습니다.
Manage charts¶
To reposition a chart within the same sheet, select the chart then drag it to the desired position. Resize a chart by selecting it, then clicking and dragging the blue markers until the chart is the desired size.
Hovering over the chart reveals a (menu) icon in the top right corner of the chart. Click the menu to reveal the following options:
Edit to open the chart properties, where various aspects of the chart’s configuration and design can be modified.
Copy or Cut to copy or cut a chart with the intention of pasting it within the same spreadsheet. Alternatively, with the chart selected, use the relevant keyboard shortcut to copy or cut the chart.
Paste the chart in the desired location by clicking from the menu bar or use the relevant keyboard shortcut.
참고
For a chart inserted from an Odoo graph view, 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.
Paste the image in the desired location using the paste function of the destination program or the relevant keyboard shortcut.
참고
For a chart inserted from an Odoo graph view, copying and pasting a static image of a chart implies there is no longer any link between the chart and your database.
Download to download an image of the chart as as
.pngfile.Delete to delete a chart from the spreadsheet. Alternatively, use your preferred keyboard command to delete a chart.
참고
For a chart inserted from an Odoo graph view, deleting a chart also deletes the chart’s underlying data source.