仪表板

• 构建与定制仪表板
• 我的仪表板

Odoo Dashboards allows you to consult, interact with, customize, and build interactive dashboards that display real-time data from your Odoo database in an easy-to-understand way. By centralizing data from various Odoo sources in a single location, dashboards provide an overview of key business metrics that can help you monitor business performance and make informed decisions.

:doc:`Odoo spreadsheets <../../applications/productivity/spreadsheet>`是仪表板的基础，通过表格和图表对动态 Odoo 数据进行结构化处理与可视化呈现。:ref:`数据源 <spreadsheet/insert/data-sources>`负责连接仪表板的底层电子表格与数据库，确保每次打开或刷新仪表板时，都能获取最新数据。

借助 Odoo 仪表板，用户可根据自身的 :ref:`访问权限 <dashboards/access-and-sharing>`执行以下操作：

• consult and interact with dashboards, including standard, pre-configured dashboards

• use global filters to filter all the data shown on a dashboard

• :ref:`共享仪表盘快照 <dashboards/access-and-sharing>`给没有相应访问权限的内部用户或外部用户

• 使用 Odoo 电子表格 构建自定义仪表板

• 自定义仪表板，以修改显示的数据、布局或可用的筛选条件

• 管理仪表盘的访问权限

• centralize frequently consulted Odoo views in a personal 我的仪表板

小訣竅

• 电子表格一旦转换为仪表板，便只能通过“仪表板”应用进行访问。

• 与其他 Odoo 仪表板不同，我的仪表板`并非基于 Odoo 电子表格，而是基于 :doc:`Odoo 视图 <../studio/views>。

Use dashboards

When the Dashboards app is opened, the left panel lists all standard, pre-configured dashboards and custom-built dashboards to which a user has been granted access, grouped by section.

Clicking on a dashboard name opens that dashboard in the main view.

小訣竅

• Click the (double chevron) icon at the top of the left panel to collapse the left panel, maximizing the space available for dashboards.

• Mark a dashboard as a favorite by clicking the (Toggle favorite) icon in the upper-right corner. Favorited dashboards are grouped in a Favorites section at the top of the left panel for easy access.

Filter and sort data

Filtering and sorting allow you to manage what data is displayed and how it is displayed. This can help tailor the view to answer specific business questions.

• Filtering limits the data presented in charts and tables, allowing you to focus only on records that meet specific criteria, e.g., viewing sales data only for a specific sales team.

• Sorting reorders the data presented in table columns, allowing you to see the data from different perspectives, e.g., viewing products by sales revenue from highest to lowest.

Apply filters

If global filters are available for a dashboard, a search bar above the dashboard allows you to filter the entire dashboard for the selected values.

小訣竅

• Global filters are available for all standard dashboards. Additional global filters can be added by a user with the appropriate access rights.

• It is also possible to search for values by typing directly in the search bar; the search categories shown reflect the available global filters.

To apply global filters:

1. Click within the search bar or click on the (dropdown) icon to access all filters available for that dashboard.

2. For the relevant filter, select a conditional operator from the first dropdown, e.g., is in, then select the desired value from the second dropdown.

3. Click Filter.

For dashboards with a date filter, this filter can be set via the search bar or via the button with the (calendar) icon.

小訣竅

The Custom Range at the bottom of the period selector shows either a manually entered custom range, if relevant, or the start and end date of the selected period.

To remove a value from a filter, click the (remove) icon beside the name of the value; to empty a filter, click the (remove) icon at the far right of the filter.

Sort data

Depending on the dashboard and the table in question, it may be possible to sort the data by column, by clicking the column heading. A (caret down) or (caret up) icon beside a column heading indicates that the column has been sorted in descending or ascending order, respectively. If, when hovering over other column headings, a (sort) icon appears, the column can be sorted.

小訣竅

If conditional formatting has been applied to a table, the original formatting is maintained when the table is resorted by a different column.

Example

In this example, the table was originally sorted by revenue per CRM tag, in decreasing order. Conditional formatting was defined to visualize the proportional revenue using data bars. When the table is resorted by number of leads in descending order, the data bars still reflect the revenue per tag in decreasing order.

Access underlying records

While dashboards provide a user-friendly summary of key data, drilling down to the underlying data allows a more detailed analysis. This can be useful for investigating anomalies or providing the full context needed for decision-making.

• 打开基础数据库记录：要访问仪表板引用的数据库记录，请点击表格中的相关值或图表上的数据点。这样既可以打开单个记录，也可以在显示合并数据的图表或表格中打开引用记录的列表。

• 打开基础数据库视图：要访问获取特定图表或表格数据的视图，请点击图表或表格的标题。这样就能打开相应的列表视图、透视视图或图表视图。

小訣竅

To return to a dashboard after drilling down to underlying records or views, click the Dashboards breadcrumb in the upper-left corner.

Expand, copy or download charts

To see charts in full screen, hover over a chart and click the icon.

It is also possible to copy or download a chart by hovering over the chart and clicking the (vertical ellipsis) icon, then clicking Copy as image or Download as relevant.

小訣竅

Expanding a time-series chart to full screen allows a more detailed analysis.

Analyze time-series charts

Time-series charts, i.e., charts showing data over time, can be analyzed more closely by:

• adjusting the granularity;

• zooming in on a chosen time span.

Adjust granularity

For many time-series charts it is possible to adjust the granularity of the unit of time on the x-axis.

To do so, hover over the chart, click the (dropdown) icon, then select the desired granularity.

Zoom in on a time span and scroll

When a time-series chart is expanded to full screen, a slider below the chart allows you to:

• zoom in on a specific time span by dragging the ends of the slider to select the desired time span;

• when you have zoomed in, to scroll through the chart while maintaining the level of zoom by dragging the slider to the left or right.

Resize the slider to return to the initial view.

Example

In this example from the Warehouse Daily Operations dashboard, the chart shows transfers yet to be assigned to a responsible user, by day. The zoom of the chart has been adjusted to show data for five days, and the current position of the slider allows data from the last five days to be shown.

标准仪表板

根据安装的应用程序，默认情况下会提供一系列标准仪表板。

These pre-configured dashboards have been designed to provide the most relevant insights for the topic in question, and users with the appropriate access rights can consult and interact with them. Dashboard-specific filters, available via the search bar, allow the entire dashboard to be filtered for selected values.

具有相应 访问权限 的用户可以 :ref:` 定制 <build_and_customize_dashboards/customize>` 标准仪表板。例如，可以添加、编辑或删除表格和图表等仪表板元素或全局筛选器。

重要

自定义标准仪表板时，强烈建议 复制仪表板 并在复制版本上进行任何更改。每次 Odoo 版本升级时都会重新安装标准仪表板，这意味着原始版本上的任何自定义设置都会丢失。

Configuration settings

備註

只有具有相应 访问权限 的用户才能配置或修改仪表板和仪表板部分的设置。

要管理仪表板和仪表板部分，请转到 配置 ‣ 仪表板。在仪表板部分级别可以执行以下操作：

• 调整仪表板版块顺序：使用:icon:oi-draggable (拖拽手柄) 图标，将版块拖动至新位置。

• 复制仪表板版块：选择目标版块名称，点击:icon:fa-cog 操作`按钮，然后选择 :icon:`fa-clone 复制。该版块内的仪表板不会被复制。

• 删除仪表板版块：选择目标版块名称，点击:icon:fa-cog 操作`按钮，然后选择:icon:`fa-trash-o 删除。

  小訣竅

  预装的标准仪表板版块无法删除；而自定义仪表板版块可以被删除。

• 创建新仪表板版块：点击 新建，然后输入版块名称。创建新版块时，可以直接通过点击 添加电子表格 将仪表板添加至新版块。

点击单个仪表板版块会列出该版块内的所有仪表板。可执行以下操作：

• 调整版块内仪表板顺序：使用:icon:oi-draggable :guilabel:`(拖拽手柄)`图标，将仪表板拖动至新位置。

• 编辑仪表板版块或仪表板名称：直接点击名称进行修改。

• 添加或移除用户群组：以 控制对仪表板的访问

• Select one or more companies if, in a multi-company database, the dashboard should only be visible to users of a specific company or companies. If this field is left blank, the dashboard is visible to all users with the appropriate access rights, regardless of which company is currently selected in the database.

• 取消发布仪表板：禁用 已发布 开关。

• 编辑仪表板的底层电子表格：在对应仪表板所在行点击 编辑。

  重要

  在定制标准仪表板时，强烈建议 复制该仪表板 并在复制版本的底层电子表格上进行修改。标准仪表板会在每次 Odoo 版本升级时重新安装，这意味着对原始版本所做的任何定制都将丢失。

• 删除仪表板：点击 :guilabel:`(删除)`图标。

  小訣竅

  被删除的标准仪表板将在下一次 Odoo 版本升级时重新安装。

• 向版块添加新仪表板，点击 添加电子表格。存在两种选项：

  • 要将现有电子表格转换为仪表板并添加至新版块，请选择相关电子表格，然后点击 确认。返回版块概览后，如有需要，请更新 群组 和 公司 字段。

  • To start creating a dashboard from scratch, select Blank spreadsheet. To return to the section overview, click the name of the section in the top-left corner, above the menu bar. Update the Group and Company fields if needed.

  備註

  电子表格转换为仪表板后，只能通过 仪表板应用进行访问和编辑。

  小訣竅

  • A newly created dashboard is by default accessible to users belonging to the default internal user group. Edit this if needed via the Configuration settings of the relevant dashboard section.

  • It is also possible to convert a spreadsheet into a dashboard and add it to a dashboard section starting from the spreadsheet in the Documents app.

访问权限与共享

Using dashboards

The right to view and interact with a dashboard is based on user groups, and is managed in the Configuration settings of the Dashboards app. Only users who are part of a group that has been granted access to a specific dashboard see that dashboard in the left-hand panel when the Dashboards app is opened. Users with Dashboard / Admin access rights can view all dashboards.

然而，仪表板内*动态 Odoo 数据的可见性*是单独处理的。这基于用户对数据来源模型的 访问权限，并会考虑任何可能限制访问的记录规则。

重要

当用户打开仪表板时，系统会考虑其权限，仪表板仅填充该用户有权查看的数据。这意味着，理论上用户可能能够查看某个仪表板，但由于缺乏适当的权限，无法看到仪表板创建者意图显示的 Odoo 数据。

因此，在向群组授予仪表板访问权限时，充分考虑用户权限至关重要。

Example

授予用户群组 销售 / 用户：仅限本人文档访问 销售 仪表板的权限几乎没有意义。虽然属于该群组的用户能够查看并与仪表板交互，但他们只能看到与自己销售相关的数据，这使得整体仪表板具有误导性。

管理查看仪表板的访问权限

要管理用户查看和操作仪表板的权限：

1. 在仪表板应用中，前往 配置 ‣ 仪表板。

2. 从仪表板版块列表中，打开相关版块。

3. 在相关仪表板所在行的 群组 列中：

   • 添加用户群组：点击该字段直至出现用户群组下拉列表，然后选择相应用户群组。在下拉列表中，点击 :guilabel:`搜索更多`可访问完整的用户群组列表；

   • 移除用户群组：点击相应用户群组名称，然后点击 (删除)。

构建、定制与配置仪表板

只有拥有`仪表板 / 管理员`访问权限的用户才能 定制仪表板 或 配置仪表板设置。要 从零开始构建仪表板，用户必须同时拥有`仪表板 / 管理员`权限以及至少对于文档应用的`文档 / 用户`访问权限。

Sharing a dashboard snapshot

若要与不具备相应访问权限的内部用户或外部人员共享仪表板的静态版本，请点击页面右上角的 共享，然后点击 :guilabel:`(复制)`图标，将可共享的链接复制到剪贴板。