插入並連結至 Odoo 資料¶
您可以將 Odoo 資料庫中的多個元素插入 Odoo 試算表,包括:
pivot tables, i.e., data from a pivot view
charts, i.e., data from a graph view
Each time a list, pivot table, or chart is inserted, a data source is created, directly connecting the spreadsheet to the underlying data.
備註
來自不同應用程式和模型的清單、樞紐分析表和圖表可以插入同一個試算表中。
It is also possible to insert a pivot table that retrieves Odoo data directly from an Odoo spreadsheet.
小訣竅
如果您打算使用全域篩選條件在試算表或 Dashboard 中動態篩選 Odoo 資料,請勿使用相同的條件來建立資料庫中的初始清單、樞紐分析表或圖表。
也可以:
add clickable links to Odoo menu items, to other sheets of the same spreadsheet, or to external URLs
insert financial data from your Odoo database using Odoo-specific spreadsheet functions
資料來源¶
When you insert a list or chart from an Odoo list or chart view into an Odoo spreadsheet, or insert a pivot table referencing Odoo data from an Odoo pivot view or directly from a spreadsheet, the spreadsheet is automatically connected to the underlying data thanks to a unique 『data source.』
This connection ensures that the data in the spreadsheet is updated when the corresponding data in your database changes, and allows you to access the underlying data.
備註
Data in a list, pivot table, or chart linked to an Odoo model is refreshed every time the spreadsheet is opened or the browser page is reloaded. It is also possible to manually refresh data by clicking from the menu bar.
Inserting a pivot table from a range of data also creates a data source that connects the pivot table to the underlying spreadsheet range.
Each data source is identified by a unique ID, with each source type (i.e., list, pivot table, or chart) numbered separately, and each new list, pivot table, or chart numbered sequentially, e.g., List #1, List #2, Pivot #1, etc.
The properties of a data source can be accessed via the Data menu, where they are identified by their respective (pivot table), (list) or (chart) icon, followed by their ID and name, e.g., (#1) Sales Analysis by Product.
按一下資料來源會在試算表右側的面板中開啟相關屬性。
備註
Deleting an inserted list or pivot table, or deleting the sheet into which it was inserted, does not delete the underlying data source; this can only be deleted via the data source’s properties. Deleting an inserted chart, however, also deletes the underlying data source.
If an inserted list or pivot table is deleted, but not its data source, a warning appears beside the data source in the Data menu indicating that the data is not currently being used in the spreadsheet.
小訣竅
屬性面板也可以透過在已插入清單或樞紐分析表的任何儲存格上按一下滑鼠右鍵,然後按一下查看清單屬性或查看樞紐分析屬性來開啟,或者按一下已插入圖表右上角的(選單)圖示,然後按一下編輯。
開啟特定資料來源的屬性後,即使在試算表分頁之間切換,屬性仍會保持開啟狀態。若要關閉屬性面板,請按一下面板右上角的(關閉)圖示。
To collapse the properties panel, click the (double chevron) icon at the top of the panel.
To pin the properties panel and allow another panel, such as the global filters panel, to open beside it, click the (pin) icon at the top of the panel.
存取基礎資料¶
可以隨時存取已插入清單、樞紐分析表或圖表的基礎資料。若要檢視:
**已插入清單**的個別記錄,在相關列的任何儲存格上按一下滑鼠右鍵,然後選擇查看記錄
**已插入樞紐分析表**個別儲存格所參照的記錄清單,在該儲存格上按一下滑鼠右鍵,然後選擇查看記錄
**已插入圖表**資料點所代表的記錄清單,按一下該資料點。
小訣竅
使用滑鼠中鍵或 Ctrl + 滑鼠左鍵(Microsoft/Linux),或 Command + 滑鼠左鍵(Mac OS)在新的瀏覽器分頁中開啟結果。
檢視基礎資料後,若要返回試算表,請按一下頁面頂端階層連結中的試算表名稱。