Charts¶
Charts present data visually, making them a user-friendly way to show patterns, trends, and relationships between data.
Tip
Charts can be created manually based on spreadsheet data or inserted directly from an Odoo graph view.
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.
Tip
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.
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.
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.
Radar: displays multivariate data as a polygon on axes radiating from a center, allowing for profile comparisons across multiple variables.
Filled radar: fills the area within the radar chart’s polygon, emphasizing the overall magnitude of values across different attributes for comparison.
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.
Geo: visualizes data on a map using color variations to represent values or categories across different geographical regions.
Chart properties¶
When you create a chart manually or insert a chart from an Odoo graph view into a spreadsheet, the chart properties appear in a pane on the right side of the spreadsheet. Here, it is possible to modify various aspects of the chart’s configuration and design via the Configuration and Design tabs respectively.
Tip
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.
Configuratie¶
The Configuration tab includes the following sections:
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.
Design¶
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.