How to use Google Spreadsheet in Addition to my Data?

Create custom dashboards in Google Spreadsheet that retrieves data directly from Odoo using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required.

Налаштування

From the General Settings, activate Google Drive and Google Spreadsheet. The options Authorization Code and Get Authorization Code are now available.

Enable the Google Drive and Google Spreadsheet features in Odoo

Now, link your Google account with Odoo by following these steps:

  1. Отримайте код авторизації

  2. Select your Google account

  3. Enter your password

  4. Copy the code

  5. Paste it into the Authorization Code field

Create a new Spreadsheet

From the CRM app, for example, go to Favorites and click on Add to Google Spreadsheet.

From the CRM application, for example, click on add to Google Spreadsheet in Odoo

A new spreadsheet will be automatically created in your Google Drive.

Примітка

When you opening this new file, a second sheet is created automatically by Odoo with a tutorial/documentation on How to use Google Spreadsheet.

Заявки

You have two different formulas available when using Google Spreadsheet in Odoo: retrieve data and retrieve grouped sums.

Попередження

Google Drive limits the execution time of scripts; if the data you requested takes too long to be delivered, you might get an error. There is no specific size limit, since the time for Odoo to respond depends on several factors - although reading data regarding several thousand records is usually fine.

Retrieve Data

The theoretical formula is = oe_browse (table;columns;filters;orderby:limit). Used it if you want to display the information without grouping it (e.g.: each sales order in the database).
Find some the arguments in the table below.
Table with examples of arguments to use in Odoo

Retrieve Grouped Sums

The theoretical formula is = oe_read_group (table;columns;group_by;filters;orderby:limit). Use it when you want to display a sum of data (e.g.: total invoiced).
Find some arguments in the table below.
Table with examples of grouped sum arguments to use in Odoo

Other uses

Mix Odoo data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs.