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Início └MasterClass - Business Intelligence └How does this course work?

MasterClass - Business Intelligence

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Conteúdo do curso
  • Introduction
    • Why did we create this course?
    • How does this course work?
  • Module 1: Odoo's Database Fundamentals
    • Odoo ORM Structure and Concepts
    • Odoo Models, Fields and Relational Fields
    • Use Cases 1
    • How Groups, Filters, and Advanced Filters Work
    • Use Cases 2
  • Module 2: Business Intelligence Principles in Action
    • How Built-In Reporting Tabs and Pivot Tables Work
    • Use Cases 3
    • Deep Dive into Odoo Spreadsheets
    • Use Cases 4
    • From Spreadsheet to Dashboard
    • Use Cases 5
  • Module 3: Odoo Studio Reports + AI Features (Bonus)
    • Odoo Studio and Creating PDF Reports
    • Use Cases 6
    • How Does AI Work in Odoo?
    • Use Cases 7

How does this course work?

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How does this SmartClass work?





This SmartClass is designed to take place over five focused sessions, combining practical knowledge with strategic insights to help you harness the full power of Odoo for business intelligence.


Each week builds upon the last, with short lessons, guided exercises, and real-world examples that make the learning experience approachable, even for non-technical participants.


What do I need to know before starting? (Pre-requisites)


This course is designed for professionals who want to make smarter decisions using Odoo—whether you're in operations, finance, sales, or IT. You don’t need to be a developer, but a basic understanding of how business systems work will be helpful.


Before starting, we recommend that you:


  • Watch Odoo’s full Odoo Studio Tutorial (https://www.youtube.com/playlist?list=PL1-aSABtP6ADrLdkRuSAuLPd7qqql4T8c).
  • Have general experience using Odoo or another ERP system.
  • Be familiar with three-tier architecture software.
  • Be familiar with any Database Management System (DBMS).
  • Understand the basics of SQL (how to read and write simple queries).
  • Be familiar with spreadsheets (formulas, pivot tables, filters).
  • Be curious about how data can improve decision-making.


If you’re comfortable navigating data tables, asking analytical questions, and working with structured tools like Excel or Google Sheets, you’re more than ready to get started.




Here’s what to expect:

Module 1: Foundations of Odoo Data

We’ll start by demystifying how Odoo stores and organizes your business data. You’ll learn how the system thinks, how information flows, and why this matters when building reports. By the end of this module, you’ll be able to speak confidently about Odoo’s data model and how it supports smarter decisions.

Module 2: Business Intelligence Principles in Action

We’ll introduce core BI concepts—like KPIs, dashboards, data storytelling, and decision-making frameworks—and apply them within Odoo. You’ll gain hands-on experience in creating meaningful insights that help teams align and perform better.

Module 3: Odoo Studio Reports + AI Features (Bonus)

In this section, you’ll learn how to use Odoo Studio to customize your apps without writing code, and how to create and modify PDF reports to match your business needs. As a bonus, you’ll also explore key AI-powered features that enhance automation.



What will I be able to do after this course? (Outcomes)


By the end of this SmartClass, you’ll walk away with practical tools and the confidence to drive impact with data inside your company—without relying heavily on technical teams.


You will be able to:


  • Build dynamic reports and dashboards using Odoo’s Spreadsheet and BI tools.
  • Analyze your company’s data more effectively to support real-time decision-making.
  • Design and deploy a real project that your company can use right away to improve visibility, performance, or collaboration.


Whether you’re leading a team or just starting to explore business intelligence, this course gives you the foundation to make data part of your company’s everyday strategy.



Task Format


The course can be found on our eLearning platform. The format is divided into different Modules, which are then further divided into tasks. Tasks can take from 20 minutes to a couple of hours. The longest tasks will take a maximum of 2 hours.


Each task is divided into 4 parts:


  • Why this task?: A short explanation of why this task is important for you as a Data Analyst.
  • How to manage it: Tips to help you succeed. This section tells you if it’s something to read, prepare for, or complete.
  • What is this task about: The main content or topic you’ll learn in this task.
  • Outcome: Check what you’ve learned and compare it to the task content.


Feel free to comment and provide feedback for each item of the course on what was good and what could be improved. We want this course to be a tool for improvement. We have done this internally and the feedback received has shaped the current format in many ways. We have kept in mind that the current format may need to be adapted for audiences other than Odoo insiders, and your feedback will be vital in informing the direction we take.


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