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Insert an Odoo chart

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Learn how to insert an Odoo chart into an Odoo spreadsheet so you can visualize and analyze live Odoo data. 

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1. When preparing a chart accessed via the Reporting menu of an app, which of the following actions can you perform before inserting it into a spreadsheet?
Change the measure(s) displayed in the chart and apply filters. Directly edit the underlying data by clicking on a segment of data. Set up an automatic email schedule to send the chart to specific followers every time the data updates. Define advanced design customizations like the chart's background color, axis font sizes, and legend positioning.
2. Which of the following can be modified within the "Design" tab of the Chart properties panel once a chart is inserted into an Odoo spreadsheet?
The Odoo model the data is being retrieved from (e.g., changing from the Sales Order model to the Contacts model). The technical domain used to filter the records. The chart’s background color, font formatting for titles, and the position of the legend. The list of users who have permission to view the spreadsheet.
3. What is the purpose of the "Link to Odoo" feature found in the “Configuration” tab of the Chart properties panel?
It allows external clients to view the spreadsheet via a link without needing an Odoo login. It adds a link to the original data source or to a specific Odoo menu item. It automatically sends an email notification to the Sales Manager whenever the data updates. Enabling this feature ensures that the chart data remains up-to-date when change are made in the database.
4. What happens if you click on a specific data segment (like a colored bar) of an Odoo chart within a spreadsheet?
It opens the "Design" tab of the chart properties to change the color of that segment. It deletes that segment from the chart to help you focus on other data points. It automatically sends a message to the salesperson represented by that segment. It allows you to directly access and view all the underlying Odoo database records that make up that specific total.