diff --git a/content/applications/productivity/spreadsheet/insert.rst b/content/applications/productivity/spreadsheet/insert.rst index ebe0aa490d..93714584eb 100644 --- a/content/applications/productivity/spreadsheet/insert.rst +++ b/content/applications/productivity/spreadsheet/insert.rst @@ -8,6 +8,10 @@ Several elements from your Odoo database can be inserted into an Odoo spreadshee - pivot tables, i.e., data from a :ref:`pivot view ` - charts, i.e., data from a :ref:`graph view ` +.. note:: + Lists, pivot tables, and charts from different apps and models can be inserted into the same + spreadsheet. + Each time a list, pivot table, or chart is inserted, a :ref:`data source ` is created. This data source connects the spreadsheet to your Odoo database, retrieving up-to-date information every time the spreadsheet is opened, the browser @@ -21,10 +25,6 @@ data` from the menu bar. further manipulated in the spreadsheet. Certain elements of :ref:`inserted charts ` can be modified, but no data manipulation or computation is possible. -.. note:: - Lists, pivot tables, and charts from different apps and models can be inserted into the same - spreadsheet. - .. tip:: If you intend to use :doc:`global filters ` to dynamically filter Odoo data in a spreadsheet or dashboard, do not use the same conditions to establish the initial list, pivot @@ -45,10 +45,10 @@ Data sources ============ Data sources, which are created each time a :ref:`list `, :ref:`pivot table -` or :ref:`graph ` is inserted into an +`, or :ref:`chart ` is inserted into an Odoo spreadsheet, connect the spreadsheet and the relevant :doc:`model -<../../studio/models_modules_apps>` in your database, keeping the data in the spreadsheet -up-to-date. +<../../studio/models_modules_apps>` in your database, ensuring the data stays up-to-date and +allowing you to :ref:`access the underlying data `. Each data source is defined by properties that can be accessed via the :guilabel:`Data` menu. Data sources are identified by their respective :icon:`oi-view-pivot` :guilabel:`(pivot table)`, @@ -83,6 +83,26 @@ Clicking on a data source opens the related properties in a pane on the right of Deleting an inserted chart, on the other hand, also deletes the underlying data source. +.. _spreadsheet/insert/accessing-data: + +Accessing underlying data +------------------------- + +The underlying data of an inserted list, pivot table, or chart can be accessed at any time. To view: + +- an individual record of an **inserted list**, right-click any cell of the relevant row, then + select :icon:`fa-eye` :guilabel:`See record` +- a list of records referenced by an individual cell of an **inserted pivot table**, right-click the + cell, then select :icon:`fa-eye` :guilabel:`See records` +- a list of records represented by a data point of an **inserted chart**, click the data point. + +.. tip:: + Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click + (Mac OS) to open the results in a new browser tab. + +To return to the spreadsheet after viewing the underlying data, click the name of the spreadsheet in +the breadcrumbs at the top of the page. + .. _spreadsheet/insert/list: Insert a list @@ -151,9 +171,6 @@ name of the list followed by the list ID, e.g., *Quotations by Total (List #1)*. side of the screen shows the :ref:`list properties `. .. tip:: - - To view an individual record of an inserted list, right-click on any cell of the relevant row, - then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name - of the spreadsheet in the breadcrumbs at the top of the page. - To sever the link between an inserted list and your database, select the entire list, right-click and select :icon:`fa-clipboard` :guilabel:`Copy` then right-click again and select :menuselection:`Paste special --> Paste as value`. @@ -231,7 +248,7 @@ relevant. Manage an inserted list ----------------------- -Once a list from an Odoo database has been inserted into an Odoo spreadsheet, you can: +After a list from an Odoo database has been inserted into an Odoo spreadsheet, you can: - :ref:`add records `, i.e., rows - :ref:`add fields `, i.e., columns @@ -381,9 +398,6 @@ Team (Pivot #1)*. A pane on the right side of the screen shows the :ref:`pivot t `. .. tip:: - - To view the records referenced by an individual cell of a pivot table, right-click on the cell, - then click :icon:`fa-eye` :guilabel:`See record`. To return to the spreadsheet, click the name - of the spreadsheet in the breadcrumbs at the top of the page. - To sever the link between an inserted pivot table and your database, select the entire pivot table, right-click and select :icon:`fa-clone` :guilabel:`Copy`, then right-click again and select :menuselection:`Paste special --> Paste as value`. @@ -476,7 +490,7 @@ To :ref:`duplicate ` or :ref:`delete Manage an inserted pivot table ------------------------------ -Once a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can: +After a pivot table from an Odoo database has been inserted into an Odoo spreadsheet, you can: - :ref:`convert it to a dynamic pivot table ` to be able to manipulate the dimensions and measures @@ -668,9 +682,23 @@ The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sect .. image:: insert/chart-type-doughnut.png :alt: Doughnut chart icon - :guilabel:`Doughnut`: A variation of the pie chart with a hollow center, offering similar + :guilabel:`Doughnut`: a variation of the pie chart with a hollow center, offering similar use cases but with a modern aesthetic. + .. tab:: Hierarchical + + .. image:: insert/chart-type-sunburst.png + :alt: Sunburst chart icon + + :guilabel:`Sunburst`: a variation of the doughnut chart with hierarchical rings, showcasing + part-to-whole relationships across multiple levels. + + .. image:: insert/chart-type-treemap.png + :alt: Treemap chart icon + + :guilabel:`Treemap`: a multi-level rectangular chart that displays hierarchical data through + nested rectangles, ideal for illustrating proportions and categories. + .. tab:: Miscellaneous .. image:: insert/chart-type-scatter.png @@ -727,6 +755,12 @@ The :icon:`fa-sliders` :guilabel:`Configuration` tab includes the following sect :guilabel:`Geo`: visualizes data on a map using color variations to represent values or categories across different geographical regions. + .. image:: insert/chart-type-funnel.png + :alt: Geo chart icon + + :guilabel:`Funnel`: visualizes data that progressively decreases over stages of a + process, with the option to display cumulative data for each stage. + - :guilabel:`Domain`: the rules used to determine which records are shown. Click :ref:`Edit domain ` to add or edit rules. - :guilabel:`Link to Odoo menu`: to add a :ref:`clickable link ` @@ -771,6 +805,42 @@ editor. Waterfall charts have a dedicated :guilabel:`Waterfall design` section. +Manage an inserted chart +------------------------ + +After a chart from an Odoo database has been inserted into an Odoo spreadsheet, you can: + +- move the chart within the same sheet by selecting it, then dragging the chart to the desired + position +- resize the chart by selecting it, then clicking and dragging the blue markers until the chart is + the desired size +- hover over the chart, then click the :icon:`fa-bars` :guilabel:`(menu)` icon to reveal the + following options: + + - :icon:`fa-clipboard` :guilabel:`Copy` or :icon:`os-cut` :guilabel:`Cut`: to copy or cut a chart + with the intention of pasting it *within the same spreadsheet*, click the relevant icon or use + the relevant keyboard shortcut. Paste the chart in the desired location by clicking + :menuselection:`Edit -->` :icon:`os-paste` :menuselection:`Paste` from the menu bar or use the + relevant keyboard shortcut. + + .. note:: + Copying/cutting and pasting a chart in this way maintains the link between the chart and your + database. The data in the pasted chart remains up-to-date, and clicking on a data point opens + the related list view in the database. + + - :guilabel:`Copy as image`: to copy an image of a chart to your clipboard with the intention of + pasting it *in any location within or outside your spreadsheet*, click :guilabel:`Copy as + image`. Paste the image in the desired location using the paste function of the destination + program or the relevant keyboard shortcut. + + .. note:: + Copying and pasting a static image of a chart implies there is no longer any link between the + chart and your database. + + - :icon:`fa-trash-o` :guilabel:`Delete`: delete a chart and its underlying :ref:`data source + ` by clicking :icon:`fa-trash-o` :guilabel:`Delete`. + Alternatively, use your preferred keyboard command to delete a chart and its data source. + .. _spreadsheet/insert/clickable-links: Insert clickable links @@ -786,6 +856,9 @@ You can :ref:`insert a clickable link from any spreadsheet cell - another sheet inside the same spreadsheet - an external URL +You can :ref:`insert a clickable link from any chart ` to +an Odoo menu item. + .. note:: - Clicking a link to a menu item provides the same result as navigating via the Odoo menu within an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view @@ -794,8 +867,9 @@ You can :ref:`insert a clickable link from any spreadsheet cell starting from the view itself. However, as this method inserts each new link in a new sheet, it is more efficient to create links to specific views starting from the spreadsheet. -You can :ref:`insert a clickable link from any chart ` to -an Odoo menu item. +.. tip:: + Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click + (Mac OS) to open clickable links in a new browser tab. .. _spreadsheet/insert/clickable-links-cell: diff --git a/content/applications/productivity/spreadsheet/insert/chart-type-funnel.png b/content/applications/productivity/spreadsheet/insert/chart-type-funnel.png new file mode 100644 index 0000000000..8cbc8a2e59 Binary files /dev/null and b/content/applications/productivity/spreadsheet/insert/chart-type-funnel.png differ diff --git a/content/applications/productivity/spreadsheet/insert/chart-type-sunburst.png b/content/applications/productivity/spreadsheet/insert/chart-type-sunburst.png new file mode 100644 index 0000000000..86b7b4bdc0 Binary files /dev/null and b/content/applications/productivity/spreadsheet/insert/chart-type-sunburst.png differ diff --git a/content/applications/productivity/spreadsheet/insert/chart-type-treemap.png b/content/applications/productivity/spreadsheet/insert/chart-type-treemap.png new file mode 100644 index 0000000000..b8ced3de75 Binary files /dev/null and b/content/applications/productivity/spreadsheet/insert/chart-type-treemap.png differ