BI View Editor
by Onestein https://github.com/OCA/reporting-engine , Odoo Community Association (OCA) https://github.com/OCA/reporting-engine
Odoo
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Technical Name |
bi_view_editor |
| License | AGPL-3 |
| Website | http://www.onestein.eu |
| Versions | 8.0 15.0 9.0 10.0 11.0 12.0 14.0 16.0 |
BI View Editor
BI View Editor is a tool integrated in Odoo that allows users define and execute their own reports without the need to code.
Purpose:
- The BI View Editor is used to create reports not already contained in the standard Odoo, combining data from existing sources.
- It has been designed to be used by users with little or no knowledge of the technical architecture of Odoo. Users visually link business objects and select the fields to visualize.
- The BI View Editor offers users different types of representations, including tree, graph, pivot views.
Usage
To graphically design your analysis data-set:
- From the Dashboards menu, select "Custom BI Views"
- Browse trough the business objects in the Query tab
- Pick the interesting fields (Drag & Drop)
- For each selected field, right-click on the Options column and select whether it's a row, column or measure; if you want to remove the field from the list view, unflag the checkbox ´List´ in the Options column
- Save and click "Generate BI View"
- Click "Open BI View" to view the result
- If module Dashboard (board) is installed, the standard "Add to My Dashboard" functionality would be available
- Click "Create a menu" to create a new menu item directly linked to your new BI view (this feature is available in developer mode); when the BI view is reset back to draft this menu will be removed, and you will need to re-create the menu entry.
Known issues / Roadmap
- Non-stored fields are not supported
- Provide graph view for table relations
- Extend the capabilities of the tree views (e.g. add sums)
- Provide a tutorial (eg. a working example of usage)
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us smash it by providing detailed and welcomed feedback.
Credits
Images
- Odoo Community Association: Icon.
Contributors
- Simon Janssens <s.janssens@onestein.nl>
- Diego Luis Neto <diegoluis.neto@gmail.com>
- Dennis Sluijk <d.sluijk@onestein.nl>
- Kevin Graveman <k.graveman@onestein.nl>
- Richard Dijkstra <r.dijkstra@onestein.nl>
- Andrea Stirpe <a.stirpe@onestein.nl>
- Antonio Esposito <a.esposito@onestein.nl>
- Jordi Ballester Alomar <jordi.ballester@eficent.com>
Maintainer
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
To contribute to this module, please visit https://odoo-community.org.
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