OCA reporting engine fork for dev and update.
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  1. .. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
  2. :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
  3. :alt: License: AGPL-3
  4. ==============
  5. BI View Editor
  6. ==============
  7. BI View Editor is a tool integrated in Odoo that allows users define and
  8. execute their own reports without the need to code.
  9. Purpose:
  10. * The BI View Editor is used to create reports not already contained in the
  11. standard Odoo, combining data from existing sources.
  12. * It has been designed to be used by users with little or no knowledge of
  13. the technical architecture of Odoo. Users visually link business objects
  14. and select the fields to visualize.
  15. * The BI View Editor offers users different types of representations,
  16. including tree, graph, pivot views.
  17. Usage
  18. =====
  19. To graphically design your analysis data-set:
  20. - From the Dashboards menu, select "Custom BI Views"
  21. - Browse trough the business objects in the Query tab
  22. - Pick the interesting fields (Drag & Drop)
  23. - 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
  24. - Save and click "Generate BI View"
  25. - Click "Open BI View" to view the result
  26. - If module Dashboard (board) is installed, the standard "Add to My Dashboard" functionality would be available
  27. - 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.
  28. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas
  29. :alt: Try me on Runbot
  30. :target: https://runbot.odoo-community.org/runbot/143/9.0
  31. Known issues / Roadmap
  32. ======================
  33. * Non-stored fields are not supported
  34. * Provide graph view for table relations
  35. * Extend the capabilities of the tree views (e.g. add sums)
  36. * Provide a tutorial (eg. a working example of usage)
  37. Bug Tracker
  38. ===========
  39. Bugs are tracked on `GitHub Issues
  40. <https://github.com/OCA/reporting-engine/issues>`_. In case of trouble, please
  41. check there if your issue has already been reported. If you spotted it first,
  42. help us smash it by providing detailed and welcomed feedback.
  43. Credits
  44. =======
  45. Images
  46. ------
  47. * Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
  48. Contributors
  49. ------------
  50. * Simon Janssens <s.janssens@onestein.nl>
  51. * Diego Luis Neto <diegoluis.neto@gmail.com>
  52. * Dennis Sluijk <d.sluijk@onestein.nl>
  53. * Kevin Graveman <k.graveman@onestein.nl>
  54. * Richard Dijkstra <r.dijkstra@onestein.nl>
  55. * Andrea Stirpe <a.stirpe@onestein.nl>
  56. * Antonio Esposito <a.esposito@onestein.nl>
  57. * Jordi Ballester Alomar <jordi.ballester@eficent.com>
  58. Maintainer
  59. ----------
  60. .. image:: https://odoo-community.org/logo.png
  61. :alt: Odoo Community Association
  62. :target: https://odoo-community.org
  63. This module is maintained by the OCA.
  64. OCA, or the Odoo Community Association, is a nonprofit organization whose
  65. mission is to support the collaborative development of Odoo features and
  66. promote its widespread use.
  67. To contribute to this module, please visit https://odoo-community.org.