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</style></head><body><div class="document" id="bi-view-editor"><h1 class="title">BI View Editor</h1>
<!-- !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!!! changes will be overwritten. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! --><p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/12.0/bi_view_editor"><img alt="OCA/reporting-engine" src="https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/reporting-engine-12-0/reporting-engine-12-0-bi_view_editor"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/143/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p><p>BI View Editor is a tool integrated in Odoo that allows users define andexecute their own reports without the need to code.</p><p>Purpose:</p><ul class="simple"><li>The BI View Editor is used to create reports not already contained in thestandard Odoo, combining data from existing sources.</li><li>It has been designed to be used by users with little or no knowledge ofthe technical architecture of Odoo. Users visually link business objectsand select the fields to visualize.</li><li>The BI View Editor offers users different types of representations,including tree, graph, pivot views.</li></ul><p><strong>Table of contents</strong></p><div class="contents local topic" id="contents"><ul class="simple"><li><a class="reference internal" href="#installation" id="id1">Installation</a></li><li><a class="reference internal" href="#usage" id="id2">Usage</a></li><li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li><li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li><li><a class="reference internal" href="#credits" id="id5">Credits</a><ul><li><a class="reference internal" href="#authors" id="id6">Authors</a></li><li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li><li><a class="reference internal" href="#other-credits" id="id8">Other credits</a><ul><li><a class="reference internal" href="#funders" id="id9">Funders</a></li></ul></li><li><a class="reference internal" href="#maintainers" id="id10">Maintainers</a></li></ul></li></ul></div><div class="section" id="installation"><h1><a class="toc-backref" href="#id1">Installation</a></h1><p>In the Odoo configuration file add <tt class="docutils literal">bi_view_editor</tt> in the list<tt class="docutils literal">server_wide_modules</tt>:</p><pre class="code ini literal-block"><span class="k">[options]</span><span class="na">(...)</span><span class="na">server_wide_modules</span> <span class="o">=</span> <span class="s">web,bi_view_editor</span><span class="na">(...)</span></pre><p>Alternatively specify <tt class="docutils literal"><span class="pre">--load=bi_view_editor</span></tt> when starting Odoo by command line.</p><p>Optionally it is possible to enable the view of the ER Diagram. For this youneed to install <cite>Graphviz</cite>, an open source graph visualization software:</p><pre class="code bash literal-block"><span class="sb">``</span>sudo apt-get install graphviz<span class="sb">``</span></pre></div><div class="section" id="usage"><h1><a class="toc-backref" href="#id2">Usage</a></h1><p>To graphically design your analysis data-set:</p><ul class="simple"><li>From the Dashboards menu, select “Custom BI Views”</li><li>Browse trough the business objects in the “Query Builder” tab</li><li>Pick the interesting fields (Drag & Drop)</li><li>For each selected field, right-click on the Options column and select whetherit’s a row, column or measure; if you want to remove the field from the listview, unflag the checkbox ´List´ in the Options column</li><li>Save and click “Generate BI View”</li><li>Click “Open BI View” to view the result</li></ul><p>To access the created BI View with a dedicated menu:</p><ul class="simple"><li>If module Dashboard (board) is installed, the standard “Add to My Dashboard”functionality would be available</li><li>Click “Create a menu” to create a new menu item directly linked to your newBI view (this feature is available in developer mode); when the BI view isreset back to draft this menu will be removed, and you will need to re-createthe menu entry.</li></ul><p>A more advanced UI is also available under the “Details” tab. It provides extrapossibilities for more advanced users, like to use LEFT JOIN instead of thedefault INNER JOIN.</p></div><div class="section" id="known-issues-roadmap"><h1><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h1><ul class="simple"><li>Non-stored fields and many2many fields are not supported.</li><li>Provide a tutorial (eg. a working example of usage).</li><li>Find better ways to extend the <em>_auto_init()</em> without override.</li><li>Possibly avoid the monkey patches.</li><li>Data the user has no access to (e.g. in a multi company situation) can beviewed by making a view. Would be nice if models available to select whencreating a view are limited to the ones that have intersecting groups.</li></ul></div><div class="section" id="bug-tracker"><h1><a class="toc-backref" href="#id4">Bug Tracker</a></h1><p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/issues">GitHub Issues</a>.In case of trouble, please check there if your issue has already been reported.If you spotted it first, help us smashing it by providing a detailed and welcomed<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p><p>Do not contact contributors directly about support or help with technical issues.</p></div><div class="section" id="credits"><h1><a class="toc-backref" href="#id5">Credits</a></h1><div class="section" id="authors"><h2><a class="toc-backref" href="#id6">Authors</a></h2><ul class="simple"><li>Onestein</li></ul></div><div class="section" id="contributors"><h2><a class="toc-backref" href="#id7">Contributors</a></h2><ul class="simple"><li>Simon Janssens <<a class="reference external" href="mailto:s.janssens@onestein.nl">s.janssens@onestein.nl</a>></li><li>Diego Luis Neto <<a class="reference external" href="mailto:diegoluis.neto@gmail.com">diegoluis.neto@gmail.com</a>></li><li>Dennis Sluijk <<a class="reference external" href="mailto:d.sluijk@onestein.nl">d.sluijk@onestein.nl</a>></li><li>Kevin Graveman <<a class="reference external" href="mailto:k.graveman@onestein.nl">k.graveman@onestein.nl</a>></li><li>Richard Dijkstra <<a class="reference external" href="mailto:r.dijkstra@onestein.nl">r.dijkstra@onestein.nl</a>></li><li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li><li>Antonio Esposito <<a class="reference external" href="mailto:a.esposito@onestein.nl">a.esposito@onestein.nl</a>></li><li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li></ul></div><div class="section" id="other-credits"><h2><a class="toc-backref" href="#id8">Other credits</a></h2><div class="section" id="funders"><h3><a class="toc-backref" href="#id9">Funders</a></h3><p>The development of this module for Odoo 11.0 has been financially supported by:</p><ul class="simple"><li>IDEAL Connaissances SAS <a class="reference external" href="https://www.idealconnaissances.com">https://www.idealconnaissances.com</a></li></ul></div></div><div class="section" id="maintainers"><h2><a class="toc-backref" href="#id10">Maintainers</a></h2><p>This module is maintained by the OCA.</p><a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a><p>OCA, or the Odoo Community Association, is a nonprofit organization whosemission is to support the collaborative development of Odoo features andpromote its widespread use.</p><p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/12.0/bi_view_editor">OCA/reporting-engine</a> project on GitHub.</p><p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p></div></div></div></body></html>
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