|
|
==============
BI View Editor
==============
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png
:target: https://odoo-community.org/page/development-status
:alt: Beta
.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Freporting--engine-lightgray.png?logo=github
:target: https://github.com/OCA/reporting-engine/tree/11.0/bi_view_editor
:alt: OCA/reporting-engine
.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png
:target: https://translation.odoo-community.org/projects/reporting-engine-11-0/reporting-engine-11-0-bi_view_editor
:alt: Translate me on Weblate
.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png
:target: https://runbot.odoo-community.org/runbot/143/11.0
:alt: Try me on Runbot
|badge1| |badge2| |badge3| |badge4| |badge5|
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.
**Table of contents**
.. contents::
:local:
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 and many2many 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)
* Implement a more advanced UI, with possibilities to use LEFT JOIN as default instead of INNER JOIN
* Find better ways to extend the *_auto_init()* without override
* Possibly avoid the monkey patches
* Data the user has no access to (e.g. in a multi company situation) can be viewed by making a view
* Store the JSON data structure in ORM
* Would be nice if models available to select when creating a view are limited to the ones that have intersecting groups (for non technical users)
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/reporting-engine/issues>`_.
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
`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2011.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Onestein
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>
Other credits
~~~~~~~~~~~~~
Images
------
* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
Funders
-------
The development of this module has been financially supported by:
* IDEAL Connaissances SAS https://www.idealconnaissances.com
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
This module is part of the `OCA/reporting-engine <https://github.com/OCA/reporting-engine/tree/11.0/bi_view_editor>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|
