In the Odoo configuration file add ``bi_view_editor`` in the list
``server_wide_modules``:
..code-block:: ini
[options]
(...)
server_wide_modules = web,bi_view_editor
(...)
Alternatively specify ``--load=bi_view_editor`` when starting Odoo by command line.
Optionally it is possible to enable the view of the ER Diagram. For this you
need to install `Graphviz`, an open source graph visualization software:
..code-block:: bash
``sudo apt-get install graphviz``
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
- Browse trough the business objects in the "Query Builder" 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
- 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.
To access the created BI View with a dedicated menu:
- 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.
A more advanced UI is also available under the "Details" tab. It provides extra
possibilities for more advanced users, like to use LEFT JOIN instead of the
default INNER JOIN.
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)
* Non-stored fields and many2many fields are not supported.
* Provide a tutorial (eg. a working example of usage).
* 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. Would be nice if models available to select when
creating a view are limited to the ones that have intersecting groups.
Bug Tracker
===========
@ -79,7 +111,7 @@ 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
- From the Dashboards menu, select "Custom BI Views"
- Browse trough the business objects in the Query tab
- Browse trough the business objects in the "Query Builder" 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
- 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.
To access the created BI View with a dedicated menu:
- 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.
A more advanced UI is also available under the "Details" tab. It provides extra
possibilities for more advanced users, like to use LEFT JOIN instead of the