============== 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 `_. 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 `_. Do not contact contributors directly about support or help with technical issues. Credits ======= Authors ~~~~~~~ * Onestein Contributors ~~~~~~~~~~~~ * Simon Janssens * Diego Luis Neto * Dennis Sluijk * Kevin Graveman * Richard Dijkstra * Andrea Stirpe * Antonio Esposito * Jordi Ballester Alomar Other credits ~~~~~~~~~~~~~ Images ------ * Odoo Community Association: `Icon `_. 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 `_ project on GitHub. You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.