.. image:: https://img.shields.io/badge/license-AGPL--3-blue.png :target: https://www.gnu.org/licenses/agpl :alt: License: AGPL-3 ============== BI View Editor ============== 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. 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. .. image:: https://odoo-community.org/website/image/ir.attachment/5784_f2813bd/datas :alt: Try me on Runbot :target: https://runbot.odoo-community.org/runbot/143/11.0 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 smash it by providing detailed and welcomed feedback. Credits ======= Images ------ * Odoo Community Association: `Icon `_. Contributors ------------ * Simon Janssens * Diego Luis Neto * Dennis Sluijk * Kevin Graveman * Richard Dijkstra * Andrea Stirpe * Antonio Esposito * Jordi Ballester Alomar Do not contact contributors directly about support or help with technical issues. Funders ------- The development of this module has been financially supported by: * IDEAL Connaissances SAS https://www.idealconnaissances.com Maintainer ---------- .. image:: https://odoo-community.org/logo.png :alt: Odoo Community Association :target: https://odoo-community.org This module is maintained by the OCA. 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. To contribute to this module, please visit https://odoo-community.org.