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3.3 KiB
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
: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/143/10.0
Known issues / Roadmap
======================
* Non-stored 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
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 smash it by providing detailed and welcomed feedback.
Credits
=======
Images
------
* Odoo Community Association: `Icon <https://github.com/OCA/maintainer-tools/blob/master/template/module/static/description/icon.svg>`_.
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>
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.