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  1. Vsebine
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Domov └Spreadsheet & Dashboards └Insert an Odoo list

Spreadsheet & Dashboards

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Completed

Sporočilo vsebine
  • Introduction to Spreadsheet and Dashboards
    • Odoo Spreadsheet basics 40 xp
      • Kviz
    • Odoo Dashboards basics 40 xp
      • Kviz
  • Insert and link to Odoo data
    • Insert an Odoo list 40 xp
      • Kviz
    • Insert an Odoo chart 40 xp
      • Kviz
  • Present and visualize data
    • Dashboard from scratch
  • App integrations
    • Quality - Spreadsheet checks
    • Quality - Spreadsheet template formatting

Insert an Odoo list

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Learn how to insert an Odoo list into an Odoo spreadsheet so you can work with and analyze live Odoo data. 

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1. When preparing a list view in the Sales app to be inserted into a spreadsheet, what is the most efficient way to ensure only records with the status "Quotation Sent" are included?
Insert the entire list, then manually delete the rows that include anything other than Quotation Sent after the list is inserted into the spreadsheet. Via the search bar, apply a Custom Filter where the status must be Quotation Sent. Activate developer mode and hide the "Status" column in the list view. Sort the list by "Status" so that all Quotations appear at the top before inserting the list into a spreadsheet.
2. You want to track only the "Top 5" unconfirmed quotations. How is the number of records determined during the insertion process?
Odoo always inserts the first 80 records by default, and you need to hide the extra rows in the spreadsheet. The number of records is fixed based on the "My Quotation" filter and cannot be changed during insertion. In the "Insert in Spreadsheet" pop-up window, you can manually update the number of records to 5. Click the slider menu then, at the bottom, enter the number of records to insert.
3. A spreadsheet you are working in includes several lists that have been inserted from your database. How can you easily see which model the data has been retrieved from?
In the List properties panel on the right side of the spreadsheet, accessible by clicking on the data source from the Data menu. By right-clicking any cell in the table and selecting "See record." In the Odoo Settings menu under Technical > Models. Inside the sheet name itself, which always displays the model’s technical name.
4. In the formula =ODOO.LIST(2, 5, "user_id"), what does the second argument (i.e., the number '5') represent?
The List ID, which identifies which data source in the spreadsheet to use. The Index, which represents the specific record's original position in the list before insertion. The total number of records currently being displayed in that table. The salesperson's database ID (user_id).
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