mirror of
https://github.com/OCA/reporting-engine.git
synced 2025-02-16 16:30:38 +02:00
120 lines
4.8 KiB
ReStructuredText
120 lines
4.8 KiB
ReStructuredText
==============
|
||
BI View Editor
|
||
==============
|
||
|
||
..
|
||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||
!! This file is generated by oca-gen-addon-readme !!
|
||
!! changes will be overwritten. !!
|
||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||
!! source digest: sha256:da2411cce26c1710fa9a66ba535c6b482a296099369bb8f32920a6ad3f750ba9
|
||
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
|
||
|
||
.. |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/10.0/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-10-0/reporting-engine-10-0-bi_view_editor
|
||
:alt: Translate me on Weblate
|
||
.. |badge5| image:: https://img.shields.io/badge/runboat-Try%20me-875A7B.png
|
||
:target: https://runboat.odoo-community.org/builds?repo=OCA/reporting-engine&target_branch=10.0
|
||
:alt: Try me on Runboat
|
||
|
||
|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
|
||
|
||
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 to smash it by providing a detailed and welcomed
|
||
`feedback <https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2010.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
||
|
||
Do not contact contributors directly about support or help with technical issues.
|
||
|
||
Credits
|
||
=======
|
||
|
||
Authors
|
||
~~~~~~~
|
||
|
||
* Onestein
|
||
|
||
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>
|
||
|
||
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 <https://github.com/OCA/reporting-engine/tree/10.0/bi_view_editor>`_ project on GitHub.
|
||
|
||
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
|