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a102a7f115
- move menu and action in according view file - use new sql_request_abstract menu entry for SQL views configuration - Use sql_request_abstract primary tree view - Use sql_request_abstract primary form view - move has_grouped_changed in sql_request_abstract module - improve demo data - add default count value to display in pivot, if no pivot_measures are defined ; - set widget handle to sequence field - reorder fields in tree view and add optional hide for some fields - simplify : make field_description field required - improve : add optional='hide' and 'show' on tree visibility - replace obsolete base.menu_board_root by spreadsheet_dashboard entries - update translation
43 lines
1.3 KiB
ReStructuredText
43 lines
1.3 KiB
ReStructuredText
* Go to Dashboard / Configuration / SQL Views
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* tip your SQL request
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.. figure:: ../static/description/01_sql_request.png
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:width: 800 px
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* Select the group(s) that could have access to the view
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.. figure:: ../static/description/02_security_access.png
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:width: 800 px
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Optionnaly, you can add a domain.
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A tipical domain in a multi company context is to write
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``['|', ('company_id', '=', False), ('company_id', 'in', company_ids)]``
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to make reporting depending on the current companies of the user.
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* Click on the button 'Validate SQL Expression'
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* Once the sql request checked, the module analyses the column of the view,
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and propose field mapping. For each field, you can decide to create an index
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and set if it will be displayed on the pivot graph as a column, a row or a
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measure.
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.. figure:: ../static/description/03_field_mapping.png
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:width: 800 px
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* Click on the button 'Create SQL elements'. (this step could
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take a while, if view is materialized)
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* If it's a MATERIALIZED view:
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* a cron task is created to refresh
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the view. You can so define the frequency of the refresh.
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* the size of view (and the indexes is displayed)
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.. figure:: ../static/description/04_materialized_view_setting.png
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:width: 800 px
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* Finally, click on 'Create UI', to create new menu, action, graph view and
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search view.
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