mirror of
https://github.com/OCA/reporting-engine.git
synced 2025-02-16 16:30:38 +02:00
Add LEFT JOIN capabilities Add sums and avg capabilities for tree views Robustness and code review Provide ER diagram view for table relations
24 lines
1.1 KiB
ReStructuredText
24 lines
1.1 KiB
ReStructuredText
To graphically design your analysis data-set:
|
||
|
||
- From the Dashboards menu, select "Custom BI Views"
|
||
- Browse trough the business objects in the "Query Builder" 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
|
||
|
||
To access the created BI View with a dedicated menu:
|
||
|
||
- 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.
|
||
|
||
A more advanced UI is also available under the "Details" tab. It provides extra
|
||
possibilities for more advanced users, like to use LEFT JOIN instead of the
|
||
default INNER JOIN.
|