Preparação

Este estágio envolve:

• defining the purpose of the dashboard, in other words, the business questions it needs to answer, and deciding what data would answer those questions;

• determining where to find the relevant Odoo data and deciding which type of view (i.e., list, pivot table, or chart) is most suited for the data analysis needed;

• preparing the Odoo data by refining the views to focus on the most relevant information, e.g., by using search filters, by making only certain list fields visible, or by deciding which dimensions and measures a pivot table should use;

• sourcing any other information needed to support the dashboard.

Inserção e manipulação de dados

Este estágio envolve:

• inserting the prepared lists, pivot tables or charts into the spreadsheet you will use to build your dashboard;

• manipulating the data, if needed, to be able to draw the necessary insights. This may involve performing calculations or creating custom metrics using standard or Odoo-specific functions and formulas, referencing data from various sources within the spreadsheet, or converting static pivot tables to dynamic pivot tables.

Visualização de dados

Este estágio envolve:

• presenting the data on at least the first sheet of your spreadsheet (i.e., the sheet that will serve as the front end of your dashboard) in a clear, visual, and meaningful way so it is easy to interpret. Concretely, this means deciding on the layout and order of elements such as tables and charts, as well as using tools and techniques to guide the user, such as clear and descriptive headings, text formatting and colors, carefully chosen chart types, and conditional formatting to highlight specific data visually;

• inserting clickable links <spreadsheet/insert/clickable-links>, if relevant, to provide access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these should also be accessible from the front end of your dashboard;

• creating global filters to allow users to tailor the view to their needs;

• converting the spreadsheet into a dashboard <spreadsheet/get-started/convert-to-dashboard>, determining whether to add the dashboard to an existing or new dashboard section, and managing access rights to the dashboard <dashboards/access-and-sharing/manage-view-access>.

Abrir a planilha subjacente

Para abrir a planilha subjacente de um dashboard:

1. In the Dashboards app, go to Configuration › Dashboards.

2. Open the relevant dashboard section, then, on the line of the relevant dashboard, click fa-pencil Edit.

A planilha que abre normalmente consiste em pelo menos duas planilhas:

• The first sheet always serves as the front end of your dashboard, and contains the tables and charts used to structure and visualize the data.

• The second and any subsequent sheets typically contain data used for the calculation of key metrics shown on the first sheet.

Para dashboards padrão <dashboards/standard>, enquanto as fontes de dados ainda estão ativas e visíveis no menu Dados, as listas e tabelas dinâmicas correspondentes foram removidas da planilha para melhor desempenho e aparência mais limpa.

Adicionar, editar ou remover elementos do dashboard

Os dashboards podem ser personalizados de várias maneiras, como:

• adding new tables and charts based on previously inserted or newly inserted Odoo data <dashboards/customize-dashboard/edit-spreadsheet-new-odoo-data>. This requires a similar approach to building a dashboard from scratch <build_and_customize_dashboards/build>;

• adding new global filters or editing or deleting existing ones;

• adding or editing clickable links <spreadsheet/insert/clickable-links> to Odoo menus, URLs, or to other sheets within the same spreadsheet.