README.rst

BI View Editor

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.

Usage

To graphically design your analysis data-set:

• From the Dashboards menu, select "Custom BI Views"
• Browse through the business objects in the Query tab, double click the business object(model) to show the fields under it
• 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
• Save and click "Generate BI View"
• Open the newly created Custom BI views in form view mode, there will be a new Open BI View button, click this button lauch this new report
• if need to change the view definition, first click the Reset to Draft button, then click Edit.

Known issues / Roadmap

• Non-stored fields are not supported
• Provide graph view for table relations
• Extend the capabilities of the tree views (e.g. add sums)
• Add possibility to store the BI view in user dashboard, like any other graph or cross table
• Provide a tutorial (eg. a working example of usage)

Credits

Images

• Odoo Community Association: Icon.

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>
• Fisher Yu yuxinyong@163.com (migrate to 10.0, support duplicate)

Maintainer

This module is maintained by the OCA.

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.

To contribute to this module, please visit https://odoo-community.org.