Documents - Spreadsheet
Online spreadsheets with Odoo data integration
Documents Spreadsheet module provides online spreadsheet editor integrated with Documents, supporting formulas, charts and dynamic data from Odoo.
Supports Excel/CSV import, templates, freeze & share and Excel export.
Create new spreadsheet
Create blank spreadsheet or from template in Documents.
Steps
1. Go to Documents → select folder.
2. Click New → Spreadsheet.
3. Select Blank Spreadsheet or select Template.
4. New spreadsheet opens in editor.
5. Enter data, formulas, create charts.
6. Spreadsheet auto-saves.
Interface terminology
| English | Description |
|---|---|
| Spreadsheet | Online spreadsheet |
| Template | Pre-made spreadsheet template |
| Frozen Spreadsheet | Read-only snapshot of spreadsheet |
Work with spreadsheets
Use spreadsheet editor with full features.
Key points
• Enter data in cells, use formulas (SUM, AVERAGE, IF, VLOOKUP, etc.).
• Create charts (Line, Bar, Pie) from data.
• Format cells (font, color, border, merge cells).
• Add new sheets in same spreadsheet.
• Use ODOO functions to get dynamic data from Odoo (ODOO.LIST, ODOO.PIVOT, ODOO.CHART).
Import Excel/CSV files
Import Excel or CSV files to Documents and convert to spreadsheet.
Key points
• Supports .xlsx, .xls, .csv formats.
• Excel formulas are converted to Odoo formulas.
• Excel charts are preserved (if possible).
Steps
1. Upload Excel (.xlsx) or CSV file to Documents.
2. Select file and click Open in Spreadsheet.
3. File will be converted to Odoo spreadsheet.
4. Edit and save spreadsheet.
Use Templates
Create and use spreadsheet templates for recurring reports.
Key points
• Templates save time for periodic reports.
• Can share templates with colleagues.
Steps
1. Create sample spreadsheet with structure, formulas, charts.
2. Click Save as Template.
3. Name template and add description.
4. When creating new spreadsheet, select template to use.
Share spreadsheets
Share spreadsheets with colleagues with view or edit rights.
Steps
1. Open spreadsheet.
2. Click Share.
3. Add Contributors (people with edit rights).
4. Or share via link with Viewer or Editor rights.
5. Multiple people can edit simultaneously (real-time collaboration).
Interface terminology
| English | Description |
|---|---|
| Contributors | People with spreadsheet edit rights |
Freeze & Share
Create read-only snapshot of spreadsheet to share or archive.
Key points
• Snapshot preserves data at creation time.
• Original spreadsheet can still be edited.
• Use for end-of-month, end-of-quarter reports.
Steps
1. Open spreadsheet.
2. Click Freeze & Share.
3. System creates read-only snapshot of spreadsheet.
4. Snapshot is saved as separate document in Documents.
5. Share snapshot with others without worry of edits.
Export Excel file
Export spreadsheet to Excel file for use outside Odoo.
Steps
1. Open spreadsheet.
2. Click Export → Excel.
3. .xlsx file will be downloaded.
Interface terminology
| English | Description |
|---|---|
| Excel Export | Export spreadsheet to Excel file |
Practical tips
Key points
• Use ODOO.LIST function to get dynamic data from Odoo (e.g., sales order list).
• Create templates for periodic reports (monthly revenue, inventory) to save time.
• Use Freeze & Share to archive end-of-period reports.
• Import Excel to convert old reports to Odoo.
• Share spreadsheets with colleagues for real-time collaboration.
• Use charts to visualize data.