Spreadsheet Dashboard Edition
Tools to create and customize professional dashboards with spreadsheet
Dashboard Edition Overview
Dashboard Edition in Odoo 19 Spreadsheet provides complete toolset to create and customize professional dashboards. With familiar spreadsheet interface combined with special Odoo formulas, you can create interactive dashboards with real-time data from any module.
Key points
• Drag-and-drop dashboard builder with intuitive interface
• Custom formulas combining Excel functions and Odoo data functions
• Chart editor with 10+ chart types and customization options
• Pivot tables with grouping, filtering and aggregation
• Conditional formatting to highlight important data
• Dashboard templates for quick start
• Sharing and permissions management
• Real-time collaboration with multiple users
Terminology Reference
Key terminology in Dashboard Edition:
| Vietnamese | English | Description |
|---|---|---|
| Ô | Cell | Basic unit in spreadsheet |
| Công thức | Formula | Calculation expression starting with = |
| Hàm | Function | Built-in formula (SUM, AVERAGE, ODOO.*) |
| Phạm vi | Range | Group of consecutive cells (A1:B10) |
| Named Range | Named Range | Name a range for easy use |
| Biểu đồ | Chart | Graphical data visualization |
| Pivot Table | Pivot Table | Multi-dimensional data summary table |
| Conditional Formatting | Conditional Formatting | Automatic formatting based on conditions |
| Template | Template | Pre-built dashboard template |
| Filter | Filter | Filter displayed data |
| Slicer | Slicer | Interactive filter for pivot tables |
| Data Validation | Data Validation | Validate input data |
Creating New Dashboard
Process to create new dashboard from scratch or from template.
Steps
1. Go to module menu (Accounting, CRM, Sales, etc.) > Reporting > Spreadsheet Dashboard
2. Click "New" to create new dashboard
3. Choose "Blank Dashboard" or select available template
4. Name the dashboard and choose storage folder
5. Set up layout: Number of columns, row heights, freeze panes
6. Add title and description for dashboard
7. Start adding data, formulas, charts and formatting
8. Save and test dashboard with real data
Odoo Data Functions
Special functions to fetch data from Odoo modules into spreadsheet.
| Function | Module | Purpose | Example |
|---|---|---|---|
| ODOO.LIST() | All | Get list of records | =ODOO.LIST("sale.order", "name,amount_total") |
| ODOO.FILTER() | All | Filter records by condition | =ODOO.FILTER(A1:A10, "state", "=", "sale") |
| ODOO.PIVOT() | All | Create pivot table from data | =ODOO.PIVOT("sale.order", "product_id", "SUM", "amount_total") |
| ODOO.ACCOUNT.BALANCE() | Accounting | Account balance | =ODOO.ACCOUNT.BALANCE("400000", "2024-01-01", "2024-12-31") |
| ODOO.CRM.PIPELINE() | CRM | Pipeline data | =ODOO.CRM.PIPELINE("stage_id", "expected_revenue") |
| ODOO.SALE.REPORT() | Sales | Sales report | =ODOO.SALE.REPORT("product_id", "qty_delivered", "price_total") |
Chart Editor
Create and customize interactive charts to visualize data.
Key points
• Chart types: Line, Bar, Column, Pie, Donut, Area, Scatter, Combo
• Select data range for chart (X-axis, Y-axis, Series)
• Customize chart title, axis labels, legend position
• Color schemes and custom colors for series
• Data labels: Show values, percentages, custom format
• Gridlines, trendlines and reference lines
• Interactive features: Tooltips, drill-down, filters
• Export chart as image or embed in reports
Pivot Tables
Create pivot tables to analyze multi-dimensional data with grouping and aggregation.
Steps
1. Select data range or use ODOO.LIST() to get data
2. Insert > Pivot Table
3. Drag fields to Rows, Columns, Values areas
4. Choose aggregation function: SUM, AVERAGE, COUNT, MIN, MAX
5. Apply filters to focus on specific data
6. Add calculated fields with custom formulas
7. Format numbers, dates and text
8. Add slicers for interactive filtering
Conditional Formatting
Automatically format cells based on values to highlight important data.
| Rule Type | When to Use | Example |
|---|---|---|
| Color Scales | Show gradient by value | Revenue: Red (low) to Green (high) |
| Data Bars | Show bar chart in cell | Progress bars for completion % |
| Icon Sets | Show icons by thresholds | Arrows: ↑ (>5%), → (0-5%), ↓ (<0%) |
| Highlight Rules | Highlight cells meeting condition | Highlight overdue dates in red |
| Top/Bottom Rules | Highlight top N or bottom N | Top 10 customers by revenue |
| Custom Formula | Complex conditions | =AND($B2>1000, $C2<30) |
Dashboard Templates
Use available templates to create dashboards quickly.
Key points
• Financial Dashboard: P&L, Balance Sheet, Cash Flow
• Sales Dashboard: Pipeline, Revenue Forecast, Performance
• CRM Dashboard: Lead Analysis, Conversion Rates, Activities
• Inventory Dashboard: Stock Levels, Movements, Valuation
• HR Dashboard: Headcount, Attendance, Expenses
• Project Dashboard: Tasks, Timesheets, Profitability
• Custom templates: Save your dashboards as templates
• Template marketplace: Share and download community templates
Sharing and Permissions
Manage access and collaboration for dashboards.
Key points
• Share via link with expiration date
• Share with specific users or groups
• Public dashboards for external stakeholders
• Embed dashboards in websites or portals
| Permission Level | Rights | When to Use |
|---|---|---|
| View Only | View dashboard, no edit | Share with executives, stakeholders |
| Comment | View and comment, no edit | Review and feedback process |
| Edit | View and edit dashboard | Collaboration with team members |
| Owner | Full control, manage permissions | Dashboard creator and admins |
Real-time Collaboration
Work simultaneously with multiple users on same dashboard.
Key points
• See cursors of other users editing
• Real-time updates when others make changes
• Comments and mentions (@user) for discussions
• Version history to track changes and restore previous versions
• Conflict resolution when multiple users edit same cell
• Activity log showing who changed what and when
• Notifications for comments and mentions
• Chat integration for team communication
Advanced Features
Advanced features for power users.
Key points
• Named ranges to simplify formulas
• Array formulas for complex calculations
• Custom functions with JavaScript
• Data validation with dropdown lists and rules
• Sparklines: Mini charts in cells
• Conditional formatting with custom formulas
• Dynamic ranges with OFFSET and INDIRECT
• External data connections (APIs, databases)
• Scheduled refresh for automatic updates
• Dashboard parameters for user inputs
• Drill-down links to detailed reports
• Export to PDF, Excel, Google Sheets
Performance Optimization
Optimize dashboard to load fast and smooth.
Key points
• Limit data range: Only load necessary data
• Use filters instead of loading all data
• Cache frequently used calculations
• Avoid volatile functions (NOW, RAND) in large ranges
• Use pivot tables instead of complex formulas
• Minimize chart count on one dashboard
• Lazy loading for charts and pivot tables
• Compress images and optimize file size
• Use indexed fields in ODOO functions
• Schedule heavy calculations off-peak hours
Best Practices
Tips to create professional and effective dashboards.
Key points
• Keep it simple: Focus on key metrics, avoid information overload
• Use consistent colors and formatting across dashboard
• Add clear titles and labels for charts and sections
• Group related metrics together
• Use white space to improve readability
• Test dashboard with different screen sizes
• Document formulas and assumptions
• Create separate sheets for raw data and presentation
• Use templates to maintain consistency
• Regular review and update dashboard with stakeholders
• Set up automated alerts for critical metrics
• Version control: Save major versions before making big changes