Get in touch
⌘K

Spreadsheet Edition

Create and edit professional spreadsheets with powerful built-in tools

Excel Formulas
Conditional Formatting
Dynamic Charts
Real-time Collaboration
Pivot Tables
Data Integration
Templates
Import/Export

Spreadsheet Edition Overview

Spreadsheet Edition is the integrated spreadsheet editor in Odoo, providing full features like Excel/Google Sheets but directly connected to Odoo data. You can create dynamic reports, custom dashboards, and analyze data without exporting to external files.

Key points

  • • Support for 400+ Excel-compatible formulas (SUM, VLOOKUP, IF, PIVOT, etc.)

  • • Real-time collaborative editing with multiple users

  • • Direct connection to data from Sales, CRM, Inventory, Accounting

  • • Create dynamic charts that auto-update when data changes

  • • Conditional formatting to highlight important data

  • • Pivot tables for multi-dimensional analysis

  • • Pre-built templates for common reports

  • • Import/Export Excel (.xlsx) and CSV with full formatting

Terminology Reference

Key terminology in Spreadsheet Edition:

Creating New Spreadsheet

Process to create a new spreadsheet in Odoo:

Steps

  • 1. Go to Spreadsheet menu or Documents > Spreadsheets

  • 2. Click "New" or "Create" button

  • 3. Select "Blank Spreadsheet" or choose from available Templates

  • 4. Name the spreadsheet (can rename later)

  • 5. Start entering data or creating formulas

  • 6. Auto-save when editing

  • 7. Share with team members if collaboration needed

Formulas and Functions

Spreadsheet Edition supports 400+ Excel-compatible formulas. Below are common function groups:

Odoo Data Integration

The most powerful feature of Spreadsheet Edition is the ability to connect directly to Odoo data through special functions:

Key points

  • • ODOO.LIST: Fetch list of records from any model (sales.order, product.product, etc.)

  • • ODOO.PIVOT: Create pivot table from Odoo data with group by and measures

  • • ODOO.FILTER: Apply dynamic filters to filter data by conditions

  • • Data auto-updates on refresh or by schedule

  • • Support complex domain filters like in Odoo search

  • • Can combine with regular Excel formulas

Formatting and Styling

Customize spreadsheet appearance for readability and professionalism:

Key points

  • • Font: Change font, size, color, bold, italic, underline

  • • Background: Change cell background color to highlight

  • • Borders: Add borders to cells and ranges

  • • Alignment: Left/right/center, top/middle/bottom

  • • Number Format: Format numbers (currency, percentage, date, custom)

  • • Conditional Formatting: Auto-change color based on value (>100 = green, <0 = red)

  • • Merge Cells: Merge cells to create headers

  • • Freeze Panes: Lock first rows/columns when scrolling

Charts and Visualization

Create dynamic charts to visualize data:

Real-time Collaboration

Work with team on the same spreadsheet simultaneously:

Key points

  • • Multiple users can edit simultaneously

  • • See other users' cursors and where they're editing

  • • Changes sync instantly (real-time sync)

  • • Change history is saved (revision history)

  • • Can revert to previous version if needed

  • • Comment and mention (@user) for discussion

  • • Permissions: view only, edit, or owner

  • • Notifications when someone shares or comments

Pivot Tables

Create pivot tables for multi-dimensional data analysis:

Steps

  • 1. Select data range or connect to Odoo data source

  • 2. Click Insert > Pivot Table

  • 3. Drag fields to Rows, Columns, Values, Filters

  • 4. Select aggregation function (Sum, Average, Count, etc.)

  • 5. Apply filters to filter data

  • 6. Format and style pivot table

  • 7. Pivot auto-updates when source data changes

Templates and Pre-built Samples

Odoo provides many pre-built templates for common reports:

Key points

  • • Sales Dashboard: Revenue overview, orders, top products

  • • Financial Report: Financial reports, P&L, balance sheet

  • • Inventory Analysis: Stock levels, stock moves, valuation

  • • CRM Pipeline: Opportunities analysis, conversion rates

  • • HR Dashboard: Personnel, attendance, expenses

  • • Project Tracking: Project progress, tasks, timesheets

  • • Can customize templates as needed

  • • Save your spreadsheet as template for reuse

Import and Export

Work with external Excel and CSV files:

Best Practices

Tips for using Spreadsheet Edition effectively:

Key points

  • • Use ODOO functions instead of exporting data to Excel for always up-to-date data

  • • Name ranges (named ranges) for important data areas for easy reference

  • • Freeze first row/column to keep headers when scrolling

  • • Use conditional formatting to highlight KPIs and exceptions

  • • Create separate sheets for raw data, calculations, and presentation

  • • Comment complex formulas so others understand the logic

  • • Use data validation to ensure correct input format

  • • Create templates for recurring reports to save time

  • • Share with view-only permission for stakeholders who don't need to edit

  • • Use pivot tables instead of complex formulas when possible

  • • Important backup: export to .xlsx periodically

  • • Optimize performance: avoid too many complex formulas in one sheet

Troubleshooting

Common issues and solutions:

Key points

  • • Formula error #REF: Check if references were deleted or moved

  • • Formula error #VALUE: Check correct data type (text vs number)

  • • ODOO functions not working: Check permissions and data source still exists

  • • Spreadsheet loads slowly: Reduce complex formulas, split into multiple sheets

  • • Changes not syncing: Check internet connection and refresh browser

  • • Cannot edit: Check permissions, may be set to view-only

  • • Chart not displaying: Check data range and chart type suitable for data

  • • Import Excel format error: Ensure file has no macros or unsupported features