[ADD] Spreadsheet/Reporting/Search
Task ID: 3053800 closes odoo/documentation#3000 Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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:show-content:
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:hide-page-toc:
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===========
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Spreadsheet
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===========
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.. toctree::
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:titlesonly:
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spreadsheet/insert
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Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you
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can:
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- :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) <spreadsheet/insert>`.
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- Use default templates or create your own.
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- Format your data.
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- Use formulas and functions.
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- Sort and filter your data.
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.. _spreadsheet/glossary:
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Glossary
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========
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Some of Spreadsheet's main :abbr:`UI (user interface)` elements are highlighted and defined below.
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.. image:: spreadsheet/ui-elements.png
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:align: center
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:alt: Spreadsheet main UI elements
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#. Menu bar
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#. Top bar
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#. Formula bar
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#. Filters button
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#. Row header
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#. Column header
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#. Cell menu
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#. Bottom bar
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=================
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Linking Odoo data
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=================
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You can insert and link several elements from your database in your spreadsheets, namely:
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- pivots,
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- graphs,
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- lists, and
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- links to menus (i.e., a clickable link to a view of a specific model).
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Before inserting :ref:`pivots <reporting/views/pivot>`, :ref:`graphs <reporting/views/graph>`, or
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lists, ensure they are tailored to your needs, as some elements are more quickly - or only -
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configurable in their respective view.
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- To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from any pivot or graph view.
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- To insert lists, click :menuselection:`Favorites --> Insert list in spreadsheet` from any list
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view.
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- To insert links to menus, click :menuselection:`Favorites --> Link menu in spreadsheet` from any
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view.
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In the pop-up box, either create a new spreadsheet by selecting :guilabel:`Blank spreadsheet` or
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insert it in an existing one by selecting it and clicking :guilabel:`Confirm`.
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.. image:: insert/insert-spreadsheet.png
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:align: center
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:alt: Inserting a pivot in a spreadsheet
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.. note::
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By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` workspace of the
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Documents app.
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.. _insert/update:
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Updating data
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=============
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Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your
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database. Reopening the spreadsheet reloads the linked data.
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.. note::
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To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click
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:menuselection:`Data --> Refresh all data`.
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Pivot data
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----------
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Using :guilabel:`Refresh all data` only updates existing pivot cells. If new cells need to be added,
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go to the menu bar and click :menuselection:`Data --> Re-insert pivot` to fully update the pivot.
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Alternatively, click :guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display missing
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cells only` to preview first the missing data.
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.. image:: insert/missing-cells.png
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:align: center
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:alt: Displaying missing cells in a pivot
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To change which records are :ref:`used by the pivot <search/preconfigured-filters>`, right-click on
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a pivot cell, select :guilabel:`See pivot properties`, and click :guilabel:`Edit domain`.
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