[ADD] Spreadsheet/Reporting/Search

Task ID: 3053800

closes odoo/documentation#3000

Signed-off-by: Antoine Vandevenne (anv) <anv@odoo.com>
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Xavier
2022-11-15 12:42:20 +00:00
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===========
Spreadsheet
===========
.. toctree::
:titlesonly:
spreadsheet/insert
Spreadsheet lets you organize, analyze, and visualize your data in tabular form. Among others, you
can:
- :doc:`Insert and link your Odoo data (pivots, graphs, lists, and menus) <spreadsheet/insert>`.
- Use default templates or create your own.
- Format your data.
- Use formulas and functions.
- Sort and filter your data.
.. _spreadsheet/glossary:
Glossary
========
Some of Spreadsheet's main :abbr:`UI (user interface)` elements are highlighted and defined below.
.. image:: spreadsheet/ui-elements.png
:align: center
:alt: Spreadsheet main UI elements
#. Menu bar
#. Top bar
#. Formula bar
#. Filters button
#. Row header
#. Column header
#. Cell menu
#. Bottom bar
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=================
Linking Odoo data
=================
You can insert and link several elements from your database in your spreadsheets, namely:
- pivots,
- graphs,
- lists, and
- links to menus (i.e., a clickable link to a view of a specific model).
Before inserting :ref:`pivots <reporting/views/pivot>`, :ref:`graphs <reporting/views/graph>`, or
lists, ensure they are tailored to your needs, as some elements are more quickly - or only -
configurable in their respective view.
- To insert pivots and graphs, click :guilabel:`Insert in spreadsheet` from any pivot or graph view.
- To insert lists, click :menuselection:`Favorites --> Insert list in spreadsheet` from any list
view.
- To insert links to menus, click :menuselection:`Favorites --> Link menu in spreadsheet` from any
view.
In the pop-up box, either create a new spreadsheet by selecting :guilabel:`Blank spreadsheet` or
insert it in an existing one by selecting it and clicking :guilabel:`Confirm`.
.. image:: insert/insert-spreadsheet.png
:align: center
:alt: Inserting a pivot in a spreadsheet
.. note::
By default, new spreadsheets are saved under the :guilabel:`Spreadsheet` workspace of the
Documents app.
.. _insert/update:
Updating data
=============
Once inserted in a spreadsheet, your data is kept up-to-date, reflecting any changes made to your
database. Reopening the spreadsheet reloads the linked data.
.. note::
To update pivots and lists data without reopening a spreadsheet, go to the menu bar and click
:menuselection:`Data --> Refresh all data`.
Pivot data
----------
Using :guilabel:`Refresh all data` only updates existing pivot cells. If new cells need to be added,
go to the menu bar and click :menuselection:`Data --> Re-insert pivot` to fully update the pivot.
Alternatively, click :guilabel:`Insert pivot`, select the pivot, and tick :guilabel:`Display missing
cells only` to preview first the missing data.
.. image:: insert/missing-cells.png
:align: center
:alt: Displaying missing cells in a pivot
To change which records are :ref:`used by the pivot <search/preconfigured-filters>`, right-click on
a pivot cell, select :guilabel:`See pivot properties`, and click :guilabel:`Edit domain`.
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