Package: odoo-addon-bi-view-editor
BI View Editor is a tool integrated in Odoo that allows users define and
execute their own reports without the need to code.Purpose:The BI View Editor is used to create reports not already contained in the
standard Odoo, combining data from existing sources.It has been designed to be used by users with little or no knowledge of
the technical architecture of Odoo. Users visually link business objects
and select the fields to visualize.The BI View Editor offers users different types of representations,
including tree, graph, pivot views.Table of contentsInstallationUsageKnown issues / RoadmapBug TrackerCreditsAuthorsContributorsOther creditsMaintainersInstallationIn the Odoo configuration file addbi_view_editorin the listserver_wide_modules:[options](...)server_wide_modules=web,bi_view_editor(...)Alternatively specify--load=bi_view_editorwhen starting Odoo by command line.Optionally it is possible to enable the view of the ER Diagram. For this you
need to installGraphviz, an open source graph visualization software:``sudoapt-getinstallgraphviz``UsageTo graphically design your analysis data-set:From the Dashboards menu, select “Custom BI Views”BI Views creation is restricted to members of “BI View Editor Manager” group.
You can add this group to a user in User form, Access Rights, Technical section.Browse trough the business objects in the “Query Builder” tabPick the interesting fields (Drag & Drop)For each selected field, right-click on the Options column and select whether
it’s a row, column or measure; if you want to remove the field from the list
view, unflag the checkbox ´List´ in the Options columnSave and click “Generate BI View”Click “Open BI View” to view the resultTo access the created BI View with a dedicated menu:If module Dashboard (board) is installed, the standard “Add to My Dashboard”
functionality would be available“Create a menu” is restricted to members of “BI View Editor Manager” group.Click “Create a menu” to create a new menu item directly linked to your new
BI view (this feature is available in developer mode); when the BI view is
reset back to draft this menu will be removed, and you will need to re-create
the menu entry.A more advanced UI is also available under the “Details” tab. It provides extra
possibilities for more advanced users, like to use LEFT JOIN instead of the
default INNER JOIN.It also possible to improve the IDs generation for new views by adding anOver Conditionin the “SQL” tab, seehttps://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONSfor further details.
For instance, an ORDER BY clause helps preventing unreliable behavior when
filtering the generated views.Known issues / RoadmapNon-stored fields and many2many fields are not supported.Provide a tutorial (eg. a working example of usage).Find better ways to extend the_auto_init()without override.Possibly avoid the monkey patches.Data the user has no access to (e.g. in a multi company situation) can be
viewed by making a view. Would be nice if models available to select when
creating a view are limited to the ones that have intersecting groups.As of Odoo 16, translations of the name of a BI View and of the field
descriptions do not work as expected: the translated strings are selected
(by the user’s language) when the view is generated (and stored as theiren_USvalue) instead of when it is displayed.Bug TrackerBugs are tracked onGitHub Issues.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomedfeedback.Do not contact contributors directly about support or help with technical issues.CreditsAuthorsOnesteinContributorsSimon Janssens <s.janssens@onestein.nl>Diego Luis Neto <diegoluis.neto@gmail.com>Dennis Sluijk <d.sluijk@onestein.nl>Kevin Graveman <k.graveman@onestein.nl>Richard Dijkstra <r.dijkstra@onestein.nl>Andrea Stirpe <a.stirpe@onestein.nl>Antonio Esposito <a.esposito@onestein.nl>Jordi Ballester Alomar <jordi.ballester@eficent.com>Italo LOPES <italo.lopes@camptocamp.com>Coop IT Easy SC:hugues de keyzerOther creditsFundersThe development of this module for Odoo 11.0 has been financially supported by:IDEAL Connaissances SAShttps://www.idealconnaissances.comMaintainersThis module is maintained by the OCA.OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.This module is part of theOCA/reporting-engineproject on GitHub.You are welcome to contribute. To learn how please visithttps://odoo-community.org/page/Contribute.