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bi_view_editor
<h1 class="title">BI View Editor</h1>
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<p>BI View Editor is a tool integrated in Odoo that allows users define and
execute their own reports without the need to code.</p>
<p>Purpose:</p>
<ul class="simple">
<li>The BI View Editor is used to create reports not already contained in the
standard Odoo, combining data from existing sources.</li>
<li>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.</li>
<li>The BI View Editor offers users different types of representations,
including tree, graph, pivot views.</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#usage" id="id2">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id3">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id4">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id5">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id6">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id7">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id8">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id9">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>In the Odoo configuration file add <code>bi_view_editor</code> in the list
<code>server_wide_modules</code>:</p>
<pre>
<code lang="ini">[options]
(...)
server_wide_modules = web,bi_view_editor
(...)</code>
</pre>
<p>Alternatively specify <code>--load=bi_view_editor</code> when starting Odoo by command line.</p>
<p>Optionally it is possible to enable the view of the ER Diagram. For this you
need to install <cite>Graphviz</cite>, an open source graph visualization software:</p>
<pre>
<code lang="bash">``sudo apt-get install graphviz``</code>
</pre>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id2">Usage</a></h2>
<p>To graphically design your analysis data-set:</p>
<ul class="simple">
<li>From the Dashboards menu, select "Custom BI Views"</li>
<li>Browse trough the business objects in the "Query Builder" tab</li>
<li>Pick the interesting fields (Drag & Drop)</li>
<li>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 column</li>
<li>Save and click "Generate BI View"</li>
<li>Click "Open BI View" to view the result</li>
</ul>
<p>To access the created BI View with a dedicated menu:</p>
<ul class="simple">
<li>If module Dashboard (board) is installed, the standard "Add to My Dashboard"
functionality would be available</li>
<li>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.</li>
</ul>
<p>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.</p>
<p>It also possible to improve the IDs generation for new views by adding an
<cite>Over Condition</cite> in the "SQL" tab, see <a class="reference external" href="https://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONS">https://www.postgresql.org/docs/current/sql-expressions.html#SYNTAX-WINDOW-FUNCTIONS</a>
for further details.
For instance, an ORDER BY clause helps preventing unreliable behavior when
filtering the generated views.</p>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id3">Known issues / Roadmap</a></h2>
<ul class="simple">
<li>Non-stored fields and many2many fields are not supported.</li>
<li>Provide a tutorial (eg. a working example of usage).</li>
<li>Find better ways to extend the <em>_auto_init()</em> without override.</li>
<li>Possibly avoid the monkey patches.</li>
<li>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.</li>
</ul>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id4">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/reporting-engine/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/reporting-engine/issues/new?body=module:%20bi_view_editor%0Aversion:%2014.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id5">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id6">Authors</a></h3>
<ul class="simple">
<li>Onestein</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id7">Contributors</a></h3>
<ul class="simple">
<li>Simon Janssens <<a class="reference external" href="mailto:s.janssens@onestein.nl">s.janssens@onestein.nl</a>></li>
<li>Diego Luis Neto <<a class="reference external" href="mailto:diegoluis.neto@gmail.com">diegoluis.neto@gmail.com</a>></li>
<li>Dennis Sluijk <<a class="reference external" href="mailto:d.sluijk@onestein.nl">d.sluijk@onestein.nl</a>></li>
<li>Kevin Graveman <<a class="reference external" href="mailto:k.graveman@onestein.nl">k.graveman@onestein.nl</a>></li>
<li>Richard Dijkstra <<a class="reference external" href="mailto:r.dijkstra@onestein.nl">r.dijkstra@onestein.nl</a>></li>
<li>Andrea Stirpe <<a class="reference external" href="mailto:a.stirpe@onestein.nl">a.stirpe@onestein.nl</a>></li>
<li>Antonio Esposito <<a class="reference external" href="mailto:a.esposito@onestein.nl">a.esposito@onestein.nl</a>></li>
<li>Jordi Ballester Alomar <<a class="reference external" href="mailto:jordi.ballester@eficent.com">jordi.ballester@eficent.com</a>></li>
</ul>
<a name="other-credits"></a>
<h3 class="with-subtitle"><a class="toc-backref" href="#id8">Other credits</a></h3>
<h3 class="section-subtitle" id="funders"><span class="section-subtitle">Funders</span></h3>
<p>The development of this module for Odoo 11.0 has been financially supported by:</p>
<ul class="simple">
<li>IDEAL Connaissances SAS <a class="reference external" href="https://www.idealconnaissances.com">https://www.idealconnaissances.com</a></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id9">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/reporting-engine/tree/14.0/bi_view_editor">OCA/reporting-engine</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>