Introduction

Odoo provides a powerful Spreadsheet engine that enables users to transform any report or pivot view into a fully dynamic dashboard without using Odoo Studio or writing code. This guide explains the complete process, helping you convert reports into live dashboard widgets that automatically update as your business data changes.

Preparing the Report

Begin by opening the report you want to use, such as a pivot or list view. Apply all necessary filters, groupings, and formatting based on the insights you want to display. Once the report is ready, click the option to insert the view into a spreadsheet. This instantly exports the current report into an Odoo Spreadsheet.

Starting with a New Spreadsheet

After inserting the report, Odoo will ask whether you want to create a blank spreadsheet or use an existing one. Select the blank spreadsheet option to build your dashboard from scratch. The system will then load your report into the first sheet as a static version.

Static vs. Dynamic Sheets

The initial spreadsheet sheet contains static data. This means the information will not update automatically when backend records change. Because dashboards require live data, the next step is to create a dynamic sheet.

Creating a Dynamic Pivot

Inside the spreadsheet, create a new sheet. Then open the Data menu and use the option to reinsert a dynamic pivot. Select the static pivot from the first sheet, and Odoo will generate a new pivot that is fully synchronized with the live database.

Working with Live Data

The new sheet now contains dynamic data that refreshes automatically whenever invoices, sales, transactions, or related entries are updated in Odoo. This ensures your dashboard remains accurate at all times.

Customizing the Pivot

To tailor the pivot to your needs, right-click inside it to access the pivot properties. A side panel will appear where you can adjust rows, columns, measures, formatting, and other layout elements. You can also add calculated fields directly inside the panel.

Creating New Calculated Measures

If you need additional metrics, open the measures section and choose the option to add a calculated measure. Define your formula, rename the measure to match your KPI, and save it. These custom measures become part of the pivot and can be used for more detailed and meaningful insights.

Using Formulas for Custom KPIs

Inside the calculated measure editor, you can write formulas that match your business logic. You may create metrics such as margins, average costs, ratios, or performance calculations. Once saved, they appear as new pivot columns.

Filtering the Spreadsheet Report

Odoo’s Spreadsheet includes extensive filtering capabilities. Use the filter panel to apply filters such as date ranges, sales teams, customers, products, accounts, or projects. This makes it easy to adjust the view and analyze data from different angles.

Adding Your Report to the Dashboard

When your dynamic report is ready, open the File menu and choose the option to add it to a dashboard. Select an existing dashboard or create a new one. Odoo will instantly convert your spreadsheet sheet into a live dashboard widget.

Viewing the Final Dashboard

Your report now appears on the dashboard as an interactive tile. Users can apply filters, view KPIs, interact with charts, and monitor performance in real time. The dashboard updates automatically as new data flows into Odoo.

Conclusion

With Odoo’s Spreadsheet engine, you can build complete dynamic dashboards without coding or studio tools. The process is simple, flexible, and fully customizable, enabling you to design powerful BI dashboards that stay updated automatically and provide meaningful insights to your team.

Contact Us

If you need help creating dashboards, customizing reports, or implementing Odoo for your business, feel free to reach out to us. Visit our website at https://probuse.com/, message us on WhatsApp at +91 96011 19434 or +91 78745 43092, or email us at contact@probuse.com. We offer expert Odoo services, module development, functional consulting, and implementation support tailored to your requirements. Connect with us to discuss your needs and explore how our team can assist you in achieving better data visibility and operational efficiency.