BI SQL Editor

• Configuration
• Usage
• Bug Tracker
• Credits

Configuration

• Go to Dashboard / Configuration / SQL Views

• tip your SQL request

• Select the group(s) that could have access to the view

Optionnaly, you can add a domain.

A tipical domain in a multi company context is to write ['|', ('company_id', '=', False), ('company_id', 'in', company_ids)] to make reporting depending on the current companies of the user.

• Click on the button ‘Validate SQL Expression’

• Once the sql request checked, the module analyses the column of the view, and propose field mapping. For each field, you can decide to create an index and set if it will be displayed on the pivot graph as a column, a row or a measure. On top of that, if the field is of type Many2one, you can also select the option to be clickable on the list view.

• Click on the button ‘Create SQL elements’. (this step could take a while, if view is materialized)

• If it’s a MATERIALIZED view:

  • a cron task is created to refresh the view. You can so define the frequency of the refresh.
  • the size of view (and the indexes is displayed)

• Before applying the final step, you will need to add a specific Parent Menu to use when creating the UI Menu for the report. By default, it will be set with the SQL Views menu, which can be changed before creating the UI elements in order to have the report accessible from a different place within Odoo.

• Finally, click on ‘Create UI’, to create new menu, action, graph view and search view.

Usage

To use this module, you need to:

1. Go to ‘Dashboards > SQL Reports’
2. Select the desired report

• You can switch to ‘Graph’ or ‘tree’ views as any report.

Bug Tracker

Bugs are tracked on GitHub 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 welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits