Aim
Welcome to “Make Odoo Your Reporting Master Tool: In-Depth Introduction to Spreadsheets and Dashboards,” a dedicated course designed to help you fully understand and utilise Odoo’s robust reporting capabilities. You’ll learn how to harness data sources, pre-process data using list and pivot views, and incorporate these data sources into Odoo Spreadsheets. By the end of this course, you’ll be equipped to control and customise reporting outputs in Odoo, ensuring you can make the most of your data.
Outline
1. Evaluation of data sources: Every report needs to start with the why. Why do I need a report, and what should be its outcome? Based on this, you can start preparing your data sources, like pieces of a puzzle that you will later fit together.
2. Data transformation inside Odoo Spreadsheets: With your data sources in place, you must learn how to transform the data into a glorious report. While the core of Odoo Spreadsheets depends on Excel magic, you need to be aware of a few additional features and limits.
3. Preparing user dashboards: Last but certainly not least, you can combine your reports into complex yet neat dashboards. After all, who would want to switch between various spreadsheets when you can have all important metrics together on one screen?
By the end of this course, you will have mastered the transformation of raw data into insightful reports and dynamic dashboards using Odoo. You will learn to evaluate data sources, utilise Odoo Spreadsheets for data transformation, and create user-friendly dashboards. This expertise will enable you to customise and optimise Odoo’s reporting capabilities, driving informed decision-making and business success. Embark on this journey to elevate your reporting skills and unlock the full potential of Odoo for impactful data analysis. Let’s get started!
| No | Seminar | Agenda |
|---|---|---|
| 1 | Evaluation and preparation of data sources | - How to look up and access the right data sources - Preparation of data through list and pivot views - Integration of the data source into Spreadsheets and options available |
| 2 | Data transformation inside Odoo Spreadsheets & Preparing user dashboards | - Connection of related datasets into 1 key data source - Functions and tools available for data conversion - Practical use cases - Visualisation of data - Set up filters for your dashboard - Access control options for dashboards |
We provide training by real people, allowing you to ask questions and interact with the trainer directly. Our courses are designed as standard modules, but we can adjust the content to suit your needs, covering specific subjects in more detail or omitting those that don’t apply.
If you prefer a tailored course specific to your business, we would be delighted to offer that. This includes extra preparation time and an optional initial session to discuss your business and how you use your ERP system.
We also offer the possibility of onsite training and would be happy to discuss this with you.
