[IMP] spreadsheet: expanding pivot table documentation

task-6048514

X-original-commit: 7df9a8a

Author: mcsi-odoo

content/applications/productivity/dashboards/build_and_customize_dashboards.rst

@@ -47,13 +47,14 @@ Data insertion and manipulation
 
 This stage involves:
 
-- :doc:`inserting the prepared lists, pivot tables or charts <../spreadsheet/insert>` into the
-  spreadsheet you will use to build your dashboard;
+- inserting the prepared :doc:`lists <../spreadsheet/insert/insert_list>`, :doc:`pivot tables
+  <../spreadsheet/insert/insert_pivot_table>` or :doc:`charts <../spreadsheet/insert/insert_chart>`
+  into the spreadsheet you will use to build your dashboard;
 - manipulating the data, if needed, to be able to draw the necessary insights. This may involve
   performing calculations or creating custom metrics using :doc:`standard or Odoo-specific functions
   and formulas <../spreadsheet/work_with_data/functions>`, referencing data from
-  various sources within the spreadsheet, or :doc:`converting static pivot tables to dynamic pivot
-  tables <../spreadsheet/work_with_data/dynamic_pivot_tables>`.
+  various sources within the spreadsheet, or :ref:`converting static pivot tables to dynamic pivot
+  tables <spreadsheet/insert-pivot-table/static-convert>`.
 
 .. _build_and_customize_dashboards/build-visualization:
 
@@ -68,9 +69,9 @@ This stage involves:
   charts, as well as using tools and techniques to guide the user, such as clear and descriptive
   headings, text formatting and colors, carefully chosen chart types, and conditional formatting to
   highlight specific data visually;
-- :ref:`inserting clickable links <spreadsheet/insert/clickable-links>`, if relevant, to provide
-  access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these should also
-  be accessible from the front end of your dashboard;
+- :doc:`inserting clickable links <../spreadsheet/insert/insert_clickable_links>`, if relevant, to
+  provide access to Odoo menu items, URLs, or other sheets within the same spreadsheet if these
+  should also be accessible from the front end of your dashboard;
 - :doc:`creating global filters <../spreadsheet/work_with_data/global_filters>` to
   allow users to tailor the view to their needs;
 - :ref:`converting the spreadsheet into a dashboard
@@ -185,8 +186,8 @@ Dashboards can be customized in various ways, such as by:
   to :ref:`building a dashboard from scratch <build_and_customize_dashboards/build>`;
 - :doc:`adding new global filters <../spreadsheet/work_with_data/global_filters>`
   or editing or deleting existing ones;
-- :ref:`adding or editing clickable links <spreadsheet/insert/clickable-links>` to Odoo menus, URLs,
-  or to other sheets within the same spreadsheet.
+- :doc:`adding or editing clickable links <../spreadsheet/insert/insert_clickable_links>` to Odoo
+  menus, URLs, or to other sheets within the same spreadsheet.
 
 .. tip::
    - The first tab of the spreadsheet serves as the front end of the dashboard. Any tables or charts

content/applications/productivity/spreadsheet.rst

@@ -26,7 +26,7 @@ With Odoo Spreadsheet, you can:
 - :ref:`create and use templates <spreadsheet/get-started/templates>`
 - :doc:`use functions, including Odoo-specific functions <spreadsheet/work_with_data/functions>`
 - :doc:`insert and link to Odoo data <spreadsheet/insert>`
-- :doc:`create and use dynamic pivot tables <spreadsheet/work_with_data/dynamic_pivot_tables>`
+- :doc:`use pivot tables <spreadsheet/work_with_data/pivot_tables>`
 - filter data across multiple Odoo data sources using :doc:`global filters
   <spreadsheet/work_with_data/global_filters>`
 - visualize data using :doc:`charts <spreadsheet/visualize_data/charts>` and :doc:`formatting

content/applications/productivity/spreadsheet/insert.rst

@@ -0,0 +1,32 @@
+==============
+Insert a chart
+==============
+
+To insert a chart from an Odoo database into an Odoo spreadsheet:
+
+#. With the relevant graph view open in your database, click :guilabel:`Insert in Spreadsheet`.
+#. In the window that opens, edit the :guilabel:`Name of the graph` if needed.
+
+#. Click :guilabel:`Blank spreadsheet` to create a new spreadsheet, or select in which existing
+   spreadsheet the chart should be inserted.
+
+   .. note::
+      When inserting a chart into a new spreadsheet, the spreadsheet is saved in the **Odoo
+      Documents** app in the :icon:`fa-hdd-o` :guilabel:`My Drive` personal folder.
+
+#. Click :guilabel:`Confirm`.
+
+Charts are inserted on the first sheet of the spreadsheet. A panel on the right side of the screen
+shows the :ref:`chart properties <spreadsheet/visualize/customize-charts>`, where various aspects of
+the chart's configuration and design can be modified.
+
+.. seealso::
+   :ref:`Manage charts <spreadsheet/visualize/manage-charts>`
+
+.. tip::
+   Clicking on a data point in a chart opens the relevant list view in the database. In the example,
+   clicking on :guilabel:`Jessica Childs` opens the list view of all sales by this salesperson that
+   match the domain of the chart.
+
+   .. image:: insert_chart/clickable-link-chart.png
+      :alt: A clickable link to an Odoo menu plus clickable data point

content/applications/productivity/spreadsheet/insert/insert-pivot-table.png

@@ -0,0 +1,65 @@
+======================
+Insert clickable links
+======================
+
+Adding links to related or supporting information can make your report or dashboard more
+user-friendly and effective.
+
+You can :ref:`insert a clickable link from any spreadsheet cell
+<spreadsheet/insert/clickable-links-cell>` to:
+
+- an Odoo menu item
+- another sheet inside the same spreadsheet
+- an external URL
+
+You can :ref:`insert a clickable link from any chart <spreadsheet/insert/clickable-links-chart>` to
+an Odoo menu item.
+
+.. note::
+   - Clicking a link to a menu item provides the same result as navigating via the Odoo menu within
+     an app, e.g., the menu item :guilabel:`Sales/Orders/Quotations` corresponds to the default view
+     when navigating to :menuselection:`Sales --> Orders --> Quotations`.
+   - It is also possible to insert a clickable link to a specific view of a model in a spreadsheet
+     starting from the view itself. However, as this method inserts each new link in a new sheet, it
+     is more efficient to create links to specific views starting from the spreadsheet.
+
+.. tip::
+   Use the middle mouse button or `Ctrl` + left-click (Microsoft/Linux), or `Command` + left-click
+   (Mac OS) to open clickable links in a new browser tab.
+
+.. _spreadsheet/insert/clickable-links-cell:
+
+Insert a clickable link from a cell
+-----------------------------------
+
+To insert a clickable link from a cell:
+
+#. Click :menuselection:`Insert -->` :icon:`fa-link` :menuselection:`Link` from the menu bar or
+   right-click on the cell, then click :icon:`fa-link` :guilabel:`Insert link`. Next, depending on
+   the desired outcome, perform one of the following actions:
+
+   - Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link an Odoo menu`. Select
+     the relevant menu item from the list or click :guilabel:`Search more` to choose from a list of
+     all menu items. Click :guilabel:`Confirm`.
+   - Click the :icon:`fa-bars` :guilabel:`(menu)` icon, then :guilabel:`Link sheet`, then choose the
+     relevant sheet from the current spreadsheet.
+   - Under :guilabel:`Link`, type a URL.
+
+#. Enter or edit the label for the link in the :guilabel:`Text` field.
+#. Click :guilabel:`Confirm`.
+
+.. _spreadsheet/insert/clickable-links-chart:
+
+Insert a clickable link from a chart
+------------------------------------
+
+To insert a clickable link from a chart to an Odoo menu item:
+
+#. Hover over the top right of the chart's box, then click the :icon:`fa-bars` :guilabel:`(menu)`
+   icon, then :icon:`fa-pencil-square-o` :guilabel:`Edit`. The chart properties appear at the right
+   of the screen.
+#. At the bottom of the :icon:`fa-sliders` :guilabel:`Configuration` tab of the chart properties
+   panel, click under :guilabel:`Link to Odoo menu`, then select a menu.
+
+Hover over the top right of the chart's box to see that a new :icon:`fa-external-link`
+:guilabel:`(external link)` icon has been added.

content/applications/productivity/spreadsheet/insert/insert_chart.rst

@@ -0,0 +1,10 @@
+=====================
+Insert financial data
+=====================
+
+When building reports and dashboards, it may be useful to include certain accounting-related data,
+such as account IDs, credits and debits for specific accounts, and dates of the start and end of the
+tax year.
+
+:ref:`Odoo-specific spreadsheet functions <spreadsheet/functions/odoo>` allow you to retrieve such
+accounting data from your database and insert it into a spreadsheet.