Creating a new XML file. In this tutorial I will create.
For making a simple xls report in Odoo. 4 Dont need to create Excel Sheet just print Excel. The representative image of xlsx report. How to create and print PDF report from wizard in Odoo.
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Crafting Killer Excel Reports in Odoo 10: Your No-Nonsense Guide
Alright, let’s be real. Odoo 10 is fantastic, but sometimes you need to wrangle your data into a good ol’ Excel spreadsheet. You know, for those times when a standard report just won’t cut it. We’re talking about making those sweet .xls reports, and I’m here to walk you through it. Because, let’s face it, sometimes you just need to unleash the spreadsheet wizard within.
Getting Down to Brass Tacks: Why Excel Matters in Odoo 10
Why Bother with Excel?
Look, Excel’s been around forever for a reason. It’s like the Swiss Army knife of data manipulation. You can slice, dice, and serve your data any way you like. In Odoo 10, whipping up .xls reports means you can tap into all that Excel goodness. We’re not reinventing the wheel, just giving it a turbo boost.
You get to build custom layouts, throw in fancy formulas, and create charts that actually look good. Trying to do all that with Odoo’s built-in reports? Good luck. Plus, everyone and their grandma knows how to use Excel. No need for a month-long training course.
And sharing? A breeze. Send your masterpiece to your team, your boss, or anyone else who needs it. Instant collaboration. Imagine sending that beautiful spreadsheet to your boss, instead of a boring PDF. Boom, promotion time.
Lastly, Excel plays nice with other data sources. Pull in data from here, there, and everywhere, and mash it all together. It’s like having all your data puzzles fit together perfectly, finally.
Let’s Get Started: Building Your First Excel Report, Step by Step
Setting Up Your Playground
First things first, you need to make sure you’ve got all the right tools. That means installing the ‘report_xlsx’ module in Odoo 10. This module is your ticket to Excel reporting. Grab it from the Odoo Apps store or your custom modules. It’s like gathering your ingredients before you start cooking, you need everything in place.
Get cozy with Odoo’s reporting system. Knowing how it works will make your life a whole lot easier. You’ll be playing with Python code and XML files, so a bit of coding know-how is handy. Don’t panic, it’s more like Lego building than rocket science.
Once you’ve got the module installed, create a new report definition in your custom module. This is where you tell Odoo, “Hey, I want to make an Excel report!”
And don’t forget to restart your Odoo server after any changes. It’s like giving your computer a quick nap; it’ll wake up refreshed and ready to go.
The Heart of the Matter: Python and XML Coding
Python: The Data Wrangler
The real magic happens in your Python code. This is where you grab the data from Odoo and tell it how to look in Excel. You’ll be using libraries like ‘xlsxwriter’ to bend Excel to your will. Think of Python as your data-wrangling cowboy.
You’ll need to write functions to pull data from your Odoo models. Query the database, grab what you need, and get it ready for Excel. Odoo’s ORM (Object-Relational Mapping) makes this a breeze. It’s like having a super-efficient personal assistant.
Then, style your data. Make it pretty. Set cell styles, add formulas, and create charts. ‘xlsxwriter’ gives you all the tools you need. Make it shine!
Finally, write your data to the Excel file. Create sheets, add headers, and fill those cells with your precious data. Keep it organized and user-friendly. Like arranging your spice rack, everything has its perfect spot.
XML: The Blueprint
Laying Down the Structure
XML definitions are your report’s blueprint. They define the report’s name, model, and the Python function that makes it happen. It’s like connecting the dots between your code and Odoo. It’s the skeleton that brings your report to life.
Create an XML file that defines the report action. This action tells Odoo what to do, what model to use, and which Python function to run. It’s the handshake that starts the whole process.
Make sure your report name and model in the XML match your Python code. Any slip-ups here and you’ll get errors. Double-check everything. Like proofreading your essay before handing it in.
Don’t forget to update your module’s manifest file with your XML definitions. This ensures Odoo loads your report when the module is installed. It’s like making sure your report is on the VIP list.
Testing, Testing, 1, 2, 3: Making Sure It Works
Checking for Accuracy
Once you’ve coded and defined your report, it’s time to test it. Run it with different data sets to make sure it’s accurate and consistent. Look for any errors or weirdness. It’s like taking your new car for a spin.
Use Odoo’s debugging tools to find and fix any issues. Check the server logs for error messages and use the Python debugger to step through your code. Don’t be afraid to get your hands dirty. It’s like being a detective, solving a mystery.
Double-check that the data in your Excel report matches the data in Odoo. Cross-reference the values to ensure accuracy. It’s like checking your receipts against your bank statement.
Test the report with different user roles to make sure permissions are handled correctly. You don’t want anyone seeing data they shouldn’t. It’s like making sure everyone has the right access pass.
Quick Q&A: Your Burning Questions Answered
Q: What do I need to get started with Excel reports in Odoo 10?
A: You’ll need the ‘report_xlsx’ module, some Python skills, and a basic understanding of Odoo reporting.
Q: Can I add fancy charts to my Excel reports?
A: Absolutely! ‘xlsxwriter’ lets you create all sorts of charts to visualize your data.
Q: How do I handle huge amounts of data in my reports?
A: Optimize your Python code for efficiency. Use batch processing and pagination to keep things running smoothly.
Q: Can I use conditional formatting to make my data pop?
A: Yes, ‘xlsxwriter’ lets you add conditional formatting based on your data values. Make your spreadsheet stand out!
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However each module can have. If you want to create a report on a certain model you will need to define this Report and the Report template it will use. Hello guys This video shows you how to import your xlsx file in Odoo Best of luck Heres our blog. Selfensure_one return type.
There are 2 ways to generate report which can be exported to Excel Word formats. The PDF rendering itself is performed by wkhtmltopdf. By Programming SolutionsSep 22 20161 min to read.
1 Click on inventory button on top of the screen 2 Click on import inventory button for opening import inventory wizard. Create a method to call the report. From here you can check the sales report.
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If you wish you can also specify a specific Paper Format for this report. You can generate excel report with desire field for every object. 2 Easy to Download all Excel Reports sheet with attractive format and design. The first step to create your own new report is to make a new XML file.
Headers Content-Type applicationvndms-excel Content-Disposition content_disposition report_name xlsx When clicking on the PRINT button the controller calls get_xlsx_report function in the wizard python file. To check sales report you need to navigate the Sales module. Print Pdf report from.
XLS reports are made using the help of module Base Report XLSX. You can use the usual QWeb control flow tools. Even the Analytic reports like Sales Analysis Leads Analysis etc can be exported to Excel.
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Createpdfreportodoo12 howtocreatereport odoo12pdfreportHow to create PDFQweb report in Odoo12. 1 Easy to Print All Excel Reports of sales orders purchase order invoice bill. In this view the user can enter the filter details such as date and the salesperson. This repository is licensed under AGPL-30.
In this view the user can enter values for start date and end date. Showing sample of creating PDF report from the scratch in. How to create XLS report in Odoo12How to Set Column.
Apimulti def generate_xls_reportself. Report_wkhtmltopdf_param 140100 Add new parameters for a paper format to be used by wkhtmltopdf command as arguments. Createexcelreportodoo howtocreatexlsreportodoo odooexcelreportSteps to create excel report in Odoo.
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For create inventory by uploading xls and csv file. Create reports menu action and add contexttemplate_domain to locate the right template for this report xml Create reports wizard for search criteria. 3 Easy to Find all orders and so on in different sheet names and status wise. Print qweb pdf report from wizard in Odoo.
In this tutorial well be creating a simple XLS report that can be generated from wizard in Sales Report menu. Now click on the Reporting tab and then select Sales menu. Reports are written in HTMLQWeb like all regular views in Odoo.