Introduction
Odoo 18 offers several types of charts to visualize data effectively in various modules like Sales, CRM, Accounting, and more. These include:
- Bar Chart: Displays data in vertical or horizontal bars.
- Line Chart: Represents data trends over time with lines connecting data points.
- Pie Chart: Shows data proportions in a circular format.
- Stacked Bar Chart: Highlights parts of a whole in a bar format.
- Donut Chart: A variation of the pie chart with a hole in the center.
- Pivot Chart: Provides multidimensional data analysis.
- Kanban View Charts: Charts integrated into kanban views for specific records.
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Steps to Open a Chart in Odoo 18
Follow these steps to access and view charts in Odoo 18:
1. Navigate to the Module
- Go to the module where you want to visualize data, such as Sales, CRM, or Accounting.
2. Open the List or Report View
- For data visualization, ensure you are in the appropriate data list or reporting section of the module.
3. Switch to Graph View
- Locate the graph view button (usually on the top-right corner of the interface) or select Graph from the view toggle options.
4. Select the Chart Type
- Once in the graph view, use the chart type selector to switch between:
- Bar Chart
- Line Chart
- Pie Chart
- Other available types, depending on the module.
5. Apply Filters and Groupings
- Use the filters and group-by options to refine the data displayed in the chart. For example:
- Filter by date range, user, or status.
- Group data by categories like product, salesperson, or customer.
6. Customize the Chart (Optional)
- Adjust chart settings like:
- Measures: Choose the metric to visualize (e.g., revenue, quantity).
- Time Range: Select a specific period to display (e.g., weekly, monthly).
- Comparisons: Add a comparison line for trends over periods.
7. Save or Export
- Save the chart view for quick access in the future or export it as needed for presentations or reports.
Conclusion
Odoo 18 provides a wide variety of chart types to analyze and visualize business data effectively. By following these steps, you can access and customize charts across different modules to gain valuable insights into your operations.
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