How to Build a Dynamic Dashboard in Odoo Using Spreadsheet
Unlock Real-Time Reporting with Odoo’s Spreadsheet Engine

Building Dynamic Dashboards in Odoo with Spreadsheet

Odoo introduces a powerful Spreadsheet engine that allows users to convert any report or pivot view into a dynamic dashboard without using Odoo Studio or writing custom code.
This guide walks you through the entire process step by step, using screenshots and a real workflow to turn a pivot report into a live dashboard widget.

Step 1: Apply Filters and Insert the View into Spreadsheet

Start by opening the report you want to visualize for example, a Pivot view or List view.
Apply all required filters, groupings, and formatting as per your reporting needs.
Once ready, click Insert in Spreadsheet button.
This exports your current view into an Odoo Spreadsheet.

 

Step 2: Choose Between a Blank Spreadsheet
or Existing One

After clicking Insert, Odoo will ask:

  • Create a blank spreadsheet, or

  • Insert into an existing dashboard spreadsheet

Select Blank Spreadsheet to start fresh.



Step 3: Static Spreadsheet Opens (Not Yet Dynamic)

Odoo loads your selected view inside the spreadsheet
This first sheet is static, meaning:

  • It will not auto-update when backend records change.

  • Any edits in Odoo data will not refresh on the sheet.

This is why we must create a dynamic sheet next.



Step 4: Create a Dynamic Sheet Using “Re-Insert Dynamic Pivot”

Create a new sheet inside the spreadsheet.

To convert your static data into a live, auto-updating report:

Go to Data → Re-insert Dynamic Pivot
 Select the static pivot from the previous sheet.

Odoo will now generate a fully dynamic pivot inside your new sheet that stays synced with the database.



Step 5: Dynamic Data Appears on the New Sheet

Your new sheet now displays live, dynamic data.

Whenever invoices, sales, or transactions update in Odoo, your dashboard will also update automatically.


Step 6: Customize Layout, Columns, and Pivot Properties

You can customize your pivot easily:

  • Right-click inside the pivot

  • Select Pivot Properties

A side panel will appear, allowing you to modify:

  • Rows

  • Columns

  • Measures

  • Additional custom calculated fields

  • Formatting and styling

Users may add custom calculated columns directly inside the pivot.


Step 7: Add New Calculated Measures

To add new formulas:

  1. Go to the Measures section in the pivot panel

  2. Click Add

  3. You will see all available fields

  4. At the bottom, select Add Calculated Measure

Here you can:

  • Write formulas

  • Rename the measure

  • Create custom KPIs

  • Apply business logic (e.g., margins, cost performance, ratios)

Everything is fully customizable.



Step 8: Add Formulas and Rename Columns

Inside the Calculated Measure popup:

  • Add your formula (e.g., Average Product Cost = Total – Product Quantity)

  • Rename the column name

  • Save it

Your custom metric now becomes part of the pivot and can be used for dashboard charts or KPIs.



Step 9: Apply Filters to the Spreadsheet Report

The spreadsheet offers flexible filtering options.

Click the Filter icon at the top-right corner to open the filter panel.

Here you can:

  • Filter by date

  • Filter by salesperson, customer, project, accounts, etc.

  • Control report visibility and slicing



Step 10: Add the Final Report to the Dashboard

Once your report is completed:

  1. Go to File → Add to Dashboard

  2. A popup will appear

  3. Select the dashboard where you want to place the report

  4. Choose between an existing dashboard or create a new one

Odoo will instantly transform your spreadsheet report into a dashboard tile.





Step 11: View Your Final Dashboard Widget

Your report is now added to the dashboard!

From here:

  • Users can apply filters

  • View KPIs

  • Visualize dynamic updates

  • Interact with pivot and charts

  • Monitor performance in real-time

This creates a fully functional, auto-updating dashboard panel without Studio or coding.


Final Result

You now have a complete, dynamic Odoo dashboard built entirely from spreadsheet tools.
This method is:
✔ No-code
✔ User-friendly
✔ Fully customizable
✔ Automatically updated
✔ Reusable across users and dashboards

Ready to Use our Odoo Dynamic Dashboard?

Probuse Consulting offers complete Odoo implementation services for companies worldwide.

📞 Contact us today:
+91 960 111 9434 | +91 787 454 3092
🌐 www.probuse.com
✉️ contact@probuse.com

Odoo’s dashboard serves as a powerful command center—delivering a real-time, unified view of your business to help you track performance, spot trends, and make smarter decisions instantly.

Arati Patel • Odoo Developer at Probuse

Designed for speed and clarity, the Odoo dashboard empowers users to monitor key metrics at a glance and take action without navigating through multiple screens.

Harshita Bhamare • Developer at Probuse

Check the video for more!


Create Dynamic Odoo Dashboards Using the Spreadsheet Engine

Build Real-Time, Auto-Updating Reports Without Code

Visualize Data with Pivot Views, Filters, and Custom Measures

Enhance Business Intelligence with Fully Customizable Dashboard Widgets


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