Building Management Information System Dashboards with Odoo 7 and 8

1. 1/10
2015-06-03
Odoo Experience 2015
Odoo Experience 2015
2015-06-03
mis_builder
stephane.bidoul@acsone.eu

2. 3/10
Odoo Experience 2015
Examples

3. 4/10
Odoo Experience 2015
Design Goals
● End user can create reports
● Mix accounting data and operational data
● Dynamic periods over dates or fiscal periods
● Comparisons
● Export to Excel and PDF
● Fast!
● Drill down on accounting entries

4. 5/10
Odoo Experience 2015
Demo (1/3)

5. 6/10
Odoo Experience 2015
Demo (2/3)

6. 7/10
Odoo Experience 2015
Demo (3/3)

7. 8/10
Odoo Experience 2015
Advanced features
● Filters on journal entries: journal, journal type, analytic
account, etc
● Conditional styles
● Initial / ending balance: bali[ ] / bale[ ]
● Debit / Credit expressions: crdp, crdi, crdp / debp, debi, debe
● Multi-company consolidation

8. 9/10
Odoo Experience 2015
Accounting Expression Processor

9. 10/10
Odoo Experience 2015
Code
● OCA/account-financial-reporting ACSONE branch
https://github.com/acsone/account-financial-reporting/tree/8.0-mis_builder
● Belgium P&L and Balance Sheet (data)
OCA/l10n-belgium ACSONE branch
https://github.com/acsone/l10n-belgium/tree/8.0-l10_be_mis_reports-sbi
● Luxembourg P&L and Balance Sheet (data)
OCA/l10n-luxemburg ACSONE branch
https://github.com/acsone/l10n-luxemburg/tree/8.0-l10n_lu_mis_reports-sbi
● Soon in OCA Pull Requests

10. 11/10
Odoo Experience 2015
Q&A
stephane.bidoul@acsone.eu