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<div class="document" id="excel-import-export-report">
<h1 class="title">Excel Import/Export/Report</h1>
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<p><a class="reference external image-reference" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external image-reference" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external image-reference" href="https://github.com/OCA/server-tools/tree/16.0/excel_import_export"><img alt="OCA/server-tools" src="https://img.shields.io/badge/github-OCA%2Fserver--tools-lightgray.png?logo=github" /></a> <a class="reference external image-reference" href="https://translation.odoo-community.org/projects/server-tools-16-0/server-tools-16-0-excel_import_export"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external image-reference" href="https://runboat.odoo-community.org/builds?repo=OCA/server-tools&amp;target_branch=16.0"><img alt="Try me on Runboat" src="https://img.shields.io/badge/runboat-Try%20me-875A7B.png" /></a></p>
<p>The module provide pre-built functions and wizards for developer to build excel import / export / report with ease.</p>
<p>Without having to code to create excel file, developer do,</p>
<ul class="simple">
<li>Create menu, action, wizard, model, view a normal Odoo development.</li>
<li>Design excel template using standard Excel application, e.g., colors, fonts, formulas, etc.</li>
<li>Instruct how the data will be located in Excel with simple dictionary instruction or from Odoo UI.</li>
<li>Odoo will combine instruction with excel template, and result in final excel file.</li>
</ul>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="toc-entry-1">Installation</a></li>
<li><a class="reference internal" href="#usage" id="toc-entry-2">Usage</a><ul>
<li><a class="reference internal" href="#concepts" id="toc-entry-3">Concepts</a></li>
<li><a class="reference internal" href="#use-cases" id="toc-entry-4">Use Cases</a></li>
<li><a class="reference internal" href="#easy-reporting-option" id="toc-entry-5">Easy Reporting Option</a></li>
</ul>
</li>
<li><a class="reference internal" href="#known-issues-roadmap" id="toc-entry-6">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="toc-entry-7">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="toc-entry-8">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="toc-entry-9">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="toc-entry-10">Contributors</a></li>
<li><a class="reference internal" href="#maintainers" id="toc-entry-11">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<div class="section" id="installation">
<h1><a class="toc-backref" href="#toc-entry-1">Installation</a></h1>
<p>To install this module, you need to install following python library, <strong>xlrd, xlwt, openpyxl</strong>.</p>
<p>Then, simply install <strong>excel_import_export</strong>.</p>
<p>For demo, install <strong>excel_import_export_demo</strong></p>
</div>
<div class="section" id="usage">
<h1><a class="toc-backref" href="#toc-entry-2">Usage</a></h1>
<div class="section" id="concepts">
<h2><a class="toc-backref" href="#toc-entry-3">Concepts</a></h2>
<p>This module contain pre-defined function and wizards to make exporting, importing and reporting easy.</p>
<p>At the heart of this module, there are 2 <cite>main methods</cite></p>
<ul class="simple">
<li><tt class="docutils literal"><span class="pre">self.env['xlsx.export'].export_xlsx(...)</span></tt></li>
<li><tt class="docutils literal"><span class="pre">self.env['xlsx.import'].import_xlsx(...)</span></tt></li>
</ul>
<p>For reporting, also call <cite>export_xlsx(…)</cite> but through following method</p>
<ul class="simple">
<li><tt class="docutils literal"><span class="pre">self.env['xslx.report'].report_xlsx(...)</span></tt></li>
</ul>
<p>After install this module, go to Settings &gt; Excel Import/Export &gt; XLSX Templates, this is where the key component located.</p>
<p>As this module provide tools, it is best to explain as use cases. For example use cases, please install <strong>excel_import_export_demo</strong></p>
</div>
<div class="section" id="use-cases">
<h2><a class="toc-backref" href="#toc-entry-4">Use Cases</a></h2>
<p><strong>Use Case 1:</strong> Export/Import Excel on existing document</p>
<p>This add export/import action menus in existing document (example - excel_import_export_demo/import_export_sale_order)</p>
<ol class="arabic simple">
<li>Create export action menu on document, &lt;act_window&gt; with res_model=”export.xlsx.wizard” and src_model=”&lt;document_model&gt;”, and context[‘template_domain’] to locate the right template – actions.xml</li>
<li>Create import action menu on document, &lt;act_window&gt; with res_model=”import.xlsx.wizard” and src_model=”&lt;document_model&gt;”, and context[‘template_domain’] to locate the right template – action.xml</li>
<li>Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for export/import – &lt;file&gt;.xlsx</li>
<li>Create instruction dictionary for export/import in xlsx.template model – templates.xml</li>
</ol>
<p><strong>Use Case 2:</strong> Import Excel Files</p>
<p>With menu wizard to create new documents (example - excel_import_export_demo/import_sale_orders)</p>
<ol class="arabic simple">
<li>Create report menu with search wizard, res_model=”import.xlsx.wizard” and context[‘template_domain’] to locate the right template – menu_action.xml</li>
<li>Create Excel Template File (.xlsx), in the template, name the underlining tab used for import – &lt;import file&gt;.xlsx</li>
<li>Create instruction dictionary for import in xlsx.template model – templates.xml</li>
</ol>
<p><strong>Use Case 3:</strong> Create Excel Report</p>
<p>This create report menu with criteria wizard. (example - excel_import_export_demo/report_sale_order)</p>
<ol class="arabic simple">
<li>Create report’s menu, action, and add context[‘template_domain’] to locate the right template for this report – &lt;report&gt;.xml</li>
<li>Create report’s wizard for search criteria. The view inherits <tt class="docutils literal">excel_import_export.xlsx_report_view</tt> and mode=”primary”. In this view, you only need to add criteria fields, the rest will reuse from interited view – &lt;report.xml&gt;</li>
<li>Create report model as models.Transient, then define search criteria fields, and get reporing data into <tt class="docutils literal">results</tt> field – &lt;report&gt;.py</li>
<li>Create/Design Excel Template File (.xlsx), in the template, name the underlining tab used for report results – &lt;report_file&gt;.xlsx</li>
<li>Create instruction dictionary for report in xlsx.template model – templates.xml</li>
</ol>
<p><strong>Note:</strong></p>
<p>Another option for reporting is to use report action (report_type=’excel’), I.e.,</p>
<pre class="code xml literal-block">
<span class="nt">&lt;report</span><span class="w"> </span><span class="na">id=</span><span class="s">'action_report_saleorder_excel'</span><span class="w">
</span><span class="na">string=</span><span class="s">'Quotation / Order (.xlsx)'</span><span class="w">
</span><span class="na">model=</span><span class="s">'sale.order'</span><span class="w">
</span><span class="na">name=</span><span class="s">'sale_order.xlsx'</span><span class="w">
</span><span class="na">file=</span><span class="s">'sale_order'</span><span class="w">
</span><span class="na">report_type=</span><span class="s">'excel'</span><span class="w">
</span><span class="nt">/&gt;</span>
</pre>
<p>By using report action, Odoo will find template using combination of model and name, then do the export for the underlining record.
Please see example in excel_import_export_demo/report_action, which shows,</p>
<ol class="arabic simple">
<li>Print excel from an active sale.order</li>
<li>Run partner list report based on search criteria.</li>
</ol>
</div>
<div class="section" id="easy-reporting-option">
<h2><a class="toc-backref" href="#toc-entry-5">Easy Reporting Option</a></h2>
<p>Technically, this option is the same as “Create Excel Report” use case. But instead of having to write XML / Python code like normally do,
this option allow user to create a report based on a model or view, all by configuration only.</p>
<ol class="arabic simple">
<li>Goto &gt; Technical&gt; Excel Import/Export &gt; XLSX Templates, and create a new template for a report.</li>
<li>On the new template, select “Easy Reporting” option, then select followings
- Report Model, this can be data model or data view we want to get the results from.
- Click upload your file and add the excel template (.xlsx)
- Click Save, system will create sample export line, user can add more fields according to results model.</li>
<li>Click Add Report Menu, the report menu will be created, user can change its location. Now the report is ready to use.</li>
</ol>
<blockquote>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/server-tools/16.0/excel_import_export/static/description/xlsx_template.png" src="https://raw.githubusercontent.com/OCA/server-tools/16.0/excel_import_export/static/description/xlsx_template.png" style="width: 800px;" />
</div>
</blockquote>
<p>Note: Using easy reporting mode, system will used a common criteria wizard.</p>
<blockquote>
<div class="figure">
<img alt="https://raw.githubusercontent.com/OCA/server-tools/16.0/excel_import_export/static/description/common_wizard.png" src="https://raw.githubusercontent.com/OCA/server-tools/16.0/excel_import_export/static/description/common_wizard.png" style="width: 800px;" />
</div>
</blockquote>
</div>
</div>
<div class="section" id="known-issues-roadmap">
<h1><a class="toc-backref" href="#toc-entry-6">Known issues / Roadmap</a></h1>
<ul class="simple">
<li>Module extension e.g., excel_import_export_async, that add ability to execute as async process.</li>
</ul>
</div>
<div class="section" id="bug-tracker">
<h1><a class="toc-backref" href="#toc-entry-7">Bug Tracker</a></h1>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/server-tools/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us to smash it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/server-tools/issues/new?body=module:%20excel_import_export%0Aversion:%2016.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
</div>
<div class="section" id="credits">
<h1><a class="toc-backref" href="#toc-entry-8">Credits</a></h1>
<div class="section" id="authors">
<h2><a class="toc-backref" href="#toc-entry-9">Authors</a></h2>
<ul class="simple">
<li>Ecosoft</li>
</ul>
</div>
<div class="section" id="contributors">
<h2><a class="toc-backref" href="#toc-entry-10">Contributors</a></h2>
<ul class="simple">
<li>Kitti Upariphutthiphong. &lt;<a class="reference external" href="mailto:kittiu&#64;gmail.com">kittiu&#64;gmail.com</a>&gt; (<a class="reference external" href="http://ecosoft.co.th">http://ecosoft.co.th</a>)</li>
<li>Saran Lim. &lt;<a class="reference external" href="mailto:saranl&#64;ecosoft.co.th">saranl&#64;ecosoft.co.th</a>&gt; (<a class="reference external" href="http://ecosoft.co.th">http://ecosoft.co.th</a>)</li>
</ul>
</div>
<div class="section" id="maintainers">
<h2><a class="toc-backref" href="#toc-entry-11">Maintainers</a></h2>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>OCA, or the Odoo Community Association, is a nonprofit organization whose
mission is to support the collaborative development of Odoo features and
promote its widespread use.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p>
<p><a class="reference external image-reference" href="https://github.com/kittiu"><img alt="kittiu" src="https://github.com/kittiu.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/server-tools/tree/16.0/excel_import_export">OCA/server-tools</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>
</div>
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