Cari, filter, dan kelompokkan record

Odoo allows for the searching, filtering, and grouping of records in a view to display only the most relevant records. The search bar is located at the top of the view: start typing to search for values, or click the (dropdown) icon to access the Filter, Group By, and Favorites drop-down menus.

Cari value

Use the search field to look for specific values, and add them as a filter. Type the value to search for (like a salesperson's name or a product), and select the desired option from the drop-down menu to apply the search filter.

Example

Instead of adding a custom filter to select records where Mitchell Admin is the salesperson on the Sales Analysis report (Sales app ‣ Reporting ‣ Sales), search for Mitch, and click the (submenu) icon next to Search Salesperson for: Mitch, and select Mitchell Admin.

Catatan

Using the search field is equivalent to using the contains operator when adding a custom filter. If a partial value is entered, and the desired field is directly selected (without selecting the (submenu), all records containing the typed characters for the selected field are included.

Penyaring

Filter digunakan untuk memilih record yang memenuhi kriteria tertentu. Pilihan default record berbeda untuk setiap tampilan, tapi dapat dimodifikasi dengan memilih satu (atau beberapa) filter yang dikonfigurasikan sebelumnya, atau dengan menambahkan filter kustom.

Filter yang dikonfigurasikan sebelumnya

Modify the default selection of records by clicking the (dropdown) from the search bar, and selecting one (or several) preconfigured filters from the Filters drop-down menu.

Example

Pada laporan Analisis Sales (app Sales ‣ Laporan ‣ Sales), hanya record yang ada pada halaman sales order, dengan tanggal pesanan dalam 365 hari terakhir, yang dipilih secara default.

Untuk juga mengikutsertakan record pada tahap quotation, pilih Quotation dari Filters.

Furthermore, to only include sales order and quotation records from a specific year, like 2024, for example, first remove the existing Order Date: Last 365 Days filter by clicking (cancel), then select the Order Date ‣ 2024 filter.

Catatan

Filter yang dikonfigurasikan sebelumnya dikelompokkan, dan setiap kelompok dipisahkan dengan garis horisontal. Memilih filter yang dikonfigurasikan sebelumnya dari kelompok yang sama memungkinkan record untuk cocok dengan kondisi apa pun yang diterapkan. Namun, memilih filter dari kelompok yang berbeda membutuhkan record untuk cocok dengan semua kondisi yang diterapkan.

Filter kustom

If the preconfigured filters are not specific enough, add a custom filter. To do so, click the (dropdown) icon in the search bar, then select Filters ‣ Add Custom Filter.

Jendela pop-up Tambahkan Filter Custom menampilkan opsi pencocokkan, peraturan filter, dan tombol untuk memasukkan record yang diarsip.

Konfigurasi pencocokkan default adalah untuk Cocokkan dengan peraturan apa pun dari yang berikut, mengindikasikan bahwa setiap peraturan filter diterapkan secara independen. Untuk mengubah konfigurasi pencocokkan menjadi Cocokkan semua peraturan berikut, setidaknya dua peraturan filter harus ditambahkan ke filter kustom.

• Match all of the following rules: All of the filter rules must be met. Think of this as an AND (&) operation.

• Match any of the following rules: Any of the filter rules can be met. Think of this as an OR (|) operation.

Secara default, satu peraturan filter ditambahkan ke filter kustom. Yang berikut mendeskripsikan struktur peraturan filter:

1. The first inline field is the field name to filter by. Some fields have refined parameters that are nested within another field. These fields have a (submenu) icon beside them, which can be selected to reveal the nested fields.

2. Field inline kedua adalah operator bersyarat yang digunakan untuk membandingkan nama field ke value. Operator bersyarat yang tersedia berbeda tergantung tipe data field.

3. Field inline ketiga adalah variabel value dari nama field. Value Input mungkin muncul sebagai menu drop-down, input teks, input angka, input tanggal/waktu, boolean selector, atau mungkin kosong, tergantung pada operator yang digunakan dan tipe data field.

Tiga tombol inline juga tersedia di sebelah kanan kriteria filter peraturan:

1. (plus): Adds a new rule below the existing rule.

2. (node): Adds a new group of rules below the existing rule, with the any and all matching options available to define how each rule within this branch is applied to the filter. If the matching option is set to the same as the parent group, the fields are moved to join the parent group.

   Example

   If the matching option is set to Match all of the following rules, and a new branch is added with its matching option changed from any of to all of, the newly-added branch disappears, and its group of rules are moved to the parent group.

3. (delete): Deletes the node. If a branch node is deleted, all children of that node are deleted, as well.

Peraturan filter baru dapat ditambahkan ke filter kustom dengan mengeklik tombol Peraturan Baru.

Setelah kriteria filter didefinisikan, klik Tambah untuk menambahkan filter kustom ke tampilan.

Example

Untuk menarget semua lead dan opportunity dari app CRM yang ada di tahap Won, dan memiliki pendapatan yang diharapkan lebih besar dari $1,000, yang berikut harus dimasukkan:

Match all of the following rules:

1. Tahap adalah Won

2. Pendapatan yang Diharapkan > 1,000

3. any of:

   • Tipe = Lead

   • Tipe = Opportunity

Tip

Mengaktifkan Developer mode (debug mode) untuk memunculkan setiap nama teknis field dan tipe data, sekaligus area teks # Code editor di bawah peraturan filter, untuk melihat dan mengedit domain secara manual.

Kelompokkan record

The display of records in a view can be clustered together, according to one of the preconfigured groups. To do so, click the (dropdown) icon in the search bar, then select one of the Group By options from the drop-down menu.

Example

Untuk mengelompokkan record oleh salesperson pada laporan Analisis Sales (app Sales ‣ Laporan ‣ Sales), klik opsi Salesperson dari menu drop-down Kelompokkan Berdasarkan. Tampilan berubah untuk mengelompokkan record berdasarkan salesperson, tanpa memfilter keluar record apa pun.

Anda dapat mengustomisasi kelompok dengan menggunakan field yang tersedia pada model. Untuk melakukan ini, klik Tambahkan Kelompok Kustom, dan pilih field dari menu drop-down.

Catatan

Beberapa kelompok dapat digunakan pada saat yang sama. Kelompok pertama yang dipilih adalah cluster pertama, yang berikutnya ditambahkan lebih lanjut membagi kategori kelompok utama, dan seterusnya. Terlebih lagi, filter dan kelompok dapat digunakan bersamaan untuk merapihkan tampilan lebih lanjut.

Perbandingan

Certain reporting dashboards include a Comparison section in the drop-down menus of their search bars. This includes the Overall Equipment Effectiveness report for the Manufacturing app and the Purchase report for the Purchase app, among others.

The options in the Comparison section are used to compare data from two different time periods. Pick between the two comparison options: (Time Filter): Previous Period and (Time Filter): Previous Year.

Penting

For some reports, the Comparison section only appears in the search bar drop-down

menu if one (or more) time periods have been selected in the Filters column. This is because there is nothing to compare if no time period is specified.

Additionally, some reports only allow use of the Comparison feature when the (Pie Chart) graph type or the (Pivot) view, is selected. A Comparison option can be selected even if another view is enabled, but doing so does not change the way data is displayed on the report.

To view data using one of the two comparisons, begin by selecting a time period in the Filters column of the search bar drop-down menu. Then, select either (Time Filter): Previous Period or (Time Filter): Previous Year in the Comparison section.

With one of the Comparison options enabled, the report compares the data for the selected period, with the data for the same unit of time (month, quarter, year), one period or year prior. The way the data is displayed depends on the selected view:

• The (Bar Chart) shows two bars, side-by-side, for each unit of time for the selected time period. The left bar represents the selected time period, while the right bar represents the previous time period.

• The (Line Chart) is displayed with two lines, one representing the selected time period, and the other representing the previous time period.

• The (Pie Chart) appears as a large circle with a smaller circle inside. The larger circle represents the selected time period, while the smaller circle represents the previous time period.

• The (Pivot) is displayed with each column split into two smaller columns. The right column represents the selected time period, while the left column represents the previous time period.

Example

In the Production Analysis report of the Manufacturing app, data for the second quarter of 2024 is compared to data for the second quarter of 2023. Q2 is selected in the End Date filter section of the search bar drop-down menu. In the Comparison section, End Date: Previous Year is selected.

The current year is 2024, so the larger circle shows data for the second quarter (Q2) of 2024. The smaller circle shows data for the second quarter (Q2) of 2023, which is the same time period, but one year prior.

If End Date: Previous Period is selected instead, the smaller circle shows data for the first quarter (Q1) of 2024, which is the same time period, but one period prior.

Favorit

Favorit adalah cara untuk menyimpan pencarian tertentu untuk penggunaan di masa depan, atau sebagai filter default untuk tampilan.

To save the current view as a favorite, click the (dropdown) icon in the search bar, then select the Save current search drop-down menu to display the following options:

• Filter name: Name of the favorited search.

• Default filter: Sets the favorited search as the default filter for the view.

• Shared: Makes the favorited search available to all users. Otherwise, by default, the favorited search is only available to the user who created it.

Setelah opsi ditetapkan, klik Simpan untuk menyimpan pencarian yang difavorit.

Saved favorites can be accessed by clicking the (delete) icon in the search bar, then selecting the saved filter in the Favorites drop-down menu. To remove a saved favorite, click the (delete) icon next to the favorited search.

Tip

Untuk melihat semua all pencarian yang difavorit, pertama-tama aktifkan Developer mode (debug mode), dan navigasi ke app Pengaturan ‣ Teknis ‣ User Interface: Filter yang didefinisikan User. Dari sini, semua pencarian yang difavorit dapat dilihat, diedit, diarsip, atau dihapus.