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Build Dashboards with Odoo Data in Dundas BI
Create dynamic dashboards and perform analytics based on Odoo data in Dundas BI.
The CData ODBC Driver for Odoo enables access to live data from Odoo under the ODBC standard, allowing you work with Odoo data in a wide variety of BI, reporting, and ETL tools and directly, using familiar SQL queries. This article shows how to connect to Odoo data as a generic ODBC Data Provider and create charts, reports, and dashboards based on Odoo data in Dundas BI.
About Odoo Data Integration
Accessing and integrating live data from Odoo has never been easier with CData. Customers rely on CData connectivity to:
- Access live data from both Odoo API 8.0+ and Odoo.sh Cloud ERP.
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Extend the native Odoo features with intelligent handling of many-to-one, one-to-many, and many-to-many data properties. CData's connectivity solutions also intelligently handle complex data properties within Odoo. In addition to columns with simple values like text and dates, there are also columns that contain multiple values on each row. The driver decodes these kinds of values differently, depending upon the type of column the value comes from:
- Many-to-one columns are references to a single row within another model. Within CData solutions, many-to-one columns are represented as integers, whose value is the ID to which they refer in the other model.
- Many-to-many columns are references to many rows within another model. Within CData solutions, many-to-many columns are represented as text containing a comma-separated list of integers. Each value in that list is the ID of a row that is being referenced.
- One-to-many columns are references to many rows within another model - they are similar to many-to-many columns (comma-separated lists of integers), except that each row in the referenced model must belong to only one in the main model.
- Use SQL stored procedures to call server-side RFCs within Odoo.
Users frequently integrate Odoo with analytics tools such as Power BI and Qlik Sense, and leverage our tools to replicate Odoo data to databases or data warehouses.
Getting Started
Connect to Odoo Data
- If you have not already done so, provide values for the required connection properties in the data source name (DSN). You can configure the DSN using the built-in Microsoft ODBC Data Source Administrator. This is also the last step of the driver installation. See the "Getting Started" chapter in the Help documentation for a guide to using the Microsoft ODBC Data Source Administrator to create and configure a DSN.
To connect, set the Url to a valid Odoo site, User and Password to the connection details of the user you are connecting with, and Database to the Odoo database.
When you configure the DSN, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.
- Open the Dundas BI interface, open the menu, and click New Data Connector.
![]( "Adding a New Data Connector.")
- Configure the Dundas BI Data Connector:
- Name the Data Connector.
- Select "ODBC generic" as the Data Provider.
- Check the "Use System DSN" checkbox.
- Select the appropriate System DSN.
![]( "Configure the Data Connector.")
Add Odoo Data to a Dashboard
You are now ready to create a dashboard with Odoo data.
- Navigate to the Home page.
- Click Explore Data.
- Expand the appropriate Data Connector.
- Drag the relevant data from the Connector to the panel.
- You can select an entire "table" to add, but you may need to remove Measures/Rows from the Metric Set to build an appropriate visualization. Alternatively, you can select only the fields you wish to include in the visualization.
- With the fields selected, you can add any filters or conditions on the Measures and Rows, further customizing the visualization.
- Click Re-visualize from the menu bar and select the appropriate visualization for the data.
- Click Add To New Dashboard to add the visualization to a new dashboard.
- Configure the dashboard, creating dynamic visualizations of Odoo data.
![]( "Sample Dashboard (Salesforce data is shown.)")
Ready to get started?
Download a free trial of the Odoo ODBC Driver to get started:
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Odoo ODBC Driver
The Odoo ERP ODBC Driver is a powerful tool that allows you to connect with live Odoo ERP data, directly from any applications that support ODBC connectivity.
Access Odoo ERP like you would a database - read, write, and update Sales Orders, Purchase Orders, Accounts, etc. through a standard ODBC Driver interface.
