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User Guide for Odoo Google Looker Studio

by admin
3 months ago
in Softwares
User Guide for Odoo Google Looker Studio
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INTRODUCTION

Odoo Google Looker Studio connects Odoo with Looker, serving to companies sync essential knowledge like gross sales, stock, CRM, and accounting.

With this module, customers can leverage Looker’s knowledge analytics and visualization instruments instantly on their Odoo knowledge, gaining deeper insights and higher decision-making.

It provides automated knowledge synchronization, customizable reporting, and interactive visualizations to trace enterprise efficiency effectively.

FEATURES

  1. Sync Odoo knowledge with Odoo Google Looker Studio module for real-time insights.
  2. Make your tables utilizing Odoo knowledge with many columns from completely different knowledge fashions.
  3. Choose particular Odoo modules like Gross sales, CRM, and Accounting for seamless synchronization.
  4. Import Odoo tables into Looker effortlessly for enhanced knowledge evaluation.
  5. View Odoo knowledge on Looker dashboards for improved decision-making.
  6. Replace and re-import tables from Odoo to Looker to keep up correct, up-to-date knowledge.
  7. Generate customized studies in Looker to achieve deeper insights into your Odoo knowledge.
  8. Visualize Odoo knowledge with charts, graphs, and tables for clearer evaluation.

INSTALLATION

  1. Obtain the module’s zip file and extract its content material.
  2. Find the folder named odoo_looker_connector and replica it to your Odoo Add-Ons path.
  3. Open Odoo App and navigate to the Settings.
  4. Allow Developer Mode.
  5. Go to the Apps menu and click on on Replace Modules Checklist.
  6. Seek for odoo_looker_connector, choose the module, and click on Set up.

WORKFLOW

1. Set up Looker Connector from Google Market

First, set up the Looker Connector from the Google Market. This enables Google Looker Studio to speak with Odoo and fetch the required knowledge seamlessly.

2. Configuration at Odoo Finish

a) Open Odoo and navigate to Odoo Google Looker Studio (Looker Connector) App from the primary dashboard.

Odoo Google Looker Studio connector

b) Click on on New to create a Looker Desk, which is able to act as a bridge between Odoo and Google Looker Studio.

create new table

c) Enter the Desk Title and choose the Mannequin Title that holds the required knowledge fields.

enter table name

d) Add related fields to the desk utilizing the sphere choice choices offered.

add relevant field

e) Use “Search Extra” to search out extra fields that aren’t listed. Right here you may select fields so as to add for the looker columnn.

utilize search more

f) Choose the mannequin subject that you simply need to add to the Looker Desk. You may be proven as a looker desk as under.

select model field

g) Activate the Looker desk to make it out there for Odoo Google Looker Studio knowledge fetching.

looker table in odoo

g) Navigate to Looker Settings and generate an Entry Token. This token is required to authenticate Odoo with Looker.

generate access token

3. Configuration at Looker Finish

a) Open Looker and go to the Looker Connector interface to arrange the connection. Enter Odoo URL and Entry Token to authenticate the combination course of.

b) Choose Odoo desk from the dropdown record, guaranteeing that the proper dataset is fetched Click on Subsequent to proceed with the combination course of

configuration at looker

c) Select the Service Sort from the dropdown, which incorporates all of the Looker tables created at Odoo finish.

choose service type

d) Click on on Join to ascertain a safe connection between Odoo and Looker.

establish connection

e) After connecting, click on “Create Report” to make visible studies with Odoo knowledge.

generate visual report

4. Replace Odoo Desk in Looker

a) You may replace the looker desk in Odoo in our Odoo Google Looker Studio module. After making modifications, choose the desk once more from the record to re-import it into Looker.

import updated table

d) Create relationships between completely different tables in Looker to construct extra insightful and interactive studies.

NEED HELP?

I hope you discover Odoo Google Looker Studio information useful! Be at liberty to share your suggestions within the feedback.

For any queries create a ticket UV Desk or contact our assist mail.

Thanks on your consideration!

Present Product Model – 1.0

Supported Framework Model – Odoo v17, Odoo v16

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Waquar
2 Badges

Waquar is a Enterprise Analyst specializing within the Odoo platform. He focuses on analyzing enterprise processes, optimizing workflows, and implementing efficient options that improve operational effectivity. Waquar’s analytical strategy ensures that expertise aligns seamlessly with enterprise goals, driving development and success.



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