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Get the Report →Import Odoo Data into FileMaker Pro
Create reports that integrate Odoo data in Filemaker Pro.
One of the strengths of the CData ODBC driver is its ubiquitous support across many applications and platforms. In this article, you will configure the ODBC driver in FileMaker Pro and create data visualizations with Odoo data.
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
Query Odoo Data in FileMaker Pro
If you have not already, first specify connection properties in an ODBC DSN (data source name). This is the last step of the driver installation. See the "Getting Started" chapter of the help documentation for a guide to creating a DSN on Windows or Unix-based systems like Mac OS X and Linux.
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.
You can then load Odoo data into tables in Filemaker Pro:
- In your solution, click File -> Import Records -> ODBC Data Source, and select the CData Odoo DSN.
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In the resulting SQL Query Builder wizard, select tables and columns and then click Insert into SQL Query. You can edit this query directly. For example:
SELECT name, email FROM res_users
You can use the UI to build filters in the WHERE clause by clicking the WHERE tab.
- In the resulting Import Field Mapping wizard, you can define mappings from columns in the data source to the columns in a destination table. To create a new table for the query results, select New Table ("CData Odoo Source") from the Target box, and click Import.
For more information on the SQL that the driver supports out of the box, see the help documentation.
Process Data at Design Time
You can sort and aggregate data, as well as calculate summary functions, while you browse tables. To manipulate the view of data at design time, first complete the two steps below:
- Switch to Browse mode: Click the Mode pop-up menu in the footer of the application.
- Switch to Table view: Click the table icon in the View As menu in the main toolbar of the application.
Aggregate and Summarize
Follow the procedure below to group column values and then display a summary, as shown in the screenshot below:
- Sort: Click the arrow in the name column header and then click Sort Ascending in the resulting menu.
- Group: In the menu for the name column click Add Trailing Group by name to group the values and create a subsequent row where summary calculations can be inserted. Click Add Leading Group to introduce the group with a summary.
- Summarize: In the menu for a column that has been grouped, select a summary from the Trailing Subtotals menu.
the procedure below to create a simple bar chart that shows the total email for each name.
- Click the arrow in the email column header and click "Chart by email" in the menu. If you have already grouped on a column in the Table view, name, for example, you can select the option to chart email by name.
- In the Chart Setup window, select columns to draw the chart: To add the column for the x-axis, click the button next to the Data box.
Selecting the x-axis and y-axis will draw the chart. You can also process data in the Chart Setup: Set the following options to create a basic chart.
- Click the button next to the Data box and select Specify Field Value. Select a column in the resulting dialog.
- Select a summary for the y-axis in the Summary menu.