Drilldown

A number on a dashboard raises the next question: which orders make up that bar? With drilldown on, viewers click the bar and Odoo opens exactly those records, in the usual list and form views.

Which widgets support it

Widget	How the viewer drills down	In-line option
Tile	Click the arrow icon in the tile’s header	No
Vertical Bar, Horizontal Bar, Line Chart, Area Chart	Click a bar or point	Yes
Doughnut, Funnel	Click a slice or band	Yes
Heatmap	Click a day (days with no records do nothing)	Yes
Table	Click a detail row (see Row actions for working on several rows)	Yes
Map, Pivot Table, Matrix Report, Sticky Note	Not available

On stacked charts and charts sorted in the browser, the click opens the records of the bar you clicked, whatever its position.

Turn it on

1. Open the widget in the Dashboard Builder and go to the Configuration tab.

2. Expand Drilldown Options and tick Enable Drilldown.

3. Check the Drilldown Field: the column that holds the record ids. On a dataset built from an Odoo model it is set to id for you, and the records open in that model.

4. Tick In-line Drilldown to open the records in a window over the dashboard instead of in place of it.

5. Click Save & Preview.

Opening other records

The Drilldown Field can be any column that holds record ids, not just id:

• A many-to-one field, such as the customer or the product: the click opens those customers or products instead of the dataset’s own records. The model is worked out from the field.
• A plain number or text column that holds ids: a Drilldown Model box appears. Type the technical name of the model the ids belong to, such as sale.order.line or res.partner.

Custom SQL datasets

A custom SQL dataset isn’t tied to a model, so the builder can’t guess where its ids belong. Select the record id in the SQL under a name that says what it is, such as l.id AS line_id, pick it as the Drilldown Field and fill in the Drilldown Model. The Top 10 Products chart does this to open sale order lines.

Don’t name the column plain id in a custom SQL dataset: the builder treats id as the model’s own id and doesn’t offer Drilldown Model for it.

Caution

When the dataset has no column called id, saving shows a Missing Required Field window asking whether to add one. Your drilldown settings are already saved by then: click No.

What the viewer sees

By default, the records open as a list in place of the dashboard. The breadcrumb at the top leads back, with the filters the viewer had picked still applied.

With In-line Drilldown, they open in a window over the dashboard, as a list; click a record to see its form, and close the window to get back.

Clicking the Large Meeting Table bar on Top 10 Products: its 73 order lines, in a window over the dashboard.

Good to know:

• The window’s title is the technical model name, such as sale.order.line.
• Records open in the model’s standard list and form views.
• Archived records are included, so the count matches the number on the chart.
• Drilldown is switched off in the builder’s preview; try it on the dashboard.