How to use Google Spreadsheet in Addition to my Data?

Create custom dashboards in Google Spreadsheet that retrieves data directly from  Legal Office using spreadsheet formula. You can use it to create sales commission plans, budgets, project forecasts, etc. Formulas are written in Python but programming skills are not required.

Configuration

From the General Settings, active Google Drive and Google Spreadsheet. The options Authorization Code and Get Authorization Code are now available.

Now, link your Google account with Legal Office going to Get Authorization Code ‣ select your Google account ‣ enter your password ‣ copy the code ‣ paste it into the Authorization Code field.

Create a new Spreadsheet

From the CRM app, for example, go to Favorites and click on Add to Google Spreadsheet.

A new spreadsheet will be automatically created in your Google Drive.

 Note

When you opening this new file, a second sheet is created automatically by Legal Office with a tutorial/documentation on How to use Google Spreadsheet.

Link a Spreadsheet with Legal Office

From this new file, configure your database.Go to  Legal Office ‣ Server Settings ‣ Database Name ‣ Username ‣ Password.

Applications

You have 2 different formulas of using Google Spreadsheet in Legal Office : retrieve data and retrieve grouped sums.

 Warning

Google Drive limits the execution time of scripts; if the data you requested takes too long to be delivered, you might get an error. There is no specific size limit, since the time for Legal Office to respond depends on several factors - although reading data regarding several thousand records is usually fine.

Retrieve Data

The theoretical formula is  = oe_browse (table;columns;filters;orderby:limit). Used it if you want to display the information without grouping it (e.g.: each sales order in the database).Find some the arguments in the table below.

Retrieve Grouped Sums

The theoretical formula is  = oe_read_group (table;columns;group_by;filters;orderby:limit). Use it when you want to display a sum of data (e.g.: total invoiced).Find some arguments in the table below.

Other uses

Mix Legal Office data with spreadsheet data, add traditional formulas, and create Dynamic Tabled and Graphs.