How to create a question in Builder mode
Use the visual query builder to explore your Odoo data — no SQL required.
Navigate to Questions
Go to Configuration, then click on Questions. From here, create a new question. You can use any data source you've configured — Odoo or PostgreSQL. For this example, we'll use an Odoo database.
Step 1 — Select your base table
The base table is the starting point for all your data. Search for the table you want to query — for example, Sale Order — and select it.
Step 2 — Add your columns
Columns are the fields available in your Odoo table. Click the + Field button to open the full list of available fields.
You'll notice that some fields have a Relation tag — this means the field is linked to another table. Click on it to navigate through and select a field from the related table, or click the + button next to it to add it directly as a column.
Navigation system
This navigation system works the same way across columns, filters, and group by — so once you've got it, you've got it everywhere.
If you can't find the field you're looking for, check out our source management guide.
For each column, you can choose an aggregate — sum, count, average, and more. For example, to get the total amount per month, select Sum.
Step 3 — Add filters (optional)
Filters allow you to narrow down your data to exactly what you need. For example, to exclude cancelled orders and quotations:
- Click Add Field
- Choose Status
- Filter on Sale Order
Step 4 — Group by (optional)
Group by is optional but highly recommended. To see sales by month, group by Order Date and select a monthly interval.
Run and verify your data
Hit Run to generate your table. You can sort any column by clicking its header and choosing ascending or descending order.
Check your data
Always double-check the data type and granularity. O'Dashboard automatically identifies column types — for instance, date columns with a monthly interval.
Add a visualization
Click on Visualization at the bottom to access a wide range of chart types — bar, line, area, pie, and more.
Click the gear icon in the top right to configure your chart:
- Data tab — set up your axes and manage group by ordering
- Display tab — add goal lines, customize colors and labels
At any point, you can switch back to Construction mode to adjust your data.
Save and organize
When you're happy with the result, click Save As and give your question a name — for example, "My Sales by Month".
To keep things organized, create folders to group related questions:
- Click New Folder and give it a name (e.g. "Sales")
- Click the three dots next to your question
- Select Move and place it in the desired folder
You're all set!
Your first question is built, visualized, and organized. You're ready to start building dashboards.