POWER BI et Odoo : Transformer la donnée PostgreSQL en stratégie
POWER BI et Odoo : Transformer la donnée PostgreSQL en stratégie
Walid Bergaoui
POWER BI and Odoo: Turning PostgreSQL Data into Strategy
Your Odoo captures everything: every quote, every stock movement, every accounting entry, every time log. A rare and rich trove of operational data — and yet, when the time comes to present a clear metric to your steering committee, the native dashboards quickly show their limits. This training teaches you to unlock that data: connecting Power BI directly to Odoo's PostgreSQL database and turning daily data entry into genuine strategic steering. You no longer have to put up with static Excel exports — you query millions of rows in real time.
The approach is decidedly hands-on and technical. You first demystify Odoo's data model — its tables sale_order, account_move, stock_quant, its relational fields and its analytic accounting — so you know exactly where each figure lives. You then master the two connection strategies depending on your hosting: direct PostgreSQL access via port 5432 for Odoo On-Premise and Odoo.sh, the most performant; and the workaround through the XML-RPC API or an intermediate Data Warehouse for Odoo Online (SaaS), where the database is locked down. Then you structure the data with Power Query, build a robust star schema and write your measures in DAX.
By the end of the course, you build with your own hands the three dashboard families that matter: sales analysis (CRM conversion, average basket, seasonality), financial steering (dynamic income statement by cost center, customer and supplier due dates) and the supply chain (stock valuation at weighted average cost, turnover, real margins after logistics costs). You walk away with a complete BI solution, automatically refreshed and secured, plugged into your Odoo — capable of moving from simple tracking to informed steering of the entire company.
What you walk away with
Far more than theoretical knowledge: operational deliverables, ready to use the moment you get back to the office.
Your three dashboards — Sales, Financial and Supply Chain, built on your own Odoo data and immediately reusable.
Your map of the Odoo model — a reference of the key tables and relationships so you never get lost in the PostgreSQL schema.
A library of DAX measures — sales, financial and logistics KPIs ready to copy into your future reports.
A refresh architecture — secure connection and automatic refresh, for dashboards that always stay up to date with no manual intervention.
Program — 12 sessions of 1 hour
A technical, step-by-step path: understanding Odoo's data model, choosing and establishing the right connection, transforming and modeling the data, then building the three dashboard families — sales, financial and supply chain — before securing and automating it all.
Module 1 — Understanding Odoo and connecting to it (sessions 1-3)
1. Odoo's data model — exploring the PostgreSQL schema: tables sale_order, account_move, stock_quant, res_partner, relational fields (many2one) and analytic accounting. Knowing where each figure lives.
2. Direct PostgreSQL connection — for Odoo On-Premise and Odoo.sh: the native Power BI connector, access via port 5432, authentication and high-performance queries on millions of rows.
3. The Odoo Online (SaaS) case — when the database is locked down: extracting data via the XML-RPC API, understanding the use of an intermediate Data Warehouse and choosing the right strategy based on your hosting.
Module 2 — Transforming and modeling the data (sessions 4-6)
4. Cleaning and structuring with Power Query — merging Odoo tables, handling statuses (quote, confirmed, invoiced), filtering and preparing clean, usable data.
5. Building a star schema — separating facts and dimensions, creating a date table, establishing relationships: a robust model that queries fast and accurately.
6. DAX fundamentals — measures vs. calculated columns, CALCULATE, filter and row context, time intelligence: writing your first KPIs on Odoo data.
Module 3 — Business dashboards (sessions 7-10)
7. Sales analysis & CRM — opportunity conversion rate, average basket per salesperson, sales seasonality and performance by product or region.
8. Financial steering (P&L) — a dynamic income statement filterable by analytic cost center, built from the entries account_move.
9. Cash & due dates — tracking customer receivables and supplier payables, aged balance and the collections dashboard.
10. Supply chain & margins — stock valuation at weighted average cost, turnover rate, stockouts and real margins after logistics costs.
Module 4 — Securing, sharing & automating (sessions 11-12)
11. Publishing and securing — publishing to the Power BI service, managing access by role (Row-Level Security) so each user only sees the data that concerns them.
12. Automatic refresh — installing the gateway to PostgreSQL, scheduling the refresh and ensuring reliable dashboards that always stay up to date, with no manual intervention.
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