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How to Create Cohort
View in Odoo 17
Enterprise

Introduction
Enterprise
Odoo has a variety of view kinds, including list, form, tree,
kanban, graph, pivot, calendar, cohort, and more. Cohort views
are a kind of reporting view in Odoo that let us monitor and
evaluate user behavior across time. Rows and columns are
displayed in the cohort view. We may simply obtain data on a
day-by-day, weekly, monthly, and annual basis by looking for the
intersection of a row and column, which displays a specific metric
or value for that cohort in that particular period.

Enterprise
To create a cohort view in Odoo, we need to define a model with the
required fields

Enterprise
● create a new model and add a menu action under the
configuration tab. Below is python code for creating a new
class in Odoo.
class EmployeeDetails(models.Model):
_name = 'employee.details'
_description = 'Employee Details'
_rec_name = "employee_id"
employee_id = fields.Many2one('hr.employee', string="Employee")
phone = fields.Char(related="employee_id.work_phone")
email = fields.Char(related="employee_id.work_email")
date = fields.Date(string="Date", required=True)

Enterprise
● We can choose employees from hr.employee in the newly
created class EmployeeDetails.
● Since the phone and email fields are configured as linked
fields, they will immediately fill in when we choose
employees.
● Added a date field and made it mandatory since the date in
cohort view was set to date_stop.

Enterprise
● Then, we need to give security for the above model. For
that, create a new directory with a new csv file. Specify an
id, name, and model id here. And give this security file in
the manifest file.
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
access.emp_details,access_emp_details,model_employee_details,base.group_user,1,1,1,1

Enterprise
● Before creating a cohort view add “web_cohort” as a
dependent module in the manifest file.
● Next, we can create an xml file to create a view.
● First, we want to create ir.actions.act.window model with
model name employee.details, and here we need to specify
the view mode which type required, below mentioned the
view as tree, form, and cohort. And set an id
employee_details_action_menu to provide menu action for
our model and give this id as action in the menu item.

Enterprise
<record id="employee_details_action_menu" model="ir.actions.act_window">
<field name="name">Employee Details</field>
<field name="res_model">employee.details</field>
<field name="type">ir.actions.act_window</field>
<field name="view_mode">tree,form,cohort</field>
</record>

Enterprise
● For creating a cohort view, first need to give an id for the
record and specify the model as ir.ui.view. And give a field
name and add the model as employee.details.
● After that, mention the desired string for cohort tag, set
date_start as create date, then take the date_stop from the
newly created module, and we can provide the interval as
day, week, month and year, and here the mode is set as
churn.

Enterprise
<record id="employee_details_view_cohort" model="ir.ui.view">
<field name="name">employee.details.view.cohort</field>
<field name="model">employee.details</field>
<field name="arch" type="xml">
<cohort string="Analysis" date_start="create_date" date_stop="date"
interval="day" mode="churn"/>
</field>
</record>

Enterprise
● Then set the menu action for the model. In the menu item
tag, set action as the record id which is mentioned above,
and set the parent where we want to show the menu item.
<menuitem id="employee_details_menu_root"
name="Employee Details"
action="employee_details_action_menu"
parent="hr.menu_config_employee"
sequence="20"/>

Enterprise
We can see the Employee Details menu just click on that can see
the details

Enterprise
Click on the menu, it will open a new model in the tree view
format, where we can create new records.

Enterprise
Click on the cohort view icon and we can see the report of the records
day wise in the UI.

For More Info.
Check our company website for related blogs
and Odoo book.
Check our YouTube channel for
functional and technical videos in Odoo.
Enterprise
www.cybrosys.com

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How to Create Cohort View in Odoo 17 - Odoo 17 �ݺ�ߣs

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