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How to make charts and graphs in Confluence

Atlassian Confluence is a powerful Enterprise wiki solution that you can use to manage any type of content – articles, photos, documents. And, if you want your page look good – you should take some time and make it comfortable for reading. Researches show that visualization is a key point for the proper and quick perception of large data amounts, because:

  • every human receives almost 90% of information through the eyes
  • eyes have about 70% of sensory receptors
  • visual information processing uses up to 50% of brain cells

That’s so usage of visualizations can improve cognition of your information by the target audience. So if you use Confluence for data storage and processing, graphs and diagrams will become real helpers in this.

Diagrams in Confluence

Unfortunately, Confluence does not provide out-of-the-box capabilities to create diagrams for now. But there are a lot of add-ons that add diagramming support in Confluence, for example:

All these add-ons except Graphviz Diagrams include a large set of templates for drawing diagrams and allow you to quickly insert different types of pre-defined drawings. Graphviz Diagrams uses graph definition language and graphvizlibrary (you should install it on your server to make the add-on operating). At the same time, users can have different requirements for the add-on. For instance, your security officers can deny Internet access from Confluence server and so on. The specifications of the add-ons are given in the table below..

Add-on

Confluence Server/Cloud

Requires Internet

500 Users Price Server/Cloud

Visio files support

Has Web version

Confluence Diagramming by Creately yes / no yes $2000/ n/a yes no
Draw.io Diagrams for Confluence yes / yes yes $3000/Free yes yes
Lucidchart for Confluence yes / yes yes n/a /Free yes yes
Gliffy Diagrams for Confluence yes / yes no $6000/$3000 yes yes
Graphviz Diagrams for Confluence yes / no no $580/ n/a no no

When you try to google “confluence charts“, you can see the following solutions on the first page:Charts in Confluence

You need a table with data to build a chart. Table data can be also generated by some macros (for example, SQL for Confluence), copy-pasted from Excel or created from scratch in Confluence. When you have a set of data in your tables, you can apply either Chart or Chart from Table macros to generate a visually-appealing chart.

Chart Macro

This is the native macro bundled within Confluence. It offers you the following capabilities:

  • supports Pie Chart, Bar Chart, 3D Bar Chart, Time Series Chart, XY Line Chart, XY Area Chart, Area Charts, Gantt Chart
  • has a large number of settings to adjust and customize your graphs
  • requires edit mode to configure the macro settings
  • covers all simple cases when you need to draw a graph

For example, you can create the Area chart, as follows:

chart_macro_area_chart

… or render the 3D Bar chart:

confluence_chart_macro_3D_bar_chart_create

… or see the ratio between different entities with the Pie chart, as the following one:

confluence_chart_macro_pie_chart_create

Table Filter and Charts

The add-on is being continuously developed and improved by StiltSoft, an Atlassian Expert and Atlassian Verified Vendor. Graphs are a part of functionality that Table Filter and Charts add-on offers. The add-on is a pretty useful and flexible solution that include the three macros:

With Table Filter macro you can filter complex and large tables on-the-fly right when viewing or editing a Confluence page. Pivot Table macro allows you to create a pivot table with aggregated and summarized values from big and complex tables with repeated values. And, finally, Chart from Table macro can draw graphs using data from the tables (macro-generated tables also supported). You can choose among the following graphs:

  • Pie
  • Donut
  • 3D Donut
  • Column
  • Stacked Column
  • Bar
  • Stacked Bar
  • Line
  • Area
  • Time Line
  • Time Area

Graph samples with Chart from Table

You can create pie charts to show the consumption correlation, as follows:

confluence_chart_from_table_macro_pie_chart_create

 

Fish Type
2011
Herring 9500
Salmon 2900
Tuna 1500

… create a stacked column chart to see the overall picture against multiple indicators, like this:

confluence_chart_from_table_macro__stacked_column_chart_create

2009
2010
2011
Revenue 12.4 31.8 41.1
Expense 43.6 41.8 31.1

… or create the multi-column chart to see the progress and trend over some period of time, as follows:

confluence_chart_from_table_macro_mulcticolumn_chart_create

Period
Opened
Tickets
Pending
Tickets
Successfully
Closed Tickets
Tickets Closed w/o
Response
Unsuccessfully
Closed Tickets
Total
Tickets
Q4 2015 257 20 237 58 40 612
Q3 2015 227 27 200 23 31 508
Q2 2015 278 31 247 58 39 653
Q1 2015 207 42 381 20 14 664

You can download chart as a picture, or you can instantly modify the chart settings while viewing the page by using the management panel, which can be hidden, as well as the source table:

table chart

 

Table filtering capabilities

Table Filter macro allows you to filter any table right in the page view or edit modes (table will be immediately redrawn depending on the specified filter values). The rich set of filters allows you to easily handle multi-format data table, as follows:

You can easily turn a large and complex table, like this:

confluence_table_filter_data_filtration

… to the small and simple table, just by specifying the appropriate filters and values in them:

confluence_table_filter_data_filtration-filtered-table

Also, filtering can be temporarily disabled if needed..

Pivot Table

This macro allows you to get a pivot table with aggregated data values based on some ‘heavy’ table with repeated values. You can apply different types of aggregation:

  • Count - counts the number of values pertaining to one label in the source table.
  • Max - determines the maximal value per each label.
  • Min - determines the minimal value per each label.
  • Average - calculates the average values per each label.
  • Sum - calculates the sum of values per each label.

As a result, your table with large data amount, like this:

confluence_pivot_table_source_table_data

… in a magic way turns into a pivot table, as follows:

confluence_pivot_table_created_pivot_table

 

Combo!

You may combine all these three macros from Table Filter and Charts add-on into a single data processing mechanism. In such a way, you even can draw graphs from the filtered pivot table. And, of course, if you make some changes in filtration or graphs settings, graphs will be automatically updated according to your changes.

confluence_table_filter_chart_from_table_pivot_table_macros

How to get and visualize data from JIRA in Confluence?

Of course, Atlassian supplies you with the out-of-the-box JIRA integration in Confluence. You need to set up an application link to your JIRA instance, then you’ll be able to receive and handle your JIRA data. You can visualize it with JIRA Charts macro (JIRA filters and JQL queries are supported). Three types of charts are available to you:

  • Pie Chart from JIRA
  • Created vs Resolved Chart from JIRA
  • JIRA Two-Dimensional Chart

An example of the pie chart with the number of issues by assignee will look like:

confluence_jira_filter_pie_chart

 

… the comparison of created against resolved issues looks like this:

confluence_created_vs_resolved_jira_issues_chart

 

The sample two-dimensional chart looks like:

confluence_jira_two_dimensional_chart_table

 

Alternatively, you can process the incoming JIRA data with the Pivot Table macro and then create a chart from the calculated pivot table. Of course, you can use the JIRA macro filtration, but it is much more flexible and convenient to use Table Filter macro, in this case you can make a changes on-the-fly and graphs will be redrawn automatically. Combo!

confluence_jira_issues_macro_table_filter_pivot_table_chart_from_table_macros

Want to try our add-on, but don’t want to install?

You can see the add-on in action on our demo server. And, of course, find out details in our documentation or watch the tutorials on YouTube to reveal all the capabilities of Table Filter and Charts add-on. Also, we made a comparison table for Chart and Chart from Table macros which can help you to select a suitable macro for your needs.