How to Create Reports from Multiple Confluence Tables

October 1, 2020
#How To#Confluence Tutorial#Confluence#Reporting
9 min

In this blog post, we continue to describe how to enhance Confluence with the help of the Table Filter and Charts for Confluence app. Let us guide you through another widespread use case from our customers.

You’ll learn how to collect tables with multiple rows on one Confluence page, merge them, and make the final report easy-to-read.

Use case

You have a lot of similar tables with multiple rows across your corporate Confluence instance. For example, let’s assume that all the departments keep track of minor expenses in their own spaces. To find these tables easily, users set the Accounting label onto every related page.

The task is to collect information throughout the company and create an intelligible combined report on all the local expenses.

As the tables have several rows, the standard Page Properties Report macro won’t work for you. Manual copy/paste is ineffective and full of mistakes. Besides, your final table will be a large one, and you’ll need some additional tools to make the report clear.

Collect tables with multiple rows on one page

To collect several tables with multiple rows on one page automatically, use the Table Excerpt/Table Excerpt Include macros.

Wrap every source table in the Table Excerpt macro and assign it a unique name.

Then go to the required page and insert the Table Excerpt Include macro. Specify your Table Excerpt macros’ name and choose to look for them onto every page with the Accounting label.

As a result, you get all the local tables placed one after another on the same page. Note that all the changes made to the source tables are immediately reflected in the reused tables, and you don’t need to update anything manually.

If your hosting type is Cloud, the next step is to wrap your Table Excerpt Include macro in the Table Toolbox macro. The latter helps you to nest several macros required to perform additional operations with the reused tables.

For Server and Data Center instances, you drag and drop macros to place them inside each other or change their order.

Pro tip:

Learn more about using Spreadsheets in Confluence

Merge tables

To merge several tables into one big table, use the Table Transformer macro. Wrap your Table Excerpt Include macro into its body. As you have identical column names in the reused tables, choose the default automatic Merge tables preset.

Use pagination

To make your large table easy-to-read, let’s add pagination. Wrap your Table Transformer macro into the Table Filter macro and go to the Table View tab. Find the Number of rows per page field and set the required value.

Filter your combined report

To achieve more from the final report, locate the Filters tab of the Table Filter macro and choose any filters you need. For example, let’s set two dropdown filters for the Department and Accountant columns and an Icon filter for the Priority status.

Now you can save the Table Toolbox macro and enjoy the result:

  • The combined report is generated automatically, and all the changes made to the source local tables are reflected instantly.
  • The final big table looks compact and neat due to the pagination feature.
  • Different Excel-like filters allow you to find the required information without routine manual work.

Don’t forget to check our recent blog posts related to the capabilities of the Table Filter and Charts for Confluence app:

The app can also help you with many more customized use cases regarding native Confluence tables and dynamic macros, such as Page Properties Report, Jira Issues, Content Report Table, etc.