Table Filter and Charts with the Jira macro

November 8, 2022
#Confluence#Jira#Reporting#Analytics#Integration
6 min

The Jira macro helps us fetch the list of Jira issues and transform it into a table with user-defined columns. We’ll show you how to arrange Jira issues just right to get the data you require at the moment.

The Jira Macro

The Jira macro is a native Confluence tool that allows you to fetch the list of issues matching the entered JQL query. After inserting the macro on the page, you can select the necessary application link and type the JQL query for issue output. Alternatively, you can filter the issues in Jira and copy the link to the pre-selected category.

Additionally, you can pick the settings which help you regulate the count of displayed issues (up to 1000). You can define which columns to show and which ones to hide in the generated table if needed. If you use custom fields in your Jira projects, you can list these and standard columns.

After saving the macro and the page, you will get a table with Jira issues. If you want to choose different settings and request a more detailed list of issues, you need to go back to the edit mode and change the JQL query and the settings of the macro.

Native Confluence features don’t offer many options for further processing the table apart from sorting its columns in the view mode.

If you want to manage your tabular data comprehensively, you can apply the bundle of macros from the Table Filter and Charts for Confluence app. Here’s what it can help you achieve.

Finding relevant data

The Table Filter macro provides a broad set of filters for different data types. After you add the macro, it automatically applies relevant filters to each table column. After that, you can select filter settings. Filtering data allows you to easily navigate through large tables and find the necessary information in just a few clicks.

Getting more insights

Tables with Jira issues usually contain repeated values, such as types of tasks or statuses. You can aggregate data based on these values and perform simplistic calculations. For example, to discover the workload of each team member, you can use the Pivot Table macro to summarize the number of tasks of each status per employee.

And if you want to calculate something more complicated or set conditions for table formatting, you can use the Table Transformer macro. It requires writing an SQL query to define the settings but gives you more freedom in managing your Jira issues table.

Creating engaging visualizations

Charts and graphs can give you a different perspective on data and help you understand it better. The Chart from Table macro offers you various chart types and suggests the most suitable options for data organization. All charts are customizable, which means you can change included table columns, chart types, and even the color scheme however you prefer. And if you update the source table, the chart will renew instantly.

If needed, you can use a combination of macros to create engaging and interactive dashboards. You can read our article to learn more about it.

What’s the next step?

Watch our video to learn more about using Jira issues in Confluence with the Table Filter and Charts app.

And if you decide to try it out, just follow the instructions below!

Manage Tables in Confluence With Ease

September 23, 2022
#Reporting#Analytics#Confluence
11 min

If you are an accountant, statistician, or analyst, you know MS Excel from A to Z. But how will you deal with tables if your company migrates to Confluence? No worries! Keep reading this blog post to find all the answers you are looking for.

Using native Confluence tools

Confluence is bundled with a visual editor that allows you to insert tables similarly to MS Word.

Just click the button on the control panel to add the table. After that, you can add as many rows and columns as you need and define the table header.

These are a few options Confluence offers you for customizing your table:

  • Inserting or removing a row or a column in a chosen place
  • Cutting, copying, or pasting a table row
  • Defining the width of the whole table and each column separately
  • Merging or splitting table cells
  • Setting header rows or columns
  • Coloring table cells

You can also enhance the look of your table with other macros, such as dates, statuses, symbols, or emojis.

Even though Confluence offers an abundance of native features for table creation and customization, manual entry of the table is quite time-consuming, especially if it performs as an extensive database.

Let’s see what you can do to minimize your time and effort while uploading tables to Confluence.

Importing from Excel

If you already have a table in MS Excel, you can copy-paste it into Confluence.

But this will reset the formatting and leave you with a plain table with data.

To enhance native Confluence features, you can use third-party apps. We’ll show you how you can benefit from the Table Filter and Charts for Confluence app and how to add it to your Confluence instance.

Importing CSV tables

Table Filter and Charts for Confluence suggests another solution for working with already existing tables.

It provides a set of macros to generate them from external sources:

  • The Table from CSV macro allows you to import, format, and display comma-separated values (CSV) data from external sources.
  • The Table from JSON macro allows you to import, format, and display tables fetched from JSON strings from external sources.

This is a convenient way to upload your MS Excel tables to Confluence. Save it as a CSV file and attach it to the appropriate Confluence page. You can work with this table in Excel and export a CSV when you need to depict it in Confluence. Each time you upload a new CSV file, all the data will be automatically updated.

Just add the Table from CSV macro on your Confluence page and set the appropriate parameters. You can select the the table’s source (attachment or URL) and choose the necessary settings for the correct table depiction, such as delimiter, encoding, or data format. You can also preview the table to see if you are getting the desired result.

Confluence spreadsheets

If you are migrating to Confluence but don’t want to give up spreadsheet capabilities offered by MS Excel or Google Sheets, there is a solution to that problem. With the Table Spreadsheet macro, you can embed a spreadsheet into your Confluence page and benefit from all the features you are used to. The macro is designed to resemble Excel as much as possible, both with its interface and functions.

Again, you don’t have to reproduce the tables you previously managed in other tools manually. Just upload your file into the spreadsheet and keep working with it in Confluence. XLXS, CSV, and ODS formats are supported.

Easy filtration of data in your tables

Sometimes your tables can get very large, and limiting all the information and getting a currently needed piece of data becomes challenging. In this case, you can use the Table Filter macro from Table Filter and Charts for Confluence. It allows you to filter both standard Confluence tables and tables generated by other macros. Moreover, you can do all of it on the fly right in the view mode.

The macro automatically suggests relevant types of filters for each table column, depending on its contents. Alternatively, you can set up a global filter to search data across the entire table. Additionally, you can hide columns you are not currently using or save the filtered table as a file of a chosen format to share outside Confluence. After you finish filtering the table, the app will highlight the Save changes button with a red asterisk, reminding you to save the table in its final form.

You can find even more options for filtering your table in the edit mode.  You can select the settings relevant for your table, choose filter display mode, add a numbered column, calculate totals, add pagination, or freeze rows and columns. 

Aggregate data in pivot tables

For cases when you need to group repeated values from an extensive table, the Pivot Table macro will come in handy. It allows you to get a brief overview of a big table and look at the data from multiple perspectives, depending on the chosen parameters and types of calculation. After adding the Pivot Table macro, you just need to select the columns you want to aggregate and the suitable calculation type.

If you previously applied filters to the source table and keep using them, the pivot table will adjust accordingly.

Visualizing table data with charts and graphs

You can easily visualize numeric data for further analysis and presentation. With the Chart from Table macro, you can turn your table into a graph of a chosen type in just a few clicks without leaving the view mode. When you add the macro, it suggests multiple types of charts relevant to the source table, allowing you to add the chart in no time. After adding the chart, you can still change the data reflected on it or adjust the size and the colors.

Again, if you filter your source table or base the chart on the pivot table, the graph will automatically update to reflect the most recent version of the table.

Power up your table management with Table Filter and Charts for Confluence

Even though out-of-the-box Confluence features can limit your table management capabilities, you can enhance them with third-party apps, such as Table Filter and Charts for Confluence. Check it out on the Atlassian Marketplace and try it for free. Just follow the instructions below!

If you have any questions regarding the Table Filter and Charts for Confluence app or need assistance with using it, don’t hesitate to contact us.

Gifts in Exchange for Stories about Table Filter and Charts

September 6, 2022
#News
3 min

Great news from the Table Filter and Charts team! We prepared various gifts for our devoted users. Just share your experience using the Table Filter and Charts for Confluence app and get one of the prizes. Isn’t it a win-win situation? And if other people like your story too, you’ll get something truly memorable!

How to enter

Here’s what you need to do:

  • Share your story about using Table Filter and Charts. You could write a blog post, a social media entry, an article in the Atlassian Community, or post it on any other platform of your choice. Feel free to write in english or in any other language of your choice. We only require these stories to be of 200 words or more and contain the following link when mentioning the app: https://bit.ly/3c1j4ww.
  • Send us a link to your story at mkurnosenko@stiltsoft.com.
  • Choose a swag item you’d like to receive as a gift. You can pick a t-shirt, a tote bag, a notebook, a mug, or a mouse mat. This is a fail-proof program, so everybody who shares there experience gets a prize from us!

gift for stroies about Table Filter and Charts

What’s next?

After you send us your post, we’ll share it over our social media platforms, to let even more people learn about new ways of using our app.

A month later, on October 6th, we’ll pick three users in the following categories and award even more prizes:

  • top comments – mini video projector
  • top likes on a shared post in our LinkedIn – portable Bluetooth speaker
  • Stiltsoft choice – virtual reality headset

gift for users of Table Filter and Charts

We’ll share a list of winners and contact each of them by email.

We can’t wait to hear back from you and get to know your stories! Best of luck to all the Table Filter and Charts users.

Two-Minute How-To: Using Pivot Tables in Confluence

January 10, 2022
#How To#Confluence Tutorial#Confluence#Analytics
7 min

Many of us have worked with Excel to store and process tabular data. While Confluence offers a variety of tools for tables, there might be one feature you miss in Confluence if you previously used Excel. We are talking about pivot tables that allow you to aggregate and calculate data, turning a bigger table into a neat and clear report.

Follow our step-by-step guide and learn how to create a pivot table in Confluence with the help of the Table Filter and Charts app.

How to create a pivot table in Confluence

Imagine you keep an eye on a significant development project. You have a table that shows you information about developers in your company: their location, skills, and level of expertise. You need to know exactly how many developers of each tier know how to work with JavaScript.

Start by opening the page with the table. Here, click the funnel icon located in the top right corner.

Pick the pivot table macro, select the table, and click Add.

The macro adds a sample pivot table, which already groups a few rows and columns.

You can customize it exactly as you want. Go through the following steps:

  • Choose the Status column for the Row labels. This column contains information about developers’ levels.
  • Choose the JavaScript column for the Column labels.

Now you can see exactly how many developers of each level can or can’t use JavaScript.

You can add a secondary dimension to your Confluence pivot table as well. For example, if you want to break down the data into countries. For that, add the Country column to the Column labels as well. Now you can see how many JavaScript developers work from each particular location.

Don’t want to stop here?

Apart from building a pivot table, you can use other macros from Table Filter and Charts for Confluence.

Filter the source table to get more precise results. You can do this before or after creating a pivot table. Once you add the filters, the pivot table will adjust accordingly.

You can also turn a pivot table into an engaging chart. Check out our blog post if you want to learn more about creating charts in Confluence.

If you add macros after creating a pivot table, go to the edit mode. Use Table Toolbox to nest macros in the correct order.

And that is it! Try building your own pivot tables in Confluence with Table Filter and Charts. For any questions and requirements, don’t hesitate to contact us.

5 Tips to Become a Gantt Chart Expert Using Atlassian Confluence

September 7, 2021
#Reporting#How To#Confluence Tutorial#Confluence
14 min

Imagine you have to visualize a long-term project the simplest way possible. What is the first solution that comes to your mind? Most project managers would say that a Gantt chart can be a real lifesaver in this situation. This powerful tool for project planning helps you display the sequence of the main project stages and tasks, as well as their duration within one chart. For this purpose, this is the most illustrative method so far.

Consider the following situation: you are in charge of a new project. Unexpectedly, the vice president of your company has requested a detailed one-page project timeline to look through as soon as possible.

Let’s look at what you have now: 

  • all deadlines written in separate sticky notes
  • the project tasks placed on several Confluence pages
  • the key events marked in the team calendar

You’ve been given an hour to bring together all this information on one Confluence page.

In this situation, Table Filter and Charts for Confluence will help you complete this challenging task. In this blog post, we will show you how the Chart from Table macro, one of the three most popular macros of this app, allows you to easily visualize your data using a Gantt chart.

Build the simplest Gantt chart in Confluence

You can create a simple Gantt chart using a three-column table with the information about tasks and start and end days. 

Add the Chart from Table macro, choose the chart type and specify the settings.

Labels Column:

  • Task Type

Values Column:

  • Start Day
  • End Day

The chart is simplistic and bright. The diagram shows you all the main stages of the project. The system counts the number of days within each stage. When you hover over the bar, you can see the duration of the selected project stage.

Add task descriptions and completion bar

The previous chart looks good, however, it can present the information even more effectively. The chart displays the required project scopes, but the time frames remain unspecified and too long.

You can break down each project stage into your current tasks to make your chart more informative. You add a task description column to the table and specify the duration of task realization.

Add the completion column to the table to show the progress bars on the chart.

Labels Column:

  • Task Type
  • Task Description

Values Column:

  • Start Day
  • End Day
  • Completion

The bars allow you to get more information about the progress of each task.

Pro tip:

Learn more about using Spreadsheets in Confluence

Outline milestones

The chart looks much better now. However, there is always space for improvement. The app also helps you add milestones to Gantt charts.

Milestones are key events of a project. The team is not able to proceed if the milestone is incomplete. To display the milestones on your chart, you can insert the additional small table into one macro body. Do this in the edit mode.

After that, choose the settings.

Labels Column:

  • Task Type
  • Task Description
  • Milestone

Values Column:

  • Start Day
  • End Day
  • Completion
  • Date

The milestones are marked with an asterisk. When you hover over the asterisks, you can see the detailed milestones’ descriptions.

Don’t forget about planned activities

You can also mark the key activities of the project on the chart to prioritize them and to collaborate more effectively.

All you need to do is insert the events table into one macro body and set additional labels and values columns in the chart settings. The app allows you to add the “today” event.

Add the correct columns into the settings.

Labels Column:

  • Task Type
  • Task Description
  • Milestone
  • Events

Values Column:

  • Start Day
  • End Day
  • Completion
  • Date

It means that when you open a page with a chart, you will see the line that shows where you are at the moment. This way, you get a bird’s-eye view of all project stages, enabling you to see the project time frame and progress.

Last but not least, you can set dependencies between tasks. This helps you understand what you need to prioritize and complete before moving on to the next stage.

If you want to focus on a more specific period without losing the rest of the data, you can zoom the Gantt chart in. Just hold down the Ctrl button and rotate the wheel on your mouse to zoom the chart in or out. After that, you can move around the chart by pressing Ctrl (for Windows) or Alt (for MacOS) and dragging the chart in the necessary direction.

Customize your chart and share the results

Now all you need to do is change the bars’ colors and set the titles to match your brand book guidelines.

You can select more appropriate colors for each type of task or each task in particular.

If standard app colors don’t match your company style or simply don’t satisfy you, specify the colors for each task in a table.

Pick colors from this list or set your HEX codes.

Now that you’re ready with all the information on the project, it’s time to present your boss with the Gantt chart you created.

Here’s how you can share your Gantt chart with your boss and your colleagues:

  • export the Gantt chart or the Confluence page to Word or PDF
  • share the link to the page

Since your boss asked you to show the project schedule in Confluence, the second option would suit you best.

Bonus tip: make your Confluence tables and graphs look more professional

We created a Gantt chart from scratch with the help of the Table Filter and Charts app, but you can do a lot more. Try this handy solution for free to discover all of its features:

You can manage your tables in Confluence on the fly using a bundle of this app’s easy-to-use and fully customizable macros. Check out how user-friendly features Table Filter and Charts are and elevate your tables in Confluence to the next level.

If you have any questions, feel free to comment on this blog post below or contact us.

Running Project Planning in Atlassian Confluence

August 12, 2021
#Confluence Tutorial#Confluence#Reporting#Analytics
14 min

Project planning is one of the most important phases in project management. The accuracy with which you complete this stage will directly impact the success of your project in the future. That is why it is essential to estimate the required resources for project development and use the right tools.

Atlassian is extensively developing different tools for running the full cycle of project management. And Confluence can be the appropriate solution for running your planning procedures.

Let’s have a look at some useful Confluence project planning features.

Native Blueprints

Even out of the box, Confluence delivers a wide range of tools for running planning activities. Even though you won’t find the one-size-fits-all Confluence project plan template, you can use the pre-defined blueprints to quickly do a lot of routine project planning tasks, as follows:

  • track decisions
  • collect meeting notes
  • document product requirements

Tracking Decisions

Final decisions about a project are usually made upon the agreement of several people and depend on multiple factors. To keep all details on hand, you can use the Decisions blueprint.

Here you can track the decision status, stakeholders, outcome, background of a decision, and actions to take.

It is quite simple but allows you to effectively track any project-related decisions. With its help, you as a project manager can quickly go through the history of decisions and find the right one.

Assembling Meeting Notes

Regular meetings are a common practice for many teams. They allow to keep up with the colleagues and discuss all sorts of things. But it can be challenging to navigate through all the information and figure out the main points. This is when the Meeting Notes blueprint gets in the spotlight and keeps focused after the meeting.

You can further browse through the meeting notes, looking for their resolutions if you get some doubts within the team.

Documenting Project Requirements

Atlassian has simplified the process of documenting requirements by creating a configurable blueprint. You can always tailor its structure to your actual needs or use it as is.

Here your team can quickly specify the goals, outline the background and strategic fit, track assumptions, and, of course, specify requirements with prototypes. A table with project-related data is placed inside the Page Properties macro, which will further be used to generate a list of all requirements on one page.

Requirements are gathered in one list with the help of the Page Properties Report macro. It pulls data from other pages containing Page Properties with specific labels and depicts them in one table. This means you can quickly access project requirements through the Confluence navigation sidebar.

Pro tip:

Learn more about using Spreadsheets in Confluence

Gantt Chart for Project Planning

In addition to blueprints, it is possible to create a visualization of your project plan in Confluence. This will make it easier to identify possible issues. You can build charts and graphs in Confluence using both out-of-the-box features and third-party apps.

If you want to see the workflow of a project, a Gantt chart will be helpful. This chart is quite efficient for scheduling project tasks or phases, managing them, and monitoring resources sufficient for their completion. The chart displays the project timeline on which you can place either specific tasks or project phases in the form of bars. Bars on the timeline can be placed as a sequence or in parallel. It depends on whether tasks can be performed simultaneously or should be done one by one. Each task or phase on the timeline has both start and end dates, and the length of the bar indicates the tentative duration of work on it. Over each bar, you can locate a progress line indicating how much work has already been done.

Additionally, a Gantt chart can have milestones indicating some important dates, for example, demonstration, release, or anything like this.

This chart can simplify arranging the sequence of tasks and show you the bottlenecks in the planned estimates. You can also add task dependencies and see if some task or project phase falls behind the schedule.

Building a Gantt Chart in Confluence

For building a Gantt chart we will use the Table Filter and Charts app. It bundles a set of macros for filtering any kind of data in Confluence, further aggregating it with a pivot table, and, finally, visualizing this data with the dynamic chart.

First of all, you need to create a new page with one or several tables.

The first table with tasks will have the following structure:

  • Task Type
  • Task Description
  • Start and End Dates
  • Completion

If you want to build a simple Gantt chart and see the general project timeline, this table will already be enough. It will give you a rough overview of tasks and stages and help you understand whether your team fits into the schedule.

You can save the page now and go to the view mode. Hover over the table now and click the plus button that appears next to it. Here, choose to create a chart from data series.

Pick the Gantt chart type. Next, choose one of the suggested types of data organization and add it to the page.

Add the chart and save the page.

For a more detailed look, add a few extra tables inside the Chart from Table macro.

Milestones are usually vital for a particular project or its stage. To depict milestones, create the table of the following format:

  • Task Type
  • Milestone
  • Date

They are shown as stars located on a specific swim lane.

Some events might also be important for your project plan, so you can add them to the Gantt chart too. Usually, events are not connected with a particular project phase and are meaningful for the project as a whole. To add events to your Gantt chart, you’ll need a simple table with two columns:

  • Event
  • Date

On a Gantt chart, they look like vertical lines crossing the chart on a particular date.

To configure the chart, double-click the macro placeholder. First, select ‘Gantt’ as your chart type on the Settings tab. Here you also need to choose table columns that will form the chart. For the Labels column, select columns containing task types, names of events, or milestones. For the Values column, you need all the columns with dates or completion percentages.

In the Look tab, you can adjust the height and width of the chart to fit into your page perfectly. You can also change the color scheme.

If you switch to the Adjustments tab, you’ll be able to specify the correct date format and set worklog settings.

After you save the macro and the page, you’ll see your Gantt chart ready. Here in the view mode, you can still change the chart look. You can add more columns with data or remove the already existing ones, or you can change the colors of the chart. If you want to adjust the size even more, you can do this too. You can also zoom it in or out to see a more specific period.

Here you can also add the dependencies between tasks. Click the cogwheel icon on the chart control panel and select the Set dependencies option. Pull out the arrows and match the tasks correctly.

There you have it! You can build a Gantt chart from scratch right on your Confluence page with the Table Filter and Charts for Confluence app.

If you have any questions, feel free to contact us or leave a comment on this blog post.