How to connect table and different charts and display table data based on category clicked on chart

[Gaurav Sharma]

I have one source table with different categories and sub categories and I would like to generate different charts for categories and sub categories with different type of statistics. This thing works If put table excerpt macro inside the chart directly. this looks ugly as I have to put table in every chart and I don't want to do that.

What I want is that, there should be only one table source on my page and when I click on any category or sub category on chart, table data should filter accordingly and show only corresponding data in the table.

This thing I implemented long back on local servers of confluence and used to work fantastically but since we moved to confluence cloud, things are not working. 

Any help would be greatly appreciated.

Thank you.

[Stiltsoft support]

Hi @Gaurav Sharma ,

Seems that your question is related to the Table Filter, Charts & Spreadsheets for Confluence app that is ours.

Indeed there can be slight differences in the Data Center editor and new Cloud editor (the latter has several technical limitations).

For example, you may check this question about live filtration of the source table and correspondent updates to charts/pivots built from this source table: https://community.atlassian.com/forums/Confluence-questions/Dynamic-filtering-using-Table-Filter-Table-Excerpt-Include-in/qaq-p/3132429#U3132582

As we see your case, you want to have smth like this: source table <- Pivot Table <- Chart from Table. You click on the chart column and see the accordingly filtered pivot and source table. So, all you need to do is to recreate this macro sequence in the Table Toolbox macro.

If we get you wrong and you need to share more details of your page setup, please refer to our support portal directly (it is confidential and we'll be able to discuss your use cases freely).

[Gaurav Sharma]

Which solution I should go for, if i want to keep my charts in different section of my page. When I click on any category of chat, table data (in different section) should filter out accordingly

[Stiltsoft support]

Not sure what you mean: if you want to keep your charts in different sections/different pages but want all of them to be built using one source table, you wrap your source table in the Table Excerpt macro and then place Table Excerpt Include macros wherever you need. This step is common for Data Center and Cloud.

The difference comes in the macro nesting: if you need to group your data before creating a chart, then on Data Center you can do it directly on the page (we mean place Chart from Table, insert Pivot Table inside its body and then place Table Excerpt Include inside the Pivot Table).

On Cloud, you place Table Excerpt Include inside the Table Toolbox macro and create the required macro sequence inside its shell. Cloud editor doesn't support direct macro nesting.

Then you click on your chart and both your grouped table and the table coming from the Table Excerpt Include macro are filtered accordingly - it works for Data Center and Cloud.

[Gaurav Sharma]

I have a source table that I wrap it inside the table excerpt, i get it.

Then I have three different charts based on this source table. When I use table excerpt include inside table tool box--> chart and publish the page then this table starts to appear inside that chart body and effect of click(filtering) only take place on that table.

I want this this chart based filtering (using all three charts) to reflect on the source table. That's not happening.

[Stiltsoft support]

Or maybe you are talking about several simple pies based on the same source table - this case is still possible both on Data Center and Cloud. You don't need to reuse your source table but here we can't talk about different sections/pages for your charts - all of them are placed above your source table:

[Stiltsoft support]

Then I have three different charts based on this source table. When I use table excerpt include inside table tool box--> chart and publish the page then this table starts to appear inside that chart body and effect of click(filtering) only take place on that table.

I want this this chart based filtering (using all three charts) to reflect on the source table. That's not happening.

The described behavior is an expected one, all the reused tables are considered to be independent - that's why you can group and transform them in a separate way and create various dashboards. This works both for Data Center and for Cloud.

But if you filter the real source table inside the Table Excerpt macro (source table <- Table Filter <- Table Excerpt), then the changes will be pushed to your reused tables and all three charts will be based on this already filtered source table.

[Gaurav Sharma]

I have tried to add my use case. Below is my source table and on top of it two type of charts. There may be more. These charts are created from same table. When I click on any bar, it should filter out the source table data. This functionality was working in DC, but not in cloud. If you know the method, please help. 

[Stiltsoft support]

The functionality between DC and Cloud does not differ - how was your page organized in DC?

Maybe we still don't get the issue but no matter of your hosting type all the changes are pushed from the Table Excerpt macro to the Table Excerpt Include macro and not vise versa. If you filter using Charts bars/sectors, only its source table is filtered and no other tables are affected.

Chart 1                                 Chart 2                               Chart 3

TEI 1                                     TEI 2                                   TEI3
(showing source table       (showing source table      (showing source table
below the chart)                 below the chart)                below the chart)

TE with source table inside
(showing source table)

You click A on the Chart 1 and X on the Chart 2, then the picture will be as following:

Chart 1 - A                           Chart 2 - X                         Chart 3

TEI 1                                     TEI 2                                   TEI3
(showing filtered table       (showing filtered table      (showing source table
with A values in 1st Col)     with X values in 2nd Col)   below the chart - no changes)

TE with source table inside
(showing source table - no changes)

[Gaurav Sharma]

This is my last attempt/question to explain this :). Whatever you explained above is perfect and I am in alignment with. The only and real problem is below - 

On DC implementation when I used to click on any of the chart, the changes would reflect in TE (table excerpt) as well. I was keeping TEI output hidden. This was clean way, only one source table in TE is visible and reflecting all the changes from charts.

I hope I am clear now :)

Thank you for your support. 

[Stiltsoft support]

So, the Show a copy of the source table option in your TEI settings was unchecked and there were no any independent tables to filter when clicking chart bars. But the original table in TE was filtered.

The same structure can be reproduced in Cloud as well but there is a technical limitation regarding iFrames: each macro is placed inside its own iFrame in the new Cloud editor. So, if we want to push the changes (filtration) back from Chart from Table to TE, we need to keep everything in one iFrame - in one Table Toolbox.

The page in the edit mode:

The Table Toolbox macro settings:

The page in the view mode:

Now, if you click on any sector of any chart, the table is filtered accordingly.

But as all the macros are under the Table Toolbox shell, all the charts will be placed one under another. You won't be able to place them in different sections of the page. If this is a crucial point for the case, you may use the set up with independent table filtration that we've discussed above.

[Gaurav Sharma]

Thank you. Not the best way to present a page with all the charts appearing one below another. Other method is also not pleasant way to present a data from different chart in their own table.

Can't this technical limitation be removed as an improvement? 

[Stiltsoft support]

Unfortunately, this limitation comes not from our side, this is how Cloud editor is organized.

We mean, there are two types of Cloud editors - the old one (it was pretty similar to Data Center/Server) and the new one (current editor).

The old editor is almost deprecated (if we are not mistaken it will happen in April, but for some years users already couldn't create new pages in it, they could only use old pages if they were created long time ago and somehow were not converted to the new editor along the way). So, it is not a workaround at all.

The new editor places each inserted macro into a separate iFrame (no matter if we talk about native or 3rd party macros). That's why on Cloud you can't nest macros with bodies (again no matter if we talk about native or 3rd party macros - you can check with Expand and Page Properties or any other macros with bodies).

That's why we developed the Table Toolbox macro - just to overcome this limitation with macro nesting (we understand that it is easier to nest macros directly like you do it on Data Center but it is not possible in Cloud).

And in your case the Table Toolbox macro also works as a workaround because everything happens within one physical macro (one iFrame).

So, we really can only wait for the Cloud editor to be restructured internally by Atlassian and follow their lead.

[Gaurav Sharma]

If possible, technically, it might be good idea to add "column/layout/section" type structure inside table toolbox to arrange the data. It will solve the use case; I am trying to implement.

Thank you.

[Jan Kuntscher - appanvil - Aura Karma Mantra]

Hi,

your requierement is fully covered by our free Aura Table Filter app. 

If you’d like, I’m happy to walk you through it in a short live demo.

Best regards,

Jan