How to generate Risk and Issue matrix with auto-updates?

[HQRAZAHS]

Good Morning folks.

I am using a table (named RAID Log as shown in the below screenshot) having a column Risk and Issue (in one). Along with this, I have columns like owner, Probability, Impact, Due Date etc. I want to generate the Risk matrix and Issue Matrix (both separate and not in one). Also the matrix should update as and when the data in the table gets updated. 

I am successful to some extent. I am able to generate the Risk and Issue matrix (both separated as well) but it does not change as and when the associated table (RAID Log) data changes. 

Current work around:
1. I am using 2 dimensional Layout macro.
2. At one side, used Pivot Table macro and inserted my table (Risk only)
3. At the other side, used Pivot Table macro and inserted my table (Issue only)
4. In the Row label used Probability
5. In the Column labels used Impact
6. Also to note, I have placed the RAID Log table in the Table Excerpt macro. I am using this in Table Excerpt Include macro to display the table in other page. 

What I want:
1. Both the matrix should be displayed as shown in the screenshot. Also RAID log Table to be displayed so that I can continue using the 6th point above.
2. The Issue Matrix and Risk Matrix should update as and when the data in the associated table (RAID Log) gets updated.

[Stiltsoft support · Accepted solution]

Hi @HQRAZAHS ,

Seems that you are using our Table Filter, Charts & Spreadsheets for Confluence app.

Not sure that we've got your concerns correctly, so please contact our support directly (the portal is confidential and we'll be able to ask for your page storage format to recreate the macro structure).

Meanwhile, as we see it, you are on the right way. 

Your source table should be wrapped in the Table Excerpt macro, so that you can reuse it. You've mentioned that you reuse it on another page, but you can also reuse it twice on the current page (insert the Table Excerpt Include macro twice).

Then each Table Excerpt Include macro should be wrapped in the Pivot Table macro or in the Table Toolbox macro (if you want to create a macro sequence).

This way your source table is displayed and your pivots are based on it dynamically (all the changes are passed through the Table Excerpt/Table Excerpt Include macros and your pivots are always up-to-date).

And here is a more advanced version of a Risk Matrix from our documentation - maybe you'll find it useful.

[HQRAZAHS]

Hey @Stiltsoft support  - Thanks for the advise. I was using Table Excerpt Include>>Pivot Table, but what I was missing was, I did not include Issue/Risk column in the Pivot Table Settings. I used it (along with Probability and Impact which I was using earlier anyways) in the row section and I was able to accomplish my target.

Thanks to your suggestion, I followed your steps and I got the path forward.