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Conditional formatting in Confluence

Rumceisz

Hi All,

we need a macro or plugin which enables us to create conditional fields. Just like Excel does: based on the value of a field, another field will be set to a custom value. More specifically our management likes the green-yellow-red status macro and we'd like to implement that based on the value of a field then the status will change to green (good) or red (bad). Is it somehow poosible?

Thanks in advance,

Rumi

Accepted answers

Juliette Lallement _Elements Apps_

Hi @Rumceisz

Thank you for sharing your use case!

Ig you're open to third party apps, I can recommend you Elements Spreadsheet, which I think will cover your need through the Project Tables macro. It looks exactly like a Confluence table, it is very user-friendly and requires no learning curve.

Let's consider the following use case:

- I have 2 columns in my table, one for tracking the allocated budget, another for tracking the actual cost

first step.png

- Now, I want to track the remaining budget status (Under the line/Budget met) for each row based on the following calculation: Allocated budget - Actual Cost. I can capture that information by configuring a calculation-type column:

step 2.png

Here is a sneak peak of the Remaining budget column formula. You can adapt the formula to anything that you'd like. You can use specific thresholds if that works best for you, e.g. IF({Allocated budget} > 30.000, "pass condition", "fail condition").

step 2-1.png

- Now if you'd like to apply a specific color code for each of these status values (Under the line/Budget met), you can use the conditional coloring feature:

step 3.png

And that's it.

I hope this helps! Feel free to reach out if you need further assistance!

PS: I am the Product Manager of the app

All comments

Davin Studer

What do you mean by field? Is this something that is enetered by a user, is it changed automatically by some system, is it getting it from a web service? How is the "field" data changing?

As far as the status maco is concerned you could change that on-the-fly with Javascript after page load by simply adding or removing a CSS class to the element.

Color        CSS Classes
----------------------------------------------------------
Grey         status-macro aui-lozenge
Red          status-macro aui-lozenge aui-lozenge-error
Yellow       status-macro aui-lozenge aui-lozenge-current
Green        status-macro aui-lozenge aui-lozenge-success
Blue         status-macro aui-lozenge aui-lozenge-complete

Rumceisz

Hi Davin,

I mean that I would have a table in Confluence. There is a cell where I add number value. Based on this number another field would have various value: e.g. if the number cell has value of 100 then the other value gets text value: Good, if the number cell has value of 30 then the text cell gets value of Bad.

Sorra for confusing you with fields. In fact there are no fields in Confluence, it's JIRA:). I talk about a table in Confluence.

Thanks in advance,

Rumi

Davin Studer

Does the value entered need to persist over page reloads, or would it be enetered everytime the page is accessed?

Rumceisz

Hi,

the value would be updated in every 2 weeks: so in every 2 weeks this particular page would be edited. I hope that helps.

Andrey Khaneev _StiltSoft_

This can be done with the Table Transformer macro: see examples.

Michael Daoust

@Andrey Khaneev _StiltSoft_ I dont see a table transformer macro in the market place.

Your link goes to table filter and charts(which i have), and the example references a different macro all together. Please clarify.

Michael Daoust

Ah I see, I figured it out. Thanks for making such a useful addon.

Juliette Lallement _Elements Apps_

Hi @Rumceisz

Thank you for sharing your use case!

Let's consider the following use case:

- I have 2 columns in my table, one for tracking the allocated budget, another for tracking the actual cost

first step.png

step 2.png

step 2-1.png

- Now if you'd like to apply a specific color code for each of these status values (Under the line/Budget met), you can use the conditional coloring feature:

step 3.png

And that's it.

I hope this helps! Feel free to reach out if you need further assistance!

PS: I am the Product Manager of the app

Katerina Rudkovskaya _Stiltsoft_

Hi guys,

The Table Filter, Charts & Spreadsheets app (that is our add-on) has been already mentioned in this thread regarding native Confluence tables: the Table Transformer macro allows you to set colorful statuses based on different conditions.

But if you prefer an Excel-like functionality, you may also use the Table Spreadsheet macro that is also provided by the app. With the help of this macro, you’ll be able to set statuses automatically using cell formulas and apply familiar Excel-like conditional formatting via a user-friendly UI.

Fri 4-1.png

Please book a live demo from our team – we’ll be happy to arrange it and discuss your cases.

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