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Children pages and reporting tool

PatrickKoc

I am new to confluence but have some programming skills. I was asked at work to create a reporting tool. Could you please advise how to proceed. I checked a lot of pages but most of them requires some products to be bought like metadata or other stuff

What I need is a solution to below problem

There is a list of companies all with same types of information I want each company to have their own page and on top of that I want 2 separate pages

One to display all relevant data from each company page

Two a tool that will allow common user to filter out needed information from page One.

I am a space admin but not able to buy 3rd party resolutions. Please help

Accepted answers

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Katerina Kovriga {Stiltsoft}

Hi @PatrickKoc

The first case is easily solved with the help of standard Confluence macros: Page Properties and Page Properties Report macros.

But the second case about filtration is a tricky one and there are no any "out-of-the-box" tools to suggest.

So, I can recommend you to try out the Table Filter and Charts for Confluence app. It allows you to apply different types of filters and find whatever you need effectively.

Besides you will be able to make pivots, perform calculations in your tables, import tables from CSV and visualize your information. It is similar to Excel functionality - I think that all your co-workers will get their own benefits from this app.

PatrickKoc

Thank you Katerina for tip with page properties that helped a lot but during page report I found an issue. I assume this is due to having to much data but my records display twice each showing data for different table parts. But I guess I can live with that reducing the number of information being sent to report .

However when it goes to reporting filter is not enough . Let's say I have 100 companies and each has 30 details/info . Sometimes I need to generate only 3 types of info but using filter for all data.

When I export I still export all information

Furthermore I need to resolution for common employees who are not familiar with setting up pivots etc

PatrickKoc

Example

Generate report with business email addresses and notification email addresses for companies located in England which are marked as active.

I have all data in page properties.

Katerina Kovriga {Stiltsoft}

Here I've tried to recreate your situation. The first picture is something similar to the mini-tables for your Page Properties macros:

Table for Page Properties Macro.png The second screenshot stands for the result table from the Page Properties Report macro:

Table after Page Properties Report Macro.png Now, as I understand, you want to show only several columns (not the whole table!) for the country UK and active status.

Let's show, for example, Business e-mail, Notification e-mail, Country, Status and hide Title, Number of Employees.

Put your Page Properties Report macro in the Table Filter macro and choose the required filters (Country and Status for our example):

Table Filter Settings 1.png Then check the option to hide columns:

Table Filter Settings 2.png Now go to the Filtration tab and set your filters: Country = UK, Status = Active. Also choose additional columns that you don't want to show at all:

Table Filter Settings 3.png Now hide control filtration panel not to confuse regular users and preview the result:

Table Filter Result Table.png Here is your modified and filtered table.

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