Report table ans sorting

Ricky Rich

Hi,

I have built a report table that show  status of several KPIs based on inputs provided into a survey (questionnaire). The survey is a template that is used to generate as many survey are there are projects to manage in the Portfolio.

We host also on Confluence a parent page with children pages which are the status report of each project. The report page is also using a template to create dashboards. 

I would like to add on this template the view of the KPIs status from the report table but only the row of the project concerned by the dashboard. So basically I have 50 projects listed into the report table and I want to show only KPIs of the specific project  in each Report Dashboard page.

How can I do that? I have replicated the macro structure to create the report table into the Dashboard template and tried to use the Text Filter macro which is indeed working but it is not dynamic. I want the template to pick the correct row of the report table to display when the Dashboard name is matching the survey name.

I heard about those wiki markup which may be the thing I am looking for to achieve this. 

Any help will be greatly appreciated.

Thanks

Rick

 

Katerina Kovriga {Stiltsoft}

I'm not sure that it will cover your case with Portfolio and surveys, but still we have something similar in our Table Filter and Charts for Confluence app.

The add-on provides the Table Excerpt/Table Excerpt Include macros that allow you to collect multiple-row tables from pages with specific labels, child pages or all descendants.

The result report can be recreated on different master pages (as many times as you need and wherever you need) and can be filtered by any column you want with the help of the Table Filter macro.

If any changes are made to the source tables, they will be immediately passed to the combined table and the filtered dashboards will be updated as well. 

Here you may find an example.