Label Usage to Generate a Summary Table

Question

We have an established project home Confluence page, which contains various tables including key stakeholders, PMO resources, etc. w/in them.  I am trying to figure out how I can apply a label to each home page and then utilize the label to pull in the table details but only display a subset of all of the main data on the project pages.  The end goal is to generate a listing of all open projects, the Project Manager assigned, the Stakeholders, and possible other metadata elements.

Mike Bowen · Accepted Answer

Hi Melissa,

Ignoring the label for a moment, it sounds like you have a table of information on each of these project pages, and you want a summary page that shows some key fields from each of the project pages.

If that is what you are after, then on each of the project pages, you'll have a common label for example 'policy'. Then add a macro called Page Properties, and inside it add your table with your headers. I'll use these headers as examples:

Title 
Version
Clause 
Auditor 
Owner 
Status (Documentation Metadata macro) or manual status (free)
Comments 
Updated Date

Note these must appear on each of the pages & each page must have a Page Properties.

Then create a summary page or a main report, and on that page use the macro Page Properties Report and under the options type in the label 'policy' (It must match the common label used on each of your pages).

Next, click on the Options section, and under Columns to show, select the columns you want in your report. One doesn't have to have all the headers as on the Page Properties, so let's say I only want Title, Auditor, Comments, Status and Updated and that is all. There are some other options like the Number of items to display, but play around with it.

Save, and publish and you should see data pulled in from all those pages with the same label. It works a treat.

You could also use the Status macro (manual) to show the page status.

There is a paid macro that automatically pulls the 'Content Status' from Confluence, it is called Documentation Metadata. I am using it and it works brilliantly. You could then get your owners to set a status on the page (which you can customise), and it will reflect in your main report.

Note: everything above will work without the need to buy anything, but the paid macro mentioned by @marc -Collabello--Phase Locked- and myself is nice to have and comes with great support.

Kind regards,

Mike

Lorenzo Manfredini · Accepted Answer

Hi @Melissa Averkamp ,

It appears that you've created a set of information tables for each project page. Now, you're seeking a summary page that highlights key fields from these project pages.

If this aligns with your goal, you may want to consider assigning page Metadata, to each of the project pages. Metadata for Confluence allows you to centrally assign and administer page metadata in Confluence. With that, you can:

* Assign metadata to single pages, part of or even the whole page tree of a space
* Add them to Confluence page templates

The app also offers some macros you can use to display Metadata fields in Confluence or to select pages on the basis of their Metadata. These macros might be helpful for the summary page you need.

The app is available both in Server/DC and Confluence Cloud. To learn more about the Metadata app, you can check our documentation or book a demo with us to see if it fits your needs.

Best regards,
Lorenzo
Communardo

Katerina Rudkovskaya _Stiltsoft_ · Accepted Answer

Hi @Melissa Averkamp,

We can also suggest trying the app that we develop – Table Filter and Charts for Confluence.
If you need to collect not one-row but multiple-row tables from pages with specific labels, you can use our advanced Table Excerpt/Table Excerpt Include macros instead of the standard Page Properties/Page Properties Report macros.

Then on your master page you’ll be able to adjust your report as you need: filter, hide unwanted columns, aggregate (create pivot tables) and visualize it. Our Table Filter, Pivot Table and Chart from Table macros will definitely help your case.

You will be able to create several different views of your report and get a kind of a live dashboard.

If you are not familiar with the app, we’ll be happy to arrange a live demo for you and your team.