How to create a Confluence custom template table based on Excel spreadsheet

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When teams work in Confluence, it’s usually to collaborate and be sure to always have the last version of any given document. But when there is a need to use spreadsheets on a Confluence page, the story can easily become a little bit more complex. But if you already know Elements Spreadsheet, then you already know the convenience of integrating a Spreadsheet in your page, how easy and quick it is to import an Excel file, and the advantages of having it embedded in your Confluences pages.

Today, we have news for teams searching to improve their experience when using Elements Spreadsheet (but also for teams looking for new options to optimize their time when collaborating on Excel files and then embedding them in Confluence, don’t be jealous!). The news is 🥁🥁🥁 Custom Templates are here 🥁🥁🥁 and even better, you can now save an advanced table template to a Confluence page based on something you’ve built in the past with Excel!

Using a Custom Template with Elements Spreadsheet can be useful because it allows you to create a pre-designed spreadsheet with a specific layout, formatting, formulas, and other information that you use frequently that you can use as a starting point. This can save you time and effort because you don't have to set up the layout and formatting from scratch every time you create a new spreadsheet.

Custom templates can also help to ensure that all of your spreadsheets have a consistent look and feel, which can be especially helpful if you are working with your team. Additionally, they can be useful if you have specific requirements or standards that your spreadsheets need to meet, as you can use the custom template to ensure that your spreadsheets are set up correctly from the start, allowing you to have a consistent and professional-looking format that you can reuse for multiple documents.

Here’s how to do it with the help of Elements Spreadsheet:

Step 1: Go to the Elements Spreadsheet custom template configuration screen

Step 2: Start a new template

💡 If you don’t have permissions to do this on your Confluence, contact the space admin so they can add you to the list of users who can create templates. Read more on the documentation

Step 3: Select import file and choose your Excel file

Step 4: Give your template a name and save it.

Step 5: Anytime you need to use the template, add it to your page.

 

👏 Congratulations! You’ve just created a Confluence template based on an Excel spreadsheet.

To recap, I find 7 main advantages of importing your Excel files and using Custom Templates with Elements Spreadsheet:

1. Efficiency: They allow you to format, organize, and manipulate large amounts of data quickly and easily and most of all, without having to start from scratch.

2. Flexibility: Being highly customizable they allow you to rearrange and manipulate data in a variety of ways

3. Collaboration: Templates on Confluence can be shared with others, allowing for easy collaboration and the ability to work on the same data and also with the same and consistent look and feel

4. Versatility: You can use them for a wide range of applications, from simple budget tracking to complex financial modeling.

5. Accuracy: Sharing Spreadsheets in Confluence can help you to avoid errors by embedding the information directly on your pages and using the same model.

6. Visualization: Spreadsheet Custom Templates allow you to see the information you are used to, and displayed it in the way you want to visualize it.

7. Accessibility: Spreadsheet Custom Templates in Confluence can be accessed and edited from anywhere with an internet connection, making it easy to update and share information within Confluence while having a consistent look and feel, no matter who in your team creates them.

If you have more to share, don’t be shy and let the community know the benefits you see when using Custom Templates 👇