Confluence Tutorial : Your First Project Management Dashboard

53 comments

Diane Reiter
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 2, 2019

Scrolling headers are called sticky table headers and will work in view mode only when inside a table.  If they are inside another table or inside a macro or inside a page layout such as page properties, they will not scroll.  They will also not work if you have a header column as opposed to a header row.  

Andrew Makar
Contributor
October 3, 2019

Thank you for the clarification!  It would be a nice improvement if they did scroll from a Page Properties macro!

Sarah Dosanjh November 6, 2019

My columns are showing up as what I had entered in the options for the dashboard columns headings.  However, the data is not showing up for remaining columns in the dashboard other than the first column with links to each project status page content.  

Please could you tell me what have I done wrong or whats missing?

Thanks, -SD

Andrew Makar
Contributor
November 7, 2019

Can you add andrewjmakar@gmail.com to your Confluence site and I can take a look?

Sarah Dosanjh November 7, 2019

Sorry, due to privacy issues of the confluence content, I cannot provide access to the confluence site.  However, if you can provide me steps on what could resolve the issue in bringing the data for other columns in the Portfolio dashboard page, that will be helpful.  

Harry_Trussler
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
November 27, 2019

Hi @Andrew Makar I seem to be experiencing some issues. I've created a table in the page properties macro and saved the page with a label. When I create a page properties report macro in a new page and search for the label I only get 'no content found'. I'm not quite sure what I've done wrong. 

Andrew Makar
Contributor
November 27, 2019

Can you post a picture of your Page Prorpeties Report Macro?  If it is not seeing the label, did you also indicate the Confluence Space where the sub-page is found?

Harry_Trussler
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
November 27, 2019

page properties report.pngpage properties.png

Hector Perez
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
January 14, 2020

Great approach for getting things together!!! useful

Jasmine.Hatherly
Contributor
February 21, 2020

@Andrew Makar this is really helpful - thanks! One question - if these reports will be updated on a weekly basis, how do I only show the most recent report from each project? Do I have to remove the labels for old reports or is there a more streamlined way to do it? Thanks!

Andrew Makar
Contributor
February 21, 2020

Hi @Jasmine.Hatherly 

@each week, each PM or workstream leader would simply  update their status report page in Confluence and enter a new date.  Since the Dashboard report pulls this data from the sub pages it is always the latest status.

if you want to see older reports, you would look at the page history for that specific  work stream.

Andy

Werner Spreeuwenberg April 24, 2020

Thanks @Andrew Makar 

One item we are still struggling with is to keep the header row of the table frozen at the top as we have many running projects. Without the headers it is nearly impossible to see which KPI's have which colors, when scrolling to the bottom.

For the rest, it works great :)

Like Brendan Hanley likes this
Deleted user July 28, 2020

Took a little bit of tweaking but I figured it out. Great tips. Thank you!

Like Victor Prasad likes this
Andrew Makar
Contributor
July 28, 2020

@[deleted] Did you run into any issues?  If you can advise on the tweaks, I can update the post!

Deleted user August 3, 2020

@Andrew Makar it was more "specifics" like a step by step--create a new page, etc. Is there a way that I can dynamically update the table in the page properties or do I always have to copy and paste into the macro for each change? Thanks in advance!

Andrew Makar
Contributor
August 16, 2020

Hi @[deleted] Thanks for the feedback.  I actually finished my eBook providing more steps and instructions for 7 project management techniques.  I'm working on a few additional enhancements.

https://www.tacticalprojectmanagement.com/shop/manage-projects-with-atlassian-confluence/

Lionel LEDRICH
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
October 14, 2020

Hello Andrew,

Thank you for your very interesting work and the easy way taken to introduce a such painful subject for so (too) many project managers.

Kind Regards,

Lionel

Andrew Makar
Contributor
October 16, 2020

Thanks @Lionel LEDRICH Let me know if I can help answer any questions!

Simon Barker December 3, 2021

I have followed the steps above and for my dashboard I have the projects down the left and titles along the top, but the details for each project are not displaying - what have i done wrong?

Like Victor Prasad likes this
Nejc_Skale January 25, 2022

hi @Andrew Makar 

are these dashboards used for presentation only? or is it possible to use them also other way around?

so for example, is it possible to  update status on dashboard, and it will update also on the page?

 

thank you and best regards,

Nejc

Nejc_Skale January 25, 2022

hi @Andrew Makar I think I`ve already answered myself... :)

however, I have another question. is it possible to sort results in the dashboard based on the position of the page?

so for example if I had dashboard as a parent page, and than page 1, page 2, page 3 and so on... and I would reposition them to be page 2, page 1, page 3. is there any possibility for this to be resulted in a dashboard sort?

thank you and best regards,

Nejc

Andrew Makar
Contributor
January 25, 2022

@Nejc_Skale In this case, I will name the pages as:

1 - Project A

2 - Project B

3 - Project C

 

The other option is to add a Project Id to each status report, including it in the overall report and sort by that id.

Thanks for the question!  I'll add it to my http://www.tacticalprojectmanagement.com/confluencepm course!

 

Andy

Like Nejc_Skale likes this
Nejc_Skale January 26, 2022

@Andrew Makar thanks for reply! I understand, it would work based on naming... just wanted to check, if it is anyhow possible solely by position in the page structure.

 

Nejc

Casey Shaeffer
I'm New Here
I'm New Here
Those new to the Atlassian Community have posted less than three times. Give them a warm welcome!
March 2, 2022

This is great - super helpful. @Andrew Makar 

 

Every time the Project page is updated (and status is changed) ... Do I have to copy/paste the table into the page properties?  Can I get that to auto populate? 

Martha Rojas April 19, 2023

Hi everyone,

Hi @Andrew Makar 

If you could please help me. I can't get the dashboard page to show the columns statuses. I have followed the instructions to the dot and still not working. Could you please let me know if you have encountered this issue and how to resolve it? I have tried no spaces after commas not spaces between words and nothing has worked for me.  Please kindly help me.

Many thanks!

image.pngimage.png

 

Here is one of the project reports

image.png 

Comment

Log in or Sign up to comment
TAGS
AUG Leaders

Atlassian Community Events