Auto Filter Data in Confluence

luan.dao August 16, 2023

Hi, I'm trying to auto filter table data in Confluence. I have one main Excel worksheet that I copy into Confluence. However, we have over 50 partner agencies that want to see the same worksheet but only allow them to see info related to their agency. We want a preset filter or something so they don't apply the filter themselves and see everyone else's data. 

 

How it works is that they'll select their request type in JSM which will then take them to Confluence. I'm open to adjusting my approach to this problem. Any ideas on how I can approach this? 

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Stiltsoft support
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August 19, 2023

Hi @luan.dao ,

We develop the Table Filter and Charts for Confluence app and can suggest trying the following workaround:

  • insert the Table Spreadsheet macro and import your Excel table to it (or you may attach your file as a CSV attachment and recreate the source table using the Table from CSV macro)
  • wrap the Table Spreadsheet or the Table from CSV macro in the Table Filter macro
  • set the Free text filter for the corresponding column as "@currentuser" and hide the filtration panel not to confuse your users

Here "@currentuser" is a pattern to filter your table by that logged in user who are currently watching the page.

So, in your source file you need to create an additional column with usernames that match usernames in Confluence.

For example, for John Smith the name in Confluence looks like @jsmith. 

Then your original table may look as:

Column 1 | Column 2 | User

Data A      | Text A       | @jsmith

Data B      | Text B        | @elee

Data C      | Text C       | @jsmith

When John views the page, he will get:

Column 1 | Column 2 | User

Data A      | Text A       | @jsmith

Data C      | Text C       | @jsmith

When Erin Lee @elee views the page, she will get:

Column 1 | Column 2 | User

Data B      | Text B        | @elee

Maybe you'll be interested in a live demo from our team? Please book a suitable time slot.

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