Filtering Tables in Confluence

[Ron Jacob]

Is there anyway I can filter spreadsheets/table and create pivot tables in Confluence ?

[Katerina Kovriga {Stiltsoft}]

Hi there,

As this question mentions our Table Filter and Charts for Confluence app, we are happy to introduce its new macro – Table Spreadsheet.

Our new macro allows you to work with fully functional Excel spreadsheets right in Confluence.

You’ll be able to use cells’ formulas, filters, conditional formatting, etc., create pivot tables and charts from the page view and edit mode.

The Table Spreadsheet macro is available for Cloud and Server/Data Center.

[Stiltsoft support]

An update: And you may also check out two additions to our spreadsheet family - Spreadsheet from Table and Table Spreadsheet Include macros.

The first one turns manually created and macro generated (Jira Issues, Page Properties Report) tables into fully functional Excel-like spreadsheet. The second one - helps to reuse parts of your sheets across your Confluence instance.

Hope you may find it useful.

[Andrey Khaneev _StiltSoft_]

Hello Ron,

There is Table Filter macro and Pivot Table macro in Table Filter and Charts add-on.

[Will Hall]

Did some recent cloud version lose this ability to filter tables? I recall being able to do this previously. Or has this always required a macro?

[Andrey Khaneev _StiltSoft_]

There was never built-in filtration feature. Most likely you used Table Filter macro previously.

[Ira Glovak]

I cannot find Table Filter among the macros list. Is this something to do with the version I use?  

[Andrey Khaneev _StiltSoft_]

Hi Ira,

Table Filter macro is a part of the Table Filter and Charts add-on, it should be installed by your Confluence admin to be available among macros list.

[Sébastien NOEL]

Since 2019... since Confluence has evolved, is this feature not embedded without any add on ?

Thanks

[Katerina Kovriga {Stiltsoft}]

Hi @Sébastien NOEL ,

I'm afraid that you are right - at the moment it is not possible to filter, aggregate and calculate tabular data in Confluence out-of-the-box.

So, again we can suggest trying our app - Table Filter and Charts for Confluence (it is available for Cloud/Server/Data Center).

Maybe you'll be interested in a live demo from our team - please book a suitable time slot here.

[Dorthe Knight]

Edit the page and click into the table then select the filter icon  from the table options in the menu.

[Katerina Kovriga {Stiltsoft}]

To filter tables in Confluence, you need additional apps. Please, specify which add-on you recommend.

For example, we suggest using our Table Filter and Charts for Confluence and its Table Filter macro (see the answer above).

[Sébastien NOEL]

Hello @Dorthe Knight 

Please be more explicit... Below in my Confluence, the table menu surrounded by red box has not a Filter icon. On which version are you running Confluence ?

I also find no way to contact you privately.

[Dorthe Knight]

It is linked to the filter macro in the macro menu. So if you don't have that then you won't have the icon either I presume. 

So for that use case you likely need to check the settings with your administrator.

[David Allan Neuhaus]

@Sébastien NOEL , how did you get that menu (boxed in red) to appear. I had it at my last job, but It does not appear on my current version of confluence.
 

[Katerina Kovriga {Stiltsoft}]

Hi @David Allan Neuhaus , 

This menu comes with our app - Table Filter and Charts for Confluence. If you don't see the panel, it means that the add-on is not installed by your Confluence administrator.

You may also try to find our macros through the macrobrowser - Table Filter, Pivot Table, for example. If the app is active, they should be present there as well.

[David Allan Neuhaus]

@Katerina Kovriga {Stiltsoft} Thanks for the info. I am an admin for my confluence account and did add this service from the Atlassian Marketplace. I am able to filter on tables and use the tool to great efficacy. However, the additional tool bar is still missing and I see nothing in the Application settings except a get started section that walks users through the functionality:

[Katerina Kovriga {Stiltsoft}]

You have Confluence Cloud, the additional toolbar appears only for Server and Data Center.

[David Allan Neuhaus]

@Katerina Kovriga _Stiltsoft_ oh that makes me a sad panda. I loved the convenience of that bar. 
 
Really I just love the convenience of this Tables App. Are there any other settings or configurations that I might be missing? Still getting used to navigating the Atlassian landscape as an Admin. Thanks and looking forward to the Stiltsoft Tables course when that is finished

[Katerina Kovriga {Stiltsoft}]

The new Cloud editor is based on iFrames - you won't be able to wrap our macros directly into each other (for example, if you need to build a chart using the filtered table). So, you'll need the Table Toolbox macro to nest macros - this macro is provided especially for Cloud users.

But all the main features are the same.

[David Allan Neuhaus]

Thank you and everyone else.

[David Allan Neuhaus]

@Katerina Kovriga {Stiltsoft}  I am having an issue with freezing the top row when editing the table macro. The row freezes fine, but makes the whole table a smaller frame in the main page where I created the table (ie the table now has a scrollbar as well as the main page). Basically it forces me to select a table height. Forcing a massive table height effectively unfreezes the top row. Is there a way to get the top row frozen without forcing a table height? 

Also, I am not sure where to ask this or other questions.  This and any further questions I have are no longer appropriate for this thread.

[Katerina Kovriga {Stiltsoft}]

I'm afraid this is not an issue but expected behavior for Confluence Cloud.

Maybe pagination will suit your case more.