How to link pivot table as a summary

[Gianluca Notarnicola]

Hi, 

i want to use several pivot table to build a summary table in another page of conflucence. 

Is it possible to link table from a page to another? 

Sorry, i am now starting to use confluence for the first time. 

[Stiltsoft support]

Hi @Gianluca Notarnicola ,

Native Confluence tools don't include pivot tables, so maybe you are using any 3rd party apps? You may want to define which app you are utilizing and wait for other responses.

Our company develops the Table Filter, Charts & Spreadsheets for Confluence app that provides the Pivot Table macro - are we talking about this macro?

If the question is how to keep the original table at one place and make different pivots from it on other pages, you may use the Table Excerpt/Table Excerpt Include macros.

If you are new to Confluence and our guess about the app was correct, you may book a live call with us - we'll discuss your use case and give some tips.

[Gianluca Notarnicola]

Hi, 

i'm trying to obtain my goal without any results. 

I have some pages with pivot tables like that: 

Then i have a master page with every link and the same result (i am going to write every week closed and open point). I want to create some automation to bring the analysis status from everry page and build an automatic summary. 
For example: i am trying to write automatically 79 "Total Complain" 69 "closed points" and 10" open points"

[Stiltsoft support]

The idea was to collect all your pivot tables via the Table Excerpt/Table Excerpt Include macros automatically.

You'll get one big report of the following structure:

| Page Title | Analysis Status | Count |

----------------------------------------

| Page One | Closed              | 69       |

                   ---------------------------

|                  | Open               | 10       |

----------------------------------------

| Page Two | Closed              | 79       |

                   ---------------------------

|                 | Open                | 45       |

----------------------------------------

The data from your pivot tables and Page Titles will be "grabbed"  and updated automatically on your master page.

[Gianluca Notarnicola]

I am close to final result. Now i have a table excerpt include with every infomation from source page. 

I want to hide table from table except include, to have just my pivot table with result. (Is it possible to hide table from table excerpt include macros?

[Stiltsoft support]

If you are talking about the source tables on which each pivot table is created, then you may go to the Pivot Table macro settings, locate the Options tab -> Source data and choose the "Hide tables" option.

And if you look a little bit down, you'll see the "Hide control panel" option - then the control panel of the pivot table will be also hidden.

If you do it, they won't be shown on the page with Table Excerpts and won't be collected by the Table Excerpt Include macro.

[Gianluca Notarnicola]

I want to hide my table excerpt macro in summary page, not che original table. 

Otherwise: is possible to copy in similar way just the pivot table in such a way to obtain a summary page of each pivot table? 

[Stiltsoft support]

Not sure that I got the issue then. 

As I understand your structure, you have a lot of pages with different source tables.

Each source table is wrapped in the Pivot Table macro and then in the Table Excerpt macro.

On the master page you have the Table Excerpt Include macro that collects your Excerpts. And you've got not only pivot tables collected but source tables as well. As you've shown on the screenshot: pivot table and big source table. Such pair is pulled from each page with the Table Excerpt macro.

So, to pull only pivot tables, you go to the macro settings and choose to hide tables. Then only pivot tables will be collected by the Table Excerpt Include macro.

If the problem is that on the page with Excerpts you want to show not only the pivot table but the source table as well, then you need to reuse your source table once more: put the Table Excerpt macro between the source table and the Pivot Table macro.

Source page 1

Macro sequence #1 (as a result you see a pivot table)

• Table Excerpt (name: Master)
• Pivot Table (with hidden source table)
• Table Excerpt (name: 1)
• Source Table

Macro sequence #2 (as a result you see a copy of your source table)

• Table Excerpt Include (collects Excerpts named "1")

Master page

Macro sequence

• Table Excerpt Include (collects Excerpts named "Master")

As a result, you see all your pivot tables from other pages (only pivot tables!). If you check the "Show as a report" option, the report should look as I've mentioned before:

| Page Title | Analysis Status | Count |

----------------------------------------

| Page One | Closed              | 69       |

                   ---------------------------

|                  | Open               | 10       |

----------------------------------------

| Page Two | Closed              | 79       |

                   ---------------------------

|                 | Open                | 45       |

----------------------------------------

So, you may play with the combinations and adjust everything as you need.

[Gianluca Notarnicola]

Now it works! Just a final question: is it possible to have same column size for every excerpt table in master page? Now is perfect but isn't clear to read.

[Stiltsoft support]

You see, the idea was to collect all your tables using only one Table Excerpt Include macro. Here I see four - each Include brings its own table, as I understand?

And the next thing is that you have different column names: "Analysis Status" and "StatusAnalysis".

So, I suggest you to correct your initial structure:

Source page 1 (with label "Master_label")

Macro sequence #1 (as a result you see a pivot table)

• Table Excerpt (name: Master)
• Pivot Table (with hidden source table)
• Table Excerpt (name: 1)
• Source Table

Macro sequence #2 (as a result you see a copy of your source table)

• Table Excerpt Include (collects Excerpts named "1")

Source page 2 (with label "Master_label")

Macro sequence #1 (as a result you see a pivot table)

• Table Excerpt (name: Master)
• Pivot Table (with hidden source table)
• Table Excerpt (name: 2)
• Source Table

Macro sequence #2 (as a result you see a copy of your source table)

• Table Excerpt Include (collects Excerpts named "2")

and so on...

Master page

Macro sequence

• Table Excerpt Include (collects all the Excerpts named "Master" from all the pages with "Master_label")

So, one Include will collect all your pivot tables from all pages automatically.

Then you check the "Show as a report" option and get one combined table as a result. But as I've mentioned before, you should update your headers - they should be the same.

[Gianluca Notarnicola]

I tried changing the table excerpt name in the source pages by just putting “master” for all 4 pages.
Afterwards I created a label calling it “master team analysis”

On the master page I tried referring the macro table excerpt include no longer to the specific page but to the one with the label, but at this point I no longer get any tables, even though I find the label correctly.

Where am I going wrong?

[Stiltsoft support]

Firstly, you need to have only one Table Excerpt Include on the Master page, not four.

Secondly, check your page labels once more. On you screenshot I see some 3rd party macro I guess - "Add label" or smth. Not sure what it is.

Try to add the label in the view mode at the bottom of the page - like you do it natively in Confluence.

And make sure that the names are the same. For example, "master_team_analysi" is collected via your Table Excerpt Include macro and this "Add label" macro contains "Master_Team Analysi" text (without the second underscore). Maybe its recognized as two labels "master_team" and "analysi" because when you insert labels natively, spaces are automatically converted to "-" in Cloud and for Data Center spaces break each expression into several labels.

[Gianluca Notarnicola]

I modified everything following your advice,
I leave you the 3 screenshots with the master page, the source page and its tag at the bottom of the page

[Stiltsoft support]

Try to check the same in a more simplified way: here is my source page with the "master" label.

And here is this page in the edit mode:

And here is my Table Excerpt Include macro on another page:

I hit the Preview refresh button and see my table.

If nothing changes for you, please refer to our support. Attach two page storages - of your master page and one of your source pages (upper right corner of the page -> menu ... -> View storage format). We'll be able to recreate exactly your pages with all the macros and their settings and look into the issue.

If you don't see the option, please ask your Confluence administrator to do it for you.

And the portal is confidential, so you may share your data freely there.

[Gianluca Notarnicola]

I tried to ask for support: my reference is TFCS-5404.

[Gianluca Notarnicola]

Yes i'm using Table Filter, Chart & Spreadsheet for Confluence.

I want to take the pivot table from different pages to build a new table with a summary.

I want to take tables like this (with open and closed point) and in another confluence page i want to summarize my work situation. 

[Stiltsoft support]

So, if you are on Cloud, you need to use the Table Toolbox macro for macro nesting (you wrap macros inside this shell due to the limitations of the Cloud editor).

If your tags are wrong and you are on Data Center, you may wrap macros one into another directly on the page.

So, you wrap each source table in the Pivot Table macro and then in the Table Excerpt macro. Each Table Excerpt macro should have the same name (for example, "My_pivot_123") and each page with this excerpt should have the same label (for example, "pivot_report_123").

Then on the master page where your want to show all your pivots, you insert the Table Excerpt Include macro, specify the name of your excerpts that you need to collect ("My_pivot_123" for our example) and the page label (from which pages you want to collect your excerpts).

Then in the metadata field of the Table Excerpt Include macro you may select to show the Page Title - so that each collected table will be shown along with the page name it came from and you won't be confused.

[Gianluca Notarnicola]

Where can I find the Table Toolbox Macro?

[Stiltsoft support]

In the macrobrowser https://support.atlassian.com/confluence-cloud/docs/what-are-macros/

[Gianluca Notarnicola]

Thanks, i'm trying to add link to my table. Is there a guide? I'm trying without any success. Where i need to add link from pivot table. 

[Stiltsoft support]

Not sure what you are talking about: all the steps were described in my previous answer.

So, you wrap each source table in the Pivot Table macro and then in the Table Excerpt macro. Each Table Excerpt macro should have the same name (for example, "My_pivot_123") and each page with this excerpt should have the same label (for example, "pivot_report_123").

Then on the master page where your want to show all your pivots, you insert the Table Excerpt Include macro, specify the name of your excerpts that you need to collect ("My_pivot_123" for our example) and the page label (from which pages you want to collect your excerpts).

The links to our documentation for you to check and to the team's Calendly were given in the very first reply.

On the screenshot I can see the Table of Contents macro (it's a standard Atlassian macro) that collects all the headers from your page and creates the automatic contents for better page navigation.