Label Usage to Generate a Summary Table

[Melissa Averkamp]

We have an established project home Confluence page, which contains various tables including key stakeholders, PMO resources, etc. w/in them.  I am trying to figure out how I can apply a label to each home page and then utilize the label to pull in the table details but only display a subset of all of the main data on the project pages.  The end goal is to generate a listing of all open projects, the Project Manager assigned, the Stakeholders, and possible other metadata elements.

[Katerina Rudkovskaya [Stiltsoft] · Accepted solution]

Hi @Melissa Averkamp,

We can also suggest trying the app that we develop – Table Filter and Charts for Confluence.
If you need to collect not one-row but multiple-row tables from pages with specific labels, you can use our advanced Table Excerpt/Table Excerpt Include macros instead of the standard Page Properties/Page Properties Report macros.

Then on your master page you’ll be able to adjust your report as you need: filter, hide unwanted columns, aggregate (create pivot tables) and visualize it. Our Table Filter, Pivot Table and Chart from Table macros will definitely help your case.

You will be able to create several different views of your report and get a kind of a live dashboard.

If you are not familiar with the app, we’ll be happy to arrange a live demo for you and your team.

[Mike Bowen · Accepted solution]

Hi Melissa, 

Ignoring the label for a moment, it sounds like you have a table of information on each of these project pages, and you want a summary page that shows some key fields from each of the project pages. 

If that is what you are after, then on each of the project pages, you'll have a common label for example 'policy'. Then add a macro called Page Properties, and inside it add your table with your headers. I'll use these headers as examples:

Title
Version
Clause
Auditor
Owner
Status (Documentation Metadata macro) or manual status (free)
Comments
Updated Date

Note these must appear on each of the pages & each page must have a Page Properties.

Then create a summary page or a main report, and on that page use the macro Page Properties Report and under the options type in the label 'policy' (It must match the common label used on each of your pages). 

Next, click on the Options section, and under Columns to show, select the columns you want in your report. One doesn't have to have all the headers as on the Page Properties, so let's say I only want Title, Auditor, Comments, Status and Updated and that is all. There are some other options like the Number of items to display, but play around with it. 

Save, and publish and you should see data pulled in from all those pages with the same label. It works a treat. 

You could also use the Status macro (manual) to show the page status. 

There is a paid macro that automatically pulls the 'Content Status' from Confluence, it is called Documentation Metadata. I am using it and it works brilliantly. You could then get your owners to set a status on the page (which you can customise), and it will reflect in your main report. 

Note: everything above will work without the need to buy anything, but the paid macro mentioned by @marc -Collabello--Phase Locked- and myself is nice to have and comes with great support. 

Kind regards,

Mike

[Melissa Averkamp]

Mike - I tried this, and the issue I've run into is that the tables aren't horizontal, but rather they are vertical with additional details included in them.  This if a quick mockup in Excel to clarify.  Ideally, I'd like to show the Role name, and the name(s) of the folks listed in the Name(s) column.  I could also propose a new layout of our main project summary page, but everything that comes to my mind would be very similar to this one.  Any other thoughts?  Thanks!

[Mike Bowen]

Melissa, 

Using your example above, the Role column e.g. stakeholder, could easily be added to the Details and Names column. You don't need to have three columns in your example. Two columns is all you need for this option to work perfectly. 

No need for a paid plugin.

Here is the outcome (Page Properties Report Page Test) and the various project pages below. You can see on Test 2, you can actually have different information, and yet it will pull only the fields you want to see into the report, ignoring everything else.

Kind regards,

Mike

[Lorenzo Manfredini · Accepted solution]

Hi @Melissa Averkamp ,

It appears that you've created a set of information tables for each project page. Now, you're seeking a summary page that highlights key fields from these project pages.

If this aligns with your goal, you may want to consider assigning page Metadata, to each of the project pages. Metadata for Confluence allows you to centrally assign and administer page metadata in Confluence. With that, you can:

• Assign metadata to single pages, part of or even the whole page tree of a space
• Add them to Confluence page templates

The app also offers some macros you can use to display Metadata fields in Confluence or to select pages on the basis of their Metadata. These macros might be helpful for the summary page you need.

The app is available both in Server/DC and Confluence Cloud. To learn more about the Metadata app, you can check our documentation or book a demo with us to see if it fits your needs.

Best regards,
Lorenzo
Communardo

[marc -Collabello--Phase Locked-]

Hi @Melissa Averkamp ,

In general it's hard to extract information from tables in Confluence.

However you can use the page properties macro to build special tables.  These tables allow reporting with the page properties report macro.

Unfortunately this reporting is not base on labels.  Confluence has an upcoming feature, databases for Confluence, which seem it would handle your problems.

We also make a (paid) app, Document Metadata, which works with the page properties macro to build reports.