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Use subset of parent table data on child table

Looking to have a parent page which will list several items, and then on the child page, list s subset of the items from the parent page based on a filter.

More context:

The parent level table will be used to log action items on a portfolio of projects. On each project page, the goal is to show the list of action items for that specific project. My thought is to have the parent table with a dropdown of the various projects in the portfolio, and then in the child page, have a filter that will look for the project name/ID based on the field the dropdown is in.

Then sort the child table automatically based on open items first, and then by expected resolution date.

Is there a macro that will do as described?

2 answers

1 accepted

Hi @Wade Henderson,

In this case, you can try the Table Filter and Charts for Confluence app and its Table Excerpt/Table Excerpt Include macros to display data from one page to another and Table Filter to apply different kinds of filters.

Here's the info on how to combine Table Excerpt/Table Excerpt Include with Table Filter.

Katerina 
Stiltsoft 

Thanks @Katerina Rudkovskaya_Stiltsoft_ I will give it a go.

Much appreciated.

0 votes

Hi Wade,

Thank you for raising this with us on Atlassian Community. Happy to help! I can suggest a few add-ons that may help you get to your goal.

Will you create a page for each item? If so, you can use the Children display macro. You can use it to show the children of a specific parent page, filtered by the parameters you specify. Refer to the page above for a list of possible parameters.

Another add-on that may be helpful for you is the Page Properties macros. Refer to Use macros to add reporting info to Confluence pages. Essentially, you create a Page Properties macro that contains a table. It works in key/value pairs, so one row or column is the key, and the other is the value. Then, on your reporting page, you use the Page Properties Report macro to display all of the information from those tables across all pages that contain that tag.

Beyond that, you may need to upgrade so you can take advantage of one of the paid Atlassian Marketplace add-ons. Many can work from a database and be used to filter tables if that's what you require.

If what I have suggested doesn't solve your need, it may help us if you can illustrate precisely how you need Confluence to work. Many add-on vendors here may know just the thing you could use, and it would help to visualize your requirements.

Take care,

Shannon

Thanks for the reply Shannon.

The specifics are that we need to create a table which lists various action items to be addressed on a parent summary page, which lists all action items for a project. Each row will have the description of the action item, an owner, the project work stream (group), and a completion date.

There are several work streams in a project, and each child work stream page will have a table which pulls the items from the parent table, specific to that work stream. It should not display all the action items for every work stream. The filter should have the open items at the top, listed by date with the items with the closest completion date at the top of the list.

Lets use this as an example:

Parent page

Status | Work stream name | Action item Owner | Action item details | Expect Completion 

Open | Work stream A | Owner | Action item 1  | Date

Open | Work stream C | Owner | Action item 2  | Date

Open | Work stream D | Owner | Action item 3  | Date

Open | Work stream E | Owner | Action item 4  | Date

Open | Work stream A | Owner | Action item 5  | Date

Open | Work stream B | Owner | Action item 6  | Date

Open | Work stream C | Owner | Action item 7  | Date

Closed | Work stream D | Owner | Action item 8  | Date

Closed | Work stream A | Owner | Action item 9  | Date

Closed | Work stream C | Owner | Action item 10  | Date

...

 

Child page (Work stream A) for this example

Status | Action item Owner | Action item details | Expect Completion

Open | Owner | Action item 1  | Date

Open |  Owner | Action item 5  | Date

Closed | Owner | Action item 9  | Date

...

Child page (Work stream C) for this example

Status | Action item Owner | Action item details | Expect Completion

Open  | Owner | Action item 2  | Date

Open | Owner | Action item 7  | Date

Closed | Owner | Action item 10  | Date

...

 

The Page Properties and Page Properties report do not have this functionality as they do not offer the multi-line excerpts in a child table based on a variable (work stream / owner name) in a parent table.

I hope this clarifies.

Like Shannon Spaniol likes this

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