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Collaborating on business data in Confluence

19 November 15 Adaptavist
Collaborating on business data in Confluence
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Collaborating on business data in Confluence

Confluence is a powerful and robust team collaboration platform with a rich set of features. It can be adapted to specific user needs with add-ons and macros and many organisations are migrating from SharePoint and MS Office to Atlassian Confluence. However, if you have a requirement for data collaboration when considering Confluence as a business intelligence platform, it can be a challenge for the out-of-the-box product. A useful tool that we’'ve been using to replace MS Excel is Table Filter by StiltSoft.

Table management inside Confluence

One tool that makes it easy to collaborate on business data in Confluence is Table Filter for Confluence, an add-on developed by StiltSoft. It is comprised of the three macros:

  • Table Filter
  • Pivot Table
  • Table Chart

So, what are the benefits of this add-on? Well, it allows you to transform Confluence into a business intelligence and data analysis platform. You can work easily with table data as if you're working within Excel. It gives you and your team the ability to work with data tables, filter them and even split your table data into independent data sets.

If you need a table with summarised or aggregated values, you can use the Pivot Table macro. If you want to help visualise your data for other team members or reporting, the Table Chart macro allows you to instantly change the chart parameters without opening the macro settings.

Filter your Confluence data tables on-the-fly

The Table Filter macro is perfect when we're creating or manipulating large tables either ones created manually or imported from external resources into Confluence. Statisticians, business analysts, the marketing team and financial analysts can all benefit from using Table Filter to enter, share and collaborate on their data. It offers five filter types allowing you to split your data into independent data sets grouped by specific criteria.

  • Drop-down filter shows the list of unique values available in the selected column for filtration by one or multiple values at once.
  • Free text filter lets you enter a custom text query or a regular expression for filtering the appropriate table column.
  • Global filter lets you filter all values throughout the table by entering the a text query or a regular expression.
  • Number range filter allows you to filter table columns containing numbers, including decimal numbers.
  • Date filter lets you filter columns with dates or set the date ranges for showing data.

By using the available filter types, you will be always able to filter your tables having different types of data with no problems at all. 

Additional options available in the macro, allows you to hide the unnecessary columns, set the default values for added filters, enable static or dynamic row numbering, define the sorting order for each column, enable the table fitting to the allocated screen area and some others.

Management of filters is also available in the page view mode, so you don’t even need to edit the page to add or remove filters.

Improve your analysis with Table Filter when using business information within Confluence. Get it from the Atlassian Marketplace and find out for yourself.

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