Table Filter, Charts & Spreadsheets for Confluence - Knowledge base

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Inserting the macros

In the page view mode

To enable live filtration in headers:

  1. Click the  button on the top right corner of the page beside the Edit button.
  2. Click Enable in the dialog.

  3. Start filtering data in table headers

Learn more about live table filtration in headers on this page.

To insert the macros:

  1. Open a page with a table.
  2. Hover over the table.
  3. Click the  icon.
  4. Select one of the options:
    • Filter table data  (to display the filtration panel)
    • Create a pivot table
    • Create a chart from data series .

You can disable the inline macro insertion and live filtration on a global or individual basis.

Through the action icon in the editor 

  1. Switch Confluence page to the edit mode.
  2. Position the mouse pointer within the table.
  3. On the editor pane, click the Filter table data  or Create a pivot table  or Create a chart from data series icon.

Manual entrying

  1. Switch Confluence page to the edit mode.
  2. Position the mouse pointer in the appropriate place on the page.
  3. Start entering
    • {Table Filter},   {Pivot Table},  {Chart from Table}, {Table Transformer}, {Table Excerpt}, {Table Excerpt Include}, {Table from CSV} (for the legacy editor on Cloud )
    • /Table Filter,  / Pivot Table,  /Chart from Table, /Table Transformer, /Table Excerpt, /Table Excerpt Include, /Table from CSV, /Table Toolbox (for the new editor on Cloud)
  4. From the prompted list of macro choices, select the macro.
  5. Place the table within the macro.
  1. Switch Confluence page to the edit mode.
  2. Position the mouse pointer in the appropriate place on the page.
  3. Start entering
    • {Table Filter},   {Pivot Table},  {Chart from Table}, {Table Transformer}, {Table Excerpt}, {Table Excerpt Include}, {Table from CSV} 
  4. From the prompted list of macro choices, select the macro.
  5. Place the table within the macro.

Selecting in the Select macro form

  1. Switch Confluence page to the edit mode.

  2. Position the mouse pointer in the appropriate place on the page.

  3. On the editor pane, click Insert more content -> Other macros.

  4. In the Select Macro form, find the macro and insert it on the page.

  5. Place the table within the macro.

Copying a table into the macros 

  1. Switch Confluence page to the edit mode.
  2. Position the mouse pointer into any cell of the table you want to copy.
  3. Click the Copy Table  icon on the editor pane.
  4. Paste the table into the Table Filter / Pivot Table / Chart from Table macro on the same or on a new page.

To copy a table into the macro in Confluence Cloud legacy editor highlight the table (as shown in the screencast below), copy and paste it into the macro body:

Copying a table in Confluence Cloud

Removing the macros from tables

In the page view mode (Table Filter, Pivot Table, Chart from Table)

  1. Click the cogwheel icon on the filtration panel or on the pivot table or chart control panel.
  2. Select the Remove the macro option.
  3. Click Remove in the dialog.

In the page edit mode (all the macros)

  1. Switch Confluence page to the edit mode.
  2. Copy the table and paste it outside the macro body.
  3. Select the macro and click Remove.
  1. Switch Confluence page to the edit mode.
  2. Select the Table Filter/Pivot Table/Chart from Table/Table Transformer/Table Excerpt macro.
  3. Click Unwrap.

You can remove all the macros bundled with the app from your pages on the global level.

Configuring inline macro insertion and live filtration

On the global level

  1. Navigate to Confluence administration console.
  2. On the sidebar, locate the Table Filter, Charts & Spreadsheets menu group. Select Configuration .
  3. To enable inline macro insertion/live filtration globally, check the corresponding box.
  4. Define additional parameters, as follows:
    • Groups - enter the names of user groups who can use the inline macro insertion/live filtration.
    • Individual users - enter the names of individual users who can use the inline macro insertion/live filtration.
    • Anonymous - check the box to allow anonymous users to use the inline macro insertion/live filtration.

To disable inline macro insertion/live filtration:

  1. Clear the Inline macro insertion box.

To disable inline macro insertion/live filtration for the group/user:

  1. Click the  icon for a specific user or group.

On the user's level

To enable inline macro insertion/live filtration:

  1. In the top-right part of the screen, locate your profile picture and click it.

  2. Select Settings.

  3. On the navigational sidebar, select Table Filter, Charts & Spreadsheets.

  4. Select the Inline macro insertion or live filtration options.

To disable inline macro insertion/live filtration:

  1. Clear the option.

This modification will override the global configuration settings for user groups you are associated with.

Hiding inline macro insertion and live filtration buttons

Add the following CSS to the global, space stylesheet or the HTML macro to hide buttons for the whole instance, for a space or the specific page: 

To hide all buttons:

 #tfac-macro-inserter, #tfac-macro-inserter-container, .tf-inline-filter:not(.btn, .trigger) {
  display: none !important;
 }

To hide one of three inline insertion buttons:

  • Table Filter button
#tfac-macro-inserter [data-macro="table-filter"] {
display: none !important;
}
  • Pivot Table button
#tfac-macro-inserter [data-macro="pivot-table"] {
display: none !important;
}

  • Chart from Table button

#tfac-macro-inserter [data-macro="table-chart"] {
display: none !important;
}

You can combine CSS to hide two of three buttons.

Add <style> ...</style> to CSS in the HTML macro.

<style>
#tfac-macro-inserter, #tfac-macro-inserter-container, .tf-inline-filter:not(.btn, .trigger) {
    display: none !important;
 }
</style>

Removing all the macros from pages

The Table Filter, Charts & Spreadsheets app allows you to remove all the macros bundled with the app, including the following:

  • Table Filter
  • Pivot Table
  • Chart from Table
  • Table Transformer
  • Table Excerpt
  • Table Excerpt Include

The source data tables and macros outputting table data will not be affected anyhow and will be preserved in your Confluence after completion of the procedure.

To remove all app macros from Confluence pages:

Please perform the full Confluence backup prior to running this procedure. This operation may require some time depending on the size of your Confluence and number of app's macros on your Confluence pages.

  1. Switch to the Add-on Macro Cleanup tab.
  2. Click Clean up.
  3. Confirm the operation.