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Getting started with the Handy Table macro

The macro allows you to manage your table data in the page view mode, group data, restrict access to specific columns, and perform basic calculations.

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Three easy steps to get started with Handy Table


Step 1. Insert the Handy Table macro on a page and set up its parameters

  1. Insert the Handy Table macro on a page by typing /handy table or from the Insert menu.
  2. Adjust the parameters of the macro, as follows:
    • Columns - specify the number of columns in the resulting table
    • Rows - specify the number of rows in the resulting table.
    • Allowed views - select the views for showing table data:
      • table view
      • grid view
    • Filtration of values - enable the option to filter table per column.
    • Lock the table against edits - move the toggle right to lock the table against all edits.
    • Access restrictions - enable the option to restrict access to columns with sensitive data.
    • Calculations - enable the option to perform basic calculations on numerical values in the table.
  3. When complete, click Insert and save the page.


Step 2. Adjust the table view and populate it with data

  1. Hover over a table column and click the appeared cogwheel icon.
  2. From the action menu, select Customize field type and select the data format for storing:
    1. Text values - select this data format to allow input of text records.
    2. Status - select this data format to fill out the entire column with statuses from the existing status set.
    3. Dateselect this data format to fill out the entire column with the Handy Dates macros.
    4. Checkbox - select this data format to fill out the entire column with checkboxes.
    5. Numbers - select the data format to allow input of numbers only.
  3. Add the missing columns or rows as in a regular Confluence table.
  4. Click a specific cell to make it editable and enter or select the value depending on the data format applied to this column.


Step 3. Transform your table data

  1. Hover over a table column and click the appeared cogwheel icon.
  2. Click Group by this field. The macro will group data by values within this column. This option is supported by statuses, dates, and checkboxes.
  3. Click Add filter and set the filtration criteria. The filter may differ for different data formats.
  4. Click Add field permissions. Enter the username or user groups who can view data within the current column.
  5. Click Calculate values for the column with numbers. Select the necessary operation: average, minimal, maximal, or total.