Table Filter, Charts & Spreadsheets for Confluence - Knowledge base

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Overview

Rendered Chart

Parameters in Macro Browser

TypeGantt
Labels column
  • Project *
  • Phase
  • Milestone (a star that is a key event of a particular project)
  • Event (a vertical line that doesn't belong to any project)
  • Description of Milestone
  • Description of Event
Values column
  • Start Date*
  • End Date*
  • Completion Ratio (the percentage of completed work)
  • Date

*  - Minimum required columns to build the Gantt chart

See also a blog post: 5 Tips to Become a Gantt Chart Expert Using Atlassian Confluence to learn more about the completion ratio, events, and milestones on the Gantt chart.

Data Tables in Macro Placeholder

Project

Phase

Start Date

End Date

Completion Ratio

Project One

Planning and Research

01 Jan 2019

30 Jan 2019

95%

Project One

Development

01 Feb 2019

30 Apr 2019

27%

Project One

Testing

01 May 2019

15 May 2019

0%

Project One

Deployment

16 May 2019

22 May 2019

0%

Project Two

Planning and Research

15 Dec 2018

15 Jan 2019

95%

Project Two

Development

16 Jan 2019

15 Apr 2019

27%

Project Two

Testing

16 Apr 2019

21 Apr 2019

0%

Project Two

Deployment

22 Apr 2019

30 Apr 2019

0%

ProjectMilestoneDescription of MilestoneDate
Project OneRCСompletion of development

7 May 2019 

Project TwoRCСompletion of development

19 Apr 2019 

EventDescription of EventDate
Today
today
Demo 1Release of Demo 1

12 May 2019

Demo 2Release of Demo 2

27 Apr 2019

Here's the example on how to calculate the completion ratio in Table Transformer.

Settings Tab

Select the chart type

To select the chart type in the page view mode:

  1. Insert the Chart from Table macro.
  2. Hover over the chart controls on the right of the table.
  3. Locate the Type option and select the chart type. The chart will be automatically re-generated.
  4. To save the modifications in the macro body, click the cogwheel icon and select Save changes .

To select the chart type in the macro browser:

  1. Switch the page to the edit mode.
  2. Insert the Chart from Table macro and paste the table within the macro body.
  3. Select the macro and click Edit.
  4. Locate the Type option in the Settings tab and select the chart type.
  5. Save the macro and the page.

Select data series

Labels column  - the column containing  labels  for data values.

Values column  - the column or columns containing  numerical values  for chart generation.

To select data series in the page view mode:

  1. Insert the Chart from Table macro.
  2. Hover over the chart controls on the right of the table.
  3. Locate the  Labels column  and  Values column  options and select the table columns containing data for chart generation. The chart will be automatically re-generated.
  4. To save the modifications in the macro body, click the cogwheel icon and select Save changes .

To select data series in the macro browser:

  1. Switch the page to the edit mode.
  2. Insert the Chart from Table macro and paste the table within the macro body.
  3. Select the macro and click Edit.
  4. Locate  the  Labels column  and  Values column  options in the Settings tab and select the table columns containing data for chart generation.
  5. Save the macro and the page.

Adjustments Tab

Set the table data orientation

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Adjustments tab.
  4. Locate the Table data orientation option.
  5. Select the Vertical or Horizontal option.
  6. Save the macro and the page.

Set the decimal separator

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Adjustments tab.
  4. Locate the Decimal separator option.
  5. Specify the correct decimal separator for numeric values in the source table (point or comma).
  6. Save the macro and the page.

Set the date format

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Adjustments tab.
  4. Locate the Date format option.
  5. Specify the correct date format for date values in the source table.
  6. Save the macro and the page.
If the app detects the incorrect date format in the page view mode it presents you with the note panel where you can enter the correct date format. It is saved automatically if it is treated as the correct date format.

Set the worklog settings

Please ensure that the worklog parameters set in the macro are identical to parameters configured in Atlassian JIRA.
  1. Switch the page to the edit mode.
  2. Select the macro and click Edit .
  3. Switch to the Adjustments tab.
  4. Click the Set worklog settings button.
  5. In the opened form, define the worklog parameters, as follows:
    1. Days in week - enter the number of business days in a week.
    2. Hours in day - enter the number of working hours in one business day.
    3. Time format - select the used time format in worklog values.
    4. Week shortening - enter the shortening for the week time unit if you use any language different from English.
    5. Day shortening - enter the shortening for the day time unit if you use any language different from English.
    6. Hour shortening - enter the shortening for the hour time unit if you use any language different from English.
    7. Minute shortening - enter the shortening for the minute time unit if you use any language different from English.
  6. Save the macro and the page.
Worklog time units in different languages are denoted with different shortenings. Please adjust them according to your JIRA localization settings.

Set the minimal and maximal values

Minimal value  - the minimal value for showing only data values greater than the specified minimal value.

Maximal value  - You can specify the maximal value for showing only data values not greater than the specified maximal value.

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Adjustments tab.
  4. Locate the Minimal  and  Maximal value  options and set the values.
  5. Save the macro and the page.

Set the scale step

Scale Step  - the required scale step for showing the numeric values in the chart.

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Adjustments tab.
  4. Locate the appropriate option depending on the chart type and set the scale step.
  5. Save the macro and the page.

Look Tab

Set the height and width of the chart

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate the Height and Width fields.
  5. Enter the appropriate dimensions of the chart.

  6. Save the macro and the page.

To set the Height and Width of the chart in the page view mode:

  1. Hover over the chart controls on the right of the table.
  2. Locate the Height and Width fields.
  3. Enter the appropriate dimensions of the chart.
  4. To save the modifications in the macro body, click the cogwheel icon and select Save changes .

 Add /bar after the height value to set the height of bars.

Set colors

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate the Select colors button and click it.
  5. Select the appropriate colors for each label.
  6. To set individual column colors, locate the Color scheme option.
  7. Select the Multicolor or Colors in the table columns option.
  8. Select the appropriate colors for each column for the Multicolor option.
  9. Select the corresponding columns with colors for the Colors in the table columns  option. You can use colors from  this list  or define your own HEX code colors.
  10. Save the macro and the page.

To set the colors in the page view mode:

  1. Hover over the chart controls on the right of the table.
  2. Click the cogwheel icon, locate the Select colors option. Select the Multicolor or Colors in the table columns option. Pick the colors or columns with colors and click Apply. The chart will be automatically re-generated.
  3. To save the modifications in the macro body, click the cogwheel icon and select Save changes .

Align chart

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate the Align chart option.
  5. Select the appropriate chart alignment, as follows:
    • Left
    • Center
    • Right
  6. Save the macro and the page.

Show grid

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate and enable the Show grid option.
  5. Save the macro and the page.

Show/Hide source data

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Locate the Source data option and select the appropriate option, as follows:
    • Show all content
    • Hide tables
    • Hide all content
  4. Save the macro and the page.

To show/hide source data in the page view mode:

  1. Hover over the chart controls on the right of the table.
  2. Click the cogwheel icon, select the  Show source content, Hide source content (Hide tables, Hide all content)  option.
  3. To save the modifications in the macro body, click the cogwheel icon and select Save changes .

Hide chart controls

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate and enable the Hide chart controls option.
  5. Save the macro and the page.

Set the chart title

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate the Chart title option and enter the title.
  5. Save the macro and the page.

Set axis labels

  1. Switch the page to the edit mode.
  2. Select the macro and click Edit.
  3. Switch to the Look tab.
  4. Locate the  Row axis label  and  Value axis label  options and enter the labels.
  5. Save the macro and the page.

Filter the source table

  1. Select one or more chart columns/sectors/bars.
  2. Only the related rows of the source table are displayed.
  3. Deselect all the columns/sectors/bars to display the whole source table.

Set dependencies

  1. Open the page with the chart.
  2. Click the cogwheel icon and select the Set dependencies  option.
  3. Locate the arrows between tasks.
  4. To save the modifications, click the cogwheel icon and select Save changes .

Zoom in Chart

To zoom in the chart:

  1. Open the page with the chart you want to zoom in.
  2. Hover your mouse pointer over this chart.
  3. Hold down Ctrl and rotate the wheel button forward to zoom in the chart.

To navigate across the chart:

  1. Hold down Ctrl (for Windows) or Alt (for MacOS) and drag the mouse pointer across the chart.