Dynamic filtering using Table Filter / Table Excerpt Include in Confluence Cloud doesn't work?

[Gareth Beynon]

I've used Stiltsoft table filter suite a lot in Confluence DC building dynamically filtered reporting but I am not able to replicate the same functionality on Confluence Cloud and can't get the same result.

What I am trying to do is display a source Jira table which is wrapped by a table filter which will then drive multiple pivot tables and graphs on the same page. 

I'm aware I have to use the table toolbox macro to do the nesting but when I nest the table and wrap it in a table excerpt and then use table excerpt includes in the respective graphs/pivots these then display with their own replica table filters which work independent of the original source table filter?

In Confluence DC you were able to have one master (source) table filter which then triggered filtering of all excerpted data in the same page. My question is whether this is possible in Confluence Cloud?

[Stiltsoft support]

Hi @Gareth Beynon ,

If we got your issue wrong, please refer to our support portal - you'll be able to share your macro structure and we'll be able to advise.

As we see the issue from your description, you put the Table Excerpt macro in the wrong place.

For example, you wrap your Jira Issues macro in the Table Toolbox macro. Then inside the Table Toolbox macro you can create two macro sequences:

1. Jira Issues <- Table Excerpt <-Table Filter - only the source table is reused, the Table Filter macro stands outside the Table Excerpt macro
2. Jira Issues <- Table Filter <- Table Excerpt - the already filtered table is reused

If you choose the second option, the Table Excerpt Include macros will get the already filtered table. Then you wrap each Include in the Table Toolbox macro and use Pivot Table/Table Transformer/Chart from Table macros to modify/visualize your already filtered table further.

[Gareth Beynon]

Thanks for such a quick response all...

I've tried both nesting sequences and neither provide the dynamic functionality that is present in DC that @Christos Markoulatos alludes to below.

If I go with sequence 2 the table filter gets replicated from the source table (as it is inside the table excerpt wrapper), but crucially it works completely independently of the source filter present on the table.

What I would like is to have the report open with no filters applied and all source content hidden on the graphs/pivots that are using the excerpt-include. Then when the user filters the source table it effectively filters all data across the graphs/pivots (e.g. user filters table via Status to only show @"In Progress" and the table AND pivots/graphs filter accordingly.

This was easy to do in DC but it seems it simply doesn't operate the same in Cloud? I presume the answer is it isn't possible?

This is disappointing as it's such a powerful feature for creating robust reports. If it isn't possible at present perhaps it could be captured as a requested feature for future inclusion?

 

[Christos Markoulatos]

Hey @Gareth Beynon 

Im sorry that I caused confusion. I didn’t explain things clearly in my earlier reply. I was referring to the correct nesting sequence for reusing filtered data and it came across as suggesting that filtering the source table would dynamically affect all excerpted charts/pivots which, as you confirmed, isn’t how it works in Cloud.

It’s definitely a limitation compared to DC, and I agree it would be a great feature to have in Cloud.

[Christos Markoulatos]

Yeah, Cloud doesn’t have the “master” Table Filter like DC. Each Table Excerpt Include works on its own, so filters don’t sync across macros.

If you want the filtered data to carry over, put the Table Filter before the Table Excerpt:
Jira Issues → Table Filter → Table Excerpt

Then use Table Excerpt Include with Table Toolbox for your pivots or charts. If you flip the order, the filtering won’t stick.

Most folks just keep everything inside one Table Toolbox container to keep it consistent. Not as neat as DC, but it works.

Hope that clears it up!

[Stiltsoft support]

Hi @Christos Markoulatos ,

Sorry if we are wrong but your post looks like an AI-generated one. Please don't share such answers - the material looks very confusing and controversial.

[Christos Markoulatos]

Hi @Stiltsoft support its not but thanks for helping, i was trying to make it work my self. Again thanks for your support