How to calculate margins and totals from an Excel file in Confluence?

[Camille Moreau]

Hi community of Confluence, in our team, we use an Excel file to track sales. This Excel is linked to our Approvals for Confluence, so we also need the information to be visible in Confluence for the team to access it without leaving the wiki.

The file includes columns such as:

• Product
• Unit cost
• Sale price
• Units sold

What we need is:

1. Import the Excel into Confluence.
2. Add a calculated column to get the profit margin per unit (Sale price – Unit cost).
3. Show in the table footer the total profit for all products ((Sale price – Unit cost) × Units sold).

Is there an easy way to do this directly in Confluence, without having to pre-calculate these values in Excel before importing it?

Thanks

[Mia Tamm]

Hi @Camille Moreau ,

What you’re describing is exactly the type of workflow we built Simple Tables for Confluence to handle. With Simple Tables, you can:

1. Import your Excel file directly into Confluence (no need to pre-calculate anything in Excel).
   
   
2. Add a calculated column — in your case, something like:
   

   = [Sale price] - [Unit cost]

   to get the profit margin per unit.
   
   
3. Add another calculated column for total profit per product:
   

   = ([Sale price] - [Unit cost]) * [Units sold]

4. Enable footer aggregations to show the sum of that total profit column for all products.

Everything updates automatically if you replace or refresh the data source, so you can keep the Excel in sync without leaving Confluence.

You can see an example here: Footer aggregations docs. If you’d like, I can set you up with a quick demo so you can see it in action with your own data.

— Mia Tamm from Simpleasyty