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 _Simpleasyty_ · Accepted solution]

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

[Camille Moreau]

Hi @Mia Tamm _Simpleasyty_. Thanks a lot for the information. I’ll take a closer look and try it out with our data. The way you explained it makes it much clearer how we can set this up directly in Confluence. Really appreciate your help!

[Aron Gombas _Midori_]

@Camille Moreau Using the smart links feature in Confluence, you can add an external Google Sheet to the content tree! They appear as a special content type, but the L&F around them is fairly "native".

I use it with great success to make complex spreadsheet accessible within Confluence spaces.

(I don't know if the "Approvals" app supports smart links, but it is worth a try.)

[Camille Moreau]

Hi @Aron Gombas _Midori_,

Thanks for the suggestion! Smart links are great, but in our case we need the data from the spreadsheet to be processed directly inside Confluence — for example, adding calculated columns and showing totals in the table footer.

With a Google Sheet embedded via smart links, the calculations would still need to be done in the sheet itself, and we wouldn’t be able to apply those operations or aggregations directly in Confluence. That’s why we’re looking for something that works natively with the table data inside the page.