Struggling to consolidate multi-warehouse inventory data in Confluence

[Daniel Whitmore]

Hey everyone. I’m new here.

I’ve spent the last few days trying to figure out how to properly manage our inventory reports inside Confluence. Here’s my challenge:

Each of our warehouses (Calgary, Edmonton, Vancouver, Saskatoon…) sends a weekly CSV export with stock counts, product type, and date. The formats are inconsistent (e.g., 1.200,50 vs 1,200.50 or 05-08-2025 vs 2025-08-05)

• I need a single table inside Confluence where I can:
  group by province and product type
• calculate total stock (SUM)
• find the average units per product (AVG)
• highlight anything below safety threshold (e.g. <15)
• identify min stock per region (MIN)
• ideally automate all of this using formulas, not manual edits

Has anyone been able to build something like this natively in Confluence… or would I need an app (and formulas) to make that work?

Thanks in advance. I’ve been pulling my hair out trying to solve this cleanly without exporting everything back to Excel every week.

[Tomislav Tobijas]

Hi @Daniel Whitmore ,

There might be a couple of possible options here:

1. If you store your CSVs somewhere on the cloud, you could maybe just embed the Excel sheet directly in Confluence (see embed example here)
2. You might want to try using Confluence Database. It does support importing data from CSV, but I believe you'll have to work with these inconsistencies when it comes to formatting.
   Once you create a database view, you can embed it in a Confluence page to look like a table.
3. Use Marketplace app—something like the following apps could probably deliver what you're looking for. Essentially, these apps are like built-in Excels in Confluence and you can use custom formulas to meet these requirements you have.

Additionally, you could use AI to quickly 'reformat' the data and make it consistent. 👀
I've used it a couple of times for use cases like this, and it helped a lot.

Hope this helps.

Cheers,
Tobi

[Daniel Whitmore]

Thanks a lot, @Tomislav Tobijas , I really appreciate you taking the time to break it down so clearly.  I hadn't considered using a Marketplace app for this, but the built-in Excel-like approach you mentioned sounds exactly like what we need. I'll definitely explore the options you linked and see if I can get the formulas working inside Confluence.

Also curious about the AI reformatting trick you mentioned sounds promising! Thanks again for the pointers this already feels like a step forward.

[Mia Tamm _Simpleasyty_]

Hi @Daniel Whitmore  and welcome to the Community! 👋

This is exactly the kind of scenario our customers tackle using the Simple Table macro (from our Simple Table App for Confluence), so just wanted to share in case it helps:

With it, you can:

• Import CSVs from your different warehouses — even if formatting is inconsistent (e.g. 1.200,50 vs 1,200.50, different date formats)
  
  
• Group rows dynamically — e.g. Province → Product Type
  
  
• Automatically calculate SUM, AVG, MIN, COUNT within each group

Re-import updated CSVs each week and have everything re-calculate on its own directly inside the Confluence page.

If helpful, I can mock up a quick example using your provinces (Calgary, Edmonton, Vancouver, Saskatoon…) so you can see how it looks in practice — happy to send it over 😊

— Mia Tamm from Simpleasyty