How to Customize Tables in Confluence Cloud

Confluence allows users to create engaging content and effortlessly share it with the team. You can choose among a wide selection of tools for that purpose.

Many people working with information in tables are looking for a way to do that more efficiently and personalize them in line with the current needs. So let’s see how you can effectively work with tables in Confluence and use them for your benefit.

New Confluence Cloud editor and tables

The updated Confluence Cloud editor allows you to customize your tables in many ways to make them look just how you want.

How to format your tables in Confluence Cloud

Add a new table in one click. Just press the button on the top control panel or use the Shift+Alt+T shortcut. The standard table consists of three rows and columns, but you can add as many cells as you need.

If you want to add more rows and columns, hover over the table. You’ll see a plus button. Click it to add a column or a row into the corresponding place. To remove a column, click on the outline above it (the outline on the side for removing the rows). Click a cross that appears after that.

To add a header (it can be a row, a column, or both), click the Table options button below the table. Choose what suits you most. You can also add a numbered column on the left to navigate through the table more easily.

You can find more settings by placing the cursor into a cell and then clicking the down arrow. Here you can remove and insert rows and columns, choose the cell background color, or clear the cell completely. It is also possible to merge cells. To activate this option, you need to select several cells. Splitting becomes available for the cells that were previously merged.

How to customize your tables

Add statuses to make your table interactive. You can do this two ways:

• Type /status into the chosen cell. Insert the macro, add the inscription and choose the color.
• Select the macro through the Plus button on the control panel at the top.

Set a specific color for a separate cell or the whole row or column. Select the cells, click the down arrow and choose the suitable cell background.

After you save the page, you can sort the table right in the view mode. For that, hover over the column headings and click the arrow. It will sort the table from A to Z.

If you need to delete the table, select it fully in the edit mode by clicking on the outlines of the table. After that, you’ll see a bucket near the Table options below. Press it, and the table will be deleted. After you select the whole table, you can also copy it. Use the right mouse button and choose Copy or use the Ctrl+C shortcut. Then you can paste the table into the same or any other page in Confluence.

Another handy tool to use while working with tables is emoticons. You can find them by clicking the smiley face button at the top control panel. There you’ll see the standard collection of emojis separated into themes. Make your table more captivating with faces, numbers, or simple check and cross marks.

Table Filter and Charts for Confluence Cloud

If you want to go even further and make appealing and informative dashboards out of your tables, the Table Filter and Charts for Confluence app will help you do this. These are just a few things you can do with the assistance of this tool:

• filter the table with various parameters
• perform simple calculations and aggregate data with the help of Pivot Tables
• create charts and graphs based on your table.

To use Table Filter and Charts for Confluence in the Cloud version, you need to press the button on the top control panel.

Here you can choose the macro to apply.

After you select the Table Filter macro, you can add filters in the column headings. Depending on the content of the column, the most relevant type of filter is suggested. Click the funnel icon on the right to save and reset filters or export the table.

The Pivot table macro helps you aggregate table data. Pick row and column labels, and apply the required operation to create a pivot table.

The Chart from Table macro will turn your table into a graph based on a regular or pivot table. You can choose multiple chart types, pick different columns for visualization and adjust the size of the chart.

If you want to combine several macros in a specific order or apply more precise settings, go to the edit mode and edit the Table Toolbox macro. Here you can nest macros one over the other, define how the data will be depicted in the view mode, and customize the macros to your preference. Before you save the page, you can see a preview to make sure it looks just right.

This is how you can customize tables in Confluence Cloud, make them unique and convenient. For any questions concerning Table Filter and Charts, contact us.

See more customized tables in use in our video: