View Current Status Distribution

A current status distribution report shows exactly where work is piling up right now – for example, whether items are getting stuck in the “In Progress” status.

To see how many items you have in each status, you can use a native Chart in monday, either as a Board View or a Dashboard Widget. Dashboards are especially useful if you want to compare status distribution across multiple boards.

Set it up in just a few steps:

1. Insert a Chart widget

2. Choose a Pie chart

3. Set Labels to the Status column

4. Set Values to Count of items

That’s it – you’ll have a live, always-up-to-date view of your current status distribution.

Tracking Historical Status Distribution

A historical status distribution report helps you understand trends and overall process health over time. When using native tools in monday, creating this type of report usually requires manual aggregation – either by reviewing activity logs item by item or by exporting board data and processing it externally.

A practical workaround is to extend your standard setup with a third-party app – Smart Spreadsheet works especially well for this use case.

Start by adding Smart Spreadsheet as a Board View or a Dashboard / Docs Widget, then import your board or multiple boards. From there, you can create a Pivot Table and visualize the data in a familiar, Excel-like format. Because the spreadsheet stays synchronized with your boards, the Pivot Table is always up to date.

This setup already gives you a clean and reliable current status distribution report.

To add historical tracking, head to the Automation Center, find the Smart Spreadsheet Report automation, and configure it to send an XLS report based on your spreadsheet – weekly or monthly, for example.

Each exported report acts as an automatic snapshot of your board’s state and summary at that point in time.

Over time, these snapshots let you analyze status distribution trends and workflow evolution with minimal effort.

Pro tip: For more advanced status tracking, try our Board Email Reports | Item Updates Reports app. Its custom Status Report automatically sends Time in Status and Status Change reports to the emails you specify, giving you clear insights into your workflow performance.

FAQ

How to create reports in monday?

You can create reports in monday.com using Dashboards and Board Views. Add widgets such as Charts, Batteries, or Numbers, connect them to one or more boards, and configure how data is grouped and counted. For more advanced reporting – such as historical analysis – you can extend native reporting with third-party apps that export or snapshot board data automatically, for example, our Smart Spreadsheet.

How to track project status in monday?

Project status in monday.com is typically tracked using a Status column, where each item represents a task, deal, or work unit. By grouping items by status and counting them in a chart or table, you can see how work is distributed across states like “Done”, “In Progress”, or “Stuck”. Dashboards allow you to monitor project status in real time across multiple boards.

How to visualize status in monday?

The most common way to visualize status is with Chart widgets, using Pie or Bar charts. For deeper analysis or historical trends, spreadsheet-style reports and pivot tables can provide a more detailed, time-based view – try our Smart Spreadsheet to get more from your monday account.

<p>The post Two-Minute How-To: Getting Current and Historical Status Distribution in monday.com first appeared on Stiltsoft.</p>

In this guide, we’ll break down the main ways teams handle spreadsheets in Confluence and show a few practical workflows using third-party macros.

Key takeaways

• Native Confluence tables aren’t Excel: They don’t support spreadsheet-style formulas, calculations, and other familiar features.

• You have three main options for using spreadsheets in Confluence: embed external files with Smart Links, use a Marketplace spreadsheet app to work directly in Confluence, or choose a holistic app such as Table Filter, Charts & Spreadsheets for Confluence if you need real analysis and reporting, not just display.

• A super app like this covers the most common spreadsheet workflows in Confluence: creating and editing spreadsheets, importing an existing Excel file, converting native Confluence tables (including Jira work items) into spreadsheets, and reusing a spreadsheet across multiple pages within an instance.

Why would you need Excel-like spreadsheets in Confluence?

Because native Confluence tables only go so far, many teams end up needing Excel-like spreadsheets. Here are the most common scenarios where that comes up:

• You need formulas and calculations, not just a table that displays data.

• You rely on spreadsheet-only features Confluence tables can’t replicate, such as conditional formatting and dropdown lists.

• You prefer a predictable grid interface you already know.

• Your data is scattered across multiple Excel files and shared via email, so you want to consolidate it and improve team workflows.

• You need multiple people to contribute at the same time, without passing files back and forth or reconciling edits later.

• You need reliable versioning so it’s easy to see what changed and who changed it, and roll back if needed.

• You want spreadsheet data to sit alongside the project context (specs and documentation) rather than in a separate file.

• You want to analyze and present the data without exporting to Excel or Google Sheets, using things like filtering, pivots, and charts in the same workspace.

Overview of options for spreadsheets in Confluence

When teams say they need spreadsheets in Confluence, it usually comes down to whether they want to embed an external sheet, create spreadsheets directly in Confluence, or build a broader reporting workflow around their data.

Below is a quick overview of the three most common options, along with the downsides you should know upfront.

Option 1: Confluence’s Smart Links

If your spreadsheet already lives in Google Drive, OneDrive, or SharePoint, the fastest way is to paste its link into Confluence using a Smart Link so the content appears right on the page, without leaving the platform.

Downsides: Confluence doesn’t inherit permissions from non-Atlassian apps. A user needs to be logged in to Google or Microsoft 365 and have access to the embedded sheet to view it, which can create unwanted friction when sharing.

Option 2: Spreadsheet apps from the Atlassian Marketplace

There’s a growing category of Marketplace apps that focus specifically on giving Confluence an Excel-like interface. These can be useful for teams that want spreadsheets to live inside Confluence rather than as embedded external files.

Downsides: If you need broader reporting capabilities, you may end up stitching together multiple apps or workarounds and quietly making your Confluence admins hate you.

Option 3: A single super app that covers spreadsheets and much more

If you want a fully-fledged reporting toolkit without creating app sprawl, consider a Confluence app like Table Filter, Charts & Spreadsheets that provide a more holistic approach to data analysis and reporting.

In the spreadsheets lane specifically, you get three macros that cover most real-life scenarios:

• Table Spreadsheet: Creating and editing an Excel-like spreadsheet directly in Confluence.

• Spreadsheet from Table: Converting an existing Confluence table or a table generated by another macro (e.g., Jira work items) into a spreadsheet view.

• Table Spreadsheet Include: Reusing a range from one spreadsheet on other pages.

Downsides: It’s a powerful toolkit, which means it may take a bit of setup and learning, but it’s the good kind of complexity (the kind you only learn once, and it pays off).

How to work with spreadsheets in Confluence

Below are a few practical, day-to-day spreadsheet workflows teams run in Confluence when native tables aren’t enough, using macros from Table Filter, Charts & Spreadsheets for Confluence.

Create and edit an Excel-like spreadsheet

Use the Table Spreadsheet macro to add a spreadsheet to your Confluence page and work with it like you would in Excel. Use formulas, calculations, and other spreadsheet features you simply can’t recreate with native Confluence tables, like conditional formatting and dropdown lists for consistent data entry.

With the same macro, you can also import an existing Excel spreadsheet and continue with calculations in Confluence.

Turn a Confluence table or Jira work items into a spreadsheet inside Confluence

Wrap an existing Confluence table (or a table generated by another macro) in a spreadsheet view so you can run formulas, validate totals, and do quick analysis directly on the page, without rebuilding the data manually.

Here’s how to do it:

1. Add the Spreadsheet from Table macro to your Confluence page.

2. Place the source table inside the macro body, and it will be rendered as an Excel-like spreadsheet.

In the same way, you can insert a Jira work items table on a Confluence page, then convert that table into a spreadsheet so you can calculate, sort, and work with that data in a familiar Excel-like layout.

Reuse spreadsheet ranges across Confluence pages without copy-paste

Create one source spreadsheet and include specific sheets or cell ranges on other pages to keep dashboards and status pages in sync. Updates happen once in the master spreadsheet, and every included snippet changes in real time.

Here’s how it works:

1. Create a source spreadsheet on a Confluence page with the Table Spreadsheet macro and put your master data there.

2. On another page, insert the Table Spreadsheet Include macro.

3. In the macro settings, select the source spreadsheet and specify what to include (sheet and range).

Less exporting, more shared visibility

When spreadsheet work moves into Confluence, the biggest win is less hassle. The data stays on the same pages where your team plans and reviews progress, so you’re not exporting anything to Excel, emailing files around, or rebuilding the same view every time something changes. With the right setup, spreadsheets become part of your Confluence workflow: editable and reusable across pages.

FAQs

How do I add a spreadsheet in Confluence?

In practice, you can embed a spreadsheet in Confluence from Google Drive or Microsoft 365 using Smart Links, or add an Excel-like spreadsheet directly to a page using a third-party app such as Table Filter, Charts & Spreadsheets, which provides Confluence macros for spreadsheet functionality.

How do I create a spreadsheet in Confluence?

There’s no Excel macro out of the box, so if you want the spreadsheet to behave like Excel inside Confluence, create it on a page using an Excel-like macro such as Table Spreadsheet. If you already have the file in Google Sheets or Excel Online and only need to display it on the page, Smart Links are often the fastest path.

How do I create an Excel-like spreadsheet document in Confluence?

If you mean a spreadsheet that lives on the page (not just an attachment preview), create it directly on the platform using a Confluence spreadsheet macro. With Table Filter, Charts & Spreadsheets, this is typically done in Table Spreadsheet, which provides a familiar grid for formatting, structured data entry, and spreadsheet formulas in Confluence.

How do I edit an Excel spreadsheet in Confluence?

It depends on how the spreadsheet is added. If it’s embedded via Smart Links, you’re editing the source file in Google or Microsoft 365, and access is controlled there. If you add a spreadsheet directly on the page using an Excel-like macro (for example, Table Spreadsheet), you can edit cells, formulas, and formatting without leaving Confluence. If you’re converting an existing Confluence table into a spreadsheet view, Spreadsheet from Table is the macro typically used for that workflow.

How do I link a dynamic spreadsheet in Confluence?

If “dynamic” means the Confluence page should always show the latest version of an external file, Smart Links keep the embed tied to the source spreadsheet (as long as viewers can access it). If you want the data to live in Confluence but appear across multiple pages, a common approach is to maintain one source spreadsheet and reuse parts of it elsewhere. In Table Filter, Charts & Spreadsheets, this is what Table Spreadsheet Include is designed to do: show a selected sheet or cell range from a source spreadsheet on other pages.

How do I make a spreadsheet editable in Confluence?

To make it editable inside Confluence, you generally need an Excel-like spreadsheet macro, such as Table Spreadsheet, on the page rather than an embed. The Table Spreadsheet macro covers the “create and edit directly on the page” use case. If your starting point is a Confluence table or a table generated by another macro, Spreadsheet from Table gives you a spreadsheet view you can work with.

How do I use spreadsheets in Confluence?

Most teams end up using spreadsheets in Confluence in three workflows. They create and edit spreadsheets directly on pages with Table Spreadsheet, they convert existing tables into spreadsheet views with Spreadsheet from Table (including tables generated by other macros), and they reuse spreadsheet ranges across pages with Table Spreadsheet Include to keep dashboards and status pages consistent with a single source. These macros are available as part of the Table Filter, Charts & Spreadsheets for Confluence bundle.

<p>The post How to Use Spreadsheets in Confluence (Without Exporting to Excel or Google Sheets) first appeared on Stiltsoft.</p>

monday.com allows teams to define multiple sets of statuses, making it easy to tailor workflows to virtually any type of work. Whether you’re managing IT projects, product development, customer support, recruiting and onboarding, construction execution, or financial and legal processes, statuses help structure work and keep everyone aligned.

You can easily create a Time in Status report using our Board Email Reports | Item Updates Reports app – turning raw status data into actionable insights in just a few clicks.

How to Create a Time in Status Report

One way to create a Time in Status report is by adding a workflow that uses the Status Report action block from the Board Email Reports | Item Updates Reports app.

This action block lets you select the board and groups you want to analyze, define how far back the report should look for status changes, and specify the email addresses where the report will be delivered.

Another way to create the report is through the Automation Center. Simply open the app’s folder, choose a predefined template, and apply it to your board.

If you prefer more control, you can also start from scratch and build your own automation by adding the Status Report action block from the Board Email Reports app. This allows you to tailor the report exactly to your workflow and reporting needs.

Note that when creating a report through a Workflow or by choosing Create from scratch in the Automation Center, you can define any trigger that fits your process – such as a status change, a scheduled time, or another board event. The trigger determines when the report will be generated and delivered. If you use a predefined template, the trigger is already included but can still be adjusted after applying the template.

Another advantage is the flexibility of the Status Report action block itself. You can customize the email body, choose which columns to include in the report, define the reporting period, and analyze data across any combination of statuses. This makes it easy to tailor the report to your workflow and focus on the metrics that matter most.

We’re also gradually migrating all reports in our Board Email Reports | Item Updates Reports app to the new monday.com builder. This means more reports will soon become available with the same level of customization and automation – similar to the Time in Status report discussed earlier.

No matter how the Status Report is triggered – through a workflow or from the Automation Center – you’ll receive a detailed .xlsx report directly in your email.

The report contains two tabs:

• Tab 1: Time in Status. A summary showing the time spent in each status across the selected items.

• Tab 2: Status Changes. A chronological list of all historical status changes for the items included in the report.

The first tab provides the classic Time in Status view, helping you quickly identify workflow stages where items spend an unusually long time. For example, items may remain in the “Stuck” status due to blockers or dependencies.

The second tab helps you understand why this happens. It shows whether an item stayed in the same status for a long period or frequently moved between statuses. For instance, a single long “Stuck” period may indicate a major blocker, while repeated switching between “In Progress” and “Stuck” could suggest multiple smaller issues or gaps in preparation.

Together, these insights help you perform a deeper workflow bottleneck analysis, identify root causes of delays, and improve overall workflow performance.

Wrap-Up

Tracking Time in Status is one of the simplest ways to understand how work actually moves through your workflow. By analyzing the time spent in each status and reviewing status changes, teams can quickly identify bottlenecks, improve process efficiency, and make delivery timelines more predictable.

With the Board Email Reports | Item Updates Reports app, creating these insights in monday.com is quick and effortless. Automated reports deliver clear time in status analytics and status-based metrics straight to your inbox, helping your team monitor workflow performance without manual data gathering.

Set up the report once, and start turning your workflow data into actionable insights.

FAQ

What is Time in Status?

Time in Status (also called a Status Duration report) shows how much time a work item spends in each stage of your workflow. It breaks down the time spent in each status – such as “To Do,” “In Progress,” “Stuck,” or “In Review” – across the entire task lifecycle.

This kind of time in status analytics helps teams see how work actually moves through their workflow and understand workflow performance beyond simple start and end dates.

Why Time in Status matters?

Time in Status matters because it reveals where work slows down. Instead of looking only at total cycle time, it shows which workflow stages consume the most time.

With these status-based metrics, teams can:

• Identify workflow bottlenecks faster

• Improve process efficiency metrics

• Set more realistic timelines

• Make delivery more predictable

In just a few minutes, Time in Status insights can highlight exactly where optimization is needed.

How to find bottlenecks in monday.com workflow?

To find bottlenecks in a monday.com workflow, focus on statuses where items spend significantly more time than expected.

Using time in status analytics – for example, through our Board Email Reports | Item Updates Reports app – you can:

• Compare time spent in each status across items

• Spot stages that increase overall cycle time

• Run a quick workflow bottleneck analysis

• Track workflow performance over time

If one status consistently stands out, it’s a clear signal of a bottleneck. Fixing these slowdowns helps work flow faster and keeps your workflow efficient and predictable.

<p>The post Two-Minute How-to: Tracking Time in Status in monday.com first appeared on Stiltsoft.</p>

“The app displays formulas correctly on pages, but it doesn’t support LaTeX PDF export in Confluence.”

Let’s break down why this happens and how to fix it.

Why LaTeX formulas break during PDF export in Confluence Cloud

Most users assume that exporting a Confluence page to PDF is essentially the same as printing what they see on the screen. If the formula renders correctly in the browser, it should surely render correctly in the exported document. But Confluence Cloud doesn’t work that way.

When you export a page to PDF, the system doesn’t simply take a visual snapshot of the browser view. Instead, it re-renders the content. If a LaTeX app does not support this export process, formulas will not be interpreted correctly and will be shown as error messages.

That’s why the issue is not that LaTeX itself in Confluence is unreliable, but that not every LaTeX Math app is designed with PDF export in mind.

What is a simple way to export LaTeX to PDF in Confluence?

The answer is easy: when looking for apps that can render formulas in Confluence, pick the one that works well with Confluence Cloud and supports exporting LaTeX formulas to PDF.

One of them is the LaTeX Math for Confluence app. It is built on Atlassian Forge, which means it runs directly on Atlassian’s infrastructure, uses native Atlassian components for a smooth experience, and is fully compatible with Confluence Cloud.

The app supports not only PDF export, which works in Confluence by default, but also PDF and Word export via third-party apps: Scroll PDF Exporter and Scroll Word Exporter for Confluence.

How to Export LaTeX from Confluence to PDF

Let’s have a quick look at how to export LaTeX formulas from Confluence to PDF with the Confluence LaTeX app. (Spoiler: it’s actually very simple.)

Step 1: Add your LaTeX formula

To add LaTeX macros to your Confluence page after installing LaTeX Math for Confluence from the Atlassian Marketplace, use the slash command: /latex. You can pick between two macros based on where you want your formula to show up:

• LaTeX Inline Formulas to add an equation within text
• LaTeX Block Formulas to create standalone formulas

Enter your LaTeX code in the modal dialog. Once you save your edits, the formula will render instantly on the page.

Step 2: Export LaTeX to PDF

After you’ve finished making changes to your document, save your page and click the … menu in the top-right corner. From the dropdown list, select Export -> PDF.

If you would like to export formulas via Scroll PDF Exporter or Scroll Word Exporter, you just need to choose their options in the menu:

• Export with Scroll PDF Exporter or
• Export with Scroll Word Exporter

That’s it. No extra configuration required.

Final Thoughts

Exporting LaTeX to PDF in Confluence requires just a proper Cloud-native implementation. If your current solution breaks during export, the issue is usually a lack of support for PDF export rendering.

With LaTeX Math for Confluence, built on Forge for Confluence Cloud, LaTeX formulas are rendered correctly both on the page and in exported PDFs (even processed with the help of Scroll PDF and Word Exporter).

Start your 30-day free trial, and no longer worry about the “it worked on the page but disappeared in the PDF” scenario.

If you are just getting started with LaTeX in Confluence, here are some guides that will help you avoid the most common mistakes:

• How to Choose a Secure App for LaTeX Formulas in Confluence
• How to Fix LaTeX Formula Size in Confluence
• How to Add Inline LaTeX Formulas in Confluence
• How to Write Math Equations in Confluence

<p>The post How to Export LaTeX to PDF in Confluence (Without Broken Formulas) first appeared on Stiltsoft.</p>

Key takeaways

• Confluence has no built-in pivot table function, so your two main options are to export the table to Excel and build the pivot there, or use a third-party pivot table macro in Confluence.

• Exporting to Excel works once, but it doesn’t scale for ongoing reporting, especially with large tables, where it quickly turns into manual back-and-forth.

• A Confluence pivot table macro (such as Pivot Table from Table Filter, Charts & Spreadsheets for Confluence) lets you summarize data directly on the page.

• With a macro like this, you can pivot data from multiple sources, not just native tables, including Jira work items, Content properties report, and imported tables.

• Once your pivot is built, you can do a lot more with it: turn the summary into visuals with Chart from Table, and combine multiple sources into an actionable dashboard for stakeholders.

Option 1: Manually export to Excel, then paste the pivot back

Copy the table into Excel, build a pivot table there, and then paste the result back onto the Confluence page. That’s the default option for most users.

The downside is that it turns your report into a one-off snapshot. As soon as the source table in Confluence changes, your Excel pivot is already out of date. To keep it accurate, you have to repeat the whole cycle: export again, rebuild (or refresh) the pivot, and paste the updated version back. With large tables, this quickly turns into a lot of manual back-and-forth.

That manual upkeep is completely avoidable, though. Below, we’ll show you how to create dynamic, always up-to-date pivots without exporting to Excel.

Option 2: Confluence pivot table using a third-party macro, step-by-step setup

This approach to creating pivot tables is ideal for teams that maintain operational data across multiple sources inside and outside of Confluence and need a quick, Excel-like way to summarize and break down that data without exporting.

1. Insert the Pivot Table macro into your page (it’s included in Table Filter, Charts & Spreadsheets for Confluence and must be enabled by your admin).

2. Place your source table inside the macro body. This can be a native Confluence table or a macro-generated table (for example, Jira work items or Content properties report output).

3. Configure the pivot in the macro settings: pick the columns to use as row labels and column labels, and choose what to calculate in values (e.g., Count, Sum, Average, Min, Max)

4. Publish the page and use the pivot as your summary table. You can later tweak formatting and calculation/display options in the Pivot Table settings.

A pivot table macro like this lets you turn a large table into a readable snapshot that’s easy to share with stakeholders, all within the Confluence page.

How teams use pivot tables in Confluence

Here are several examples of how teams using the Table Filter, Charts & Spreadsheets for Confluence app turn large, hard-to-scan tables into actionable summaries.

Security and compliance reporting

Scenario: Pen test findings are tracked in Confluence as a table (status, severity, priority, remediation notes, owner, due date) that’s too large and detailed to scan quickly during reviews.

How pivot tables help: A pivot table turns the raw list into an instant summary (open vs. closed findings, counts by severity, and ownership breakdowns) so stakeholders can see risk at a glance.

Who uses it: Appsec, IT security, Devsecops, platform security, and compliance-focused teams.

Software testing and QA summaries

Scenario: Test execution results for a release are tracked in Confluence, but the raw table doesn’t give a clear readiness snapshot.

How pivot tables help: Pivot tables aggregate the test results into a release summary (totals by outcome, completion rate, failure rate, and breakdowns by module, component, or location).

Who uses it: QA leads, test managers, release managers, and delivery leads.

Sprint analytics from Jira work items

Scenario: Jira work items data is displayed in Confluence for sprint or project reporting, but a flat list of issues isn’t enough to spot trends or bottlenecks.

How pivot tables help: Pivot tables group and summarize Jira work items by fields like status, assignee, epic, or story points, making it easy to track workload distribution and progress on a single Confluence page.

Who uses it: Scrum masters, project managers, delivery managers, engineering managers, and product ops teams who report on sprint health.

Example reports:

• Evaluating calculated, planned, and spent time per assignee

• Aggregating issues by assignee

• Visualizing story points progress

• Visualizing planned vs. spent time

• Creating a dashboard with multiple charts and pivot tables

How to build a report: Pull Jira items into Confluence and turn them into a pivot-style summary. Start with the Jira work items macro to display the items as a table, then use Table Filter, Charts & Spreadsheets for Confluence to slice the data with Table Filter and summarize it with Pivot Table.

Take your Confluence pivot table even further

Creating a pivot from a table is one thing, but with a few extra macros from Table Filter, Charts & Spreadsheets for Confluence, you can take your reporting much further.

Turn the pivot into a chart

You can also turn a pivot table into an engaging chart. Check out our blog post to learn more about creating charts in Confluence.

Reuse or export your pivot results

There are two ways to share your summary with someone else: reuse it inside Confluence (great for dashboards and templates), or export it (great for sharing outside Confluence or sending a snapshot).

To reuse your pivot table without duplicating the same data across multiple Confluence pages, wrap the Pivot Table output in Table Excerpt, then pull it elsewhere with Table Excerpt Include. In this Atlassian Community thread, for example, a user aggregates pivot tables from multiple pages into a single master page with automatic updates.

To export your pivot for sharing, open the pivot’s control panel → click the cogwheel → export to PDF, Word, or CSV (see more detailed instructions on how to export macros and results).

Summarize multiple Confluence pages

When your data is spread across multiple pages, you can roll it up with Content properties and the Content properties report (previously known as Page Properties and Page Properties Report), then summarize it in a pivot table on a single dashboard page. Take the following steps:

1. Standardize the fields on each item page: On every “unit” page (e.g., bug, backlog item), add Content properties and fill in the same value fields you’ll want to analyze later (e.g., Status, Priority, Owner, Component).

2. Create the roll-up table: On a dashboard page, insert the Content properties report and configure it to pull those pages (most commonly via a shared label, optionally with a parent filter).

3. Add the pivot on top of the report: Add the Pivot Table macro from Table Filter, Charts & Spreadsheets for Confluence, then insert the Content properties report macro inside it so the pivot uses the report table as its source.

4. Configure the pivot: Set Row labels (e.g., Status), Column labels (e.g., Priority, Component), and Values to Count (or Sum, if you’re aggregating numeric fields like Story Points).

5. Publish and reuse: Your pivot updates automatically whenever the underlying pages change, so it stays live without rebuilding the report.

Based on our internal research, teams use this setup for training and project rollups, defect tracking, resource planning, release readiness, and much more.

Try Table Filter, Charts & Spreadsheets for Confluence for free

FAQs

Does Confluence support pivot tables natively?

No, Confluence doesn’t include a native pivot table feature for turning tables into grouped summaries. If you need pivot-style aggregation on a Confluence page, you typically use a macro like Pivot Table, which comes as part of the Table Filter, Charts & Spreadsheets for Confluence bundle.

Can I create a pivot table from Jira issues in Confluence?

Yes. First, use Confluence’s built-in Jira work items macro to pull issues onto the page as a table. Then wrap that table in the Pivot Table macro from Table Filter, Charts & Spreadsheets for Confluence to use it as the source. This lets you group and summarize issues by fields like Status, Assignee, Priority, or Story Points without leaving Confluence.

How do I filter the data that feeds my pivot table?

In Confluence, you usually filter upstream (filter the source table first, then pivot the remaining rows). When combining multiple macros, use a wrapper such as Table Toolbox to control nesting and ordering.

Can I build a chart from a pivot table in Confluence?

Yes, after you create a pivot table, you can turn that summary into a visual chart. Add the Chart from Table macro from the Table Filter, Charts & Spreadsheets for Confluence app (available on the Atlassian Marketplace) and use your pivot table as the chart’s data source.

Can I reuse one pivot table on multiple pages without duplicating it?

Yes, you can “package” the pivot output and reuse it elsewhere. Wrap the Pivot Table result in Table Excerpt, then insert it on other pages with Table Excerpt Include. This is useful for building a master dashboard page that automatically pulls multiple pivot summaries from different pages.

Can I roll up data from multiple Confluence pages into one pivot summary?

Yes, you can do this by using Content properties and Content properties report to generate the roll-up table, then wrapping that output in the Pivot Table macro to create counts/breakdowns on a single dashboard page.

<p>The post How to Create a Pivot Table in Confluence first appeared on Stiltsoft.</p>

Why LaTeX doesn’t work in Confluence

Confluence does not support LaTeX out of the box. If you enter even simple LaTeX syntax for an inline formula, for example, $\Sigma$, the system treats it as regular text rather than a formula, and you see plain symbols on the page instead of a nicely rendered formula.

But there are some workarounds that will help you add inline LaTeX formulas in Confluence.

The most straightforward workaround (that doesn’t scale well)

One of the options is to insert Confluence formulas as inline images in your text. What you need to do is to take a screenshot of your formula, paste it into a Confluence page, and choose inline formatting. The approach can work well if you use formulas rarely and don’t expect to update or edit them later. However, complex formulas will be complicated to read when inserted as inline images in Confluence.

So, if you’re documenting technical content, screenshots are not the best long-term solution.

The better approach: use a dedicated LaTeX app

If you want formulas to behave like a natural part of your documentation, editable, properly formatted inline within your text, you’ll need an app from the Atlassian Marketplace, like LaTeX Math for Confluence.

The dedicated apps support full LaTeX syntax and typically provide two types of macros:

• Inline macro for displaying Confluence formulas inside text
• Block macro for standalone equations

As an example, let’s have a look at how adding LaTeX inline formulas works using our LaTeX app.

How to write inline LaTeX formulas in Confluence

Once you’ve installed the app, you can add inline LaTeX formulas in Confluence just a few clicks:

• Open the Confluence page where you want to insert your formula.
• Type /latex, where the formula should appear, and select the LaTeX Inline Formulas macro from the list.
• Enter LaTeX syntax in the editor. Our app also has a built-in keyboard to make entering symbols faster.
• When you’re done, save your edits.

That’s it. Your formula will appear fully integrated into your text.

Try it yourself

If you’re working with formulas regularly, using a dedicated LaTeX app makes a huge difference.

You can try LaTeX Math for Confluence free for 30 days and see how much easier it is to work with both inline and block formulas in your documentation.

If you are just getting started with LaTeX formulas in Confluence, these tutorials may be of help:

• How to Choose a Secure App for LaTeX Formulas in Confluence
• How to write math equations in Confluence
• Sums, Integrals & Math Functions in Confluence with LaTeX

<p>The post How to Add Inline LaTeX Formulas in Confluence (and Why They Don’t Work by Default) first appeared on Stiltsoft.</p>