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When viewing a wiki page that displays an attached Office document, you can launch your Office editor directly from Confluence. This allows you to edit an Excel spreadsheet from within Confluence and save it back to Confluence.

This is just one of the ways Confluence can interact with Office documents. For an overview of all Office Connector features, please refer to Working with the Office Connector.

(info) Your System Administrator can enable or disable the Office Connector or parts of it. The Office Connector options can appear in different places on your Confluence page, depending on the themes and configuration of your Confluence site. Please refer to Configuring the Office Connector in the Confluence Administration Guide and discuss any configuration problems with your administrator.

Prerequisites for Editing an Attached Office Spreadsheet

The Office Connector allows you to edit Office files embedded in a wiki page or from the page's attachments view.

To make use of these editing capabilities, you will need the setup described below.

Browsers
Office File Editors

To edit Office files, you will need to have Microsoft Office or OpenOffice installed. (See the configuration matrix below.)

  • If you are using Firefox, you can choose which of the above editors you want to use. The Firefox add-on allows you to configure this option for each file type. See Installing the Firefox Add-On for the Office Connector.
  • If you are using Internet Explorer, you will need Microsoft Office. You cannot edit Office files in OpenOffice when using Internet Explorer.
Configuration Matrix

 Chrome does not have  WEBDAV pluging/support so this feature will not work. Please refer to CONF-23322 for information on the progress of the issue.

 

You need one of the following software combinations to edit Office files from your wiki page:

Operating System

Office Version

Browser

  • Windows 7,
  • Windows Vista, or
  • Windows XP with Service Pack 2 or 3
  • OpenOffice 2.x – 3.x, or
  • Microsoft Office XP, 2003, 2007 or 2010
  • Internet Explorer 8.x – 9.x, or
  • Firefox 4.x – 5.x
  • Mac OS X 10.5 and 10.6
  • Firefox 4.x – 5.x
  • Linux
  • OpenOffice 2.x – 3.x
    The only known supported Office editor for Linux is OpenOffice. But in theory it should work with any WebDAV-aware application.
  • Firefox 4.x – 5.x

Editing an Office Spreadsheet in your Office Application

To edit an Office spreadsheet in your Office application:

  1. There are two ways to do this:

    • From an Office spreadsheet embedded on a page:
      1. Open a Confluence page with an Office document embedded on it.
      2. Move your mouse pointer to the top of the spreadsheet embedded in the Confluence page, until the hidden title bar appears.

        Screenshot: The title bar showing 'spreadsheet.xls' above an embedded Excel spreadsheet

      3. Click the title bar above the embedded spreadsheet.
    • From an Office spreadsheet in a list of attachments:
      • If an Office file is attached to a Confluence page, you can edit this file directly in your compatible Office application, in one of the following ways:
        • View the list of attachments for a specific Confluence page, then click Edit next to the Office file on the Attachments page. (See Viewing Attachment Details.)
        • View a list of attachments displayed on a page via the Attachments macro, then click Edit next to the Office file in the list of attachments. (See Displaying a List of Attachments in a Page.)
  2. A window will pop up, asking you to confirm that you want to open this document.

    Screenshot: Confirmation window in Firefox



    Screenshot: Confirmation window in Internet Explorer

  3. Click 'OK'. Now you may be asked to log in to your Confluence server.

    Screenshot: Logging in to Confluence

  4. Enter your Confluence username and password, then click 'OK'.
  5. The Office spreadsheet will open in your Office application.
  6. Make the necessary changes, then save the spreadsheet. It will be saved back into Confluence.

Troubleshooting

Problems? Please refer to our guide to the Office Connector limitations and known issues.

Related Topics

Working with the Office Connector

Configuring the Office Connector in the Confluence Administration Guide

Take me back to the Confluence User's Guide.

  1. Mar 17, 2010

    Anonymous

    I would like to add a spreadsheet with multiple tabs in one spreadsheet.  I have tried embedding a spreadsheet of this sort but it just shows an empty box where the spreadsheet should reside.  Is there a way of doing this?

    I can add single tab spreadsheets perfectly fine :)

    Regards,

    Heather

    1. Mar 30, 2010

      Hi Heather,

      I would suggest you to raise a support ticket to https://support.atlassian.com, so that your issue can be further investigated. Also please provide the following:

      1. A sample excel file
      2. Spreadsheet processor that you used and the version
      3. Wiki markup used for the above issue
      4. The system information page. You can obtain the page by accessing the http://<path-to-confluence>/500page.jsp
      5. Screenshots that illustrate the problem.

      Cheers
      JSashi

  2. Jun 02, 2010

    Anonymous

    Hi-

    I want to use Excel 2007 running under Windows XP (SP3) with Confluence to allow multiple users to access and edit a flat-file database. Several things I can't find on your website (all of which are problems with Excel):

    • Does the Excel file need to be set to "Shared"?
    • Can I specify a range as a "Table" (to help maintain data integrity)?
    • Can multiple users edit the file at the same time? How robust is the conflict resolution?
    • While I am editing inside Excel, are there any limitations on use of special tools such as add-ins and custom macros?

    I know that Confluence can display selected cells from a spreadsheet. Will it also allow me to select a record and then display that record as a transpose (namely, in an easily viewed format)?

    Thanks,

    Tom

    1. Sep 03, 2010

      Hi Tom,

      The Excel file (attached to Confluence page) does not need to be shared, but it does not cater for concurrent edits. See CONF-17104. There are some limitations imposed by the Office Connector, you might want to check Office Connector Limitations and Known Issues.

      Hope that helps.

  3. Nov 19, 2010

    Anonymous

    Hi,

    I can open up an embedded .xlsx using the

    Error rendering macro 'viewxls' : No attachment name specified
    macro by clicking the Edit
    Document button on my Confluence page.  However, once the file opens in Excel, it is in Read-Only mode and I am unable to save any changes back to the Confluence server.

    Thank you in advance,
    Jason

    1. Nov 19, 2010

      Anonymous

      Note, the above only is true when using Firefox.  All works properly in IE.

      Thanks,
      Jason

  4. Nov 29, 2010

    Anonymous

    I'm trying too insert a excel sheet in my confluence applcation. When I save mi page, the view (where my excel sheet only uses almost the 50%, the other 50% is empty and in the upper right position appears a button - Edit Document-) uses the entire page width. How can I resize these view, and how can I delete the button in the upper right position (Edit Document). I'm using confluence 3.4.3 and msoffice 2007. I'm trying to put a box with text, beside to the right of the view of the excel sheet.

    thanks

  5. Aug 01, 2011

    I am facing similar problem as mentioned above, I see an "Edit Document" button. Is there a way to get rid of displaying this button?

    I am using 3.3 version.