Import Settings

MicroStrategy ONE (September 2024) enhances the Excel Add-in import experience with more detailed page and chapter settings.

Starting in MicroStrategy ONE (June 2024), you can define import settings such as preferred import type, attribute import form, and rules for column merges to improve your import experience.

When you import new data with a defined setting, that setting will be applied if you use Refresh or Duplicate. You should use a new Import, Edit, or Re-prompt option to import data with new settings.

Check out the following topics on import settings:

• Default Import Type

• Import Chapters

• Import Pages

• Import Attribute as Text

• Merge Columns

Default Import Type

1. Click More Items in the Excel add-in side panel and click Settings.

   

2. Expand the Import section.

3. In Default import format, choose an import option from the drop-down.

   If the selected option is not valid for the object you want to import, the option will revert to Data.

   The chosen import type will be displayed by default but you can manually change the import type for every import

Import Chapters

1. Click More Items in the Excel add-in side panel and click Settings.

   

2. Expand the Import section.

3. Toggle on Chapter name to import the chapter name.

4. In the Chapter name position drop-down, choose an option:

   • Before page name: Adds the chapter name to the sheet name before the imported page name.

   • On top of sheet: Imports the chapter name into cell A1 of the Excel sheet.

Import Pages

1. Click More Items in the Excel add-in side panel and click Settings.

   

2. Expand the Import section.

3. In the Positioning drop-down, choose an option:

   • Stacked: Adds visualizations under each other vertically.

   • Side by Side: Adds visualizations next to each other horizontally.

Import Attribute as Text

1. Click More Items in the Excel add-in side panel and click Settings.

   

2. Expand the Import section.

3. Toggle on Import data as text to import all attribute values as text.

Merge Columns

1. Click More Items in the Excel add-in side panel and click Settings.

   

2. Expand the Import section.

3. Toggle on Merge columns to merge columns for all repeated values in cross-tab grids.