Strategy ONE

Import Formatted Data

Starting in Strategy One (September 2025), you can import data from grid visualizations and reports while maintaining formatting.

  1. Connect to Strategy for Google Sheets™. Strategy for Google Sheets™ opens in a sidebar.
  2. Select a starting cell.
  3. Click Import Data.
  4. The import window appears which allows you to browse content in the Library Web view, where you can select source objects from the smart view or Content Discovery.

  5. Import data with actions depending on the selected content type:  

    If you are importing a grid in outline mode you must first enable outline mode in Strategy. For more information, see How to Enable Outline Mode for a Grid.

    1. For reports, select an object and click Import Formatted Data or choose Import Formatted Data from the drop-down. If you want to refine the data, you can also click Prepare Data.

    2. For dashboards:
      1. Select a dashboard and click Import.
      2. Navigate to the desired page and adjust filters, if needed.

      3. Select a grid visualization and click Import Formatted Data or choose Import Formatted Data from the drop-down.

  6. If the selected cell range is unavailable, the Import Destination dialog appears asking you to select a new destination for your data. Select one of the following two options:

    • Active Cell: Select a cell in the sheet where you want your data to be imported.

    • New Sheet: A new sheet containing your data will be created.

  7. Imported objects display on the add-on side panel.

  8. If you click an imported object, it becomes highlighted in the worksheet.

    You can also view your data's imported object and source details by expanding the Show Details drop-down.