Preview Feature: Excel Migration Assistant

Starting in Strategy One (August 2025), you can import prompted reports from your legacy Excel add-in to the modern Excel add-in.

Starting in Strategy One (July 2025), you can use the Migration Assistant to import non-prompted reports from your legacy Excel add-in to the modern Excel add-in for compliance with Strategy's modern stack.

The Excel Migration Assistant does not yet support documents, report services documents, and graphs.

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

2. Toggle on Enable Migration Assistant.

   

3. Close Settings.

4. Click More Items and click Migration Assistant.

   

5. Select the check box next to the objects you want to import from the legacy Excel add-in.

   

6. To replace existing legacy report cells with newly imported reports, toggle on Replace legacy reports.

   If you leave this option toggled off, the new reports will import into a new sheet.

7. Click Import.

   The object with the same object ID is imported to your modern Excel add-in.

8. Starting in Strategy One (August 2025), if you choose a prompted report, select your prompt options and click Apply.