Strategy ONE

Import Panels

Starting in Strategy One (March 2025), you can import all or select panel stacks into Excel as data, formatted data, or a visualization.

  1. Connect to the Strategy for Office add-in. Strategy for Office opens in a side panel.
  2. Select a starting cell.
  3. Click Import Data.
  4. The import window displays 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. Choose a dashboard and panel stack.

  6. Select the check box next to the panels you want to include or Select All.

  7. Expand the drop-down import list and click Import Data or Import Visualization.

  8. Imported objects display on the add-in side panel.