Strategy ONE

Import Panels

Starting in Strategy One (March 2025), you can import all or select panel stacks and nested panel stacks of a dashboard and their visualizations into PowerPoint.

For more information on settings, see Import Settings.

  1. Connect to the Strategy for Office add-in. Strategy for Office opens in a side panel.
  2. Select a starting slide.
  3. Click Add Data.
  4. The import window displays which allows you to browse content in the Library Web view, where you can select a dashboard 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. Select the check boxes next to the visualizations or nested panels you want to include from each panel.

  8. Click Import.

  9. Each panel imports into the PowerPoint on a separate slide.

    Expand the Show Details drop-down list to view details of the imported object.