Strategy One

Create OneDrive Subscriptions

Starting in Strategy One (March 2026), dashboards can be delivered as Excel or CSV files. For dashboards displayed as CSV, you can select the delimiter. You can also define how reports are formatted in Excel files, such as whether to expand page-by and customizing the header and footer.

Starting in Strategy One (July 2025), you can set multiple schedules for one subscription and create schedules in the subscription editor.

Starting in Strategy One (March 2025), you can use Microsoft OneDrive subscriptions to deliver dashboards, documents, or reports to your OneDrive environment based on time intervals or events. You can select one or more dashboards, documents, or reports in a variety of formats, define a schedule and message, and specify settings for the subscription object.

Prerequisites

  • You must have the Subscribe to Microsoft OneDrive privilege.

  • Before you create a subscription, Create a Delivery Device.

Create a OneDrive Subscription

  1. Open the Workstation window with the Navigation pane in smart mode.

  2. In the Navigation pane, inside the Administration group, click , next to Subscriptions.

  3. Choose an environment and project, then click Select.

  4. In Name, enter a descriptive name for the subscription.

  5. Expand the Type drop-down list and choose OneDrive.

  6. To add content to the subscription, click in the Content pane. Select up to six pieces of content to add to one subscription, including dashboards, documents, and reports. The content must all come from the same project. Click Select.
  7. In the Content pane, click More next to each dashboard, document, or report.
  8. Change the delivery format. Supported formats for dashboard attachments are PDF and .mstr files and, beginning in Strategy One (March 2026), Excel and CSV files. Supported formats for reports are CSV, Excel, HTML, PDF, and plain text files.

    • If you select Plain Text, select the delimiter character from the Delimiter drop-down list.

    • If you select PDF for a dashboard, you can define PDF settings such as the range, page size, and showing page numbers. Click Settings to display the PDF Settings window. After you define the settings, click Save to return to the subscription.

    • If you select Excel for a dashboard, define the Range by specifying which pages and chapters to include, select whether each page or each visualization is exported to a worksheet by defining the Contents, and determine whether to Show Filters.

    • If you select Excel for a report, beginning in Strategy One (March 2026), define the Range by specifying whether to expand all page-by fields and export the page-by information, selecting whether to Export the Report Title and Export Filter Details, and customizing the Header and Footer text.

    • If you select CSV for a dashboard, define the Range by specifying which pages and chapters to include and select the delimiter character from the Delimiter drop-down list.

    • To send the same content in different delivery formats, add the content multiple times and choose different delivery formats for each.

  9. Starting in Strategy One (July 2025), expand the Schedule drop-down list and choose existing schedules or click Add New Schedule. For information on creating schedules, see Create and Edit Schedules.

    Prior to Strategy One (July 2025), choose from time-based schedule objects or event-based triggers and choose a schedule to control how often the subscription occurs. For information on creating schedules, see Create and Edit Schedules.

  10. Once the schedule is set, you can optionally specify the date when the subscription should stop by selecting the date in Expire on or Stop After and choose a Timezone, if available.

  11. In File Name, optionally type a new file name for your content. You can include macros, attributes, and metrics that dynamically change based on your parameters. To choose from a list of available macros, attributes, and metrics, type {& or {.
  12. In Delimiter, optionally type a symbol to identify the symbol used to separate text strings in the File Name. The following delimiters are not supported: * , / , \ , < , > , | , ? , and ".
  13. In OneDrive locations from, choose from a sub-folder in your OneDrive delivery device or a user with a defined OneDrive delivery device.
    • If you choose Sub-folder, expand the Subscription Device drop-down list and choose the delivery device you want to use.
    • If you choose Users, type a name or click Add User, select a user, and click Update.
  14. To run the subscription as soon as you save, select the check box next to Run the subscription immediately after saving.
  15. Click Save.

Related Topics

To enable email notifications when OneDrive content successfully delivers or fails to deliver, see Enable email notification for OneDrive delivery.

Manage Subscriptions

Create a Delivery Device