Strategy ONE

Group Imported Objects

Starting in Strategy One (September 2025), you can group imported objects in Excel and PowerPoint to perform bulk actions such as re-prompting and re-filtering.

Create a New Group

  1. Connect to the Strategy for Office add-in. Strategy for Office opens in a side panel.

  2. In the side panel, select the check box next to the objects you want to group.

    You can also create a new group from the Overview dialog. To access the Overview dialog, click the object menu > Overview and proceed to the next step.

  3. Right-click a selected object and choose New Group.

  4. Type a Group Name.

  5. Click Create.

    The object group displays in the object's detail panel.

Move an Object to a New Group

If an object is already in a group, you can move an object to a different group:

  1. Connect to the Strategy for Office add-in. Strategy for Office opens in a side panel.

  2. In the side panel, expand the object details.

    You can also move an object to a new group from the Overview dialog. To access the Overview dialog, click the object menu > Overview and proceed to the next step.

  3. Right-click the selected object and click Move to group.

  4. Choose a new group for the object.

Remove from Group

To remove an object from a group:

  1. Connect to the Strategy for Office add-in. Strategy for Office opens in a side panel.

  2. In the side panel, expand the object details.

  3. Right-click the selected object and click Remove from [group name].