Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.
Please note that the Strategy for Office add-in is updated with additional functionalities on a quarterly basis.
Learn about the limitations in the different versions of Strategy for Office:
These are the limitations of Strategy for Office 2020 Update 2:
- Importing data from visualizations with compound grids is not supported.
- Importing multi-table cubes is not supported.
- Not all report formatting may be imported from Strategy.
- Formatting imported from Strategy
- Number of digits after a decimal
- The thousands separator
- Currency symbols
- Percent notation and symbol
- Dates, time, fractions, etc.
- Negative notation type (minus, parentheses, red color, and their combinations)
- Formatting not imported from Strategy
- The symbol used as a decimal separator (comma or a period): this is controlled by your operating system's date, time, and region settings
- Conditional formatting
- Alignment
- Font
- Color
- Lines
- AutoStyles
- Banding
- Refreshing or editing will cause columns added inside imported tables in Excel to be lost.
- Refreshing tables in Excel will keep any custom formatting applied to the data, unless the number of columns in the original has changed.
- Importing reports with page-by filters result in only the first page being placed in Excel.
- Entering cell Edit mode while importing or refreshing:
- If you enter Edit mode (or enters manual editing of any cell value), then all actions in the Strategy for Office add-in will be paused.
- Add-in actions are paused when you open the right-click menu.
- After exiting Edit mode, paused actions are resumed.
- Updating content or formatting of cells, that are in the range of the target table for imported data, will overwrite your cell content or formatting upon import.
These are the limitations of Strategy for Office 2020 Update 1:
- Importing data from visualizations with compound grids is not supported.
- Importing visualizations targeted by attribute or metric selectors is not supported. This feature is supported in Strategy 2020 Update 2.
- Importing multi-table cubes is not supported.
- Not all report formatting may be imported from Strategy.
- Formatting imported from Strategy
- Number of digits after a decimal
- The thousands separator
- Currency symbols
- Percent notation and symbol
- Dates, time, fractions, etc.
- Negative notation type (minus, parentheses, red color, and their combinations)
- Formatting not imported from Strategy
- The symbol used as a decimal separator (comma or a period): this is controlled by your operating system's date, time, and region settings
- Conditional formatting
- Alignment
- Font
- Color
- Lines
- AutoStyles
- Banding
- Refreshing or editing will cause columns added inside imported tables in Excel to be lost.
- Refreshing tables in Excel will keep any custom formatting applied to the data, unless the number of columns in the original has changed.
- Importing reports with page-by filters result in only the first page being placed in Excel.
- Hyperlinks in dossier and reports are imported as text strings in Excel. Hyperlinks are imported as clickable links in Strategy 2020 Update 2.
