Strategy One

Import Data from a Dropbox File

You can import data from a file stored on Dropbox directly into Strategy .

The following file types can be used to import data:

  • .xlsx
  • .xls
  • .txt
  • .csv
  • .json
  • .sas7bdat

  • .geojson

  • .kml

If you are importing sas7bat files, the amount of memory available for the reader is controlled by the JVM Heap Size setting on the corresponding Intelligence Server or Strategy Workstation machine.

Configure the OAuth parameters. You will need the Client ID and Client Secret that Dropbox provides when Strategy Workstation is configured as a remote access application.

Create an OAuth App in Dropbox

  1. Sign in to https://www.dropbox.com/developers/apps and create an OAuth 2.0 integration app.

  2. In 1. Choose an API, choose an API to use for the application.

  3. In 2. Choose the type of access you need, choose single folder or full dropbox access.

  4. In 3. Name your app, type an application name.

  5. Click Create app.

  6. Click the Permissions tab and add and configure the following scopes:

    • In Account info, select the check box next to account_info.read.

    • In Files and folders, select the check box next to the following scopes:

      • files.metadata.read

      • files.content.read

  7. Click Submit.

  8. Click the Settings tab.

  9. In Development users, click Enable additional users.

  10. In OAuth 2, add the Callback URL for Web, Library, or Workstation using the following formats:

    • Web redirect URI: https://<servername>/MicroStrategy/servlet/mstrWeb?evt=3172

    • Library redirect URI: https://<servername>/MicroStrategyLibrary/auth/DIOAuthRedirect.jsp

    • Workstation redirect URI: http://127.0.0.1

  11. In Settings, copy App key and App secret for future use.

Create or Configure a Dropbox Data Source

Prior to Strategy One (June 2026), you need to configure the Client ID and Client Secret that Dropbox provides in Strategy Web or configure the Client ID and Client Secret in Workstation. For more information, see Create an IAM Object with a Generic OAuth Type.

Privileges

To create and edit authentication services, you must have the Configure security settings privilege.

To create and edit data sources, you must have the Create and edit database instances and connections privileges.

Create an Authentication Service in Workstation

  1. Open the Workstation window.

  2. In the Navigation pane, click , next to Enterprise Security.
  3. In Type, choose Gateway Authorization and click Next.
  4. Choose an Environment.
  5. Type a Display Name.

  6. From the identity provider drop-down, choose Dropbox.

  7. Enter the Client ID and Client Secret you noted above.

    The Library Web, Authoring Web, and Workstation URIs automatically populate.

  8. Click Save.

Create a Dropbox Data Source

Starting in Strategy One (June 2026), you can create multiple Dropbox data sources.

  1. If you are using Library:

    1. Click Create New and choose Dashboard.

    2. Click New Data.

    3. Click Create a new data source.

  2. If you are using Workstation, click next to Data Sources.

  3. Choose Dropbox.

  4. Type a Name and optional Description.

  5. Expand Default Database Connection and choose an existing database connection or click Add Database Connection and enter values in the required fields.

  6. To create a new database connection, choose the authentication service you created in Create an Authentication Service in Workstation or create a new one.

  7. Click Save.

    Test is disabled for OAuth authentication.

Import Data

After you create a database role, you can import data.

  1. If you are using Workstation:

    1. Open the Workstation window.

    2. In the Navigation pane, click , next to Datasets.

    3. Select your environment and project.

    4. Choose Data Import Cube and click OK.

  2. If you are using Library, click Create New and choose Dashboard.

  3. Choose the Dropbox database role.

    If this is your first time using the database role, a pop-up displays to login to Dropbox.

  4. If needed, sign in to your Dropbox account and allow Strategy to access your Dropbox data.

    Your Dropbox files display in the left pane.

  5. Expand folders to view their files.

  6. Drag the files you want to use to the right pane.

  7. To refresh the contents of your Dropbox account, click Refresh.

  8. If you need to access Dropbox files in a different account, hover over the Dropbox account under Services in Strategy, click Sign Out, and log in to the account.

  9. Click Prepare Data and make any necessary changes.

  10. Click Finish if you are adding a new dataset and go to the next step.

    or

    Click Update Dataset if you are editing an existing dataset and go to the next step.