Import Data and Filter by File

Starting in Strategy One (May 2026), you can filter imported data using a .csv file.

Only .csv files are supported.

You can use the Import Elements option to filter data using a .csv file. Therefore, if you have a large dataset, you can determine which data to filter in a separate .csv file. Create an Excel file that includes the data parameters you want to use to filter your data, such as January 2020 and May 2021. Import the file to your filter rather than scrolling through filter options and view your newly filtered data.

1. Connect to the Strategy for Office add-in. Strategy for Office opens in a side panel.
2. Select a starting cell.
3. Click Import Data.
4. The import window appears which allows you to browse content in the Library Web view, where you can select source objects from the smart view or Content Discovery.
5. Select a dataset, cube, report, Mosaic model, or live connect dataset.
6. Click Prepare Data.
7. Double-click the attributes and metrics you want to import.
8. Click the Filter panel.
9. Click and drag an object to the Filter panel.
10. Click More Items next to the filter object.
11. Click Display Style and choose Search Box.
12. Click More Items next to the filter object and choose Import Elements.

13. Select your file and click Open.

    Filtered data displays.

14. Click Import Data.