Challenge
- The migration from Hyperion Enterprise to Hyperion Financial Management (HFM) required all Excel add-in worksheets to be modified to use the HFM Smart View formulas
Solution
- A customized training program was created to teach the users how to convert existing worksheets or create new worksheets using hands-on exercises
The user community was provided with “Tips and Tricks”, Retrieve-to-Smart View formula conversion guidelines, and troubleshooting reference materials- “Starter” worksheets were provided to illustrate the capabilities of Retrieve vs Smart View
The solution has been running in production since 2012
Benefits
- The user community was able to convert or recreate their worksheets efficiently and in a timely manner
- Training and reference materials provided allow new users to quickly get familiar with Smart View feature/functionality
