• 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


  • A customized training program was created to teach the users how to convert existing worksheets or create new worksheets using hands-on exercises
  • picture9The 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


  • 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


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