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Hyperion Announcements

News and announcements regarding Hyperion.

How to get help with Hyperion (HEAT tickets, guide, tutorials, 1:1 work sessions)

posted Jan 29, 2018, 4:03 PM by Peyri Herrera

Hyperion Support Tools

To request a 1:1 work session, please email Lori Free-Trout (
Email Template for 1:1 Support

Links to Hyperion video tutorials

posted Jan 29, 2018, 4:00 PM by Peyri Herrera

Links to Hyperion forms

posted Jan 29, 2018, 3:58 PM by Peyri Herrera

Suggested queries to help with auditing HCM data

posted Jan 29, 2018, 3:56 PM by Peyri Herrera

To help with data auditing prior to submitting a request to pull extracts for Hyperion, here are some district-suggested queries. All queries can be found in the HCM module.

Recommended by HR users:
  • M_HR_VACANT_POSITIONS (all vacancies, encumbered/unencumbered) 
Recommended by Finance users:
  • FAR_POSITIONS_VACANT (encumbered only)

Hyperion documentation updated in January 2018

posted Jan 29, 2018, 3:26 PM by Peyri Herrera

Here are the most current versions of Hyperion documentation.

Smart View training on Mon, 02/05/18 from 9:30 am - 12:00 pm

posted Jan 29, 2018, 3:24 PM by Peyri Herrera

You are invited to attend Hyperion Smart View training on Monday, February 5, 2018 from 9:30 am - 12:00 pm. That afternoon we are also offering a session on HCM Extracts (heavy Excel emphasis). To register, either click the links below or contact Lori Free-Trout ( for assistance.

HYP3: Smart View Training
This class focuses on how and when to use Smart View
Mon, February 5, 2018 9:30 am - 12:00 pm, SDCOE LL3-4

HYP4: HCM Extracts and Auditing Loaded Data
This class focuses on the HCM Extracts that MITI will provide to you. We will discuss the HCM extracts – what is contained in each one, how to read it when you open it, and know what to cross-check between Hyperion/file/HCM. Then we will discuss how to manipulate your extracts in Excel so you can better analyze the data; tasks include filters, freezing panes, text-to-columns, vlookups, and conditional formatting.
Mon, February 5, 2018 1:00-4:00 pm, SDCOE LL3-4

Hyperion Meeting for Returning Districts 12-04-17 – SLIDES AVAILABLE

posted Dec 11, 2017, 4:45 PM by Peyri Herrera

Here are the slides used at the meeting for returning Hyperion districts on December 4, 2017 at NCREC:

Hyperion Meeting for Returning Districts 12-04-17 Presentation v1.0.pdf (30 slides)

Updated “all-in-one” Hyperion User Guide v2.0 published on 12/11/17

posted Dec 11, 2017, 4:44 PM by Peyri Herrera


The CRC has published an updated Hyperion guide: Hyperion User Guide v2.0.pdf (168 pp.). This “all-in-one” guide replaces all previously published Hyperion mini-guides.

Hyperion Extracts Request Form updated to v3.1

posted Nov 27, 2017, 3:53 PM by Peyri Herrera   [ updated Mar 5, 2018, 2:09 PM ]

The Hyperion Extracts Request Form was updated to v3.1 on March 5, 2018. Use this form to request extracts for Hyperion.

Click here to download the PDF, a "fillable" version that you can complete on your computer (make sure you save it to your computer). Create a HEAT ticket and attach this form to the ticket. Provide a 1-week lead time for the request to be fulfilled.

Before you request your Hyperion extracts, make sure your HCM data is correct. Check your Departments, Department Budget Table, Positions, and Employee data carefully. For more information, please refer to the announcement posted on 2/16/17 titled HCM auditing prior to pulling extracts.

Hyperion budget upload template updated on 05/10/17

posted May 10, 2017, 4:12 PM by Peyri Herrera

The budget upload template was updated today, May 10, 2017. The new filename is AdministrationExportData--BudgetUploadTemplateV2_Unprotected.xlsx and is available on the CRC Guides & Job Aids page in the Hyperion section. A one-page instructions sheet is also available.

Files to download:
Changes to the budget upload template:
  • The instructions on the first worksheet (tab) have been updated with more details.
  • The number of lines for the EXPENSE-BudgetJournal Template has been increased from 3,500 to 9,000.
  • If the Exported data for the Expense lines is more than 9,000 lines, then you can copy down the formula on the Expense--Conversion1 worksheet and the EXPENSE-BudgetJournal worksheet. 
Please do not make any changes to the formulas as this may result in a budget load error.

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