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Hyperion Announcements

News and announcements regarding Hyperion.

Hyperion Maintenance Complete, System Open May 15, 2018

posted May 15, 2018, 7:32 AM by Barbara Thiss

The Hyperion system maintenance is complete and the system is open to users as of May 15, 2018 at 7:00 am. Users may continue to use the system. If you have any questions, please contact Shauna Stark at

Hyperion Maintenance at 6:30 PM 05/14/18

posted May 14, 2018, 5:56 PM by Barbara Thiss

The Hyperion system needs to be shut to users for maintenance to the system today, May 14, 2018. Please be out of the system before 6:30 pm so we may conduct the maintenance. This will take approximately 3 hours. Users will be notified tomorrow morning, May 15, 2018, when the system is open again. If you have any questions, please contact Shauna Stark at

New Hyperion video available for exporting your completed Hyperion budget data and loading into PeopleSoft Finance

posted Apr 30, 2018, 11:21 AM by Peyri Herrera


The CRC has created a new video for Hyperion users that shows step-by-step instructions on the process used to export your completed Hyperion budget data and load it into the Budget Import Template that is used with the PeopleSoft Finance module. The template is used to upload your Adopted budget into PeopleSoft.

You should view this video when you are completely finished making all of your adjustments in Hyperion and are ready to upload your budget into PeopleSoft Finance.

Video link: Hyperion Data Export to PeopleSoft Budget Import Template (9 min, 39 sec)

The video references the following Hyperion User Guide sections:
  • Running Business Rules – p.44 
  • Export Data from Hyperion Workspace – p.150 
Downloads referenced from the CRC’s Guides and Job Aids page (look in the Hyperion section):
  • AdministrationExportData_BudgetUploadTemplateV3_Unprotected(12-28-17)CONTROL.xlsx 
  • AdministrationExportData_BudgetUploadTemplateV3_Unprotected(12-28-17)NONCONTROL.xlsx 
  • Administration Export Data – Budget Upload Template Instructions v3.0.pdf (Optional) 
  • Hyperion User Guide

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)

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