Is there a way to connect to Hyperion?
- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Mute
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
My input file has Hyperion formulas. Before I utilize Alteryx to extract & join certain data, I need my Hyperion formulas to be refreshed within my input file. Is there a way to connect to Hyperion so that when I run my workflow, all of the Hyperion formulas within my input file are refreshed?
- Labels:
- Interface Tools
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Hi @erica_tax2019 ,
are you using the formulas to calculate within Excel or is it just SmartView/HSGetValue? Which Hyperion product do you use? Hyperion Financial Management, Hyperion Planning, Hyperion Essbase?
Best,
Roland
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
I am using Hyperion Financial Management. Within the excel file, I have embedded formulas to pull from Hyperion so that my data is always the most recent. In order to refresh my formulas within the excel file, I usually click on "Smart View" & refresh all worksheets in order to update the excel file.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
I think the most simple solution would be to use Excel VBA to execute the "Refresh All" (e.g. using HypMenuVRefreshAll) within the workbook. Then you'll have to create a small VB Script to Open - Calculate - Save to Excel workbook. This could be called using the RunCommand tool in Alteryx. What do you think?
Best,
Roland
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
@RolandSchubert has a good suggestion. Here is an article that goes over the process: https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Alteryx-Run-Command-Executing-Excel...
The one tweak that I would suggest you make is instead of using a run command tool in the workflow to execute the VBA script, you would actually use a workflow event to do a run command before workflow run as seen below:
 
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Thank you for your suggestions.
I am not very familiar with VBA scripts, but I will read the article that you sent over to try & figure it out!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Feel free to let us know if you get stuck! You can think of a VBA script as just a little bit of code to automatically kick off the press of your SmartView button in Excel.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Great! Thank you!!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
If anyone comes across this in the future, the VBA code to execute what is suggested would be a worksheet calculate:
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Notify Moderator
Thank you for this write up @JoeL!
