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Is there a way to connect to Hyperion?

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6 - Meteoroid

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?

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Alteryx Certified Partner
Alteryx Certified Partner

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

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6 - Meteoroid

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.

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Alteryx Certified Partner
Alteryx Certified Partner

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

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Alteryx
Alteryx

@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: 

 

before run.png

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6 - Meteoroid

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!

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Alteryx
Alteryx

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. 

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6 - Meteoroid

Great! Thank you!!

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Alteryx
Alteryx

If anyone comes across this in the future, the VBA code to execute what is suggested would be a worksheet calculate:

https://community.alteryx.com/t5/Alteryx-Designer-Knowledge-Base/Alteryx-Run-Command-Executing-Excel...

 

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Alteryx
Alteryx

Thank you for this write up @JoeL

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