Importing Financial data from Excel worksheet Files

If the Excel file account names match those in Strategic Finance, your financial data can be imported. If the account names do not match, copy and paste the descriptions from Excel into Strategic Finance.

  To import data from an Excel file:

  1. In Strategic Finance, create a template with the same time-period structure and account names as your Excel file. In Excel, insert this heading on your worksheet:

     # Hyperion Strategic Finance Formatted ASCII File#
     #comment
     #delimiter=comma
     #format=name
     #time, (list period labels here)
  2. Save the Excel file as a comma-delimited ASCII file, and import the ASCII file into Strategic Finance.