PeopleSoft PS / nVision for General Ledger Rel 9.2 Ed 3

Course Overview

• Objectives
• Agenda

Technology Overview

• Objectives
• Describing PS/nVision
• Describing PS/nVision on the Web
• Summary

Planning to Implement PS/nVision

• Objectives
• Classifying Ledger Table Information
• Ledger Table
• Discussing the Ledger Table
• TimeSpans
• Discussing the TimeSpans
• Planning and Creating PeopleSoft Trees
• Defining PeopleSoft Trees
• Discussing PeopleSoft Trees
• PeopleSoft Tree’s Characteristics
• Tree Level
• Summary

Developing PS/nVision Reports

• Objectives
• Describing PS/nVision Components
• Discussing the Microsoft Excel and nVision Functions
• PS/nVision Blueprint
• PS/nVision Report Creation Steps
• Designing and Creating the PS/nVision Layout
• Planning the PS/nVision Layout
• Planning PS/nVision Layout
• Planning the PS/nVision Layout
• Building the PS/nVision Layout
• Layout Definition
• Layout Definition Dialogue Box
• Layout Definition
• Defining and Running Report Request
• Report Request Components
• Summary

Building PS/nVision Reports with Variables and Labels

• Objectives
• Setting Up PS/nVision Variables
• Dialogue Box Used to Specify Variables
• Combining Text with PS/nVision Variables
• Using the Text Function
• Using Variables on the Report Request
• Setting Up Date and Time Stamp
• Setting Up Report Labels
• Fields Used for Labels
• Labels with Multiple Fields
• Labels with Multiple Field Values
• Labels and Effective Dates for Row Descriptions and Drilldown Reports
• Placing Labels in Blank Cells only
• Resizing Columns for Labels
• Summary

Using nPlosion

• Objectives
• Defining nPlosion
• Dialog Boxes Used to Define nPlosion
• Setting Up nPlosion Options
• Dialog Boxes Used to Define nPlosion
• Using nPlosion
• Report Request Used to Activate/Deactivate nPlosion
• Copy Formula to nPloded Cells
• nPlosion Options
• nPlosion Variable
• Using nPlosion Style Sheets
• Summary

Using Scopes and Scope Variables

• Objectives
• Features of the Scope
• Describing Scope
• Defining Scopes
• Using Scope Variables
• Scopes and Instances
• Combining PS/nVision Scope Variables
• Combining PS/nVsion Scope Variables
• Scope Descriptive Fields Variable
• Scopes Based on Two or More Fields
• Multiple ChartFields Used in a Scope
• Multiple ChartFields, Scope, and Report Request
• Report Instances
• Summary

Implementing Summary Ledgers

• Objectives
• Analyzing Summary Ledger Requirements
• Setting Up Summary Ledgers
• Running Summary Ledgers
• Describing Detail Versus Summary Ledger Reporting
• Defining Summary Trees
• Using Summary Trees in nVision Layouts
• Translating Summary Ledgers to Detail
• Summary

Using DrillDown

• Objectives
• Defining DrillDown Options
• Using DrillDown
• Summary

Using Query Criteria in Matrix Layouts

• Objectives
• Setting Up Query Criteria in a Matrix Layout
• Using AutoDrill
• Summary

Using Query Criteria in Tabular Layouts

• Objectives
• Defining Queries for Tabular Layouts
• Creating Tabular Layouts
• Combining Tabular and Matrix Layouts
• Summary

Using PS/nVision on the Web

• Objectives
• Defining and Running Report Requests on the Web
• Using DrillDown on the Web
• Defining Scopes on the Web
• Defining Report Books on the Web
• Summary

Personalizing PS/nVision

• Objectives
• Using the Nvsuser HomePage
• Personalizing the Nvsuser Buttons
• Setting Report Preferences
• Personalizing the Drill Menu and Toolbar
• Summary