PS/nVision for General Ledger Rel 8.9

The PS/nVision for General Ledger course covers how to use the functionality available in Peoplesoft Enterprise FMS. Learn how to plan, develop and create nVision layouts. Learn how to use variables and labels, nPlosion, Drilldown, scopes and query criteria in matrix and tabular layouts. Learn how to run PS/nVision on the Web and personalize PS/nVision.

In addition to typical report creation that extracts information from ledger and other application-based tables, learn how to extract information from summary ledgers. Find out how to create multiple reports using scopes. Set up Drilldown or nPlosion to view more detailed information in a report. Learn about using PS/nVision on the web and running different reports using report books.

Learn To:

• Set up and process nVision reports
• Plan, develop and create nVision layouts
• Extract information from summary ledgers
• Use scopes, DrillDown and nPlosion

Audience

• Functional Implementer

Course Topics Planning PS/nVision Reports

• Describing the Ledger table
• Describing TimeSpans
• Describing Trees

Developing PS/nVision Reports

• Describing PS/nVision Components
• Describing PS/nVision Report Creation Steps
• Planning the PS/nVision Layout
• Building the PS/nVision Layout
• Defining and Running Report Requests

Building PS/nVision Reports with Variables and Labels

• Setting up PS/nVision Variables
• Combining Text with PS/nVision Variables
• Using the Text Function
• Using Variables on the Report Request
• Setting Up Date and Time Stamps
• Setting Up Report Labels

Using nPlosion

• Defining nPlosion
• Using nPlosion Features
• Setting Up Advanced nPlosion Options

Using Scopes and Scope Variables

• Defining Scopes
• Setting Up Scope Variables
• Combining PS/nVision Scope Variables
• Defining the Scope Descriptive Field Variable
• Using Scopes with Multiple Fields

Implementing Summary Ledgers

• 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

Using DrillDown

• Defining DrillDown Options
• Using DrillDown
• Using Tabular Queries

Using Query Criteria with Matrix Layouts

• Setting Up Query Criteria in Matrix Layouts
• Using AutoDrill

Using Query Criteria with Tabular Layouts

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

Running PS/nVision on the Web

• Defining and Running Web Report Requests
• Using DrillDown on the web
• Using Scopes with the Web Report Request
• Defining Web Report Books

Personalizing PS/nVision

• Personalizing the NVSUSER Buttons
• Setting Report Preferences
• Personalizing the Drill Menu and Toolbar
• Personalizing Style Sheets

Course Objectives

• Planning PS/nVision reports
• Building PS/nVision reports
• Building PS/nVision reports with reports and labels
• Using nPlosion
• Using scopes and scope variables
• Using summary ledgers
• Using Drilldown
• Using Query criteria in matrix layouts
• Using Query criteria in tabular layouts
• Running PS/nVision on the web
• Personalizing PS/nVision