Zielgruppe
- End users
- Developers
Voraussetzungen
- An Understanding of PeopleSoft Financial Management System
- Working knowledge of General Ledger
- Knowledge of Microsoft Excel
Kursziele
- Using Query criteria in matrix layouts
- Using Query criteria in tabular layouts
- Running PS/nVision on the web
- Personalizing PS/nVision
- Final Activity
- Final Review
- Using DrillDown
- Course overview
- Technology overview
- Planning to implement PS/nVision
- Developing PS/nVision reports
- Building PS/nVision reports with variables and labels
- Using nPlosion
- Using scopes and scope variables
- Implementing summary ledgers
Produktbeschreibung
This course reinforces the PS/nVision fundamentals covered in the General Ledger course and introduces additional topics such as DrillDown, Report Labels, nPlosion, Scopes and Summary Ledgers. Participants have the opportunity, via a workshop format to build a number of PS/nVision reports as they learn the skills and techniques covered in this course.
Learn To:
- Describe PS/nVision
- Plan PS/nVision reports
- Develop and Build PS/nVision reports
- Process PS/nVision reports
- Personalize PS/nVision Nvsuser
Course subjects
Planning to Implement PS/nVision
- Describe the Ledger table.
- Describe TimeSpans.
- Describe trees.
Developing PS/nVision Reports
- Describe PS/nVision components
- Describe PS/nVision report creation steps.
- Plan the PS/nVision layout
- Build the PS/nVision layout.
- Define and run report requests
Building PS/nVision Reports with Variables and Labels
- Set up PS/nVision variables
- Combine text with PS/nVision variables
- Use the Text function.
- Use variables on the report request.
- Set up date and time stamps.
- Set up report labels.
Using nPlosion
- Define nPlosion
- Copy formulas
- Use nPlosion features
- Using the nPlosion Variable
- Set up advanced nPlosion options.
Using Scopes and Scope Variables
- Define scopes.
- Set up scope variables
- Combine PS/nVision scope variables
- Define the Scope Descriptive Field (DES) variable.
- Use scopes with multiple fields.
Implementing Summary Ledgers
- Analyze summary ledger requirements
- Set up summary ledgers
- Run summary ledgers
- Describe detail versus summary ledger reporting
- Define summary trees.
- Use summary trees in nVision layouts.
- Translate summary ledgers to detail.
Using DrillDown
- Define DrillDown options
- Use DrillDown.
Using Query Criteria in Matrix Layouts
- Set up query criteria in a matrix layout
- Use AutoDrill.
Using Query Criteria in Tabular Layouts
- Define queries for tabular layouts
- Create tabular layouts.
- Combine tabular and matrix layouts
Using PS/nVision on the Web
- Define and run report requests on the web
- Use DrillDown on the web.
- Define scopes on the web.
- Define report books on the web.
Personalizing PS/nVision
- Use the Nvsuser home page.
- Personalize the Nvsuser buttons.
- Set report preferences.
- Personalize the Drill menu and toolbar.
- Personalize Style Sheets.
Course Review
- Describe PS/nVision.
- Plan PS/nVision reports
- Develop and Build PS/nVision reports
- Run Multiple PS/nVision reports.
- Personalize PS/nVision Nvsuser.