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PeopleSoft PS / nVision for General Ledger Rel 9.2

  • Tuition USD $5,000 GSA  $3,853.90
  • Reviews star_rate star_rate star_rate star_rate star_half 1509 Ratings
  • Course Code PPL-NV-GL-9-2
  • Duration 5 days
  • Available Formats Virtual, Classroom

This PeopleSoft PS / nVision for General Ledger Rel 9.2 training provides step-by-step instruction for implementing, using and maintaining the fundamentals of PS/nVision for General Ledger 9.2. You'll learn how to structure your organization for reporting efficiency using business units, ledgers, trees and ChartField management from the ground up.

Learn To:

  • Describe PS/nVision.
  • Plan PS/nVision reports.
  • Develop and Build PS/nVision reports.
  • Process PS/nVision reports.
  • Personalize PS/nVision Nvsuser.
  • Run PS/nVision reports from the web.

Benefits to You

Enrolling in this course will introduce you to the latest PS/nVision design using Excel 2007 features through hands-on activities. You'll be presented with best practices for achieving maximum efficiency. You'll also learn valuable information from the implementer's perspective, as well as for end-users. Activities include early decision-making regarding structure based on business needs, troubleshooting and efficiency.

Process Flow of an Implementation

Activities throughout the course follow the process flow of an implementation. You'll create a variety of reports, including financial statements like balance sheets and income statements, as well as transaction listings using tables other than the ledger (Payables, for example).

Course Pace & Duration

This is an intensive, 5-day course.

Skills Gained

  • Design PS/nVision Reports
  • Create and Process Financial Statements
  • Create Matrix Layouts from Various Tables
  • Use DrillDown and nPlosion for Detail Reporting and Analysis
  • Run PS/nVision Reports from the Web
  • Create Tabular Layouts and Run Transaction Reports
  • Use Summary Ledgers for Reporting
  • Use Scopes and Scope Variables
  • Personalize PS/nVision

Who Can Benefit

  • Developer
  • End User
  • Implementer
  • Manager
  • Systems Administrator

Prerequisites

Required Prerequisite

  • Understanding of basic navigation and PeopleSoft concepts.
  • Use of control tables to enforce business rules
  • Able to run processes and reports

Course Details

Topics

  • Course and Technology Overview
    • Objectives
    • Agenda
    • Describing PS/nVision
    • Describing PeopleSoft Reporting Tools
  • Planning to Implement PS/nVision
    • Describing the Ledger table
    • Describing TimeSpans
    • Describing PeopleSoft 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
    • Copying Formulas
    • Using nPlosion Features
    • Using the nPlosion Variable
    • Setting Up Advanced nPlosion Options
  • Using Scopes and Scope Variables
    • Defining Scopes
    • Setting Up Scope Variables
    • Combine PS/nVision Scope Variables
    • Defining the Scope Descriptive Field (DES) 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 PS/nVision Layouts
    • Translating Summary Ledgers to Detail
  • Using DrillDown
    • Define DrillDown Options
    • Using DrillDown
  • Using Query Criteria in Matrix Layouts
    • Setting Up Query Criteria in a Matrix Layout
    • Using AutoDrill
  • Using Query Criteria in Tabular Layouts
    • Defining Queries for Tabular Layouts
    • Creating Tabular Layouts
    • Combining Tabular and Matrix Layouts
  • Using PS/nVision on the Web
    • Defining and Running Report Requests on the Web
    • Using DrillDown on the Web
    • Defining Scopes on the Web
    • Defining Report Books on the Web
  • Personalizing PS/nVision
    • Using the Nvsuser Home Page
    • Personalizing the Nvsuser Buttons
    • Setting Report Preferences
    • Personalizing the Drill Menu and Toolbar
    • Personalizing Style Sheets
  • Final Course Activities and Course Review
    • Describing PS/nVision
    • Panning PS/nVision Reports
    • Developing and Building PS/nVision Reports
    • Running Multiple PS/nVision Reports
    • Personalizing PS/nVision Nvsuser
  • Appendices
    • PS/nVision Variables and Labels Quick Reference Guide
    • PS/nVision Reference Material
    • Excel Pivot Tables
  • Objectives
  • Agenda
  • Describing PS/nVision
  • Describing PeopleSoft Reporting Tools

Planning to Implement PS/nVision

  • Describing the Ledger table
  • Describing TimeSpans
  • Describing PeopleSoft 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
  • Copying Formulas
  • Using nPlosion Features
  • Using the nPlosion Variable
  • Setting Up Advanced nPlosion Options

Using Scopes and Scope Variables

  • Defining Scopes
  • Setting Up Scope Variables
  • Combine PS/nVision Scope Variables
  • Defining the Scope Descriptive Field (DES) 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 PS/nVision Layouts
  • Translating Summary Ledgers to Detail

Using DrillDown

  • Define DrillDown Options
  • Using DrillDown

Using Query Criteria in Matrix Layouts

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

Using Query Criteria in Tabular Layouts

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

Using PS/nVision on the Web

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

Personalizing PS/nVision

  • Using the Nvsuser Home Page
  • Personalizing the Nvsuser Buttons
  • Setting Report Preferences
  • Personalizing the Drill Menu and Toolbar
  • Personalizing Style Sheets

Final Course Activities and Course Review

  • Describing PS/nVision
  • Panning PS/nVision Reports
  • Developing and Building PS/nVision Reports
  • Running Multiple PS/nVision Reports
  • Personalizing PS/nVision Nvsuser

Appendices

  • PS/nVision Variables and Labels Quick Reference Guide
  • PS/nVision Reference Material
  • Excel Pivot Tables

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals, and private on sites. View our group training page for more information.

This is my first training with ExitCertified and I truly enjoyed this learning experience. I have taken other classes where the instructor solicited students for so much input it was unclear who was teaching the class. Other experiences were filled with so much personal chatter the instructor had to rush thru the course material. This instructor was very professional and actually delivered the materially.

I had a good experience with ExitCertified. I got a deeper understanding of AWS and should be able to put it to practice immediately.

Tech Data staffs experts for their training classes. I wish there were more labs offered and maybe even practice questions.

This course was very high quality and I'm excited to see what other course offerings are available in the future

This course helped me prepare for my AWS certifications. Highly recommended! Great instructors! My entire experience has been great in terms of signing up and taking the classes.

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  • Jan 25, 2021 Jan 29, 2021 (5 days)
    Location
    iMVP
    Language
    English
    Time
    9:00AM 5:00PM EST
    Enroll
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