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PeopleSoft PS / nVision for General Ledger Rel 9.2

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....

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$5,000 USD
Course Code PPL-NV-GL-9-2
Duration 5 days
Available Formats Classroom, Virtual
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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
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