PeopleSoft PS / nVision for General Ledger Rel 9.2

Course Details
Code:
PPL-NV-GL-9-2
Tuition (USD):
$4,650.00 • Classroom (5 days)
GSA (USD):
$3,853.90 • Classroom (5 days)

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

  • End Users
  • Financial Analyst
  • Financial Reporting Manager
  • Functional Implementer
  • Implementation Consultant
  • Reports Developer
  • System Administrator
  • Technical Consultant

Prerequisites

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

Course Details

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
Course Details
Code:
PPL-NV-GL-9-2
Tuition (USD):
$4,650.00 • Classroom (5 days)
GSA (USD):
$3,853.90 • Classroom (5 days)