Ps Nvision m2x4n

PS/nVision

Presented By

Arunava Mitra

Topics Covered

Introduction nVision Components A demo on how to create a report Reporting on the web

What is nVision ? Reporting Tool that works within spreadsheets. Retrieves information from PS Database and places it into a Excel spreadsheet. This transfer of information from the database to spreadsheet enables us to use familiar excel commands for formatting and analyzing data. – Build in-house – Part of Tools – An Excel based Reporting Tools – s analysis on the result

Ways to access nVision 1. PeopleSoft Application: Application Designer - Select Go – nVision 2. Microsoft Windows: Start-Programs-PeopleSoft - nVision 3. Web: Select Reporting Tools – nVision

Application Designer Screen

nVision Components

I. nVision menu – NVS

V.

II. Layout

VII. Options

III.Scope IV. Report Request

Report Book

VI. Drilldown

nVision Menu - Nvs.xlm 

NVS.xlm • Start up menu for nVision • Designed to be customized for each nVision

nVision Components (cont.) WHICH? WHEN? WHERE? WHAT?

Report Request

Layout Income Statement ------ --- --- ---- -------- --- --- ---- ---

Report Instance Income Statement

FOR WHOM? Scope

US001 ------ --- --- ---- --Income Statement

US001

US003

US003

------ --- --- ---- ---

More on nVision Components Report Request#1

Report Book

Report Request#2

Report Request#3

Income Stmt ---- --- --- -Income ------ --- Stmt ----- --- --- -Income ------ ---Stmt ----- --- --- ----- --- --- -Consolidation ---- --- --- ----- --- --- --

Balance Sheet ---- --- --- -- ----Balance --- --- -Sheet ---- --- --- -- ---- --- --- -- -

Report Layout  An Excel spreadsheet  Doesn’t include actual PeopleSoft data  Defines the structure of the report—query information, criteria, text, formulas, graphics, formatting, or other information.  Once a Layout has been saved, we can use it repeatedly to run reports

How to open a Layout

Layout

Layout Types Two Types:• Matrix • Use Criteria, Ledger and Query • Tabular • Use Query

Use PeopleSoft queries

to retrieve data. The columns in the report correspond to the fields selected by the query. The rows display the entire query result set.

Have data selection criteria based on the intersection of columns and rows in the spreadsheet, creating a criteria matrix.

Layout Components Criteria  Ledger  TimeSpan  Field  Variable  Label  String  nPlosion 

Layout Criteria Allows to specify the data we wish to extract from our PS database and where to place it on the report

Cell Row Column Worksheet

Criteria can be placed at any level within the report layout Each level overrides the level below it to form a hierarchy

nVision Variables Used for dynamic heading information For example: As of Date (%ASD%) variable for as of reporting date. 

Three categories: 1. Report Request 2. Date & Time period 3. Scope-related

Source

nVision Filter Filter identity specific detail values from PeopleSoft trees, act to limit query,ledger and labels

nVision Options To show the normal warning

messages displayed by nVision, for example: overwriting an existing file.

To display the SQL calls as the report runs. Very useful in debugging complex reports.

Allows you to quickly test nVision Variables, scope, instances or Microsoft Excel formatting. It will not extract data from database.

Allows you to see the contents of row 1 and column A.

Report Request It is a collection of report specific information, such as report request name , report title, associated layout and scope.

•Which Business Unit you want to use • To which directory you want to send your report instance • For which date or period you want the report to run

Report Book A grouping of nVision report request stored within a Run Control ID for processing using Process Scheduler

Report Book

Report Request#1

Income Stmt ---- --- --- -- ----Income --- --- --Stmt ---- --- --- -- ----Income --- --- --Stmt ---- --- --- -- ---- --- --- -- -

Report Request#2

Consolidation ---- --- --- -- ---- --- --- -- -

Report Request#3

Balance Sheet ---- --- --- -- Balance ---- ----- -- -Sheet ---- --- --- -- ---- --- --- -- -

Steps to create a Report 1. Choose the New Layout and assign the name for it. 2. Go to Layout Option and specify the SetID and Effective date on the Prompting Options 3. Go to Layout Definition and specify all the criteria for the layout (field, ledger, Timespan, label, variable, etc.) 4. Define a Scope in Scope Definition if you want to use the same layout for multiple instances 5. Create a Report Request, define the Report Name, Requesting Business Unit, File location, and As of Date of the report. 6. Run the report

Layout options

Layout Definition

Layout Definition (cont.)

Layout Definition (cont.)

Report Request

Run the Report

Run a Report

Report Instance

Drill Down  Gives the ability to slice and dice information in order to do online analysis of information in a high level summarized report •

Enables to select a cell in the report and expand it according to new criteria in a special Drilldown layout.

•

Useful when reporting is based on summary Ledgers, because it provides underlying details whenever and wherever we need them.

•

The key to drilldown is ing the selection criteria from a parent cell to its child cell by using the Drilldown layout.

Example of Drilldown

Moving from Summary to detail level

Drill Down to Tabular layout

nVision Tree Trees create hierarchical structures to organize data from your PeopleSoft database. Because trees are effective dated in PeopleSoft, we can specify past, present, or future data to appear in our report.

Tree

PS/nVision Reports via web

Basic Requirement The Report Server must run on Windows NT or 2000. The server must also have 1. Microsoft Excel 2. Process Scheduler Server 3. PeopleTools client installation (this installs PSNVS.EXE, which is what runs nVision reports) 4. Database connectivity software

Report Request

Enter Delivery Template options

THANK YOU !!