PS/nVision

Presented ByArunava Mitra

Introduction

nVision Components

A demo on how to create a report

Reporting on the web

Topics Covered

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-housePart of ToolsAn Excel based Reporting ToolsSupports analysis on the resultWhat is nVision ?

1. PeopleSoft Application:Application Designer - Select Go nVision2. Microsoft Windows:Start-Programs-PeopleSoft - nVision3. Web:Select Reporting Tools nVisionWays to access nVision

Application Designer Screen

nVision menu NVSUSER

Layout

Scope

Report RequestnVision ComponentsV.Report Book

VI.Drilldown

VII.Options

nVision Menu - Nvsuser.xlmNVSUSER.xlmStart up menu for nVisionDesigned to be customized for each nVision user

nVision Components (cont.)WHAT?LayoutIncome Statement------ --- --- ---- --------- --- --- ---- ---FOR WHOM?ScopeUS001US003WHICH? WHEN? WHERE?Report RequestReport InstanceIncome StatementUS001------ --- --- ---- ---Income StatementUS003------ --- --- ---- ---

More on nVision ComponentsReportRequest#1

Report Book

ReportRequest#2ReportRequest#3Income Stmt---- --- --- -- ---- --- --- -- Income Stmt---- --- --- -- ---- --- --- -- Income Stmt---- --- --- -- ---- --- --- -- Consolidation---- --- --- -- ---- --- --- -- Balance Sheet---- --- --- -- ----- --- --- -- -Balance Sheet---- --- --- -- ----- --- --- -- -

Report Layout An Excel spreadsheet

Doesnt include actual PeopleSoft data

Defines the structure of the reportquery 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 TypesTwo Types:-MatrixUse Criteria, Ledger and QueryTabularUse QueryUse 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.

CriteriaLedgerTimeSpanFieldVariableLabelStringnPlosion

Layout Components

Layout CriteriaAllows to specify the data we wish to extract from our PS database and where to place it on the reportCriteria can be placed at any level within the report layout

Each level overrides the level below it to form a hierarchyCellRowColumnWorksheet

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

Three categories:Report RequestDate & Time periodScope-related

nVision Variables

Source

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

nVision OptionsTo 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 RequestWhich 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 runIt is a collection of report specific information, such as report request name , report title, associated layout and scope.

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

Report Book

ReportRequest#1ReportRequest#2ReportRequest#3Income Stmt---- --- --- -- ----- --- --- -- -Income Stmt---- --- --- -- ----- --- --- -- -Income Stmt---- --- --- -- ----- --- --- -- -Consolidation---- --- --- -- ----- --- --- -- -Balance Sheet---- --- --- -- ----- --- --- -- -Balance Sheet---- --- --- -- ----- --- --- -- -

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 Options3. 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 instances5. Create a Report Request, define the Report Name, Requesting Business Unit, File location, and As of Date of the report.6. Run the reportSteps to create a Report

Layout options

Layout Definition

Layout Definition (cont.)

Layout Definition (cont.)

Report Request

Run the Report

Run a Report

Report Instance

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 passing the selection criteria from a parent cell to its child cell by using the Drilldown layout.Drill Down

Example of Drilldown

Moving from Summary to detail level

Drill Down to Tabular layout

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.nVision Tree

Tree

PS/nVision Reports via web

The Report Server must run on Windows NT or 2000. The server must also have Microsoft Excel

Process Scheduler Server

3. PeopleTools client installation (this installs PSNVS.EXE, which is what runs nVision reports)

4. Database connectivity software Basic Requirement

Report Request

Enter Delivery Template options

THANK YOU !!

You insert PS/nVision variables into the layout to display heading information that might change from report to report, or between report runs. For example, you could use a variable to automatically insert the report ID you specify in the Report Request dialog box, so you dont restrict this layout to a single purpose. Remember that your layout may be used with a scope that changes its contents, which could make a hard-coded title misleading. You can define variable criteria at the cell level onlyone variable per celland the variable must be the only element in that cell.Note. In addition to using PS/nVision variables in your layouts, you can also use some of these variables in the Instance Controls section of the Report Request dialog box.When inserting a variable into a cell, you select it from the Variable tab of the Layout Definition dialog box. Because there are many different variables to choose from, the dialog box displays them by category. Tables describing the variables in each category follow. Note. When you choose a variable, you select its three-letter code. However, when a variable is used in a layout or report request, its code must be enclosed in percent signs (for example, %RID%). The following tables omit the percent signs.

Gives the ability to slice and dice information in order to do online analysis of information in a high level summarized report3 (three) types of DrillDown:Matrix DrillDown Is build very much like other matrix layout.Tabular Query through customized menu item (NVSUSER), you can use a pre-defined query be run as a DrillDown, example: Journal Lines queryAutoDrill If a query-based criteria (not ledger-based criteria) produced the value selected on the parent report, select AutoDrill. nVision will run the same query again as a tabular query, showing all the columns selected by the query and including inherited criteria.