Highlights
Introduction
Common Terminology
Tree Manager
Introduction
PS/nVision retrieves information from the PeopleSoft database
and places it into a Microsoft Excel spreadsheet
PS/nVision selects data from your PeopleSoft database using
ledgers, trees, and queries.
As tree data cab be used to limit the query results, some
knowledge on nodes and detail values is required.
Common Terminology
The following are a few terminologies used in nVision:
Account:
• Account is a representation of money under a specific category
• All transactions are recorded against different accounts
Ledger:
• A record of all accounting transactions that are monetary in nature
• Gives a summary picture of the transactions
Timespan:
Navigation:
Setup Financials/Supply Chain Calendars/Schedules TimeSpans
Tree Manager
Tree Manager:
A tool used to graphically represent data to depict hierarchy
Why Trees are used in Reporting:
Trees are useful in generating reports that summarize results for
a particular division or region
nVision Architecture
PS/nVision offers two kinds of report layouts:
Tabular layouts are simpler than matrix layouts. They use a query defined in PeopleSoft Query to retrieve data. The columns in the report correspond to the fields returned by the query; the rows in the report correspond to the rows in the query result set.
You can specify a heading row, a first result row, and a totals row(if you need one).
Matrix layouts have data selection criteria based on the intersection of columns and rows in the spreadsheet, creating a
criteria matrix. The data retrieved for an individual cell is determined by a combination of the criteria for its column and its
row. Unless you are specifying a query in the matrix layout, all matrix layouts must have at least one TimeSpan, at least one
ledger, and at least one ChartField as criteria.
nVision features:
Works with Ledger
Works with Timespan
Works with Queries
Works with Effective Dates
Works with Trees
Supports Related Language Records
PS/nVision-Specific Terms :
nVision menu - NVSUSER
Layout
Scope
Report Request
Report Book
Drilldown
Options
nVision Components:
Layout: Is the Excel sheet where all nVision related definitions are specified.
Scope: A report scope allows you to create multiple instances of a report using a single report layout .
Report Instance : Is the output that is received after running the nVision Report Request using the Layout.
Report Book: A record of all accounting transactions which are monetary in nature