PeopleSoft PS / nVision for General Ledger Rel 9.2 Ed 1
Cost $5000
Course Code
D82454GC10
Duration
5 days
Format
Live Virtual Class
What you will learn
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/nVisionNvsuser.
- 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.
Prerequisites
Required Prerequisite
- Understanding of basic navigation and PeopleSoft concepts.
- Use of control tables to enforce business rules
- Able to run processes and reports
Audience
- Developer
- End User
- Implementer
- Systems Administrator
Objectives
- 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
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/nVisionNvsuser
- Appendices
- PS/nVision Variables and Labels Quick Reference Guide
- PS/nVision Reference Material
- Excel Pivot Tables
- 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/nVisionNvsuser
- Appendices
- PS/nVision Variables and Labels Quick Reference Guide
- PS/nVision Reference Material
- Excel Pivot Tables
PeopleSoft PS / nVision for General Ledger Rel 9.2 Ed 1
$5,000.00
Additional information
| Schedules | Jul 26 2021 – Jul 30 2021 (5 days) 9:00 AM – 5:00 PM US-Pacific, Nov 8 2021 – Nov 12 2021 (5 days) 9:00 AM – 5:00 PM US-Pacific, Mar 28 2022 – Apr 1 2022 (5 days) 9:00 AM – 5:00 PM US-Eastern |
|---|---|
| Format | Live Virtual Class |
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