PeopleSoft nVision概述

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