Professional Documents
Culture Documents
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
Supports analysis on the result
nVision Components
I. nVision menu
NVSUSER
V.
II. Layout
VII. Options
III.Scope
IV. Report Request
Report Book
VI. Drilldown
NVSUSER.xlm
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
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
Layout
Layout Types
Two Types: Matrix
Use Criteria, Ledger and Query
Tabular
Use Query
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
Report Request
It is a collection of
report specific
information, such
as report request
name , report title,
associated layout
and scope.
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
---- --- --- -- ---- --- --- -- -
Layout options
Layout Definition
Report Request
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
Example of Drilldown
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
THANK YOU !!