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

PeopleSoft nVision概述

 
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
 

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