PS / nVision for General Ledger Rel 9.1; Training-on-Demand



  • End users
  • Developers


  • An Understanding of PeopleSoft Financial Management System
  • Working knowledge of General Ledger
  • Knowledge of Microsoft Excel


  • Using Query criteria in matrix layouts
  • Using Query criteria in tabular layouts
  • Running PS/nVision on the web
  • Personalizing PS/nVision
  • Final Activity
  • Final Review
  • Using DrillDown
  • Course overview
  • Technology overview
  • Planning to implement PS/nVision
  • Developing PS/nVision reports
  • Building PS/nVision reports with variables and labels
  • Using nPlosion
  • Using scopes and scope variables
  • Implementing summary ledgers


This course reinforces the PS/nVision fundamentals covered in the General Ledger course and introduces additional topics such as DrillDown, Report Labels, nPlosion, Scopes and Summary Ledgers. Participants have the opportunity, via a workshop format to build a number of PS/nVision reports as they learn the skills and techniques covered in this course.

Learn To:

  • Describe PS/nVision
  • Plan PS/nVision reports
  • Develop and Build PS/nVision reports
  • Process PS/nVision reports
  • Personalize PS/nVision Nvsuser

Course subjects

Planning to Implement PS/nVision

  • Describe the Ledger table.
  • Describe TimeSpans.
  • Describe trees.

Developing PS/nVision Reports

  • Describe PS/nVision components
  • Describe PS/nVision report creation steps.
  • Plan the PS/nVision layout
  • Build the PS/nVision layout.
  • Define and run report requests

Building PS/nVision Reports with Variables and Labels

  • Set up PS/nVision variables
  • Combine text with PS/nVision variables
  • Use the Text function.
  • Use variables on the report request.
  • Set up date and time stamps.
  • Set up report labels.

Using nPlosion

  • Define nPlosion
  • Copy formulas
  • Use nPlosion features
  • Using the nPlosion Variable
  • Set up advanced nPlosion options.

Using Scopes and Scope Variables

  • Define scopes.
  • Set up scope variables
  • Combine PS/nVision scope variables
  • Define the Scope Descriptive Field (DES) variable.
  • Use scopes with multiple fields.

Implementing Summary Ledgers

  • Analyze summary ledger requirements
  • Set up summary ledgers
  • Run summary ledgers
  • Describe detail versus summary ledger reporting
  • Define summary trees.
  • Use summary trees in nVision layouts.
  • Translate summary ledgers to detail.

Using DrillDown

  • Define DrillDown options
  • Use DrillDown.

Using Query Criteria in Matrix Layouts

  • Set up query criteria in a matrix layout
  • Use AutoDrill.

Using Query Criteria in Tabular Layouts

  • Define queries for tabular layouts
  • Create tabular layouts.
  • Combine tabular and matrix layouts

Using PS/nVision on the Web

  • Define and run report requests on the web
  • Use DrillDown on the web.
  • Define scopes on the web.
  • Define report books on the web.

Personalizing PS/nVision

  • Use the Nvsuser home page.
  • Personalize the Nvsuser buttons.
  • Set report preferences.
  • Personalize the Drill menu and toolbar.
  • Personalize Style Sheets.

Course Review

  • Describe PS/nVision.
  • Plan PS/nVision reports
  • Develop and Build PS/nVision reports
  • Run Multiple PS/nVision reports.
  • Personalize PS/nVision Nvsuser.
Preis (exkl. MwSt.)
  • 4.025,- €