7181323 PS Nvision Handbook

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    PeopleSoft NVisionHand Book

    Prepared by

    G.kumaranPeopleSoft Technical Consultant

    DriveStream Inc

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    Contents

    CH!PT"# $ % &nderstandin' nVision

    CH!PT"# ( % )eneral *vervie+

    CH!PT"# , % #unnin' #eports +ith PS-nVision

    CH!PT"# . % Hands on "/ercises

    CH!PT"# 0 1 #"VI"2 3&"STI*N

    CH!PT"# 4 1 SH*#TC&TS

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    CH!PT"# $ %&nderstandin' nVision 

    PS/nVision enables you to retrieve information from your PeopleSoft

    database into a Microsoft Excel spreadseet!not merely as "ra#" data$ but as

    information in a form tat elps you see te big picture$ explore te details$ and

    ma%e decisions& 'ou can use familiar Excel commands to format and analy(e te

    data& )y using PS/nVision$ you can spend your time analy(ing results$ rater tansummari(ing data and entering it into your spreadseet& *n tis capter #e+ll

    provide an introduction to te sopisticated reporting options available troug

    PS/nVision&

    2orkin' +ith PS-nVision

    PS/nVision doesn+t ,ust #or% #it spreadseets!it #or%s #itin tem& 'ou

    access PS/nVision features from a special nVision menu #itin Microsoft Excel&'our organi(ation can also create a custom "front!end" macro seet to give your

    users point!and!clic% access to reports and reporting functions&

    )ecause PS/nVision #or%s from #itin your spreadseet$ you+ll use te familiarcommands Excel offers for inserting formulas$ formatting$ and grapics& -e+ll

    revie# some of te more common Excel features in tis capter$ but for more

    detailed information see your Microsoft Excel .ser+s uide or te Excel online elp&

    &nderstandin' #eports and 5ayouts

    -e refer to eac Excel spreadseet created #it PS/nVision as eiter a

    report instance or a report layout& report instance contains data tat PS/nVision

    as retrieved from your PeopleSoft database& *t is te end result of using

    PS/nVision& Every report you can create is based on a report layout& -en you run

    a report$ PS/nVision uses te specified layout to determine #at data to retrieve forte report and o# to display it& erefore$ creating a PS/nVision report is a tree!

    step process1& 3irst$ someone must define a report layout tat specifies #at 4uery to use for

    te report and o# to format te report& e report layout is really ,ust an

    Excel spreadseet& 5o#ever$ it doesn+t include any actual PeopleSoft data6 it+s

     ,ust te structure of te report!4uery information$ criteria$ text$ formulas$

    grapics$ formatting$ or oter information you #ant to include& is step is only

    re4uired te first time you create te report!once te layout as been saved$

    you can use te same layout repeatedly&

    2& Someone must also create a report re4uest specifying te layout and options for

    te report&

    7& fter defining a report layout and re4uest$ you run te report re4uest$ using te

    nVision menu in Microsoft Excel$ te un button on te re4uest dialog box$ or a

    button/macro tat calls PS/nVision to run te report& 'ou can produce multipleinstances of te report as needed& 3or example$ you migt provide an income

    statement report for eac department #itin your organi(ation& Eac instance

    is an individual report #it up!to!te!minute data from your database$ selected

    and formatted according to te instructions in te report layout&

    e layout and re4uest are all you need to run your report!creating a spreadseet

    ric #it data& s te report runs$ a copy of te layout$ called an instance$ is

    populated #it data and is saved as a normal spreadseet file& 9*f you+re using a

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    scope #it your report$ you may produce several instances from one layout #it

    one report re4uest&

    )esides te numerous features tat are available to you troug PS/nVision$ you

    can use all of Excel+s po#erful features to customi(e layouts$ and te resulting

    reports$ to your li%ing& 3or example$ Excel features dynamically!lin%ed carting and

    dra#ing tools for creating colorful graps and diagrams& o elp get your messageacross$ you can add your o#n finising touces to a layout& )ecause te layout is

    te basis for all reports produced from it$ you can format and enance te report

    once$ and get te benefits automatically eac time te report is run&

    *f you+re #or%ing #it PeopleSoft 3inancials products$ you may be interested in

    using ledgers #it PS/nVision and ta%ing advantage of te imeSpan feature to

    define reports tat "roll" from period to period #itout any canges to te layout&

    .sing imeSpans$ te same layout can retrieve year!to!date data based on te "as

    of" date for #ic te report is re4uested&

    Tabular and 6atri/ 5ayouts

    PS/nVision offers t#o %inds of report layouts!tabular layouts and matrix

    layouts& e ma,or difference bet#een tem is o# tey specify #at data to

    retrieve from te database& *n general$ tabular layouts lend temselves to detailed

    reporting$ #ile matrix layouts are more appropriate for summari(ed reporting& *n

    tis capter$ #e+ll provide a brief discussion ere of bot layout types&

    Tabular layouts are te simpler of te t#o layout types& ey use a 4uery defined

    in PeopleSoft :uery to retrieve data& e columns in te report correspond to te

    fields returned by te 4uery6 te ro#s in te report correspond to te ro#s in te

    4uery result set&

    6atri/ layouts ave data selection criteria associated #it columns and ro#s in

    te spreadseet$ creating a criteria matrix& e data retrieved for an individual cellis determined by a combination of te criteria for its column and its ro#& ;i%e

    tabular layouts$ a matrix layout can use a 4uery defined in PeopleSoft :uery to

    retrieve data& 3or PeopleSoft 3inancials applications$ matrix layouts are mostly

    defined using te ledger and ledger

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    7eature-7unction 6atri/ 5ayout Tabular 5ayout

    >ata sources Multiple 4ueries and/or

    ledgers6 labels&

    Single 4uery&

    >ata ?umbers in matrix$ textin labels and variables&

    ext and numbers&

    >ata delivery o#/column

    intersections 9amounts@6

    ro# and column labels

    9text@&

    Selected 4uery result

    columns$ one data ro# per

    spreadseet ro#&

    ;ayout seets Ane per #or%boo%& Multiple per #or%boo%&

    Selection criteria Scope

    :uery$ incl& Prompts

    Seet$ column$ ro# andcell&

    Scope

    :uery$ incl& Prompts&

    PS/nVision variables 'es& ?o&

    Scope Multiple instances of

    layout #or%boo%&

    Multiple instances of

    layout #or%boo%&

    ?Plosion o#s and columns& ?one&

    >rill>o#n from

    instance

    'es& ?o&

    imeSpans 'es$ #it data %eyed by

    year$ period&

    ?o&

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    CH!PT"# ( % )eneral *vervie+

    ST"PS T* #&NNIN) !N "8ISTIN) NVISI*N #"P*#T

    I9 Ho+ to open an e/istin' nVision layout file :9/nv file;

    1& 3ind out te name and location of te &xnv file by

    a& 3ind out from te re4uester #ere te file is located

    b& An eac &xls report instance te eport e4uest name sould be

    listed& e &xnv name is on te report re4uest form&

    2& o open te &xnv layout file

    a& nVision

    b& Apen ;ayout

    c& ?avigate troug directories until you find te applicable file

    II9 Ho+ to open an e/istin' #eport #e

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    10& Dlic% ! .? or nVision$ un Durrent eport to invo%e te report re4uest&

    11& 'ou #ill no# ave a &xls file open on your des%top

    III9 Ho+ to Create a N"2 #eport #e

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    Business unit ept e4 are o#ned by bus units& e ;ayout may retrieve

    data for tis bus unit alone or for multiple units&

    5ayout Doose te applicable &xnv file tat you #ant to execute

    Scope Aptional& ;eave blan% if you do not need a scope& scope

    is used to create multiple instances of one &xnv file$ suc asinstances for eac business unit or department&

    Directory

    Template Specifies #ic directory to place te report after you ave

    run te re4uest& *f you leave te field blan% te

    finised report #ill be put into te default directory&

    7ile Template Specifies te name of te #or%seet 9report@ tat is created

    #en you run te re4uest& 'ou can include nVision

    variables in te template to dynamically create

    file names at run time& ll nVision report instances are stored

    as Excel files #it an &xls extension 9ex J;'?J K);S5EE&L;S@

    "nable

    Nplosion *f turned off #ill not execute specified nplosion

    Data 7rom #e<

    Bus &nit *nly -en tis cec% box is turned on te report #ill only reflect

    from te re4uesting )us .nit& *f tis box is not

    cec%ed$ on #ill extract data for all bus units meeting te

    Driteria in in te ;ayout& is is o# you can run a

    consolidated rept&

    6ain !s of Date nVision uses tis date to determine te meaning of relativetimespans used in te ;ayout&

    !s of Date

    for Trees llo#s you to select te effective date of te trees to be used

    #en trees are referenced in ;ayouts and Scopes& is is

    usually left at te default .se main as of dateN$ meaning it

    #ill use te tree closest to te s of date& 

    IV9 #unnin' the #eport #e

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    nVision Components

    ere are tree %ey components to te nVision report definition process

    • ;'A. K &L?V extension$ tis is #ere you define report criteria$ for example

    ccount nodes$ department values$ timespans&

    e layout file itself does not contain data ! tin% of it as a template tat canbe re!used& *n order to populate it #it information you #ill ave to

    define a eport e4uest& e amounts #ill not appear until te report

    re4uest is executed ultimately creating an &xls file #it te data&

    ?Plosion is set in a layout& ?Plosion provides te ability to specify a tree

    node in a layout and ave ro#s or columns inserted at run time for eac

    underlying detail value #ic ma%es up te criteria& ;i%e#ise$ you may

    expand multi!period timespans$ suc as '>$ to so# amounts for eac

    accounting period& >etail value ro#s are inserted above te ro# #erete nPloded criteria is specified& >etail value columns are inserted to te

    left of te column #ere te nPloded criteria is specified&

    • SDAPE 9Aptional@ K .sed to run multiple instances 9&xls files@ based on one

    layout file& 3or example if you #anted te same report for every >epartment$

    you #ould create a scope re4uested ;; >EPME?S and ten lin% te scope

    to your report re4uest& -en te report re4uest is run it #ill generate an &xls

    instance for eac department per your scope&

    • EPA E:.ES K 3orm tat specifies criteria necessary to run te report

    suc as 9as of date$ output location$ output filename$ report title@

    ;'A. 3*;E

      O EPA E:.ES 3AM

    K 1 &L;S 3*;E

    ;'A. 3*;E

      O EPA E:.ES 3AM

      O SDAPE >E3*?**A?

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    "stablishin' Criteria

    roug Driteria you specify te data you #is to extract from your PeopleSoft

    database and #ere to place it on te report& e Driteria is entered in ro#s and

    columns6 eac intersection of ro# and column Driteria defines a data element to be

    retrieved& n intersection typically contains te follo#ing elements of Driteria

    • 5"D)"# 9D.;S A S>E@

    -e also ave an DD.; and EPAS& e source of te EPAS ledger is

    data generated from te sset Management module&

    • TI6"SP!N 9'>$ ); includes period 0Q$ PE$ etc&&&@

    • CH!#T7I"5DS  9DDA.?$ >EP*>$ PAM$ 3.?>@

    • Ance you define a Dart3ield you need to ten decide if you #ant to use

    a detail value or a tree node&

    &nderstandin' TimeSpans

    imeSpans control te number of periods for #ic data can be extracted from te

    ;edger table& ey enable you to easily select and retrieve information for use inallocations$ in4uiries$ and nVision reporting&

    ypical imeSpans provided #it PeopleSoft eneral ;edger include

    P"#  etrieve activity for a specific period selected&

    =TD *nclude year!to!date amounts&

    B!5 etrieve balance for#ard amounts O '> amount&

    Many imeSpans are expressed relative to te current period$ so tat tey

    automatically adapt te content of a report to te date it is produced& 3or example

    if our &xnv file uses te ); timespan and #e run te report #it an as of date of

    I/70/00$ #e #ill get te );?DE as of I/70/00& *f #e run te same &xnv report as

    of 10/28/00 #e #ill get te );?DE as of 10/28/00& Ater timespans are defined

    for specific periods& 3or example #e could create a timespan called );1& is

    #ould al#ays retrieve te balance as of period 1$ regardless of te S A3 >E on

    te report re4uest&

    ?ote tat you cannot run an D.;S or S>E report as of a certain day&

    e ledger stores data by period& *f today is I/=/00 and you run your report$ you

    #ill get all data as of I/=/00& *f today is I/1B/00 and you run te report as of

    I/=/00 you #ill get data as of I/1B/00& 'ou #ill get te data as of period 7&

    -e do ave a >*;' );?DE ledger& is ledger contains an accounting period for

    eac day of te year& -e use tis ledger in our interest distribution of fund 128

    reports&

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    e above diagram illustrates te panel #ere you specify te ;edger and te

    timespan& lso$ tereRs an option called everse Sign #ic #ill flip te sign of

    te dollar amount& 3or example$ if you ave revenues of !100 it #ill display te

    amount as 100 on te report&

    is feature is used #en you #ant to reflect your revenues and liabilities as

    positive amounts for report purposes&

    Creatin' 6atri/ 5ayouts

    e ;ayout is a %ind of EMP;E for defining o# te report #ill loo% and #at

    type of information #ill go into te different cells of te spreadseet& *t >AES ?A

    contain financial data from te database& 'ou specify te lin%s$ or D*E*$ tat

    #ill map te desired data directly into your report from te database upon run time

    9or execution of te report re4uest form@&

    • ere are four common types of information you may #ant to include in your

    ;ayout 91@ EL 92@ ELDE; 3AM.;S 97@ ?V*S*A? V*);ES 9=@ D*E*

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    Column A

    Row

    1

    >EPME? D*E* 1 >EPME? D*E* 2

      DDA.? D*E*

    DDA.? D*E*

    DDA.? D*E*

    e Matrix nVision report #or%s by defining criteria in Dolumn and o# 1 tat #ill

    intersect at various points resulting in a desired amount from te ledger table& e

    above illustration so#s tat tere are G points of intersections tat #ill result inamounts&

    C#IT"#I!

    HI"#!#CH=

    Driteria elements may be placed at any or all of te follo#ing levels #itin a report

    layout

    CELL REF 

    :$; "NTI#" 2*#>SH""T !$ 1 ?The B#IC>?

    Driteria common to te entire report 9all cells@ sould be specified at te

    #or%seet level&

    Driteria at te #or%seet level are used to specify defaults for te entire#or%seet&

    ey can be overridden by different Driteria for columns$ ro#s$ and cells$ in

    tat order&

    3or example te cell overrides te ro# Driteria for similar information&

    :(; SP"CI7IC C*5&6N In ro+ $

    Driteria at te #or%seet level are combined #it Driteria for columns and

    ro#s&

    :,; SP"CI7IC

    #*2

    In column

    !

    3or te intersection of a ro# and column$ te Driteria are combined #erepossible&

    :.; SP"CI7IC C"55 !ny cell 1 6ust include all criteria

    #!#"5= &S"D here at the &niv of

    2is9

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    CH!N)IN) C#IT"#I!

    o into te nVision$ ;ayout >efinition panel$ and coose appropriate pus button

    based on #at criteria needs to be modified&

    7I"5D  .se tis to add or modify D3ield Driteria

    3&"#=  .sed in tabular reports and 4uery matrix

    reports

    5"D)"#  .sed to define ;edger$ imeSpan and everse

    Sign

    5!B"5S  .sed to define report labels 9>ESD$ >ESDS5A$

    DDA.?$ >EP*>$ 3.?>E$ PAME$

    EE

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    I6P*#T!NT N*T" !B*&T TH" P#*6PT push button 1

    This dialo' bo/ contains a S"TID and "77"CTIV" date field9is dialog box is #at nVision uses to determine #ic valid values to select #en

    defining your report criteria troug te menus& *f you are not getting values you

    tin% you sould tis is te first place to loo%& 3or example if you are trying to add

    a >EP*> to your report tat you %no# is valid and you cannot select it$ cances

    are te SE*> on te prompt box option is set to anoter business unit or as anold effective date& l#ays cec% to ensure tis prompt as your SE*> and a

    current date so your most recent trees and values are al#ays available for

    selecting& e date on tis prompt only determines #at you see #en building te

    report$ it does not ave anyting to do #it #at amounts tat are returned& e

    s of date in te report re4uest determines tat&

    #"VI"2 TH" "!CH C*6P*N"NT 2ITHIN TH" 5!=*&T D"7INITI*N P!N"5

    NVISI*N - 5!=*&T D"7INITI*N - 7I"5D3ollo#ing tab can be used to enter field definition

    o define #at field you #ant to define clic% te >> pus button&

    e follo#ing panel is returned

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    .pon clic%ing te you #ill get a list of cartfields as so#n belo#

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    l#ays ignore te SE*> and ;E>E column #en youRre in tis vie#& Many users

    get confused #en tey see tis panel& e important column in tis vie# isDartfield& Select te cartfield you #ant to base your criteria on&

    fter selecting your cartfield you must decide if youRre going to use a tree node$

    detail values or nodes from a summary ledger& ere are = options

    • SE;EDE> EE ?A>ES

    .se tis option #en you #ant to use a node on a tree for your criteria& 3or

    example if you #anted to retrieve all expenses$ you #ould #ant to use a tree

    node tat already defines #at tose accounts are&

    •  SE;EDE> >E*; V;.ES

    .se tis option #en you need to define a specific value& 3or example if youonly need a couple of accounts you #ould use tis option and specify eac

    account&

    • ;; >E*; V;.ES

    .se tis option to select ;; values& 3or example you may #ant to as% for ;;

    V;.ES and ten use te nPlosion feature&

    • SE;EDE> S.MM' D53*E;> ?A>ES

    is option is only valid #en using a summary ledger&

    TT*f you are not seeing te correct trees or values on tese prompts$ cec% your

    PAMP pus button on te ;'A. >E3*?**A? panel and ensure it contains yourSE*> and a recent effective date today or greaterQ&

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    NVISI*N - 5!=*&T D"7INITI*N - 3&"#=

    e follo#ing panel is returned after clic%ing te :.E' from ype drop do#n

    e Encumbrance amount is stored on te ;edger table in te

    E?D.M).E>E*; nVision page&

    5ereRs a small snap sot of tis nvision report

      PA DDA.?*? E?*ES Total

    P* ID E?D E?D

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    NVISI*N - 5!=*&T D"7INITI*N - 5"D)"# 

    e follo#ing panel is returned after clic%ing te ;E>E from ype drop do#n

    1& e ;edger field is #ere you define #ic ledger you #ant to use& .sually te

    ;edger criteria is defined in te column& 3or example you could ave te

    S>E ledger in column > and D.;S in column E& e t#o ledgers#e use are D.;S and S>E& See te :uery section on o# to bring

    in an E?D.M)?DE amount on your report&

    2& e imeSpan is #ere you define o# many accounting periods you #ant your

    column to include& 3or example you may #ant to bring in te D.E? PE*A>

    data in one column and te '> data in anoter& 3or example you could ave

    te '> S>E ledger in column > and '> D.;S in column E$ and a

    D.E? PE*A> D.;S in column 3&

    7& e nPlode imeSpan option is generally used on '> columns& -en you turn

    tis s#itc on you #ill get your '> amount bro%en out into a separate column

    for eac accounting period upon generating te report&

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    1

    23

    4

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    NVISI*N - 5!=*&T D"7INITI*N - 5!B"5S

    e follo#ing panel is returned after clic%ing te ;)E; option from drop do#n

    .sing te report labels feature$ you can ave nVision automatically print certain

    descriptive eadings$ suc as your account descriptions$ on your reports&

    e follo#ing lists te options you ave in eac field& s you can see from te

    above picture tere is not a prompt box& 'ou need to %no# #at to put in eac

    field&

    1. 3*E;> A? >E*; V;.E );E

    .se te follo#ing in tis edit box

    !CC*&NTE D"PTIDE P#*)#!6@C*D"E 7&ND@C*D"E P#*"CT@IDE

    B&SIN"SS@&NITE 6!N!)"#@N!6"E !CC*&NTIN)@P"#I*DE D"SC# 

    2. 3*E;> A? EE ?A>E );E.se te follo#ing in tis edit box

    D"SC#E D"SC#SH*#TE T#""@N*D"

    o determine #ere to place labels in a report$ %eep in mind tat report labels are

    generated as a result of te intersection of te report label definition and te

    reportRs ro# and or column criteria& -it tis in mind$ note te follo#ing rules forreport label placement

    • eport labels are placed on eiter column or o# 1

    • eport label are never placed in a cell or at te #or%seet level

    • 3or ro# labels$ select te column #ere you #ant te ro# labels to

    appear& e report label definition #ill intersect #it te ro# criteria to

    place a report label on eac criteria ro#

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    2

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    • 3or column labels$ select te ro# #ere you #ant te column labels to

    appear& e report label definition #ill intersect #it te column criteria

    to place a eport label on eac criteria column&

    NVISI*N - 5!=*&T D"7INITI*N - NP5*SI*N

    e follo#ing panel is returned after clic%ing te nVision  ;ayout options

    C*P= 7*#6&5!S T* NP5*D"D C"55S

    3or selected ro#s or columns$ you can copy formulas to nPloded details if you ave

    ro#s or columns tat contain only formulas$ suc as variance or total columns or

    ro#s$ and you #ant te results of te formula to appear for eac nPloded value&

    in% of te direction of te nPlosion& 3or nPloded columns$ select te ro# #ic

    contains te formula you #is to copy& 3or nPloded ro#s$ select te column

    containing te formula you #is to copy&

    *f te belo# report #ere to contain nPlosion on te Dolumn and te o#s you #ould

    need to put te DAP' ?P;AS*A? AP*A? in t#o places as illustrated belo#&

    ?plosion

    form

    )udget ctuals >iff 

    ree node ev B000 200 =800

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    ree node Exp 1000 B00 B00

    nPlosion

    form

    ?* =000 !700 =700

    NVISI*N - 5!=*&T D"7INITI*N - V!#I!B5"

    e follo#ing panel is returned after clic%ing te V*);E tab

    .se nVision variables to place information tat may cange from report to report or

    from report run to report run in te eadings of your report$ as #ell as in te fileand directory templates on te report re4uest& 3or example$ use te s of >ate

    JS>J variable to automatically print te s of eporting >ate so you do not ave

    to enter it every time you run a report& Variables are also useful in adding

    documentation to a report instance$ telling te vie#er o# te report #as

    developed and #ere te information for te report came from&

    -en you re4uest an nVision variable

    • 'ou must specify te cell into #ic te variable sould be placed

    • 'ou cannot place anyting but te variable in te cell specified

    • Variables cannot be specified in A- 1 or DA;.M?

    • 'ou can attac text and a variable togeter in a single cell by using te EL

    APEA U& 3or example if you ave te variable !SD in cell P$0$ you

    can put te follo#ing formula in your eading$ letRs say DE;; )B

    JK!s of Date LMP$0& .pon running te report DE;; )B #ould contain

    !s of Date (11$9  ere is also a #ay to ma%e te date loo% prettyN&

      Here are some e/amples of addin' ( cells to'ether

    12 B C D [Results of formula] Actual formula in column D

    13 on >oe on>oe KO)17UD17

    14 on >oe ?ame on>oe K"?ame "UO)1=UD1=

      Page 21 of 80

    REPORT REQUEST:Variables that extract informafrom the report request

    DATE AD T!"E PER!ODVariables that resol#e $ate antime relate$ information for %oreport& inclu$in' the "ain As Date(

    S)OPE RE*ATED:

    Variables that rea$ in #alues %our Scope( +hen usin' ascope on %our la%out it is criti%ou inclu$e these #ariables in%our hea$in'(

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    )asically to use tis formula #rap any text in 4uotes and use te "M? to lin%anoter cell to it& in% of te U as you #ould tin% of O$ but instead of adding

    numbers you are adding contents in te cells togeter&

    Most of our reports use tis feature$ refer to tose for more examples&

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    CH!PT"# , % #unnin' #eports +ith PS-nVision

    o start PS/nVision from Peopleools or from a PeopleSoft application$ select o$

    Peopleools$ nVision&

    PS/nVision automatically opens Microsoft Excel$ and te PS/nVision icon appearsminimi(ed on te -indo#s tas%bar& 'ou can clic% tis icon to open te PS/nVision

    #indo#$ but unless a specific PS/nVision dialog box is currently active 9suc as te

    ;ayout >efinition dialog box or Scope >efinition dialog box@$ te PS/nVision #indo#

    #ill be blan%& 'ou initiate PS/nVision commands from #itin Excel using te

    nVision menu& -en PS/nVision is active$ it displays an extra menu in te Excel

    menu bar&

    Selectin' an "/istin' #eport to #un

    o select from a list of defined reports$ clic% te

    T ?V*S*A? / EPA E:.ES

    T Dlic% te *pen button to display te Apen eport e4uest dialog box& e

    follo#ing prompt sould be displayed

    e Apen eport e4uest >ialog )ox

    )ot te )usiness .nit and eport ?ame are initially blan%$ but you can clic% te

    et ;ist button to display te available reports& *f you #ant a partial list of

    re4uests$ enter partial values in te :ualifier9s@ before pressing te et ;ist button&

    Page 27 of 80

    This is the same boxthat is returne$ ,henusin' the follo,in'"A)RO -UTTOlocate$ on theOPERAT!OA* pa'e

    REPORT

    REQUEST

    !t $oesn.t matter,hich metho$ %ouuse& the% bothperform the same

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    fter you clic% te et ;ist button$ if te list is too long to scroll troug$ enter part

    of te name in te eport ?ame text box before clic%ing et ;ist& >ouble!clic% tereport name to select it$ or igligt it and clic% AW&

    *n te example belo# #e typed .->M / >AD5W1&

    is #ill return a sort list&

    #eA

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    Enter a report title in te eport itle text box& Many report layouts display te

    eport itle at te top of te report&

    3rom te ;ayout list box$ select te report layout to use for tis report&

    *dentifying eport Scope

    Most report layouts enable you to create multiple instances of a report using a

    single report re4uest& 3or example$ you migt run tree instances of an expense

    report tat differ only in #ic department tey report on& ll tree reports sare

    te same layout$ but eac contains te expenses of only one department&

    o produce multiple instances of a report from tis re4uest$ you need to select a

    scope from te Scope list box& e scope definition specifies #at data eac

    instance includes and o# many instances PS/nVision creates& *n our expense

    report example$ you+d coose a scope definition tat instructed PS/nVision to create

    one instance for eac department& 5ere is an example of a scope tat contains

    tree departments

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    o lin% tis scope to te above report re4uest you #ould coose >5AD in te

    scope definition field and use a scope variable to save te file as so#n belo#

    Specifyin' #eport 7ile and Directory Names

    'ou use te >irectory emplate and 3ile emplate boxes to specify #ere PS/nVision

    saves te report instances #en you run te report& )ecause PS/nVision may

    create multiple instances #en you run te report!one for eac value in te scope!you #ill #ant to enter a uni4ue directory and/or filename& 'ou can specify a

    template tat PS/nVision uses to generate te names based on te instance it+s

    creating& 3or example$ if you+re running a report for multiple departments $ you

    migt #ant te department name to appear as part of te filename$ or you migt

    #ant te instance for department to appear in a different directory&

    *n te >irectory emplate box$ specify #ic directory you #ant PS/nVision to put

    te report instance or instances into& *f you leave tis box blan%$ PS/nVision puts

    Page 2G of 80

    /S0V/(1*S

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    te report instances in te instance directory specified on te nVision tab of te

    Peopleools Donfiguration Manager& >o not leave tis blan% because most users donot ave rigts to create files to tis default directory& *f you enter a nonexistent

    directory$ PS/nVision #ill create te directory& 3or example if you use a department

    variable in te directory name suc as JS3VJ$ PS/nVision #ill create a directory

    for eac department listed in your scope automatically&

    *n te 3ile emplate box$ enter a name for te report instances& *f you %eep te

    default value$ J*>J&L;S$ PS/nVision uses te value from te e4uest ?ame text

    box 9identified by te variable J*>J@ as te filename$ #it te &L;S extension

    common to Excel spreadseets&

    'ou can include PS/nVision variables in te templates to create directory or file

    names based on te data contained in eac instance& 3or example$ you can include

    variables li%e J;'?J and JPJ to yield directories indicating te business unit

    and "as of" accounting period for #ic te report #as produced&

    *f you are creating multiple instances of a report using a scope$ it is especially

    important tat you use te templates to give your report instances uni4ue$descriptive names&

    *n some cases$ it is appropriate to 4ualify a variable #itin a template& is is

    important #en using a scope #it more tan one field& 3or example$ if you+re

    producing a revenue report by 3.?> and PAM$ you migt #ant to include botvalues in your file or directory template& o do tis$ follo# te variable identifier

    #it a period 9&@ and te name of te scope field$ as follo#s

    S7V97&ND@C*D"

    *f you omit tis 4ualification and use a variable li%e JS3VJ #it a scope containing

    multiple fields$ PS/nVision #ill use te first field in te scope by default&

    e >escriptive 3ield 9J>ESJ@ variable is a special case& is variable allo#s youto retrieve te value of any text field on te tree or detail value record associated

    #it a field in te scope& 3or example$ if te scope is by >EP*> and te detail

    values on te tree tat rolls up >EPME?S into >*V*S*A?S as a manager

    name as one of its fields$ you can retrieve tat manager name and use it to name

    te instance directory or file& 5ere is an example of te manager name >ES

    variable des9deptid96ana'er@name9

    e ;ayout is a %ind of EMP;E for defining o# te report #ill loo% and #at

    type of information #ill go into te different cells of te spreadseet& *t >AES ?A

    contain financial data from te database& 'ou specify te lin%s$ or D*E*$ tat#ill map te desired data directly into your report from te database upon run time

    9or execution of te report re4uest form@&

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      Page 28 of 80

    Reporting Variables:

     Variable Description Sample Value

    R!D Report !D -UDSU"

    RTT Report Title -u$'et Summar%

    -UV -usiness Unit ame U+AD"

    -U -usiness Unit Description U+ A$ministration ASD As of Reportin' Date 2333432425

     AST As of Tree Date 2333432425

    *6 *a%out ame -UDSU"

    !)T Scope !nstance )ounter 27

    S) Scope ame A**8OR9S

    S)D Scope Description All #ali$ Or'aniation #alues

    OPR Operator !D T;R

    DTS Detail *e$'er Sum *e$'er

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    H!ND *N "8"#CIS"S

    CH!PT"# . %Hands on "/ercises

    "/ercise $ 1 Create a matri/ nVision layout1& ?avigate into nVision

    • Dlic% o / Peopleools / nVision

    2& Dreate a ne# layout &xnv file

    • Dlic% ?Vision / ?e# ;ayout

    • ype in cpsA,1DI)IT *P"#IDclass$ as sho+n above9*n tis case my operid is 1$ so my file name is t1rclass1

    • Dlic% SVE

    • 'ou #ill ave a blan% #or%seet open

    • a%e note o# column and ro# 1 are idden

    7& >isplay column and ro# 1

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    • Dlic% ?Vision / Aptions / Dec% on So# o# and Dolumn DriteriaN 

    • Dlic% AW

    • 'ou sould ave te follo#ing #or%seet displayed

    =& >efine te ;ayout Structure

    • Dlic% ?Vision / ;ayout >efinition / Matrix ;ayout Seet

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    • Enter online nVision prompts

    • Dlic% AW / Dlose

    TTTT ?AE -en modifying reports and you do not seem to be getting te

    tree or value information desired it is usually due to te prompt eiter aving

    te #rong SE*> or an old effective date& l#ays cec% tis value #en trouble

    sooting& 'ou can get te above prompt on any &xnv file by navigating to te

    nVision X layout definition and selecting te PAMP pus button TTTTTTTTTTT

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    B& Enter column criteria

    • 5igligt column E

    • Dlic% nVision / ;ayout >efinition

    • Select 5"D)"# tab and replicate te follo#ing

    • Dlic% AW / D;ASE

    • Dell E1 sould contain te follo#ing code

    ELSTD@B&D)"TES =TD

    e L K ;edger

    e S  K imespan

    • 5igligt column 3

    • Dlic% nVision / ;ayout >efinition

    • Select ;E>E and coose D.;S for te ;edger and '> for te

    imeSpan&

    • Dlic% AW / D;ASE

    • Dell 31 sould contain te follo#ing code

    ELACTALS ES =TD

    • 3ormat column E and 3 to be at least 1B car #ide

    • 3ormat column E and 3 be number formatted #it 2 decimals&

    • dd column eadings to ro# B&

    EB sould contain a eading called )udget3B sould contain a eading called ctuals

    B sould contain a eading called >iff 

      Page 72 of 80

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    G& Enter ro# criteria&

    • 5igligt ro# 10

    • Dlic% nVision / ;ayout >efinition

    • Select 7ilter tab

    • Dlic% on te >> button so#n belo#

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    • Dlic% on te 4uestion mar%& 'ou #ill see te follo#ing list

    • 'ou sould ignore te SE*> and ;E>E column in te above vie#& 'ou are

    only interested in defining your cartfield$ #ic in tis example is

    DDDA.?& 'ou see tere are t#o accounts listed above& *t does not matter

    #ic one your coose&

    • fter selecting DDA.? igligt Selected >etail ValuesN radio button

    • Dlic% AW

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    • eplicate te follo#ing

    • Dlic% AW

    • 'our panel sould loo% li%e belo#

    • Dlic% AW / Dlose

    • Dell 10 sould ave te follo#ing code

    J$F DDA.?$! 7100

    e F  K Dartfield value

    e !  K >etail value

    • dd an Excel formula to cell 10 tat add OE10!310$ to give you your

    difference amount&

    • SVE te &xnv file by clic%ing on te SVE *DA?

    H& Dreate a eport e4uest

    • ?avigate to nVision / eport e4uest

    • Dlic% te ?E- pus button

    Page 7B of 80

    6ou can ADD more than oneaccount to this ro,( 0orexample if %ou ,ante$ toa$$ up account C;33 C;;3simpl% clic on the ADDpush button on the bottompart of this panel an$ selectaccount C;;3 in the #aluefiel$(

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      Page 7G of 80

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    • eplicate te follo#ing panel$ EMEM)E to replace 1 #it your 7!digit

    operid&

    Dlic% te SVE pus button on te above panel• Dlic% te .? pus button to generate te follo#ing report

    J$;S>

    E$S'>

    J$;D.;S$S'>

    Bud'et !ctuals Diff  

    J$3DDA.?$V7100 0&00 1HB$1=7&B8 91HB$1=7&B8@

    • ?avigate to -indo#& ?otice you ave 2 files open

    1D;SS&L?V and 1EL1&L;S

    • Apen ELP;AE and navigate to cXnvsXclass& 'ou sould see te

    1EL1&L;S file& ?otice o# nVision automatically created te

    DX?VSXD;SS directory for you&

    • Dlic% cell 310 on your &xls report and run every drill do#n at least once so

    you gain an understanding on o# tey #or%&

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    "/ercise ( 1 !dd additional ro+s to your e/istin' layout

    is exercise does not so# as muc detail as exercise 1& efer to exercise 1 if youneed additional elp&

     

    1& Dlose out of nVision

    2& ?avigate bac% into nVision• Dlic% o / Peopleools / nVision

    7& Apen your layout from exercise 1 located in cXpsXt1rclass1&xnv

    • Dlic% nVision / Apen ;ayout !navigate to cXps and open &xnv report

    =& Enter a second ro# of ccount criteria to your layout

    • 5igligt ro# 11

    • Dlic% nVision / ;ayout >efinition

    • Select 7ield

    • Dlic% dd button

    • Dlic% te and coose DDA.?

    • 5igligt te SE;EDE> >E*; V;.E radio button

    • Dlic% AW

    • Dlic% te on te Values able field and coose ;ouble clic% on your report to open

    • 'ou sould no# ave te eport e4uest form open on your des%top

    • Dlic% AW

    G& un eport e4uest

    • Dlic% nVision / un Durrent eport

    ?ote 'ou can only use te un Durrent eportN command #en you ave

    te desired eport e4uest Apen& Since #e opened 1EL1 in step B #ecan use tis command&

    • e report sould loo% li%eY&

    J$;S>

    E$S'>

    J$;D.;S$S'>

    Bud'et !ctuals Diff  

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    J$3DDA.?$V7100 0&00 1HB$1=7&B8 91HB$1=7&B8@

    J$3DDA.?$VSPELP1 B$HGB$18B&B8 0&00 B$HGB$18B&B8

    H& Enter a tird ro# of ccount criteria to your layout

    *n tis ro# #e are going to include bot account 7100 and SPELP1

    • 5igligt ro# 12

    • Dlic% nVision / ;ayout >efinition

    • Select 3ield

    • Dlic% dd button

    • Dlic% te and coose DDA.?

    • 5igligt te SE;EDE> >E*; V;.E radio button

    • Dlic% AW

    • Dlic% te on te Values able field and coose ; button located in te Selected >etail Value section

    • *n te Value field type in te account SPELP1

    Dlic% AW• Dell 11 sould ave te follo#ing code

    J$3DDA.?$V7100$VSPELP1

    • Dopy te difference formula in 11 to cell 12

    • Save te &xnv file by clic%ing on te SVE *DA?

    8& un eport e4uest

    • Dlic% nVision / un Durrent eport

    e report sould loo% li%eY&J$;S>

    E$S'>

    J$;D.;S$S'>

    Bud'et !ctuals Diff  

    J$3DDA.?$V7100 0&00 1HB$1=7&B8 91HB$1=7&B8@

    J$3DDA.?$VSPELP1 B$HGB$18B&B8 0&00 B$HGB$18B&B8

    J$3DDA.?$V7100$VSPELP

    1

    B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2&00

    "/ercise , 1 !dd additional ro+s to your e/istin' layout usin' tree nodes vs

    detail values 

    1& ?avigate to tree manager

    • Dlic% o / Peopleools / tree manager

    • Apen te S5E folder

    • Apen te DDA.? cartfield folder

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    • Apen te ;;

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    2& dd te tree node SPELP1 from te ;; EE ?A>ES radio button

    • Dlic% te and select te ;;

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    • Dlic% AW / Dlose

    • Dell 17 sould ave te follo#ing code

    J$F DDA.?$T ;;

    E$S'>

    J$;D.;S$S'>

    Bud'et !ctuals Diff  

    J$3DDA.?$V71

    00

    0&00 1HB$1=7&B8 91HB$1=7&B8@

    J$3DDA.?$VSPELP1 B$HGB$18B&B8 0&00 B$HGB$18B&B8

    J$3DDA.?$V7100$VSPELP

    1

    B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2&00

    J$3DDA.?$;;

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    "/ercise . 1 #un a consolidated #eport

    1& Apen your existing eport e4uest S%ip tis step if it is open alreadyQ

    • ?avigate to nVision / eport e4uest

    • Dlic% te APE? pus button

    • 3ill in business unit and report name .->M / 1EL1Q

    Remember to replace T1REX1 with your 3-digit operid  

    • Dlic% on te E ;*S pus button

    • >ouble clic% on your report to open

    • 'ou sould no# ave te report re4uest form open on your des%top

    2& Save te existing report re4uest as a ne# name

    • Dange te eport ?ame from 1EL1 to 1EL=

    Remember to replace T1REX4 with your 3-digit operid  

    • Dange te eport itle to say DA?SA;*>E> P

    • *n te Aptions section$ uncec% te >ata from re4uesting )usiness .nit

    AnlyN box&

    e panel sould loo% li%eYYYYYY&&

    • Dlic% te Save pus button

    • Dlic% te un pus button to generate te report re4uest& *t #ill ta%e a lot

    longer to run since it is retrieving ;; ).S*?ESS .?*S balances and

    summari(ing tem into one number&

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    e report sould loo% li%eY&

    Bud'et !ctuals Diff  

    J$3DDA.?$V7100 0&00 I8$217$H70&=2 9I8$217$H70&=

    2@

    J$3DDA.?$VSPELP1 I01$=H1$B88&22 0&00 I01$=H1$B88&22

    J$3DDA.?$V7100$VSPELP1 I01$=H1$B88&22 I8$217$H70&=2 807$2BH$8BH&8

    0

    J$3DDA.?$;;efinition

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    • Select 5abels tab

     eplicate te follo#ingYYYYYYY

    • Dlic% AW / Dlose

    • Dell )1 sould ave te follo#ing code

    J$3$3DDA.?$.EE

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    SPELP1 B$HGB$18B&B8 0&00 B$HGB$18B&B8

    7100 B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2&00

    SPELP1 B$HGB$18B&B8 7$2HH$I=0&2G 2$=8H$2=B&72

    • e value tat intersects in on )12 is misleading& *t ma%es it loo% li%e ro# 12

    only contains ccount 7100& ;abels can only bring bac% one value$ even toug

    nVision does not ave a limit to o# many values or tree nodes you can define

    in a single ro#&

    • 5ard code a label for cell )12&

    • *n your &L?V file not your &L;S ! o to )12 and type ,$ O SP"8P$ 

    • e!run te report&

    ?ote *f you ad not cec%ed te Put labels in blan% cells onlyN cec%box in

    te label definition panel te ,$ O SP"8P$ formula #ould ave been

    overridden #it a label& 

    H& dd >escription ;abels to your report

    • eturn to your &xnv and igligt column D

    • Dlic% nVision / ;ayout >efinition

    • Select 5abels tab

    eplicate te follo#ingYYYYY&&

     • Dlic% AW / Dlose

    •Dell D1 sould ave te follo#ing codeJ$3$3>ESD$.>ESD

    • Put eading descriptions in cells )B and DB& An my report * put DDA.? in

    )B and >escr in DB&

    • Save te &xnv file by clic%ing on te SVE *DA?

    8& un eport e4uest

    • Dlic% nVision / un Durrent eport

    e report sould loo% li%eY

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    ccount >escr Bud'et !ctuals Diff  

    7100 Supplies 0&00 1HB$1=7&B8 91HB$1=7&B8@

    SPELP1 Supplies U Expense B$HGB$18B&B8 0&00 B$HGB$18B&B8

    7100OSPELP1 Supplies B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2&00

    SPELP1 Supplies and

    Services

    B$HGB$18B&B8 7$2HH$I=0&2G 2$=8H$2=B&72

    ?AE emember tat all canges must be done in te &xnv file& 3ormatting te

    &xls file #ill do you no good6 it #ill be overridden eac time you run te report #it

    a ne# &xls file&

    "/ercise 4 1 !ddin' Variables to your layout

    Variables can be contained in any cell "8C"PT C*5&6N ! or #*2 $

    1& Apen your layout t1rclass1&xnv

    2& dd te s of >ate variable to your report eading

    • o to cell )2

    • Dlic% nVision / ;ayout >efinition

    • Select Variable tab

    • Doose te >ate and ime PeriodsN radio button

    • Select S>

    eplicate te follo#ingYYYYY&&

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    •  Dlic% AW / Dlose

    7& dd te eport e4uest *d variable to your report eading

    • o to cell )7

    • Dlic% nVision / ;ayout >efinition

    • Select Variable pus button

    • Select *> variable

    • Dlic% AW / Dlose

    =& dd te *nstance directory name variable to your report eading

    • o to cell )=

    • Dlic% nVision / ;ayout >efinition

    • Select Variable pus button

    • Select *>? variable

    • Dlic% AW / Dlose

    ?ote -e #ill cover te SDAPE related variables in a later exercise&

    B& un eport e4uest

    • Dlic% nVision / un Durrent eport

    e report sould loo% li%eYY&

    2000!0H!01

    EL1

    cXnvsXclass

    DD >ESD )udget ctual >iff  

    7100 Supplies 0&00 1HB$1=7&B8 91HB$1=7&B8@

    SPELP1 Supplies U Expense B$HGB$18B&B8 0&00 B$HGB$18B&B8

    7100OSPEL

    P1

    Supplies B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2&00

    SPELP1 Supplies and

    Services

    B$HGB$18B&B8 7$2HH$I=0&2G 2$=8H$2=B&72

    G& ;ist all te variables in your layout so you can see teir values&

    • ?avigate to ;18 and begin listing all of te variables tat your curious about&

    3or example if you #ant to list 10 variables you #ill end up in cell ;28& -e

    #ill use our arro# icons #itin te ;ayout >efinition prompt box to navigate&

    • *n cell ;18 ! Dlic% nVision / ;ayout >efinition

    • Select Variable tab

    • eplicate te follo#ing panelY&

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     • Dlic% te PP;' follo#ed by te >o#n rro# to move to cell ;1I and

    enter next variable&

    • Dec% te 5igligtN cec%box& is #ill igligt te active cell so itRs easy

    to see #ere your at #en navigating around&

    • *n column W type in te name of te variable you cose in column ;& 3or

    example if you put J;'?J in cell ;18 type ;'? in cell W18& )y doing tis

    you are creating a list tat you can later use as a reference&

    H& un eport e4uest

    •Dlic% nVision / un Durrent eport5ereRs #at my report loo%s li%e upon running te reportYYY&&

    C*5 > C*5 5

    *> 1EL1

    eresa+s Exercise 1

    ;'? t1rclass1

    ). .->M

    )? .- System

    dministration

    AP 1

    S> 2000!0H!01

    PE 17

    3'2 003'= 2000

    PE> 2000!0H!01

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    "/ercise 1 &sin' Variables to create filenames and directory structures in

    your #eport #eM / 1EL1Q

    Remember to replace T1REX1 with your 3-digit operid  

    • Dlic% on te E ;*S pus button

    • >ouble clic% on your report to open

    • 'ou sould no# ave te report re4uest form open on your des%top

    • Dlic% AW

    2& Save te existing report re4uest as a ne# name

    • Dange te eport ?ame from 1EL1 to 1ELH

    Remember to replace T1REX7 with your 3-digit operid  

    7& *nsert variables into te >irectory emplate on te eport e4uest• e >irectory emplate on your report re4uest currently as

    DX?VSXD;SS$

    cange it to

    DX?VSXD;SSXJ*>JXJ3'=JXJPEJ

    =& *nsert variables into te 3ile emplate on te eport e4uest

    • e 3ile emplate on your report re4uest currently as

    J*>J&xls

    cange it to

    J*>J!J;'?J&xls

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    • 'our eport e4uest sould loo% li%e tisYYY&&

    • Dlic% te Save pus button

    • Dlic% te un pus button to generate te report

    e report sould loo% li%eYY&&

    2000!0H!01

    1ELH

    DX?VSXD;SSX1ELHX2000X17

    ccount >escr Bud'et !ctuals Diff  

    7100 Supplies 0&00 1HB$1=7&B8 91HB$1=7&B8@

    SPELP1 Supplies U Expense B$HGB$18B&B8 0&00 B$HGB$18B&B8

    7100OSPELP1 Supplies B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2&00

    SPELP1 Supplies andServices

    B$HGB$18B&B8 7$2HH$I=0&2G 2$=8H$2=B&72

    Page B1 of 80

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    B& .se Explorer to see o# nVision used te variables in your report re4uest to

    automatically generate directories and a filename&

    • Apen Explorer

    • ?avigate to DX?VSXD;SS

    • e >irectory emplate variables

    DX?VSXD;SSXJ*>JXJ3'=JXJPEJ

      translated toDX?VSXD;SSX1ELHX2000X17

    • e 3ile emplate variables

    J*>J!J;'?J&xls

    translated to

    1ELH!1D;SS1&xls

    G& un te eport as of H/1B/2000

    • Dange te as of date on te report re4uest from H/1/00 to H/1B/00&

    • Apen Explorer

    • ?avigate to DX?VSXD;SS$ you #ill no# ave a directory for 3' 2001 and

    Period 1&

    H& Experiment using different variables in your report re4uest&

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    "/ercise F 1 #evie+ #eport #eefining te >irectory emplate for reports tat #ill be sceduled to run by te

    overnigt report boo% process&

    • *n class #e ave sent all of our instances to te cX drive& is is not a

    practical place to save reports tat need to be sared among users&

    • eports generated by report boo%s must be saved to te sared PeopleSoft

    drive& o define tis drive you #ould use te follo#ing string

    PS7IN1NT$S7S vs c

    • 5ere is an example of .-M*;RS eport e4uest

    • e >irectory emplate variables

    XXpsfin!nt1XsfsXnVisionXlayoutXu#milXinstanceXJ3'=JXJSD?JXPE!JPEJ

    translates to

    psfin1nt$sfsnVisionlayoutu+milinstance($$$1DIVP"#1

    • e 3ile emplate variable

    JS3>&deptidJ&xls&xls

    translates to !cademic !ffairs9/ls-ic is a department description on teir AA;;.P& eir AA;;.P tree

    is used in te 101!>*V Scope definitionQ

    "/ercise G 1 #evie+ 5!=*&T 9/nv 7ile Parameters on reports 'enerated by

    the overni'ht report book process

      Page B7 of 80

    ??psfin4nt;?sfs?nVision?la%out?u,mil?instance?/067/?/S)/?PER4/PER/

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    1& >efining te >irectory emplate for reports tat #ill be sceduled to run by teovernigt report boo% process&

    • *n class #e saved our files to te cX drive& is is not a practical place to

    save reports tat need to be sared among users&

    • e report boo% process must find te ;ayout &xnv file in te default

    directory

     PS7IN1NT$S7SNVISI*N5!=*&T

    *f te report boo% process cannot find te layout in te default directory it

    #ill not run&

    • Most users do not ave rigts to tis directory& is is to ensure tat

    reports do not get canged inadvertently&

    • *f you do not plan on using eport )oo%s you can store your reports on a

    local sared drive& is #ay you can sare tem #itout as%ing for E>/

    -*E security privileges to te XXpsfin!nt1XnvisionXlayout directory&

    • Pil WoenigRs group grants rigts to te XXpsfin!nt1 directory&

    "/ercise $ &sin' nPlosion in your 5ayoutnPlosion is a feature that e/plodes your criteria in a column or ro+ to the

    lo+est level of detail9

    1& Set nPlosion on ccount ?ode criteria

    • Apen your 1D;SS1&L?V report

    • 5igligt ro# 1B

    • Dlic% nVision / ;ayout >efinition

    • Select 7ield tab

    • Dlic% dd button

    • Dlic% te and coose DDA.?

    • 5igligt te SE;EDE> EE ?A>ES radio button

    • Dlic% te and select te ;;

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    • Dlic% AW

    • l#ays leave te ree ;evel );?W

    • Dlic% te )y Position button and select ;ES.

    • Dlic% AW

    • Dec% te nPlosionN button as so#n belo#YY

    fter tat cec% te corresponding option

    • Dlic% AW / Dlose

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    • Dell 1B sould ave te follo#ing code

    J$F DDA.?$T ;;M / 1EL1Q

    Remember to replace T1REX1 with your 3-digit operid  

    • Dlic% on te E ;*S pus button

    • >ouble clic% on your report to open

    • Dlic% te un pus button to generate te report

    e report sould loo% li%eYY&&

    2000!0H!01

    1EL1

    cXnvsXclass

    ccount >escr Bud'et !ctuals Diff  

    J$3DDA.?$

    V7100

    7100 Supplies 0&00 1HB$1=7&B8 91HB$1=7&

    J$3DDA.?$

    VSPELP1

    SPELP1 Supplies U

    Expense

    B$HGB$18B&B8 0&00 B$HGB$18B

    J$3DDA.?$

    V7100$VSPELP1

    7100OSPEL

    P1

    Supplies B$HGB$18B&B8 1HB$1=7&B8 B$BI0$0=2

    J$3DDA.?$

    ;;

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    setting for nPlosion suppresses ro#s #ere tere is no activity& 3or

    example account 1G02 does not appear in te above report becausetere #as no activity to display& ere is an option you can s#itc on if

    you #ant all ro#s to appear regardless if tey ave activity or not& -e

    used tis option on our 3.?> trial balance report so #e can see eac

    fund displayed #it a (ero balance&

    C( 5o# do you get te diff formula in Dolumn to copy to te nPloded cells• Since te nPloded cells are intangibleN on te &xnv file$ tere is no place for

    you to literally copy te formula to$ but rater tere is an option you must

    set in Dolumn or o# 1 depending on #ere your nPlosion ta%es place&

    • 5igligt column

    • Dlic% nVision / ;ayout >efinition

    • Select nPlosion pus button

    • Select te cec%box Dopy formulas to nPloded cellsN as so#n belo#Y&&

    • Dlic% AW / Dlose

    • Dell 1 sould ave te follo#ing code

    EC

    • Save te &xnv file by clic%ing on te SVE *DA?

    • Dlic% nVision / un Durrent eport

    • 'our &xls file sould contain difference amounts on all ro#s in column &

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    =& Set nPlosion on ime Span Driteria

    • Apen your 1D;SS1&L?V report

    • Dolumn 5

    • Dlic% nVision / ;ayout >efinition

    • Select 5ed'er

    eplicate te follo#ingYY&

    • Dlic% AW / D;ASE

    • e only difference bet#een te formula in column 3 and 5 is #e ave te

    nPlode imeSpan option selected in column 5&

    • Dell 51 sould ave te follo#ing code

    J$LD.;S$S '>$ # S

    e L K ;edger

    e #  K nPlode imeSpan

    e S  K imespan

    • un Durrent eport

    • e report sould nPlode a column for every accounting period&

    B& dd a label to capture te acctg period name on te nPloded imespan columns&

    • 5igligt o# B

    • Dlic% nVision / ;ayout >efinition

    • Select 5!B"5S

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    • eplicate te follo#ing

    • Dlic% AW / Dlose

    • un Durrent eport

    • 5ere is a small section of o# your &xls file sould loo%YYY

    2000!1 2000!2 2000!7 2000!= 2000!B

    28G2&BG 8G00&7 H=B7&I1 21GHI&2G 10280&8

    0 0 0 0 0

    28G2&BG 8G00&7 H=B7&I1 21GHI&2G 10280&8

    1B00=H&B 7I22IH&1 1G8HH1&H 2G7807&H 701GB8&1

    • *n your &xls file ta%e note of te roup Autline buttons located in te

    upper left and corner& ere sould be 2 sets of 1 and 2 buttons&

    Dlic% on te 1 to get a summary vie# of te report$ clic% on te 2 to

    vie# all te nPloded detail&

    • ere are several tecni4ues to formatting nPloded values& * #ould

    recommend revie#ing some of te )udget Summary eports developed

    for oter campuses&• Ane basic tecni4ue for formatting nPloded cells is to format te entire

    #or%seet& *t is also elpful %no# tat nPloded cells inerit teir formats from

    Dolumn or o# 1& 3or example if your nPloding on a ro# te format for te

    nPloded ro# #ill be inerited from o# 1& More specifically$ if you ave an

    nPloded intersection in DE;; >12$ te format for tat intersection #ill be derived

    from te format in DE;; >1& *f >1 is saded and bold all of te nPloded ro#s in

    column > #ill be saded and bold&

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    "/ercise $$ &sin' the #everse Si'n *ption

    1& *nsert a evenue criteria ro# in your existing layout

    • Apen your 1D;SS1&L?V report

    • 5igligt ro# 1=

    • Dlic% nVision / ;ayout >efinition

    • Select 7ield

    • Dlic% dd button

    • Dlic% te and coose DDA.?

    • 5igligt te SE;EDE> EE ?A>ES radio button

    • Dlic% te and select te ;;escr Bud'et !ctuals Diff  

    EVE?.E otal evenue 0&00 92=$I01$BIH&87

    @

    2=$I01$BIH&87

    • Most users #ould #ant evenues and ;iabilities to contain positive signs

    on reports versus teir natural accounting sign&

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    2& everse te sign on te evenue ccount criteria

    • 5igligt o# 1=

    • Dlic% nVision / ;ayout >efinition

    • Select 5ed'er

    eplicate te follo#ing PanelYYY&

    • Dlic% AW / Dlose

    • Dell 1= sould contain te follo#ing code

    J$# $3DDA.?$;;

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    "/ercise $( !ddin' "ncumbrance !mounts to 5ayout

    e Encumbrance amount is stored on te ;edger table in teE?D.M).E>

    e $ K :uerye S  K imeSpan

    • *nsert a eading titled EncN in cell >B

    • Save te &xnv file by clic%ing on te SVE *DA?

    • Dlic% nVision / un Durrent eport

    • Partial eport vie#$ te evenue o# sould loo% li%eYYY

    ccount >escr "nc Bud'et !ctuals

    7100 Supplies 8G2&B8 0&00 1HB$1=7&B8

    SPELP1 Supplies U Expense 0 B$HGB$18B&B8 0&00

    7100OSPELP1 Supplies 8G2&B8 B$HGB$18B&B8 1HB$1=7&B8

    SPELP1 Supplies and Services GBG2I&B2 B$HGB$18B&B8 7$2HH$I=0&2G

    • Perform a >rill ctual Encumbrance ournal ;ines on cell >10

      Page G2 of 80

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    "/ercise $, &sin' the Scope function

    Scopes allo# you to generate multiple instances &xls filesQ from one layout&

     

    1& Dreate a scope definition

    • Dlic% nVision / Scope >efinition

    • Dlic% te ?E- pus button and fill out te follo#ing fields

    Scope Name K T$#SC*P"$ Areplace 1 #it your 7!digit operid

    Description J .sed in training

    Table Setid J .->M

    • Dlic% on te >> pus button under te 3ields section

    • Dlic% te and coose >EP*>

    • 5igligt te Selected >etail ValuesN radio button

    • Dlic% on te in te Value able field

    • Doose A

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    • ?ote *f you ave more tan 700 AS you #ould need to put a partial

    value in te Value field before selecting te 4uestion mar%&

    • 'our panel sould loo% li%e te follo#ingYYYY

    • Dlic% te SVE pus button

    • Dlic% AW to close out of Scope >efinition

    2& ;in% te Scope to your report

    • ?o# tat you ave defined a scope you need to lin% it your report& 'ou can

    use te same scope on many different reports if needed&

    7& Apen your existing eport e4uest S%ip tis step if it is open alreadyQ

    • ?avigate to nVision / eport e4uest

    • Dlic% te APE? pus button

    • 3ill in business unit and report name .->M / 1EL1Q

    Remember to replace T1REX1 with your 3-digit operid  

    • Dlic% on te E ;*S pus button

    • >ouble clic% on your report to open

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    • 'ou sould no# ave te report re4uest form open on your des%top

    • Dlic% AW

    =& Save te existing report re4uest as a ne# name

    • Dange te eport ?ame from 1EL1 to 1ELS

    Remember to replace T1REXS with your 3-digit operid  

    B& .pdate te eport e4uest #it te Scope and Scope filename Variables

    • *n te *nstance Dontrols section of te eport e4uest clic% on te in te

    Scope field

    • Doose te scope you created called 1SDAPE1

    Remember to replace T1R with your 3-digit operid  

    • Dange te eport itle to .sing a ScopeN 

    • e 3ile emplate on your report re4uest currently as

    J*>J&xls

    cange it to

    JS3VJ&xlse most common error made by users #en using scopes is not updating

    te filename variable in te report re4uest& *f #e #ere to leave tis variable

    at J*>J&xls$ eac file generated by te scope #ould over#rite te

    previous file& *n te end you #ould only ave te last file saved as an &xls&

    • Save te eport e4uest

    e eport e4uest sould loo% li%e

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    • un current report

    • -en a report is running #it a scope$ nVision runs and ten closes te

    report& -en te report is finised only te last file generated is left open&

      Page GG of 80

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    G& Vie# all te reports generated by te Scope

    • Apen Explorer

    • ?avigate to DX?VSXD;SS

    'ou sould see a file for eac >EPME? V;.E listed in te scope

    • e most common error made by users #en using scopes is not updating

    te filename variable in te report re4uest&

    Apen 171000&xls partial vie# of te report sould loo% li%eYYYYYYY&

    2000!0H!01

    1ELS

    cXnvsXclass

    !ccount Descr "nc Bud'et !ctuals Diff  

    7100 Supplies 0 0&00 10$=GI&IB 910$=GI&IB@

    SPELP1 Supplies

    U

    Expense

    0 121$B8H&B0 0&00 121$B8H&B0

    *f you #ere to print tis report you #ould ave no idea #at departmenttis data is related to& 'ou need to add variables to te eading section

    of your layout &xnv file&

    H& dd Scope Variable 5eadings to your ;ayout &xnv file

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    • Apen your 1D;SS1&L?V file

    • o to Dell 2

    • Dlic% nVision / ;ayout >efinition

    • Select Variable pus button

    • Doose te Scope!elatedN radio button

    Select S3Veplicate te follo#ingYYYYY

    • Dlic% pply

    • Dlic% on te do#n arro# to navigate to cell 7

    • Select S3>

    • Dlic% AW / Dlose

    • un Durrent eport

    • e last report generated sould be ==1000&xls and sould loo% li%eY&

    2000!0H!01 ==1000

    1ELS Policy nalysis and

    esearc

    cXnvsXclass

    ccount >escr "nc Bud'et !ctuals Diff  

    7100 Supplies 0 0&00 B$G02&00 9B$G02&00@

    SPELP1 SuppliesU

    Expense

    0 B2$B00&00 0&00 B2$B00&00

    • ?o# if you #ere to print tese reports you #ould %no# #at departmentstey belong to

    • 'ou #ould #ant to add descriptions to te left of te actual values& 3or

    example you #ould #ant to put a title to te left of ==1000 indicating it is adepartment value& ere are formulas you can use to combine te variable

    #it a description& * #ould recommend revie#ing some of our existing

    reports to gain an understanding of tese formulas&

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    "/ercise $. &sin' ( chartfield components in one ro+ of criteria9

    1& Dlose completely out of nVision

    2& ?avigate bac% into nVision

    7& Apen your cXpsX1D;SS1&L?V file

    =& Apen your 1EL1 eport e4uest and Dlic% AW to return bac% to your &xnvB& dd a ne# ro# of criteria for ccount and nPlode by >ept

    • 5igligt ro# 1H

    • Dlic% nVision X ;ayout >efinition

    • Select 7ield

    • dd ccount Driteria using te ;;

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    • Select te nPlode to .nderlying >etailsN cec% box as so#n belo#Y&

    • Dlic% AW / Dlose

    • Dell 1H sould contain te follo#ing code

    J$3DDA.?$;;$L$<

    • Dopy te formula in 1B to 1H

    •un current report5ereRs a partial loo% at te results of running te reportYYYY

    >escr "nc Bud'et !ctuals Diff  

    Affice of te President 20G=B&8 82$IG2&00 G7$2I1&G8 1I$GH0&72

    Senior VP for

    dministration

    H8B0&G1 7I$2=8&00 20$107&=2 1I$1==&B8

    A;*TA;* 7G77&2H 2I$B00&00 2H$212&1= 2$28H&8G

    .-S!;?T.-S!;? GI2H&71 1HG$1BI&I0 1=B$200&1H 70$IBI&H7

    • 'ou can bring in te >EP*> number by placing a label in ro# 1 on te

    column you #ant te >EP*> number to appear& *n tis example replace

    te DDA.? label in column ) #it a >EP*> label&

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    "/ercise $0 1 Definin' a #"P*#T B**>

    report boo% is a grouping of nVision report re4uests stored #itin a run control id

    for processing using Process Sceduler$ you can run tem on te client #or%station

    or on te server& 'ou can scedule eport )oo%s to run on a server& Eac campus

    as at least one nVision server&

    1& Dlose nVision

    2( ?avigate to)* - P"*P5"T**5S - #"P*#T B**>S

    &S" - #"P*#T B**> D"7INITI*N - !DD - C5!SS@T$# 

    eplace 1 #it your 7!digit id

    C( l#ays end your report boo% run control id names #it your 7!digit operid&ere is a bugN tat if t#o users create te same run controls one of tem #ill

    become corrupt& =& eplicate te follo#ing

    B& Dlic% te .? *DA?

    un it #it te default parameters #ic in tis case is client / file

    G& Dlic% AW to invo%e te report

    Page H1 of 80

    )ontinue listin' all of the reports %ou nee$ toprocess(

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    H& e report boo% process sould

    T APE? nVisionT Process all of te report re4uests listed in your report boo%

    T Dlose nVision note Excel #ill remain openQ

    8& Most users prefer teir reports to be generated on te report server&

    dvantagesT eports sceduled to run and generated overnigt

    T eports do not run on your des%top$ so you can continue #or%ing

    T eports run muc faster on te server

    ( #ules to runnin' your report book on the S"#V"#T &xnv file must be located in XXPS3*?!?1XS3SX?V*S*A?X;'A. directory

    T e eport e4uest output parameter must be set to save te report to a

    directory on te XXPS3*?!?1 server&

    ll of our class exercise reports are saved on our cXdrive and our report

    re4uests save to te cX drive$ terefore$ #e cannot successfully run tose as a

    report boo%&

    10& e follo#ing is an example of o# your report boo% run control id #ould loo%

    if you #ere going to run your report boo% on te .- sys ?VS server

      Page H2 of 80

    http://psfin-nt1/SFS/NVISION/LAYOUThttp://psfin-nt1/http://psfin-nt1/SFS/NVISION/LAYOUThttp://psfin-nt1/

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    7IN!5 "8"#CIS"

    Create a report for the &2!D6 business unit that list all of my !ccount

    Detail Values do+n the ro+s and 'ives me the !CT&!5 =TD amount as of

    F-(4-( broken out by period in the columns9

    =ou +ill need to do the follo+in'

    $9 Create a ne+ 5ayout % Save it as CPS7IN!59/nv

    • &se above information to define your ro+s and columns

    • Insert Variables to make your #eport Headin' meanin'ful

    • Insert 5abels in to capture your account numbers and descriptions as

    +ell as accountin' period in the columns9

    (9 Create a ne+ #eport #e

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    1I7B 3ac/cad ! eneric 3ringes G$881&78 0&00 G$881&78

    1I78 Dlassified ! Social Security 1=$8B7&2G 1B$G77&H= 70$=8H&00

    1I7I Dlassified ! Medicare 7$=H7&HG 7$GBG&2G H$170&02

    1I=0 Dlassified ! roup 5ealt 11B$0I1&27 =0$GGH&77 1BB$HB8&BG

    1I=1 Dlassified ! roup ;ife I11&80 0&00 I11&80

    1I=2 Dlassified ! etirement 77$===&7I 7B$12H&GH G8$BH2&0G

    1I=7 Dlassified!*ncome

    Dontinuation

    =B1&G0 ===&8H 8IG&=H

    1IB= ;E ! Social Security =I2&=I BBB&78 1$0=H&8H

    1IBB ;E ! Medicare 11B&18 12I&I0 2=B&08

    1IBH ;E ! etirement 2=8&2H 70H&82 BBG&0I

    1IGI Student ! Social Security 118&B1 7B2&I8 =H1&=I

    1IH7 Student ! Medicare 2H&H7 82&B7 110&2G

    1IH= Dlassified ! eneric 3ringes 18$IG=&78 0&00 18$IG=&78

    2100 ravel!Employe!*n State )us 2$B78&=8 91G&=0@ 2$B22&08

    2101 ravel Empl eportable Meals 8&00 10G&10 11=&10

    211B ravel!Employe!*n State!Donf GH7&GG 1$0=I&87 1$H27&=I

    212H ravel!Employe!3oreign Donf 0&00 77H&BG 77H&BG2170 ravel!Employe!Aut State!

    Donf 

    H$7HH&07 12$GB=&71 20$071&7=

    21=0 ravel!3leet Darges!Veicles 9B8&B8@ G1H&G2 BBI&0=

    21=G Moving/emp ;odging!

    Employees

    0&00 =$B20&1= =$B20&1=

    21G2 ravel!?on Employe 0&00 B=8&=0 B=8&=0

    2181 raining U >evlop Dareer rad 1$218&G0 0&00 1$218&G0

    218= raining U >evelopment!ob

    el

    0&00 110&00 110&00

    2201 elecomm Services!Dentrex I&B0 I1&0I 100&BI

    2210 elepone Service!?onSS

    olls

    70&G= 1$70=&2G 1$77=&I0

    22=0 elepone Service!SS 0&00 1$0IG&0H 1$0IG&0H

    22G0 Dommunication!Miscellaneous 0&00 800&B0 800&B0

    2710 ental of Space!.-/State

    A#ned

    20&00 12$8B8&00 12$8H8&00

    2=20 Maintenance U epair!

    Structure

    0&00 11$I2=&00 11$I2=&00

    2=G0 Maintenance U epair! >P

    E4uip

    27$00B&IG 77&00 27$078&IG

    2=80 Maintenance U epair!Ater 1$12=&IB 7$278&BI =$7G7&B=

    2G00 >P Services!State U .niv >ept 7=&11 0&00 7=&11

    2G10 >P Services ! Autside Source HB0&00 0&00 HB0&00

    2G20 Services ! Professional 12H$0I1&B7 77G$2G7&I7 =G7$7BB&=G

    2G27 Services ! Miscellaneous 1$28B&GB B$70B&BB G$BI1&20

    2GB0 Services ! *nternal =1&21 910&2G@ 70&IB

    2GH0 Printing U >uplicating!State =I=&=8 2$IHB&87 7$=H0&71

    2GHB Printing U >uplicating!?onStat 0&00 1$20I&8I 1$20I&8I

    7100 Supplies 1$=12&18 7$280&27 =$GI2&=1

    7120 Supplies!Maint/Aperational 9I&I7@ B=&=8 ==&BB

    71=0 3uel for Veicles 0&00 12&00 12&00

    71B0 Soft#are!.nder B$000 0&00 1$200&00 1$200&00

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    71GB 3ood U 3ood Service Dontracts 107&I= IG&I1 200&8B

    71IB E4uipment U 3urniture

    CB$000

    G$I81&00 1$718&12 8$2II&12

    7H00 Postage G&=B =$BHB&H= =$B82&1I

    7H02 S U E ! >efault 10$B01&== 1=$H==&IH 2B$2=G&=1

    7H10 3reigt =7H&H= 2H2&I2 H10&GG

    7H20 Subscriptions HB&00 1$8I7&I= 1$IG8&I=

    7H70 Membersips 7$880&00 9IB&00@ 7$H8B&00

    7H=0 dvertising U ?otices 1$7I8&I1 87G&22 2$27B&17

    7H80 Donference/-or%sop

    Expenses

    1$2B8&=G 1$IB7&I0 7$212&7G

    =B20 )ldg U ttaced 3ixtures B$7IB&00 0&00 B$7IB&00

    G100 Das 91$1G8$HB7&0

    B@

    91$202$GBH&B

    2@

    92$7H1$=10&B

    H@

    G1GG Employee ravel dvance!

    Single

    0&00 9=$20G&00@ 9=$20G&00@

    H100 ccounts Payable 91BI&BI@ 9=H1&8H@ 9G71&=G@

    I0B0 Sales Dredits!*nternal 920&00@ 0&00 920&00@

    I0B1 Sales Dredits!External 920&00@ 0&00 920&00@

    I182 Miscellaneous 3ees 7$018&=G 1=$I=B&28 1H$IG7&H=

    I1I8 >aily >eposit ! reasury 97G0&=G@ 91G$0H2&B2@ 91G$=72&I8@

    I200 Miscellaneous evenue 92$=28&GG@ 917$018&20@ 91B$==G&8G@

    I220 Dounty Sales ax Dollections 90&2I@ 90&=H@ 90&HG@

    I22= State Sales ax Dollections 92&I7@ 9=&G8@ 9H&G1@

    I22B State Sales ax rf to >A G&02 0&00 G&02

    I800 Earnings!*nvestment 3und

    Sare

    0&00 92$I21&G8@ 92$I21&G8@

    90&00@ 90&00@ 0&00

    !NS2"# % P!#T $

    Here is the 5!=*&T D"7INITI*N for the 7IN!598NV

    Do not look at this until you complete the 7IN!5 "8"#CIS"

    $ ! B C D

    ( J$3$3DDA.?

    J$3$3>ESD J$;D.;S$S'>$L

    S

    ,

    . J$33$3DDA.?*?

    J).J

    0 JS>J

    4 J*>?J

    F J$3DDA.?$L$<

    !NS2"# % P!#T (

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    Here is the #"P*#T #"3&"ST 7*#6 should look like

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    CH!PT"# 0 1 #"VI"2 3&"STI*N

    $9 2hat must be defined in order for nVision to be able to e/tract data from

    the database and place it in a cell

    Criteria for a ro+ and column9

    (9 2here do you select the led'er and timespan on your reportThe 5ayout 9/nv file

    ,9 Ho+ does nVision kno+ +hich table to access to e/tract data

    In the 5!=*&T D"7INITI*NE you can define a 5"D)"# or use a 3&"#=9 7or

    e/ampleE !ctual and Bud'et amounts are retrieved by selectin' them under

    the 5"D)"# optionE +hereasE encumbrance amounts must be retrieved

    usin' the 3&"#= option9

    .9 2hat is a simple method for combinin' report data for several accountsE

    for e/ample if you +anted one line for all salary e/penses

    In your report refer to a tree node +hen specifyin' your field criteria9

    09 2hat are the t+o most common +ays to select balances for specific

    amounts

    Detail values or tree nodes9

    49 2here does nVision obtain the 6ain !s *f :#eportin'; date

    #eport #e C"55S *N5=

    $,9 2ill report labels feature +ork if your criteria contains multiple detail

    values or tree nodes

    =esE but it +ill print labels for the 3*S detail value or node only9

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    $.9 Ho+ many fields can you nPlode in a report ro+

    *ne9 !nd nPlosion al+ays 'oes to the lo+est level of detail9

    $09 2hat happens if multiple tree nodes are specified and nPlosion is

    re

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    (.9 2hy are 3ueries used in a layout

    To retrieve balances from a table other than a led'er table9 This is

    particularly useful for reportin' outside the 'eneral led'er application9

    (09 2hat is the difference bet+een a tabular and a matri/ layout

    6atri/ layouts are based on intersections of column and ro+ criteria9 In

    tabular layoutsE intersections are irrelevant and the columns correspond tothe fields selected by the

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    CH!PT"# 4 1 SH*#TC&TS

    1& *nstead of navigating to ?V*S*A? / ;'A. >E3*?**A?$ you can double clic%

    any#ere on your &xnv file and get te ;'A. >E3*?**A? menu&

    2& .se your 5*5;*5 SE;ED*A? and E*? DA?E?S cec%boxes& e

    5*5;*5 SED*A? allo#s you to see #ere you are& e E*? DA?E?S

    is great to use #en your adding a lot of ro#s to your report and ,ust need to

    cange te SE;EDE> >E*; V;.E& 3or example if you are in A- 11 and

    are coosing te S;PM node from te DDA.? tree$ you can clic% E*?

    DA?E?S$ and navigate to A- 12& en all you need to do in A- 12 is

    >E;EE S;PM and clic% >> to coose te node you #ant in A- 12&

    Y&MAE A DAME