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PeopleSoft nVision - Overview

Finance NetworkChuck AxthelmMarch 16, 2006

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What is nVision

nVision is PeopleSoft reporting tool Excel add-in Extracts cost, lien & effort data from

FMS tables Inserts this data into a pre-formatted

Excel spreadsheet

Most divisions are using nVision to generate standard financial reports

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Advantages

Provides timely, accurate data No re-keying of FMS data into Excel

Downloads complete quickly Report formats easily edited and

can be saved, updated and reused Excel formats and formulas are

applied to downloaded data

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Disadvantages

Can only access data in FMS Funding and budget data must be manually

entered and maintained in Excel report layouts nVision “language” can appear cryptic &

hard to interpret User must make and save format/formula

changes in the layout not in the output Not recommended for “on the fly” reports

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nVision Reporting 3-Step Process

1. Modify & Save Format2. Update Report Request3. Run Report

FMS Query nVision LayoutnVision Report

Request Report Output

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nVision Home Page

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nVision Process Components

FMS Query: Specifies generic financial data & related

dimensions Contain very little restrictive criteria

Layout contains: Excel logic: Formats and formulas nVision logic of what data to download and

where to insert it Non-FMS data such as budgets and funding

Report Request specifies: Name of Report Output Name of the Layout to use “As of” date for financial information

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How it Works

nVision criteria added to an Excel spreadsheet transforms it into an nVision report layout

Note: Only 1 layout per Workbook Cell A1 typically specifies the source

FMS query – applies to entire layout Costs, liens or hours are retrieved at

the intersection of row and column criteria

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Getting Started with nVision

Must have installed the client version of PS nVision (contact Aurora Pecoraro)

All users copy and modify existing nVision layouts

Very few create layouts from scratch Dive in and try it Worse thing that can happen is you

don’t get the results you want

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Public nVision Layouts & How To

Go To: OCFO Website/Financial Policy and Training/Training Materials

Note: Save layouts to your desktop

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nVision Overview

Reference Materials

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Decoding nVision Criteria

% - designates the start of an nVision command ATT, – designates that a description field to be

inserted; column is resized for longest value C – query results column (Resource Amount,

Resource Quantity, or Lien Amount) F – what follows in the data source field name N – what follows is a specific tree node Q – what follows is the source query name S – what follows designates a time span; eg year

to data, period 1, etc. T – what follows is an FMS tree name V – what follows is the specific value of the source

field (multiple values can be listed separated by commas and each preceded with the V prefix)

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Time Span Codes

YTD Current fiscal year thru the last hard

close PER1, PER2,…PER12

Fiscal accounting period where PER1 represents October

ALLYEAR-1 Total of 12 months from prior fiscal

year

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Query: nvZW_PC_RU_RC

Used for Project One-Line Layout Fields

Project ID Project Status B&R Resource Category Fiscal Year Accounting Period Resource Amount & Effort Hours

Criteria Analysis Type = ACT

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Query: UK_BUDGET_MANAGEMENT_COSTS

Used for BMR Layout Fields

Resource Category* Resource Amount & Effort Hours

Criteria Analysis type = ACT

* Note: The layout summarizes res cats using the FMS res cat hierarchy