Peopletools 8.4 Peoplebook: PS/Nvision
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PeopleTools 8.4: PS/nVision PeopleTools 8.4: PS/nVision SKU Tr84NVS-B 0302 PeopleBooks Contributors: Teams from PeopleSoft Product Documentation and Development. Copyright © 2002 PeopleSoft, Inc. All rights reserved. Printed in the United States. All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc. ("PeopleSoft"), protected by copyright laws and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft. This documentation is subject to change without notice, and PeopleSoft does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft in writing. The copyrighted software that accompanies this document is licensed for use only in strict accordance with the applicable license agreement which should be read carefully as it governs the terms of use of the software and this document, including the disclosure thereof. PeopleSoft, the PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, PeopleTalk, and Vantive are registered trademarks, and "People power the internet." and Pure Internet Architecture are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners. The information contained herein is subject to change without notice. Contents PS/nVision Preface About This PeopleBook..................................................................................................... xi Before You Begin.............................................................................................................. xi PeopleSoft Application Fundamentals ............................................................................. xii Related Documentation .................................................................................................... xii Hard-copy Documentation......................................................................................... xii PeopleBooks Standard Field Definitions......................................................................... xiii Typographical Conventions and Visual Cues.................................................................. xiv Page and Panel Introductory Table.................................................................................. xvi Comments and Suggestions............................................................................................. xvi Chapter 1 Understanding PS/nVision Understanding PS/nVision .............................................................................................. 1-1 Accessing PS/nVision...................................................................................................... 1-2 Creating Report Instances and Layouts........................................................................... 1-2 Layout and Instance Example................................................................................... 1-3 Using Excel Features....................................................................................................... 1-5 Inserting Formulas .................................................................................................... 1-5 Inserting and Formatting Text................................................................................... 1-6 Chapter 2 Running PS/nVision Reports Creating Report Requests ................................................................................................ 2-1 Creating Requests ..................................................................................................... 2-2 Applying Scopes to Your Reports ............................................................................ 2-7 Opening Existing Report Requests ........................................................................... 2-7 Deleting Report Requests.......................................................................................... 2-8 Running Reports.............................................................................................................. 2-9 Running a Report from a Report Request................................................................. 2-9 Running a Report from the NVSUSER Homepage ................................................ 2-10 Working With Report Instances .................................................................................... 2-10 P EOPLES OFT P ROPRIETARY AND C ONFIDENTIAL C ONTENTS iii PS/N V ISION Chapter 3 Understanding Layouts Understanding Layouts....................................................................................................3-1 Comparing Tabular Layouts, Matrix Layouts, and QueryLink .......................................3-1 Working With Layouts ....................................................................................................3-3 Specifying Criteria ....................................................................................................3-3 Using nPlosion ..........................................................................................................3-4 Setting a TimeSpan ...................................................................................................3-4 Specifying SetIDs and Business Units ......................................................................3-4 Entering Effective Dates ...........................................................................................3-5 Creating Layouts..............................................................................................................3-5 Planning a Layout......................................................................................................3-5 Opening an Existing Layout......................................................................................3-6 Creating a New Layout .............................................................................................3-6 Saving a Spreadsheet as a Layout .............................................................................3-7 Choosing a Layout Type ...........................................................................................3-7 Specifying a Layout Definition.................................................................................3-9 Chapter 4 Creating Tabular Layouts Understanding Tabular Layouts.......................................................................................4-1 Creating Tabular Layouts ................................................................................................4-1 Mapping Tabular Layout Columns..................................................................................4-2 Defining Layout Options .................................................................................................4-4 Creating Report Titles......................................................................................................4-6 Chapter 5 Creating Matrix Layouts Understanding Matrix Layouts ........................................................................................5-1 Matrix Layout Components ......................................................................................5-2 Criteria Types............................................................................................................5-3 Criteria Inheritance Rules..........................................................................................5-5 Criteria Usage............................................................................................................5-6 Common Elements Used in This Chapter .................................................................5-8 Creating Matrix Layouts..................................................................................................5-9 Defining Matrix Layout Criteria....................................................................................5-10 Defining Query or Ledger Criteria ................................................................................5-11 Choosing Ledger Criteria........................................................................................5-12 Choosing Query Criteria .........................................................................................5-13 Applying Filter Criteria .................................................................................................5-14 C ONTENTS iv P EOPLES OFT P ROPRIETARY AND C ONFIDENTIAL PS/N V ISION Understanding Filter Criteria .................................................................................. 5-14 Selecting Filter Criteria Options ............................................................................. 5-15 Adding Field and Tree Node Values to Filter Criteria............................................ 5-16 Adding Field and Detail Values to Filter Criteria................................................... 5-18 Adding Criteria Values ........................................................................................... 5-19 Removing Fields and Values From Filter Criteria.................................................. 5-19 Using Label Criteria .....................................................................................................