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PeopleSoft PS / nVision for General Ledger Rel 9.2 Ed 3

This PeopleSoft PS / nVision for General Ledger Rel 9.2 training provides step-by-step instruction for implementing, using and maintaining the fundamentals of PS/nVision for General Ledger 9.2....

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$5,000 USD

Course Code PPL-NV-GL-9-2

Duration 5 days

Available Formats Classroom, Virtual

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Oct 21, 2024 - Oct 25, 2024 (5 days)

Language	Time
Live Virtual
English	9:00AM – 5:00PM EDT
Select delivery method/location (1 options)
Live Virtual \| 9:00AM – 5:00PM EDT Live Virtual \| 9:00AM – 5:00PM EDT

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Oct 28, 2024 - Nov 1, 2024 (5 days)

Language	Time
Live Virtual
English	10:00AM – 6:00PM EDT
Select delivery method/location (1 options)
Live Virtual \| 10:00AM – 6:00PM EDT Live Virtual \| 10:00AM – 6:00PM EDT

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Dec 16, 2024 - Dec 20, 2024 (5 days)

Language	Time
Live Virtual
English	9:00AM – 5:00PM EST
Select delivery method/location (1 options)
Live Virtual \| 9:00AM – 5:00PM EST Live Virtual \| 9:00AM – 5:00PM EST

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This PeopleSoft PS / nVision for General Ledger Rel 9.2 training provides step-by-step instruction for implementing, using and maintaining the fundamentals of PS/nVision for General Ledger 9.2. You'll learn how to structure your organization for reporting efficiency using business units, ledgers, trees and ChartField management from the ground up.

Learn To:

Describe PS/nVision.
Plan PS/nVision reports.
Develop and Build PS/nVision reports.
Process PS/nVision reports.
Personalize PS/nVision Nvsuser.
Run PS/nVision reports from the web.

Benefits to You

Enrolling in this course will introduce you to the latest PS/nVision design using Excel 2007 features through hands-on activities. You'll be presented with best practices for achieving maximum efficiency. You'll also learn valuable information from the implementer's perspective, as well as for end-users. Activities include early decision-making regarding structure based on business needs, troubleshooting and efficiency.

Process Flow of an Implementation

Activities throughout the course follow the process flow of an implementation. You'll create a variety of reports, including financial statements like balance sheets and income statements, as well as transaction listings using tables other than the ledger (Payables, for example).

Course Pace & Duration

This is an intensive, 5-day course.

Skills Gained

Design PS/nVision Reports
Create and Process Financial Statements
Create Matrix Layouts from Various Tables
Use DrillDown and nPlosion for Detail Reporting and Analysis
Run PS/nVision Reports from the Web
Create Tabular Layouts and Run Transaction Reports
Use Summary Ledgers for Reporting
Use Scopes and Scope Variables
Personalize PS/nVision

Who Can Benefit

Developer
End User
Implementer
Manager
Systems Administrator

Prerequisites

Required Prerequisite

Understanding of basic navigation and PeopleSoft concepts.
Use of control tables to enforce business rules
Able to run processes and reports

Course Details

Topics

Course and Technology Overview
- Objectives
- Agenda
- Describing PS/nVision
- Describing PeopleSoft Reporting Tools
Planning to Implement PS/nVision
- Describing the Ledger table
- Describing TimeSpans
- Describing PeopleSoft Trees
Developing PS/nVision Reports
- Describing PS/nVision Components
- Describing PS/nVision Report Creation Steps
- Planning the PS/nVision Layout
- Building the PS/nVision Layout
- Defining and Running Report Requests
Building PS/nVision Reports with Variables and Labels
- Setting Up PS/nVision Variables
- Combining Text with PS/nVision Variables
- Using the Text Function
- Using Variables on the Report Request
- Setting Up Date and Time Stamps
- Setting Up Report Labels
Using nPlosion
- Defining nPlosion
- Copying Formulas
- Using nPlosion Features
- Using the nPlosion Variable
- Setting Up Advanced nPlosion Options
Using Scopes and Scope Variables
- Defining Scopes
- Setting Up Scope Variables
- Combine PS/nVision Scope Variables
- Defining the Scope Descriptive Field (DES) Variable
- Using Scopes with Multiple Fields
Implementing Summary Ledgers
- Analyzing Summary Ledger Requirements
- Setting Up Summary Ledgers
- Running Summary Ledgers
- Describing Detail Versus Summary Ledger Reporting
- Defining Summary Trees
- Using Summary Trees in PS/nVision Layouts
- Translating Summary Ledgers to Detail
Using DrillDown
- Define DrillDown Options
- Using DrillDown
Using Query Criteria in Matrix Layouts
- Setting Up Query Criteria in a Matrix Layout
- Using AutoDrill
Using Query Criteria in Tabular Layouts
- Defining Queries for Tabular Layouts
- Creating Tabular Layouts
- Combining Tabular and Matrix Layouts
Using PS/nVision on the Web
- Defining and Running Report Requests on the Web
- Using DrillDown on the Web
- Defining Scopes on the Web
- Defining Report Books on the Web
Personalizing PS/nVision
- Using the Nvsuser Home Page
- Personalizing the Nvsuser Buttons
- Setting Report Preferences
- Personalizing the Drill Menu and Toolbar
- Personalizing Style Sheets
Final Course Activities and Course Review
- Describing PS/nVision
- Panning PS/nVision Reports
- Developing and Building PS/nVision Reports
- Running Multiple PS/nVision Reports
- Personalizing PS/nVision Nvsuser
Appendices
- PS/nVision Variables and Labels Quick Reference Guide
- PS/nVision Reference Material
- Excel Pivot Tables

Objectives
Agenda
Describing PS/nVision
Describing PeopleSoft Reporting Tools

Planning to Implement PS/nVision

Describing the Ledger table
Describing TimeSpans
Describing PeopleSoft Trees

Developing PS/nVision Reports

Describing PS/nVision Components
Describing PS/nVision Report Creation Steps
Planning the PS/nVision Layout
Building the PS/nVision Layout
Defining and Running Report Requests

Building PS/nVision Reports with Variables and Labels

Setting Up PS/nVision Variables
Combining Text with PS/nVision Variables
Using the Text Function
Using Variables on the Report Request
Setting Up Date and Time Stamps
Setting Up Report Labels

Using nPlosion

Defining nPlosion
Copying Formulas
Using nPlosion Features
Using the nPlosion Variable
Setting Up Advanced nPlosion Options

Using Scopes and Scope Variables

Defining Scopes
Setting Up Scope Variables
Combine PS/nVision Scope Variables
Defining the Scope Descriptive Field (DES) Variable
Using Scopes with Multiple Fields

Implementing Summary Ledgers

Analyzing Summary Ledger Requirements
Setting Up Summary Ledgers
Running Summary Ledgers
Describing Detail Versus Summary Ledger Reporting
Defining Summary Trees
Using Summary Trees in PS/nVision Layouts
Translating Summary Ledgers to Detail

Using DrillDown

Define DrillDown Options
Using DrillDown

Using Query Criteria in Matrix Layouts

Setting Up Query Criteria in a Matrix Layout
Using AutoDrill

Using Query Criteria in Tabular Layouts

Defining Queries for Tabular Layouts
Creating Tabular Layouts
Combining Tabular and Matrix Layouts

Using PS/nVision on the Web

Defining and Running Report Requests on the Web
Using DrillDown on the Web
Defining Scopes on the Web
Defining Report Books on the Web

Personalizing PS/nVision

Using the Nvsuser Home Page
Personalizing the Nvsuser Buttons
Setting Report Preferences
Personalizing the Drill Menu and Toolbar
Personalizing Style Sheets

Final Course Activities and Course Review

Describing PS/nVision
Panning PS/nVision Reports
Developing and Building PS/nVision Reports
Running Multiple PS/nVision Reports
Personalizing PS/nVision Nvsuser

Appendices

PS/nVision Variables and Labels Quick Reference Guide
PS/nVision Reference Material
Excel Pivot Tables

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View Full Schedule

3 options available

Oct 21, 2024 - Oct 25, 2024 (5 days)

Language	Time
Live Virtual
English	9:00AM – 5:00PM EDT
Select delivery method/location (1 options)
Live Virtual \| 9:00AM – 5:00PM EDT Live Virtual \| 9:00AM – 5:00PM EDT

Enroll: Enroll

Oct 28, 2024 - Nov 1, 2024 (5 days)

Language	Time
Live Virtual
English	10:00AM – 6:00PM EDT
Select delivery method/location (1 options)
Live Virtual \| 10:00AM – 6:00PM EDT Live Virtual \| 10:00AM – 6:00PM EDT

Enroll: Enroll

Dec 16, 2024 - Dec 20, 2024 (5 days)

Language	Time
Live Virtual
English	9:00AM – 5:00PM EST
Select delivery method/location (1 options)
Live Virtual \| 9:00AM – 5:00PM EST Live Virtual \| 9:00AM – 5:00PM EST

Enroll: Enroll

When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

How do I find an ExitCertified training location?

We have training locations across the United States and Canada. View a full list of classroom training locations.

Which delivery formats are available?

At ExitCertified we offer training that is Instructor-Led, Online, Virtual and Self-Paced.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact customerexp@exitcertified.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How to request a W9 for ExitCertified LLC?

View our filing status and how to request a W9.

Good training materials and lecture. And hands on lab and the instructor guiding was good.

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The format of the class was concise. I learned new skills to use at my workplace.

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I think the platform is very good and look forward to taking my next course in early October.

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I like their training. A lot of material covered. The labs are very good. l learned a lot.

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