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OFFICE OF THE CHIEF FINANCIAL OFFICER
CFO
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