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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
Duration 5 days
Course Code PPL-NV-GL-9-2
Available Formats Classroom, Virtual

Overview

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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Schedule

10 options available

  • May 12, 2025 - May 16, 2025 (5 days)
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  • Jun 9, 2025 - Jun 13, 2025 (5 days)
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  • Jun 23, 2025 - Jun 27, 2025 (5 days)
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  • Jul 14, 2025 - Jul 18, 2025 (5 days)
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  • Aug 18, 2025 - Aug 22, 2025 (5 days)
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  • Sep 15, 2025 - Sep 19, 2025 (5 days)
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  • Oct 20, 2025 - Oct 24, 2025 (5 days)
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  • Nov 17, 2025 - Nov 21, 2025 (5 days)
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  • Dec 8, 2025 - Dec 12, 2025 (5 days)
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FAQ

Does the course schedule include a Lunchbreak?

Classes typically include a 1-hour lunch break around midday. However, the exact break times and duration can vary depending on the specific class. Your instructor will provide detailed information at the start of the course.

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.

Does Ascendient Learning 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?

Ascendient Learning instructors have an average of 27 years of practical IT experience and have also served as consultants for an average of 15 years. To stay current, instructors spend at least 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 info@ascendientlearning.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 do I request a W9 for Ascendient Learning?

View our filing status and how to request a W9.

Reviews

vary good online learning. instructor is vary good the way he explained every thing.

Some Labs are very good but some steps it ask to update but its already updated, but overall its very good training.

The class was very vast paced however the teacher was very good at checking in on us while giving us time to complete the labs.

Good training. A lot to take in for the short amount of time we have though

I was very satisfied about how the course was organized. Sean Did a very good work