PeopleSoft PS / nVision for General Ledger Rel 9.2 Ed 3 — Lesson 2: Layouts, Row and Column Criteria, Time Spans, Labels, and Functions

Learning Objectives

• Explain the architecture, workflow, or business purpose behind matrix and tabular layouts, worksheet structure, and nVision options.
• Apply row and column criteria, ledger and ChartField selection and time spans, current or comparative periods, and calendar behavior in a controlled scenario.
• Validate outcomes and troubleshoot risks involving nPlosion, labels, formulas, formatting, and reusable layout standards.

Detailed Topics

• matrix and tabular layouts, worksheet structure, and nVision options
• row and column criteria, ledger and ChartField selection
• time spans, current or comparative periods, and calendar behavior
• nPlosion, labels, formulas, formatting, and reusable layout standards

Instructor Demonstration

Demonstrate matrix and tabular layouts, worksheet structure, and nVision options within a month-end financial reporting pack standardized across departments and business units with drilldown and reconciliation controls, then capture the exact configuration, command, transaction, report, model, query, code, or process evidence that proves the result for lesson 2.

Hands-On Exercise

Implement a controlled exercise covering row and column criteria, ledger and ChartField selection and time spans, current or comparative periods, and calendar behavior, then introduce and resolve an exception involving nPlosion, labels, formulas, formatting, and reusable layout standards while preserving before-and-after evidence.

1. Confirm the environment, identities, inputs, dependencies, risks, and expected outcome.
2. Complete the course-specific configuration, development, analysis, or process workflow.
3. Capture settings, commands, data, outputs, logs, reports, screenshots, calculations, or test results.
4. Compare the observed result with acceptance criteria and document corrective action.

Scenario Analysis

• Identify the technical or business decision that must be made.
• Compare valid approaches and their security, performance, reliability, cost, compliance, and support trade-offs.
• Define rollback, recovery, ownership, communication, and evidence requirements.

Troubleshooting Guidance

Diagnose issues across matrix and tabular layouts, worksheet structure, and nVision options, row and column criteria, ledger and ChartField selection, time spans, current or comparative periods, and calendar behavior, nPlosion, labels, formulas, formatting, and reusable layout standards without making an unverified production change. Separate symptoms from causes, gather evidence, test the smallest reversible correction, rerun validation, and record preventive action.

Validation Checklist

• The requirement, scope, inputs, dependencies, and expected result are documented.
• The result is reproducible and supported by course-specific evidence.
• Normal, boundary, failure, security, performance, and operational conditions are reviewed.
• Exceptions, rollback, ownership, and the next improvement priority are recorded.

Lesson Outcome

Learners can apply Layouts, Row and Column Criteria, Time Spans, Labels, and Functions in a realistic PeopleSoft PS / nVision for General Ledger Rel 9.2 Ed 3 scenario and validate the result with documented evidence.