PS/nVision Configuration & Troubleshooting Tips

11/12/2009

PS/nVision Reporting Tool PS/nVision and Troubleshooting Tips

T I TLE OF P AP E R 11/12/2009

Reference Number: Reporting Tool’s Product(s): PeopleTools Release(s): Revision Number: Contains: √ √ √ √ √ √

PTOOLS001 PS/nVision 7.x, 8.1x, 8.4x, 8.5x Rev1

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Table of Contents
Table of Contents........................................................................................................................................................3 Introduction .................................................................................................................................................................5 Structure of this Red Paper Related Materials 5 5

Chapter 1 - Executive Overview ...............................................................................................................................6

Chapter 2: PS/nVision ................................................................................................................................................8

Chapter 3: Main Components of PS/nVision report ..............................................................................................10 Report Layout Report Request 10 12

Chapter 4 - PS/nVision Configuration for 2-tier client environment..................................................................14 Configuration Manager Settings 14

Chapter 5 - How to run PS/nVision in 2-tier client environment .........................................................................16 Appearance of PS/nVision 2 tier client Steps to create an PS/nVision report 17 18

Chapter 6: PS/nVision setup in Web Environment (n tier) ...................................................................................20 Report Server Requirements MS Excel PSPRCS.cfg settings DrilltoPIA.xla 20 21 21 22

Chapter 7: How to run PS/nVision in Web environment.......................................................................................23 Report Request Scope and Report output Types Drilldown 23 24 25

Chapter 8: PS/nVision Advanced Features ............................................................................................................27 Scope Drilldown nPlosion ReportBook PS/nVision Variables NvsInstanceHook 27 29 30 30 31 31

Copyright © 2006 Oracle, Inc. All rights reserved.

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PS/nVision Reporting Tool

Chapter 9: New Features in PS/nVision in PeopleTools 8.4x..............................................................................33 SaveTempFile TimeOut settings EnablePoll Dialogs PS/nVision Trace Secured Reports EnableDrillDownforFile 33 33 34 34 34 35

Chapter 10 : New Features in PS/nVision in PeopleTools 8.5x ...........................................................................36 Public and Private Report Requests in nVision Windows client Improved Drilldown on PIA using Web Services Tree Effective Date Criteria Not In Tree Criteria Support for Query Prompts via PIA Decoupled PS_HOME vis-à-vis nVision 36 36 37 38 38 39

Chapter 11 : PS/nVision with Excel 2007/PeopleTools 8.4x/8.5x ........................................................................40 Known Issues with Excel 2007 Compatibility Mode Features that need to be verified with Excel 2007 normal mode 40 41

Chapter 12: Troubleshooting Tips ..........................................................................................................................42 In 2-tier client With Certain workstations With all workstations In Web Environment On Intermittent Basis On Regular Basis With all Reports With some certain Reports Tips for DRILLDOWN With Certain Drilldowns With All Drilldowns Drilldowns in 2-tier Drilldowns in Web Environment Drilldown issues with some specific Users Perforamnce issues with PS/nVision Important Logs Important Resolutions 42 42 42 43 43 43 43 43 46 46 47 47 47 48 48 48 49

Appendix A ................................................................................................................................................................50

References.................................................................................................................................................................51

Copyright © 2007 Oracle, Inc. All rights reserved.

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11/12/2009

PS/nVision Reporting Tool

Introduction
This Red Paper is an introductory and practical guide for technical PS/nVision users, beginners, PS/nVision reports Developers and Oracle Global Customer Services analysts. This Red Paper discusses the PS/nVision reporting tool, it’s configuration within PeopleSoft Application and troubleshooting tips for PS/nVision related problems. Much of the information contained in this document originated from and within Customer’s production environments and PeopleSoft Development and is therefore based on "real-life" problems encountered in the field. The issues that are discussed here are the problems that prove to be the most common or troublesome.

STRUCTURE OF THIS RED PAPER This Red Paper provides guidance on basic understanding of PS/nVision reporting tool. Keep in mind that PeopleSoft updates this document as needed so that it reflects the most current feedback one receive from the field. Therefore, the structure, headings, contents, and length of this document is likely to vary with each posted version. To see if the document has been updated since users last downloaded it, compare the date of usersr version to the date of the version posted on Customer Connection.

RELATED MATERIALS It is assumed that our readers are Oracle GCS Reporting Tools analysts, PeopleSoft DBAs and PS/nVision reports developers. To take full advantage of the information covered in this document, it is recommended that users should have a basic understanding of system administration, basic Internet architecture, relational database concepts/SQL, and how to use PeopleSoft applications. This document is not intended to replace the documentation delivered with the PeopleTools PS/nVision section. It is recommended that before any user reads this document, user should read the PIA related information in the PeopleTools People Books 8.49 to ensure that user have a well-rounded understanding of our PIA technology. Note: Much of the information in this document eventually gets incorporated into subsequent versions of the People Books.

Copyright © 2007 Oracle, Inc. All rights reserved.

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Major Capabilities: a.Allow users to define scope for report. Depending upon the criteria defined at the report level. b. c. Users use familiar enhanced Excel commands to format and analyze the data. Overview of PS/nVision Tool: 1.Builds upon users’ Excel expertise.Enable users to nPlode (explode) and Drilldown to the appropriate level of detail. Inc. PS/nVision selects data from PeopleSoft database against the Ledgers. 2. It is an Excel based reporting and analysis tool.It’s a PeopleSoft developed Reporting Tools.Facilitates the use of trees in reports. c. All rights reserved. Trees and Queries. This transfer of information from the database to spreadsheet enables users to use familiar excel commands for formatting and analyzing data.Major Strengths: a. it retrieves the information from database and places it into Excel spreadsheet. Users can define scopes on multiple fields also. It is one of the main reporting tools one uses to generate reports within PeopleSoft Application.11/12/2009 PS/nVision Reporting Tool Chapter 1 . which is used for reporting purpose. e. d.Handles report bursting and distribution (to individual or role) through Scope Definition.Enables users to summarize transactional data.Executive Overview PS/nVision is a PeopleSoft owned product.Enables functional users to create reports to fit their needs Copyright © 2007 Oracle. b. 6 .

it cannot be run on Unix or any other O/S.XLS format but not in any other output formats like .XLS).Disadvantages: a. b.HTM and . 7 .DOC etc. Inc. In comparison to other Reporting Tools.PS/nVision tools runs only in Windows environment as it uses Microsoft Excel for the reporting purpose. Copyright © 2007 Oracle. All rights reserved.HTM and . users may run PS/nVision report to both . users can run PS/nVision reports to only two output formats (.PDF or .. In 2-tier also. PS/nVision has very few output format options.11/12/2009 PS/nVision Reporting Tool 3. So.In Web environment (4-tier).

Excel offers for inserting formulas. typically.PS/nVision PS/nVision not only works with spreadsheets. this task is performed by accountants and analysts. 8 . users may use the familiar commands. data entry and delivery.11/12/2009 PS/nVision Reporting Tool Chapter 2 . Users may check more detailed information for these Excel commands in Microsoft’s Excel User guide or the Excel on-line help. Copyright © 2007 Oracle. Users access PS/nVision features from a special PS/nVision menu within Microsoft Excel. company generates reports from the accounting systems to help determine its financial health and position. All rights reserved. who are responsible for evaluating the company’s position and reporting the results to Senior Executives. Inc. formatting and graphics. analysis. The first question arises in mind why PS/nVision tool in comparison to other Reporting Tools? Some of the advantages and strengths of PS/nVision tools have already been discussed in Chapter 1. Below are some scenarios where users will better understand the need of PS/nVision tool. The complete process includes tasks such as reporting. User organizations can also create a custom “front-end” macro sheet to give users point-and-click access to reports and reporting functions. it works within them. See the picture below: Consider the scenario: At the end of every month. Because PS/nVision works from within user spreadsheet.

Users only need to combine the power of PS/nVision with the known functionalities of the Microsoft Excel spreadsheet to format and deliver the report. Copyright © 2007 Oracle. This is one of the scenarios. PS/nVision makes all reporting and analysis of data very easy. analysis. Inc.11/12/2009 PS/nVision Reporting Tool To reduce the time and efforts required in reporting. All rights reserved. which describes the usage of PS/nVision tool in terms of commercial purposes. 9 . and delivery users are assigned the task of retrieving the data directly into an Excel spreadsheet. data entry.

All rights reserved. Users can specify data selection criteria at the level of the entire spreadsheet i. Report layout is just an Excel spreadsheet. formatting or other information users want to include. while matrix layouts are more appropriate for summarized reporting and analysis. thus creating a criteria matrix. whichever is used for the report generation. criteria. Creation of report layouts is the first step towards developing the Report layouts. a column or an individual cell.11/12/2009 PS/nVision Reporting Tool Chapter 3 . These layouts use a Query defined in PeopleSoft Query to retrieve data. Matrix layouts are more complex in nature.Tabular Layout 2. However it does not include any actual PeopleSoft data. 10 . Tabular layouts are used for detailed transaction reporting. PS/nVision offers two types of Report layouts. 1. all matrix layouts must have at least one timespan. The data retrieved for an individual cell is determined by a combination of the criteria for its’ column and its’ row. Unless users are specifying a query in the matrix layout. Copyright © 2007 Oracle. Inc. It specifies the Query or Ledger.Main Components of PS/nVision report Before proceeding further.e. formulae. PS/nVision > Layout Options Tabular layouts are the simpler of the two layout types. It is just the structure of the report-query/ledger information. one ledger and one chartfield as criteria. test. a row. Report Layout Report layout is an Excel spreadsheet that users can use as a template to define the format in which the report is displayed and the type of information that goes into the report. The columns in the report correspond to the fields returned by the query and the rows in the report correspond to the rows in the query result set. Report layout specifies the type of data that can be retrieved within the columns and rows. graphics.Matrix Layout The main difference between both these types of layouts is the way in which users specify the data to be retrieved from the database. users must understand more about the Report Layout and Report Request and their roles in generation of any PS/nVision report. The Report Layout also consists of formulae to calculate and retrieve data. Matrix layouts have data selection criteria based on the intersection of columns and rows in the spreadsheet.

column. All rights reserved. Copyright © 2007 Oracle. Inc. one data row per spreadsheet row Multiple per workbook Scope. 11 .11/12/2009 PS/nVision Reporting Tool The table below shows some of the key differences between tabular and matrix layouts. criteria at Sheet. It makes users’ work very easy while putting format related columns and fields in layout or putting formulae to calculate the data in end results. row and cell level Yes Multiple instances of layout workbook Rows and Columns Yes Yes. users must be very clear about the format and type of data users like to show to the end users as a Report output. PS/nVision > Layout Definition For more details about the “tabs” in “Layout Definition” window and their usage. with data keyed by year. text in labels and variables Row/Column intersections (amounts). period Tabular Layout Single Query Text and numbers Selected Query results columns. Query including Prompts No Multiple instances of layout workbook None No No Before creating layout. row and column labels (text) One per workbook Scope. Feature/Function Data Sources Data Data Delivery Layout sheets Selection Criteria PS/nVision variables Scope nPlosion Drilldown from Instance Time Spans Matrix Layout Multiple Queries and/or Ledgers. Numbers in matrix. including prompts. please review “PS/nVision” section in PeopleBooks. Query.

All rights reserved. modify or delete Report Requests. Users must create a corresponding Report Request for running a PS/nVision report. associated Report Layout. users can use the Scope feature to create multiple instances of a report from a single request as shown in the screenshot below: Excel PS/nVision tab Select New Report Request this window appears Copyright © 2007 Oracle. Each Report Request is a collection of report-specific information such as Request name. report title. When defining a Report Request. Scope and so on. 12 .11/12/2009 PS/nVision Reporting Tool Report Request Second step is creating Report Request for this PS/nVision report. create. Users must use the Report Request dialog box to open. Inc.

it will extract data for all Business units. It specifies the name of Report Instance (output) that is created when running this Report request. Users can include PS/nVision variables in the template to dynamically creates file names at the run time For Ex: %RTT% or %LYN% In 2-tier. One can choose the applicable . for performing nPlosion. It means it will use the tree closest to the As of Date. meeting the criteria in Layout. A scope is used to create multiple Instances of one . If users leave the Template field blank the finished report will be in default directory. Otherwise one will not be able to perform nPlosion successfully Directory Template: File Template: Enable nPlosion: Data from requesting: When this checkbox is turned on the report. Use Main as of Date: ** For more details. such as instances for each Business Units or departments Specifies which directory to place the report after users have run the request. Business Unit only As of Date: It allows users to select the effective date of the trees to be used when trees are referenced in layout and scopes. this checkbox should be checked. The Layout may retrieve data for this business unit.11/12/2009 Below are the descriptions of Fields under Report Request. This is usually left at the default. please check the “PS/nVision” section in PeopleBooks.XNV file. 13 .XNV report layout. This is how users can run a consolidated report. Leave blank if users do not need scope. data will reflect only from the requesting business unit only. Users may use PS/nVision variables also to get any specific nomenclature for users directory names. one likes to execute This is optional. Copyright © 2007 Oracle. Request Name: Report Title: Requesting: Business Unit Layout: Scope: PS/nVision Reporting Tool This name identifies Report Request This tile appears on prompt lists and can be used in reports and can be used in report Report request are owned by Business Units. If this box is not checked. Inc. All rights reserved.

However. Inc.Open Configuration Manager 2.Click the “Profile” tab 3. Now let’s discuss the various settings under “PS/nVision” tab in Configuration Manager. So. PeopleSoft does not recommend multiple PeopleTools version on single machine for avoiding issues with PS/nVision and Crystal Reports. Space between Query Columns: This is the setting that is defined to have spaces in between the columns in the report output or Query to Excel output. PS/nVision relies on the PeopleSoft PTools ODBC Driver to be the exact same version of PTools that is currently being run. In 2-tier client environment: 1. 14 .PS/nVision Configuration for 2-tier client environment PS/nVision requires specific DLL’s and ODBC driver that are specific to that Peopletools version. If a user has multiple Peopletools versions on his machine a “Workstation install” might be required to go back and forth with PS/nVision according to the usage of one environment. All rights reserved.Click the “PS/nVision” tab This is the only place where one can configure the PS/nVision related directories within Configuration Manager. Under Directory Paths: Copyright © 2007 Oracle. please check if users are having multiple PeopleTools versions on box and in Web environment also.11/12/2009 PS/nVision Reporting Tool Chapter 4 .Click the “Edit” button 4.

Inc.Style Sheets: This is the location where various Excel style sheets get stores.Query Templates: This is the setting where Query Templates are available.Under  Client Setup tab --> under ODBC setup --> Check the Install PeopleSoft ODBC Driver and Workstation Installation --> click Apply. 2. Prerequisites for PS/nVision in 2-tier client for successful running 1. After performing the above. Ex: D:\FMS89\excel\stylesheets Note: If users access PS_HOME from the network. All rights reserved. For ex: D:\FMS89\excel where “D:\FMS89” is usersr PS_HOME or “D” drive is where usersr File server is mapped. It must be correct. both PeopleSoft delivered and Customized ones.Check the DBBIN setting under  Process Scheduler tab. users should be ready to work within PS/nVision Reporting Tool. available under %PS_HOME% needs to me mentioned. 15 .1). There is a folder by name “layout” under “PS/nVision” folder for this.Certified Excel version with present PeopleTools version should be installed on users machine. NVSUSER. Macros are used to run some features of PS/nVision report.xla.11/12/2009 PS/nVision Reporting Tool 1. 200999015 (Doc ID 645019. These are mainly used during nPlosion.Report Layouts: This is the field to specify the location of PeopleSoft delivered Report Layouts as well as Customized Report layouts. Copyright © 2007 Oracle.xla. GLLog etc.1).Report Instance: This is the location where all PS/nVision Report Instances will get saved when running to 2-tier client. Ex: D:\FMS89\PS/nVision\layout\drilldn 4. There are some resolutions # 201008980 (Doc ID 647145. It must point to the correct location.Customization Macros: PS/nVision is basically a macro driven tool. For ex: DrilltoPIA. b. Here the path for “excel” folder. please give the UNC path instead of mapped drive path as there are many issues involves with mapped drive path. Ex: C:\USER\PS/nVision\INSTANCE 5. 200975617(Doc ID 640030. c.Workstation Installation should be done in proper manner in “Configuration Manager” with correct settings in below locations: a.Please check all the locations are correctly filled under “PS/nVision” tab d. Ex: D:\FMS89\excel These templates are 6. Ex: D:\FMS89\PS/nVision\layout 3Drilldown Layouts: This is the location of the folder where all users Drilldown layouts reside. available under the Excel folder only in PS_HOME. which talk about the issues related to mapped drive paths.Check the PS_Home directory setting under  Process Scheduler tab.1). 2.

How to run PS/nVision in 2-tier client environment There are two ways by which users may run PS/nVision client on users machine.PeopleSoft > PS/nVision Copyright © 2007 Oracle. PS/nVision would be available to users under the “start” Programs . Inc. First: Log in Application Designer Go PS/nVision (click) Second: If while performing “Workstation Installation” users select “PS/nVision” also.11/12/2009 PS/nVision Reporting Tool Chapter 5 . 16 . All rights reserved.

There are two new menu choices in Excel tool bar i. All rights reserved. NVSUSER. With this it also opens an Excel sheet and an instance of PS/nVision. “PS/nVision” and “Drill” Please make sure that all the three NVSUSER.xls (PS/nVision Menu).e. 17 .xlm. Copyright © 2007 Oracle. PS/nVision instance would be closed. Inc. PS/nVision instance opens a file named NVSUSER.xlm (or .xls) is “Startup” homepage for PS/nVision. Excel Instance and PS/nVision windows must remain open. If users close any one of them.11/12/2009 PS/nVision Reporting Tool Appearance of PS/nVision client: When users run PS/nVision.

2. is based upon “Report layout”. users specify the layout and the other run options for PS/nVision report. This step is required only for the first time users create the report. users create. There are two main components about creating PS/nVision reports. In Report Request. Report layouts have extensions . Steps to Create a PS/nVision Report: Every PS/nVision report. define Report Requests and run PS/nVision reports. Once the layout is saved. Copyright © 2007 Oracle.After creating Report layout. Therefore creating a PS/nVision report is a 2-step process. with which users can design layouts.Report Request 1.Report Layouts are the formats of PS/nVision reports in which one would like to show data to the end users.XNV.Report layout 2.11/12/2009 PS/nVision Reporting Tool Users have many options under “PS/nVision” and “Drill” tab in layout. users can use the same Report layout repeatedly. Inc. 18 . One creates Report layouts in Excel only. These components are: 1. users should create a Report Request. When users run a PS/nVision report through Report Request. All rights reserved. PS/nVision uses the specified Report Layout to determine what data to retrieve for the report and how to display it.

19 . Users can produce multiple instances of a single PS/nVision report with the help of the feature scope. This creates “Report Instance” at the location which users define in Configuration Manager > PS/nVision > “Report Instance”. It is the output of PS/nVision report. selected and formatted according to the instructions in the Report Layout. Inc. Each instance is an individual report with up-to-the-minute data from users database. A Report instance contains data that PS/nVision has retrieved from users PeopleSoft database. All rights reserved. Copyright © 2007 Oracle. users might want to generate an income statement report for each department in users organization. For example. User can send Report outputs to “File”/”Printer” output type and only “XLS” output format is available in 2-tier environment. users run the Report Request either by using the PS/nVision menu in MS-Excel or clicking the “RUN” button on the Report request dialogue box.11/12/2009 PS/nVision Reporting Tool After defining a Report Layout and Report Request.

PS/nVision analyzes the Report Layout and retrieves data from database and saves the report to a specified output format (XLS or HTM) under a configurable instance directory to the Report Repository. please make sure the above components are installed properly on Scheduler box to run PS/nVision successfully in the web environment. Copyright © 2007 Oracle.tier) on the Report Server. there is no need of client installation on their machines. Report Server is the place where PS/nVision reports are run when requested by end users.14 and higher) Email options to send PS/nVision reports to individual user or users in specified roles Users may run multiple parallel PS/nVision sessions in web environment. Inc. depending upon the MAX Concurrent settings for PS/nVision processes in Server Definition. But remember.PeopleTools client installation (this installs PSNVS. 20 . they are uploaded to the configurable layout directory. view. Users can view the report in browser via a link in Report Manager.EXE. ODBC driver and basic settings for PS/nVisions are correct on the Process Scheduler box. without a PeopleSoft installation on client machines.Database connectivity software So. For creating Report layouts users still require workstation client. register Drilldown layouts. Once these Report Layouts are developed. ** For verifying that the Excel registry settings. Process Scheduler initiates a PS/nVision instance on the Report Server.XLS and . So for PS/nVision developers. run Drilldown to “Web” or “Window” output types and also can define scopes in web environment. When Report Request is run from Web interface. However for the end users who only run PS/nVision reports in web environment or view them.Process Scheduler Server 3. client installation is required.10 and higher) or XLS format (8.HTM formats Drilldown for report outputs in HTML (PeopleTools 8. Users access the Report Server and the database via browsers though PIA. the Report Server must be running on Windows platform.11/12/2009 PS/nVision Reporting Tool Chapter 6 .Microsoft Excel 2. If report is generated successfully it indicates that the settings are correct. PS/nVision configuration for Web Environment: For running PS/nVision in Web environment. Main advantages in Web: 1234Internet versions of Report Requests. which is accessible to Report Server. PS/nVision windows client is used only to generate Report layouts. Users can also send reports as email attachments rather than requiring recipients to navigate to a location on file server. ReportBooks and Scope Definitions PS/nVision report output in . users cannot create Report Layouts in Web environment. Users can create Report Request. which is what runs PS/nVision reports) 4. Report Server must be setup correctly. All rights reserved. Report Server must also have the following components: 1. As it is known PS/nVision uses EXCEL to generate reports. drilldown and distribute PS/nVision reports through a browser.PS/nVision setup in Web Environment (n tier) With PeopleSoft 8 users with Internet access can run. which in turn initiates an instance of Excel. Scopes and Report Requests can be directly created in Web environment itself and reports can be run through the Web as well. please run any PS/nVision report through Application Designer (2.

which are introduced only with PeopleTools 8. Please make sure that it is a Domain Account. This function is only available from Excel 2000 and upper versions. These flags are discussed in detail in following chapters.x onwards. Therefore if Excel 97 is used on the Report Server. These flags are introduced by development to enhance the capabilities of PS/nVision as a Reporting Tool and make it more competitive against the other available Reporting Tools. 3.Please find out if this service is logged on as 'Local system account' or 'this account'? Recommended way would be 'This Account' and ensure that it is a Domain Account. Process Scheduler on the Report Server kicks it off. Process Scheduler Configuration: It is important to know that when running PS/nVision in the web environment. However there are certain flags. All rights reserved. (Chapter 9) 21 Copyright © 2007 Oracle. 2. For this configuration of PS/nVision related directories in Process Scheduler configuration file (PSPRCS.cfg) is required. Inc. . Please check if Process Scheduler is started with a service or thru psadmin.cfg Configuring similar directories using PeopleTools Configuration Manager only enables users to run PS/nVision as a Windows client on the Report Server. users will not be able to generate PS/nVision reports in HTML format output. Ensure that the user ID that starts up both the Process Scheduler and BEA Proc Manager are the same and that Users have Domain rights. which is discussed in previous chapter. If the Process Scheduler is started thru PSADMIN then please find out the user id that logs onto the network to access PSADMIN to startup the process scheduler .Ensure that this user is a Domain Account. General settings for PS/nVision . When an HTML format is requested.======================================================================= .cfg file is located at below location %PS_HOME%\appserv\prcs\Domain name \PSPRCS.cfg file. Excel version: It is recommended to use Excel 2000 and above Excel version on Report Server. [PS/nVision] . If as a service then it is recommended to log on as 'this account'. The PSPRCS.4x and onwards. most of the directory locations are similar to the Configuration Manager. PS/nVision supports both XLS and HTML in release 8. Below are settings for PS/nVision in PSPRCS. PS/nVision uses Excel’s “Save as Web Page” function to generate the HTML format output.======================================================================= DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE LayoutDir=%PS_HOME%\PS/nVision\LAYOUT MacroDir=%PS_HOME%\EXCEL StyleDir=%PS_HOME%\EXCEL\STYLESHEETS TemplateDir=%PS_HOME%\EXCEL EnableDrillDownForFile=0 EnablePollDialogs=0 PollDialogSeconds=30 TraceLevel=0 SaveTempFile=0 In above configuration.11/12/2009 PS/nVision Reporting Tool BEAPROCMgr Tuxedo Service: 1. BEAProc Manager Service .

22 . To load the add-in DrillToPIA. 2. This add-in requires only a one-time load in the load in the end user’s environment. then Excel add-ins directory is %MS_OFFICE%\Office\Library.xla is an optional Excel VBA add-in that is provided for end users convenience in PS/nVision for PeopleTools 8. DrilltoPIA. Users do not need this add-in if then only view reports in Excel XLS format through the web.xla): DrilltoPIA.xla file into usersr Excel environment: 1.xla to usersr Excel add-in directory If usersr Microsoft Office is installed in %MS_OFFICE%.14 and above. Inc. All rights reserved. and select DrillToPIA in the Add-ins dialog box.11/12/2009 PS/nVision Reporting Tool Excel Add-in (DrilltoPIA. 3 . Go to usersr %PS_HOME%\Excel directory Copy the file DrillToPIA. users can access PS/nVision with the below navigation: Menu > Reporting Tools > PS/nVision Copyright © 2007 Oracle. Select the menu option Tools. End users need to install this add-in only when Users want to Drilldown directly from Report instances in Excel on a browser client.Launch Excel.xla is delivered with PeopleTools CD. Add-ins In Web Environment.

Inc.How to run PS/nVision in Web environment PS/nVision report can be run in Web environment (n-tier) by navigating as suggested below.11/12/2009 PS/nVision Reporting Tool Chapter 7 . All rights reserved. Reporting Tools > PS/nVision > Define Report Request Copyright © 2007 Oracle. It is similar to the 2-tier environment. Menu > Reporting Tools > PS/nVision User can define Report Request in Web environment also. 23 .

Inc. Report Output types: Users have the option to run PS/nVision reports to multiple output types “Web”. report output goes to the “Report Repository” and one can access the output from the Report Manager. Where by clicking on “View Log/Trace” link. “Email”. user can see the Report output. In “Window”. Copyright © 2007 Oracle.11/12/2009 Users can define Scope and other entries by clicking Scope and Delivery Templates link. 24 . If user runs the report to “File”. report output appears in a new Window. “Window” and “File” in web environment. Viewing Report output: User can check the status of the report through “Process Monitor” page. All rights reserved. When users run the report to “Web” output type. Similarly one can send the report output directly to “Email” and “specified network “Printer”. Like in below screenshot. Reporting Tools > PS/nVision > Define Report Request > Scope and Delivery Templates PS/nVision Reporting Tool After putting the desired entries in report request. And for “Printer”. user can move to “Process Details” page. ”Printer”. Note: For “Window” output type. it is showing status “Success/Posted” By clicking on “Details” link. one can send the report output to the desired location. user can run the report by clicking “Run Report” button. “Ren Server” setup should be correct. printer should be setup correctly in that environment.

11/12/2009 PS/nVision Reporting Tool The other way to look the Report Output is directly from “Report manager”. Note: If users are not getting custom Drilldowns in Web environment. The page will appear as. On this. user can start Drilldown on clicking that cell. Please see the screenshot below. 25 . please make sure that users have registered that Drilldown for that specific environment. Inc. All rights reserved. users can view the output either from the “Process Monitor” page Copyright © 2007 Oracle. Drilldown instance will run. On Success. Reporting Tools > Report Manager Drilldown: If Drill down criteria is defined on the parent instance. For running Drilldown. select the “Run Drilldown” button for the desired drilldown.

Inc. 26 . user can view the Drilldown report output. All rights reserved.11/12/2009 PS/nVision Reporting Tool or from the “Report Manager” directly. By clicking the link under “Description” field or the “Details” link. Copyright © 2007 Oracle.

* Users can use PS/nVision Scope feature while creating a Report request to retrieve instances of a report from the PeopleSoft database * Users process the Report Request once and PS/nVision automatically produces a multiple Report instances for specific Field values Copyright © 2007 Oracle. 27 .11/12/2009 PS/nVision Reporting Tool Chapter 8 . please go through People Books. For more details about these features. which enhance the capabilities of PS/nVision as a Reporting Tool and provides some edge on the other reporting tools. All rights reserved.PS/nVision Advanced Features There are some advanced features of PS/nVision. as there is detailed information about the same. Inc. Scope A Report Scope enables users to create multiple instances of an PS/nVision report by using a single Report layout and running Report Request only once. The main features are 123456Scope Drilldown nPlosion ReportBook PS/nVision Variables NVSInstanceHook Let’s discuss in more detail about these.

In Web: Copyright © 2007 Oracle. such as a tree node summarizing all sales departments. such as a Business Unit or Department. while contains data unique to these field values. In this way. All rights reserved. Inc. each report instance can share the same layout. In 2-tier: Users can define Scopes on combination of Fields. each Report Instance will contain data specific to an individual field value.11/12/2009 PS/nVision Reporting Tool * Using a scope. 28 . or a group of values.

Ren Server must be setup. If "Window" is used to run any process. Users can perform Drilldown in both the environments i. However the layout that displays the results of the Drilldown. Drilldown output type is default to "Window".e. The key to Drilldown is passing the selection criteria from a parent cell to its’ child cell by using the Drilldown layout. 2-tier environment and Web environment. users cannot Drilldown further. Drilldown feature offers fast and convenient access to supporting details in summary reports. So please confirm if users setup Ren Server in users environment so that users could run drilldown to "Window". The Drilldown feature is available only for Matrix layouts. Please note that users can Drilldown further only from a Matrix Layout. Copyright © 2007 Oracle. in Web environment. Please check the below points for that specific user. D R I L L D O W N Matrix Layout D R I L L D O W N Matrix Layout Matrix Layout Tabular Layout D R I L L D O W N Tabular Layout POSSIBLE DRILLDOWN SCENARIOS In summary. user may Drilldown to two output types “Web” and “Window”. 29 .11/12/2009 PS/nVision Reporting Tool Drilldown Drilldown is a PS/nVision feature that enables users to select a cell on the Report Instance worksheet and expand it according to the new criteria in a special Drilldown layout. If Ren Server is setup correctly. Drilldown is useful when PS/nVision Reports are based on summary Ledgers. After displaying the results of a Drilldown in a tabular layout. In Web environment. All rights reserved. because it provides underlying details whenever and wherever users need them. can be with either matrix or tabular. Inc.

11/12/2009 1. such as YTD. All rights reserved. ReportBook A ReportBook is a PS/nVision component that enables users to group multiple Report Requests and run the ReportBook once to process all the combined Report Requests. nPlosion nPlosion is used to expand row or columns containing Field criteria. brackets come at the top of columns on which one defines nPlosion. There are two types of nPlosions. which makes up the criteria. Similarly for Column nPlosion. NPlosion provides the ability to specify a tree node in a layout and have rows or columns at run time for each underlying detail value. whether those values are defined specifically or implicitly. Likewise users may expand multi-period timespans. Detail value columns are inserted to the left of the column where the nPloded criteria are specified. Users can schedule it in Process Scheduler. PS/nVision Reporting Tool 2. 30 .Row nPlosion 2. Detail values rows are inserted above the row where the nPloded criteria are specified. Use of a Report Book saves users the time that would be required to manually run a large number of Report Requests. Inc. WEBLIB_RPT is the script that produces the "processing page". In Web Environment: Copyright © 2007 Oracle. When enabled.Please add permission list PTPT1200 to the user's profile. to show amounts for each accounting period.Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS". nPlosion automatically creates individual rows or columns for each detail value defined in the criteria. nPlosion looks like the below picture.Column nPlosion In Report Instance. 1. nPlosion is set at layout level. It is showing the Row nPlosion.

With the NVSINSTANCEHOOK one can make custom macros in Visual basic and can use them for customizing the PS/nVision reports according to our requirements. Inc. users select its three-letter code. Ex: %SFN%. NVSInstanceHook “NvsInstanceHook” is the name assigned to an Excel macro in an PS/nVision layout when users want PS/nVision to process the macro as the last procedure in the creation of an PS/nVision report instance.11/12/2009 PS/nVision Reporting Tool PS/nVision Variables There are certain variables available which one may use to enhance the Report Instances nomenclature options and enhance the reporting capabilities.Report Request Variables. There are mainly three types of PS/nVision variables. when a variable is used in a layout or report request. its code must be enclosed within percent signs (for example.Scope-Related Variables helps in labeling layouts for which one are using any report scope. dialog box. or between report runs. %RID%). %RID% 2. please review information available in People Books. which help to insert specific time or period in layouts where different accounting periods are reported in each instance. Ex: %APN%. %IFN%. All rights reserved. %ASD%. Users can define variable criteria at the cell level only—one variable per cell—and the variable must be the only element in that cell. A scope is used to define multiple instances of a report based on different field values. %RTT%. Besides using PS/nVision variables in users layouts. 1. %SFD%. %SFV% ** For more details about PS/nVision variables. which are defined on the Report Request. users can use some of these variables in the Instance Controls section of the Report Request dialog box. NvsInstanceHook indicates the name or reference of the macro to be run on completion of the instance. 31 . However. Ex: %ICT%. When users choose a variable.Date and Time Period Variables. One can use PS/nVision variables into the layout to display heading information that might change from report to report. Copyright © 2007 Oracle. %PER% 3.

2. please check the People Books. 32 . However from GSC perspective. Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool Please review the screenshots.If users like to apply an nPlosion style to one specific column. All rights reserved.46 PeopleBook: PS/nVision > Using the PS⁄PS/nVision Visual Basic Interface However. which will give users some idea about how to use that. are considered as customizations and do not come under GSC support domain. please be informed that custom macros which are used in any PS/nVision report. 1. For more details about this.If users would like to combine multiple PS/nVision reports into one Excel Workbook during the PS/nVision report generation. below are some scenarios where one can take help or suggest customers to use NVSINSTANCEHOOK. 3. Users can get this information in People Books at below given navigation: Home > People Books > Enterprise PeopleTools 8.If users like to have time and date stamp in PS/nVision reports output file names. However some information about this is available in People Books so that customer can take help of this in customizing their macros. Inc.

which are introduced in PeopleTools 8. Users can define Time-out setting for any specific Users may also define “Time-out” for PS/nVision/Drilldown in “Process Definition-NVSRUN/DRILLDWN” ** Users may check Resolution # 200770135 (Doc ID 622973.4x for PS/nVision. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web.SaveTempFile: This flag is introduced in PeopleTools 8. Email or Printer output type. Inc.1) for more details about this issue.4x This chapter will give users some idea about the new features.Time-out settings: This feature is introduced in PeopleTools 8.16.New Features in PS/nVision in PeopleTools 8. File output specified in Directory Name Template of Report Request. PS/nVision report at the “Report Request Definition” level.44 release.cfg file.11/12/2009 PS/nVision Reporting Tool Chapter 9 . Copyright © 2007 Oracle. 33 . All rights reserved. report saves to PS/nVision Instance Directory Users may check the Resolution # 200976598 (Doc ID 640188.45. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. 1. This flag is setup in the PS/nVision section of the PSPRCS.1) for more details about this new flag. 2. if left blank.

nvt Web: View Log/Trace link under Process Details TraceLevel=0 (0-4) 0: 1: 2: 3: 4: No tracing (default setting) Basic high level process flow and status Entries from Level 1 plus additional info Tracing up to level 2 and SQL statements Tracing up to level 3 plus additional function calls. 4. which was addressed in Incident # 1294236000 resolved in PeopleTools 8. EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes. This includes the below features. and if any PS/nVision dialog messages come up while running PS/nVision report. PS/nVision will detect and dismiss them.cfg) •1= turned on •0 = turned off When this setting is set = 1. 5. It is not for Excel Pop ups or O/S Pop up boxes as such.EnablePollDialogs: This flag is introduced in PeopleTools 8.46.44 release. This flag is setup in the PS/nVision section of the Process Scheduler configuration file. There is a known issue with this. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>. and other detail information.PS/nVision trace option: Users may turn on trace for PS/nVision reports in the PS/nVision section of the Process Scheduler configuration file (PSPRCS.18 and 8. output values.44 onwards user can secure PS/nVision reports with the help of this option.11/12/2009 PS/nVision Reporting Tool 3.45. Inc. a: b: c: d: Private by Default Share by users or roles Secured -Only users in list can update Public –All users can update Copyright © 2007 Oracle.cfg). (PSPRCS.Secured Reports: With PeopleTools 8.06. All rights reserved. 34 .

1).11/12/2009 PS/nVision Reporting Tool 6. Inc. ** These are the features. Copyright © 2007 Oracle. which are introduced with PeopleTools 8.08 and 8.“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. For details of these features users may go through People Books.44 onwards.42.CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653.43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS. 35 . for more details. All rights reserved.

In PeopleTools 8. New “nVision Share Report Request” dialog box added. In PeopleTools 8. 2. which are introduced in PeopleTools 8.Improved Drilldown on PIA using Web Services In PeopleTools 8. Web service operation submits report request to Process Scheduler. Web service operation retrieves the list of drilldown layouts. 1. Inc. All rights reserved.50: abcdeWindows client can be used for securing and sharing Report Requests.5 This chapter will give users some idea about the new features. User could disable the web services mode and operate the 8. Web service operation opens the report in a new Excel window.4x: Drilldown from Excel takes the user to PIA for layout selection.50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip.5x for PS/nVision. shared or transferred via PIA only. User can change security settings for individual Report Requests. 36 . User chooses a drilldown layout from the list in Excel. to enhance the reporting capabilities of PS/nVision as a Reporting Tool.New Features in PS/nVision in PeopleTools 8. Copyright © 2007 Oracle. All new report requests will be secured by default. New “nVision Report Request Admin” dialog box added.11/12/2009 PS/nVision Reporting Tool Chapter 10 . User opens a report and goes to nVision Drill menu.4x: Report Requests can be secured.Public and Private Report Requests in nVision Windows client : In PeopleTools 8.4x way.

e.NET 2.New “As Of Date” field added in “PeopleSoft nVision Filter Criteria” dialog.User can override criteria effective date in Report Request. Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool Setup Checklist to achieve the “Drilldown” from “Web Services” •MS Excel 2007 •MS Visual Studio Tools for Office Plug-in •MS Office 2007 Primary Interop Assemblies •MS .Effective dates for trees in Criteria Definition and Report Request.0 Framework •nVisionDrill add-in in Excel •App Server Configuration •IB Configuration •SSL Configuration •Report Node Configuration 3. c. f. b.New “Override Tree As Of Date If Specified in Layout” in PIA Report Request page.No impact on Tabular Layouts.Tree Effective Date Criteria In PeopleTools 8. only in Report Request In PeopleTools 8. Inc. d. All rights reserved.50: a.New “Override Layout“check-box added in “PeopleSoft nVision Report Request” dialog.4x: Effective dates for trees. 37 .

4x: Layout Definition does not allow exclusion of nodes. New sub-page named “Query Prompts” added. Excluded nodes appear grayed out in “PeopleSoft nVision Layout Definition” dialog. Inc. User can view the prompt parameters of queries associated with the layout. All rights reserved. User can view/edit the prompt values. 38 . Excluded nodes become part of “Not In” criteria string inserted into the selected cell.50: abcdUser can input query prompt values via PIA.4x: Windows client accepts query prompt values at runtime.11/12/2009 PS/nVision Reporting Tool 4. In PeopleTools 8. New check box added in “PeopleSoft nVision Filter Criteria” dialog.Not In Tree Criteria In PeopleTools 8. In PeopleTools 8. 5. Constraints: Report must be executed once to ave the prompts in database.50: abcdUser can exclude tree nodes in Layout Definition. Copyright © 2007 Oracle.Support for Query Prompts via PIA In PeopleTools 8.

If prompts are modified through Query Manager. then the new list of prompts have to be loaded in nVision Report Request also. Copyright © 2007 Oracle. All rights reserved. Subsequent Report executions should work successfully. In PeopleTools 8.Report execution will fail for the first time.4x: PS_HOME is read-write.nVision/INSTANCE directory is moved out of PS_HOME. Inc. 39 . This can be done by clicking the Update Parameters link. Changes in nVision a. b.nVision/LAYOUT directory has to be moved out of PS_HOME if Layout files are required to be editable. The new default location is under PS_SERVDIR.11/12/2009 PS/nVision Reporting Tool Important Points to check with the “Query Prompts via Web” feature: a. b. 6.Decoupled PS_HOME vis-à-vis nVision In PeopleTools 8.50: PS_HOME is read-only.

xnv file. PS/nVision functions as it did in Excel 2003 and does not take advantage of the enhanced capabilities of Excel 2007: abcdeThe total number of available columns in Excel .Structured Referencing of Tables in Formulas . Structured references are saved as cell references in previous version (Excel97-2003) file formats ie. ". This pop-up message cannot be disabled. So.PS/nVision with Excel 2007/PeopleTools 8. presently there are certain issues involve in using PS/nVision with Excel 2007. b.EnablePollDialogs feature.Save/Save As: Every time Excel 2007 opens a .xls". 40 . it opens in “compatibility” mode and not in “normal” mode.Currently restricted to 7 (New Limit: 64) Formula Length . ". a message box pops up informing that the file is corrupted. Features that need to be verified with Excel 2007 “normal” mode: a. which would not allow PS/nVision to run normally like any other Excel 2007 based applications: Whenever Excel 2007 opens a file in Excel 2003 file format. IE7 doesn't print preview Excel 2007 for which MS has provided a hotfix. c. The user needs to click OK and then continue working on the layout.Currently restricted to 64k (New Limit: 1M) Max number of arguments per function .xlsm".11/12/2009 PS/nVision Reporting Tool Chapter 11 .5x Excel 2007 is the certified Excel version with PeopleTools 8. we need to use Save As feature of Excel 2007. In this “compatibility” mode of Excel 2007.Macro layout or something that is posted on the blog .4x/8.Redrill may fail as it creates a new xls file from xls file which is macro free spreadsheet.Using nplosion which would expand to more than 255 columns or 64000 rows. a . which are compatible with previous versions is by disabling new features of Excel 2007 by changing the characteristics of runtime container of Excel 2007 to match characteristics of runtime container of Excel 2003.xls file. so if we try to save the spreadsheet in any other format the macro information is lost and hence resulting spreadsheet (layout) is not a valid. However.Currently restricted to 30 (New Limit: 255) Number of levels of nesting in formulas .46 onwards. i.Print Preview Whenever spreadsheet has label and it is saved in excel 2003 format using Excel 2007 there is some difference in the color of the label and when user prints the spreadsheet there is chances of label printed in the right color format.Excel 2007 has a specific format to save spreadsheet with macro i.Currently restricted to 256 (New Limit: 16k) The total number of available rows in Excel . All rights reserved. Following are the limitations.e. i. Copyright © 2007 Oracle. g. Known Issues with Excel 2007 “Compatibility” Mode: One of the ways that we enable people to create documents in Excel 2007.Currently restricted to 1k characters (New Limit: 8k characters) f.Using PS/nVision-Defined Names. d. saving does not work. Inc.e. h.Structured references to tables are not created automatically when formulas are created.

is bound to fail.1). m.User opening an Excel workbook in Excel 2007 by using a hyperlink that contains a query string as part of the URL.Creating new toolbar buttons in PS/nVision toolbar. k. 41 . Any Report Request of PS/nVision. Inc.Using PS/nVision StyleSheet might not show the proper required format when the report result is generated. Copyright © 2007 Oracle. So one needs to take care that PS/nVision runs within the limits of “Compatibility” mode and need to apply proper workarounds whenever PS/nVision crosses these limits.Using PS/nVision VBA Interface.Macro Security for making macros run.Using PS/nVision in Remote Desktop where network is slow. which doesn’t fall within these boundaries. These enhancements are addressed under Incident # 1629231000.11/12/2009 e.Cells containing embedded URL to calculate values from remote data source. ** There is an enhancement request opened with Development for optionally taking advantage of new capabilities of Excel 2007.Using PS/nVision API Functions. j.Using PS/nVision for Win2003 SP2 for COM Initialize and COM Uninitialize statements. i. f. PS/nVision Reporting Tool h. l. Please also review the Solution # 201066688 (Doc ID 661373. All rights reserved. g.

Troubleshooting Tips Here are some guidelines to troubleshoot/pinpoint the exact root causes of any specific problems for PS/nVision in different scenarios. 4. which one should always check. Before start working on any PS/nVision issue. verify whether this issue is happening with all the workstations or with certain workstations. A. so the first question should be: 1. Please refer Resolution # 200978054 (Doc ID 640433. 2.exe in Task Manager> Processes. please try un-installing Excel on this workstation and then re-install it. Besides that one can check the below points.If the problem persists the issue could be that PSNVS. If not.sysinternals. as the issue could be that the Excel is not registered properly.exe manually on this workstation. please check if there is any orphaned PSNVS.If this issue is happening only in 2-tier.1) that gives users correct idea how to perform Workstation Installation correctly. a.exe is not registered properly on this workstation. In this case. one finds that this is the main reason behind the issue.Please check if the issue is appearing in 2-tier client environment or in Web environment? Troubleshooting steps (for 2-tier): 1. b.If this issue is with certain workstations: 1. One can verify with Customer Connection whether Users are on certified combination or not.If the problem persists.There could be a network issue.Also.Please check Users are purring correct PS-HOME and DBBIN path under Process Scheduler tabs in Configuration manager. the issue could be with the registry of this workstation. All rights reserved.1) that is available in customer connection. please ask customer to register PSNVS. 5. 3.One can try with “Workstation Installation”. please kill them. If there is any.If the problem persists. 1. In many of the cases.Please check if users are running on certified PeopleTools/Excel/Workstation O/S combination. 2. please BE on certified combination.com) to fix registry issues.Check if Users are on certified combinations. 42 . Please refer Resolution # 687760 (Doc ID 609003. 3. there are certain points/guidelines. One can run PS/nVision in 2-tier client as well in Web environment.If this issue is happening with all workstations (2-tier): It happens rarely as there is very simple configuration for PS/nVision for running in 2-tier client and one may always check the above points.11/12/2009 PS/nVision Reporting Tool Chapter 11 . For pin pointing the exact reason behind any issue. 2.Please check all the Directory locations under PS/nVision tab in Configuration manager are put correctly.Please check if this issue is happening in 2-tier environment only or in Web environment or in both the environments. Copyright © 2007 Oracle.exe or Excel. 6. Inc. This will help in understanding the main cause behind the issue and trouble-shooting it. It suggests to Use Regmon (www. it is necessary that one should know about the exact issue and exact configuration of PeopleSoft environment.

All rights reserved. please increase it to some higher number. under PS/nVision section in PSPRCS.If issue is happening on intermittent basis or on regular basis. it is always suggested to have some higher values for PS/nVision.cfg file (Process Scheduler configuration file).cfg file. please check the below points: 1.Please check the directory locations for the PS/nVision. On Regular Basis: If the issue is happening on regular basis. please add one DBFLAGS key in “PSTOOLS” section in PSPRCS.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. Please check Resolution # 201009382 (Doc ID 647253. if the usage is high for PS/nVision. of the intermittent issues related to PS/nVision reports happen due to cache at Application Server and Scheduler level. a. . As a workaround.47 onwards) that users intermittently encounter error like “SQL error 416 Error Position 28 return 0 Invalid Cursor Number“.11/12/2009 PS/nVision Reporting Tool Troubleshooting steps (for Web): If this issue is happening in Web Environment only.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights.Most Process domain. domain.exe in Task Manager >Processes on Process Scheduler box. b. This defines how many number of simultaneous PS/nVision processes one can run in any specific environment. a. e. c.Please check the “MAX Concurrent settings” for PS/nVision in “Server “ Definition. d. it is recommended as well to delete Process Scheduler cache and reboot the Process Scheduler Now test.There is a known issue for PS/nVision in present PeopleTools releases (PeopleTools 8. Correct them and then reboot the Scheduler domain to get these changes into affect. Users may navigate the correct page by this navigation PeopleTools > Process Scheduler > Process Definition c. On Intermittent basis: If the issue is happening on intermittent basis. fPlease check ICE for any known issues with PS/nVision reports. e.BeaProcMgr service should be logged in as “This Account”.exe or Excel.Please check the Process Definition for PS/nVision is setup correctly in this environment.1). d.Check if there is any orphaned PSNVS. So. when running in web environment. please try deleting Application Server cache and reboot the Application server Also. this indicates that basic setup for running PS/nVision is perfectly fine otherwise user would not be able to run PS/nVision reports even for a single time. So.Check the Process Scheduler logs for errors when running PS/nVision reports. If it is low.42. There was a known issue with Development for PeopleTools 8. If there is any kill them and now test. 43 Copyright © 2007 Oracle. b. Inc. this indicates that issue could be with the PS/nVision Configuration for Web environment.

To capture the SQL one have to check the "Show Report SQL" option. Trees etc used in that specific PS/nVision report. If users are not getting the correct results there.11/12/2009 PS/nVision Reporting Tool 2.If users like to see what exactly the criteria is passed in any specific PS/nVision report. it means that issue coule be because of wrong configuration and one can always check the above points for PS/nVision configuration. 44 . Options from the toolbar of Excel sheet. Copy the SQL statements and then run that SQL directly in Query Analyzer (2-tier) and check if users are getting the correct results. By this user will get to know about the fields. users can select “Show Row and Column Criteria” in the above image. If with some specific reports: b. below. Please turn on "Show Report SQL" option and run this report. Please review the screenshot. All rights reserved. one should check the below points. This option would be available on Options dialog box by selecting PS/nVision. Open Layout --> PS/nVision --> Options --> "Show report SQL" checkbox This option helps us in troubleshooting issues with single PS/nVision report or issues with some specific PS/nVision reports. 1.Check if this issue is happening with all the PS/nVision reports or certain PS/nVision reports? If with all reports: a. then the issue is at the SQL level and one has to correct it. which is running behind that specific problem PS/nVision report.If the issue is happening with all the PS/nVision reports.In these type of issues one should look into the SQL. Inc. Copyright © 2007 Oracle. In this way users will see criteria in the column “A” of the excel sheet. 2.If the issue is happening with only one PS/nVision report or some specific PS/nVision reports.

Go to Log on as tab Select Local System account Radio button and Check on the box which says Allow service to interact with desktop. The output of that trace would be available at •Client: c:\temp\psnvs_<process_id>.cfg file. One can set Trace for some higher values “4” and can capture the deeper execution details of that specific PS/nVision report. which usually happens at the backend. Copyright © 2007 Oracle. For running PS/nVision in “Foreground” method. In this way if there is an error at the execution level. like this: %. Inc. 45 .One can run PS/nVision report by “Foreground” method on the Scheduler box.TGASB_ACCOUNTS.nvt •Web: View Log/Trace link under Process Details 4.FACCOUNT.NCASH One can read these criteria as “F” is indicating that Field is “Account”. would be appear on the screen. All rights reserved.One can turn on the PS/nVision Trace in PSPRCS. “T” is indicating that “Tree” Used is “GASB_ACCOUNTS” and “N” indicates “Node” is “Cash” 3. start BeaProcMgr service as a "Local Account" with Check on the box for "Allow service to interact with desktop". Go to Windows Start >> Settings >> Control Panel >> Administrative Tools >> Services Double click on BeaProcMgr service. One can capture that and start troubleshooting on that basis. In this way one can capture all the execution for that PS/nVision report. it would be appear on the screen.11/12/2009 PS/nVision Reporting Tool It has some entry in Column “A”.

6. 2. please check whether the same Drilldown correctly in 2-tier client. It should not contain spaces. wild character such as !. please make sure that users have registered this Drilldown properly for each server.( or periods. 1.Check if the issue is happening with certain Drilldown or with all the Drilldowns. It may help in fixing the issue. please compare the Process Definitions of that PS/nVision report in both the environments. 46 .*. 5.If the issue is in Web environment or users are getting that specific Drilldown in Web.Please check if users are not using any invalid character in parent PS/nVision report name. All rights reserved.Users may also check the command line parameters that are being passed for that PS/nVision report.%.Please check the SQL running behind that PS/nVision Drilldown and see if it is getting the correct results in Query Manager. Ask users’ if they are able to run report directly from command line.Check in ICE for any specific issues reported for these Drilldowns 4. If with certain Drilldown: 1. Inc. please correct that. If there is any difference.11/12/2009 PS/nVision Reporting Tool 5.&. one can navigate to Process Monitor > Details (against the report) > Process Detail page > Parameters link Troubleshooting steps for Drilldown There are certain tips to pinpoint the exact reasons behind any issues with performing Drilldown. For parameters. If yes. Copyright © 2007 Oracle.If the issue is happening with that Drilldown only in Web environment. 3.Please check if user is able to run the same PS/nVision report in any other web environment.@.

So. If with All Drilldowns: In 2-tier: 1. Users can call GSC for latest version of DrilltoPIA.Please check if Drilldowns are running successfully on newly PS/nVision reports. the process attempts to copy the PS/nVision report from the report repository to the PS/nVision instance directory on the process scheduler server.Please also check the settings under DrillDown dir in PSPRCS. please reboot the Process Scheduler Copyright © 2007 Oracle.xla file is installed properly on that workstation. as there is certain limitation with MSEXCEl of 256 columns. The setting only takes effect when the report request is defined to run in File output type on the web. Please check Resolution # 201042761 (Doc ID 654934. 47 . it is must be that instance of parent PS/nVision report is there in “Report Repository”.43 and supports DrillDown on File output type reports in the web-based PS/nVision environment. All rights reserved. (Default). 0 = Disable drilldown.Please make sure that DrilltoPIA. Inc.xls Click on Advanced push button and Check on browse in the same window check box. “EnableDrillDownDownForFile” parameter is introduced by PeopleTools 8. where it can then perform the drilldown. ========================================================================= . [PS/nVision] . 2. General settings for PS/nVision DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE After making any changes. If yes and the issue is happening only for the parent PS/nVision reports which were run in past and Drilldown is performed on them. 3.If the issue is happening on the Drilldowns for which the parent PS/nVision reports ran to “File” output type. The PS/nVision reports must exist in the PS_CMD_LIST table and the report repository in order to do the drilldown.Please check “Browse in Same Window” option checked for Excel.Please check if the Drilldown folder location is correct in Configuration Manager > PS/nVision 2. 3. 1 = Enable drilldown. Indicate whether users want to enable drilldown on a report with the output type of file.1) for the same. please make sure that “EnableDrillDownDownForFile” parameter is et to “1”.cfg file. Go to Tools >> Folder Options >> File Types Select .xla according to usersr PeopleTools version.Please check if the issue is happening with only larger set of data. The reason for this is that when doing the PS/nVision drilldown. In Web Environment: 1.11/12/2009 PS/nVision Reporting Tool 6. the issue could be that the instance of parent PS/nVision report is not available in Report Repository.

Client: c:\temp\psnvs_<process_id>. 2. 6. WEBLIB_RPT is the script that produces the "processing page".Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS".1 Important Logs: (for troubleshooting purpose) Below are the logs. 48 .Process Scheduler logs and Distribution Agent Log: These logs are located at: %PS_HOME%\appserv\prcs\Domain Name \LOGS It contain Log files DSTAGNT_Date & SCHDLR_Date 3. Trace files will be located at: a. One may navigate to “Report node Definition” page in web environment: PeopleTools > Process Scheduler > Report Nodes 5. The “operating system” field on “Report Node Configuration” page. must be set to O/S of the WebServer i. After that reboot the scheduler.nvt b.Log/Output Directory: This log is located at: %PS_HOME%\appserv\prcs\Domain Name\log_output 2. Inc.com/oip/faces/secure/km/DocumentDisplay. To the O/S of the box where report node URL is pointing.cfg file for any Error messages related to Drilldown.cfg file for “PS/nVision”. With some specific users: If only some of the users are not able to perform Drilldowns in Web environment.PS/nVision Traces: When users will set the Trace options in PSPRCS.Please check PSPRCS.If the issue is Drilldowns are going to “Posted” status on the Process Monitor page.11/12/2009 PS/nVision Reporting Tool 4. 3. Users may check ICE for any known issues for Drilldowns. This document is available in Customer Connection at below given URL: URL: https://support. which users can always refer for checking the errors.Please add permission list PTPT1200 to the user's profile.oracle.Web: View Log/Trace link under Process Details Copyright © 2007 Oracle. please check below points: 1.Please try rebooting the Web Server if all above points are correct. So please check if users specify the values in the report node configuration correctly to guarantee that the drilldown will work successfully. All rights reserved.jspx?id=843107.e.Please check if “PS/nVision” and “REPORT_BOOKS” pages are attached with the Permission List of user.us. please check users Report Node definition. Performance related issues with PS/nVision reports Please refer a document that is available on customer connection for understanding how exactly the Trees and different performance options work for PS/nVision reports. 1.

1): "PS/nVision: Getting error when trying to access Report Request in 8.1: E-NV: “Excel Interface Exception.44" 200770135 (Doc ID 622973. E:\pt84918b-retail\peopletools\src\psnxl\gridapp. Report Books Intermittently error out 200778054 (Doc ID 624427.47 PS/nVision Report Requests.1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8.1): E-NV PT 8.cpp:2048” on Windows 2008 Copyright © 2007 Oracle.1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847. Inc.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188. All rights reserved.49.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499.1): E-NV: "Access Denied. 49 .1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158.1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310.07 onwards Doc ID 815983. printer.1): E-NV: Ability to save a copy of PS/nVision to file when run to email.44 200949219 (Doc ID 635485. web 201066688 (Doc ID 661373.

11/12/2009 PS/nVision Reporting Tool Appendix A – Validation and Feedback This section documents that real-world validation that this Red Paper has received. Lessons learned from these customer experiences will be posted here. Inc. CUSTOMER VALIDATION PeopleSoft is working with PeopleSoft customers to get feedback and validation on this document. All rights reserved. Copyright © 2007 Oracle. 50 .

1 Copyright © 2007 Oracle.11/12/2009 PS/nVision Reporting Tool References 1. which is available in MetaLink at below given URL: URL: https://support.oracle.jspx?id=843107.oracle.1 3.Performance Document by Lakshmi Maddila.us. 51 .com/oip/faces/secure/km/DocumentDisplay.People Books All version of People Books available in MetaLink at below given URL: URL: http://my. All rights reserved.com/oip/faces/secure/km/DocumentDisplay. Inc.oracle.PS/nVision Red Paper (2004) This Red Paper is available in MetaLink at below URL: https://support.jspx?id=747621.us.com/portal/page/myo/global/PeopleSoft%20Portal/Train_Doc:PeopleBooks%20Library 2.

This document is provided for information purposes only and the contents hereof are subject to change without notice.7200 oracle.650. Worldwide Inquiries: Phone: +1. All rights reserved. This document may not be reproduced or transmitted in any form or by any means.7000 Fax: +1.506.650.506. without our prior written permission. nor subject to any other warranties or conditions.com Copyright © 2006. Other names may be trademarks of their respective owners. for any purpose. Inc.11/12/2009 PS/nVision Reporting Tool PS/nVision Configuration & Troubleshooting Tips By Sandeep Verma [August] 2007 Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. Oracle. electronic or mechanical. All rights reserved. 52 . This document is not warranted to be error-free. PeopleSoft. JD Edwards. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Oracle.S. whether expressed orally or implied in law. Copyright © 2007 Oracle. including implied warranties and conditions of merchantability or fitness for a particular purpose. CA 94065 U.A.

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