PS/nVision Configuration & Troubleshooting Tips


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



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.



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


Copyright © 2007 Oracle, Inc. All rights reserved.



PS/nVision Reporting Tool

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.


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

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

Copyright © 2007 Oracle. typically. Because PS/nVision works from within user spreadsheet. Users may check more detailed information for these Excel commands in Microsoft’s Excel User guide or the Excel on-line help. analysis. who are responsible for evaluating the company’s position and reporting the results to Senior Executives. Users access PS/nVision features from a special PS/nVision menu within Microsoft Excel. Inc.PS/nVision PS/nVision not only works with spreadsheets. Below are some scenarios where users will better understand the need of PS/nVision tool. Excel offers for inserting formulas. this task is performed by accountants and analysts. 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. formatting and graphics. 8 . users may use the familiar commands.11/12/2009 PS/nVision Reporting Tool Chapter 2 . All rights reserved. it works within them. See the picture below: Consider the scenario: At the end of every month. data entry and delivery. 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. company generates reports from the accounting systems to help determine its financial health and position.

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

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

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. Inc. 11 . one data row per spreadsheet row Multiple per workbook Scope. All rights reserved. text in labels and variables Row/Column intersections (amounts). criteria at Sheet. row and column labels (text) One per workbook Scope. PS/nVision > Layout Definition For more details about the “tabs” in “Layout Definition” window and their usage. with data keyed by year. 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.11/12/2009 PS/nVision Reporting Tool The table below shows some of the key differences between tabular and matrix layouts. column. period Tabular Layout Single Query Text and numbers Selected Query results columns. Query. users must be very clear about the format and type of data users like to show to the end users as a Report output. Copyright © 2007 Oracle. Numbers in matrix. Query including Prompts No Multiple instances of layout workbook None No No Before creating layout. including prompts. row and cell level Yes Multiple instances of layout workbook Rows and Columns Yes Yes. please review “PS/nVision” section in PeopleBooks.

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. create. All rights reserved. 12 . report title.11/12/2009 PS/nVision Reporting Tool Report Request Second step is creating Report Request for this PS/nVision report. modify or delete Report Requests. When defining a Report Request. Each Report Request is a collection of report-specific information such as Request name. Users must create a corresponding Report Request for running a PS/nVision report. associated Report Layout. Users must use the Report Request dialog box to open. Inc. Scope and so on.

If users leave the Template field blank the finished report will be in default directory. Inc. It means it will use the tree closest to the As of Date. One can choose the applicable . Leave blank if users do not need scope. Use Main as of Date: ** For more details. this checkbox should be checked. it will extract data for all Business units.XNV file.XNV report layout. A scope is used to create multiple Instances of one . 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.11/12/2009 Below are the descriptions of Fields under Report Request. one likes to execute This is optional. All rights reserved. Copyright © 2007 Oracle. meeting the criteria in Layout. 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. The Layout may retrieve data for this business unit. 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. If this box is not checked. 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. data will reflect only from the requesting business unit only. please check the “PS/nVision” section in PeopleBooks. It specifies the name of Report Instance (output) that is created when running this Report request. Users may use PS/nVision variables also to get any specific nomenclature for users directory names. This is how users can run a consolidated report. 13 . This is usually left at the default. such as instances for each Business Units or departments Specifies which directory to place the report after users have run the request. for performing nPlosion.

PeopleSoft does not recommend multiple PeopleTools version on single machine for avoiding issues with PS/nVision and Crystal Reports.Click the “Profile” tab 3.11/12/2009 PS/nVision Reporting Tool Chapter 4 . PS/nVision relies on the PeopleSoft PTools ODBC Driver to be the exact same version of PTools that is currently being run.Open Configuration Manager 2.Click the “PS/nVision” tab This is the only place where one can configure the PS/nVision related directories within Configuration Manager. 14 . 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. So.Click the “Edit” button 4. Inc. All rights reserved.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. Now let’s discuss the various settings under “PS/nVision” tab in Configuration Manager. However. Under Directory Paths: Copyright © 2007 Oracle. please check if users are having multiple PeopleTools versions on box and in Web environment also. In 2-tier client environment: 1.

There is a folder by name “layout” under “PS/nVision” folder for this. 200999015 (Doc ID 645019.xla. 2. GLLog etc. users should be ready to work within PS/nVision Reporting Tool.Please check all the locations are correctly filled under “PS/nVision” tab d. b. 200975617(Doc ID 640030. c. 15 . both PeopleSoft delivered and Customized ones. Ex: D:\FMS89\PS/nVision\layout 3Drilldown Layouts: This is the location of the folder where all users Drilldown layouts reside. These are mainly used during nPlosion. Copyright © 2007 Oracle. It must be correct. For ex: DrilltoPIA.Workstation Installation should be done in proper manner in “Configuration Manager” with correct settings in below locations: a. available under %PS_HOME% needs to me mentioned. After performing the above. Ex: D:\FMS89\excel\stylesheets Note: If users access PS_HOME from the network.Report Layouts: This is the field to specify the location of PeopleSoft delivered Report Layouts as well as Customized Report layouts.Check the PS_Home directory setting under  Process Scheduler tab. please give the UNC path instead of mapped drive path as there are many issues involves with mapped drive path.Style Sheets: This is the location where various Excel style sheets get stores.Check the DBBIN setting under  Process Scheduler tab.Under  Client Setup tab --> under ODBC setup --> Check the Install PeopleSoft ODBC Driver and Workstation Installation --> click Apply. Inc. 2. Prerequisites for PS/nVision in 2-tier client for successful running 1. which talk about the issues related to mapped drive paths. NVSUSER.xla. There are some resolutions # 201008980 (Doc ID 647145.Report Instance: This is the location where all PS/nVision Report Instances will get saved when running to 2-tier client.Customization Macros: PS/nVision is basically a macro driven tool.11/12/2009 PS/nVision Reporting Tool 1.Query Templates: This is the setting where Query Templates are available.1).1). Ex: C:\USER\PS/nVision\INSTANCE 5. Ex: D:\FMS89\PS/nVision\layout\drilldn 4. For ex: D:\FMS89\excel where “D:\FMS89” is usersr PS_HOME or “D” drive is where usersr File server is mapped.Certified Excel version with present PeopleTools version should be installed on users machine. Macros are used to run some features of PS/nVision report. Here the path for “excel” folder. available under the Excel folder only in PS_HOME. It must point to the correct location. All rights reserved. Ex: D:\FMS89\excel These templates are 6.1).

All rights reserved.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. PS/nVision would be available to users under the “start” Programs . Inc.PeopleSoft > PS/nVision Copyright © 2007 Oracle. First: Log in Application Designer Go PS/nVision (click) Second: If while performing “Workstation Installation” users select “PS/nVision” also. 16 .11/12/2009 PS/nVision Reporting Tool Chapter 5 .

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

18 . is based upon “Report layout”. users create.Report layout 2. Report layouts have extensions . These components are: 1. Inc.Report Layouts are the formats of PS/nVision reports in which one would like to show data to the end users. PS/nVision uses the specified Report Layout to determine what data to retrieve for the report and how to display it. users specify the layout and the other run options for PS/nVision report. users should create a Report Request.After creating Report layout. 2. There are two main components about creating PS/nVision reports. with which users can design layouts. All rights reserved. define Report Requests and run PS/nVision reports.Report Request 1. Steps to Create a PS/nVision Report: Every PS/nVision report. Once the layout is saved.11/12/2009 PS/nVision Reporting Tool Users have many options under “PS/nVision” and “Drill” tab in layout.XNV. When users run a PS/nVision report through Report Request. users can use the same Report layout repeatedly. In Report Request. One creates Report layouts in Excel only. Therefore creating a PS/nVision report is a 2-step process. This step is required only for the first time users create the report. Copyright © 2007 Oracle.

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

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.Database connectivity software So. register Drilldown layouts. As it is known PS/nVision uses EXCEL to generate reports. Report Server is the place where PS/nVision reports are run when requested by end users. Scopes and Report Requests can be directly created in Web environment itself and reports can be run through the Web as well. view. So for PS/nVision developers. ReportBooks and Scope Definitions PS/nVision report output in . All rights reserved.PS/nVision setup in Web Environment (n tier) With PeopleSoft 8 users with Internet access can run. 20 . When Report Request is run from Web interface.Process Scheduler Server 3.Microsoft Excel 2. please run any PS/nVision report through Application Designer (2.tier) on the Report Server. there is no need of client installation on their machines.XLS and . the Report Server must be running on Windows platform. client installation is required. Process Scheduler initiates a PS/nVision instance on the Report Server. please make sure the above components are installed properly on Scheduler box to run PS/nVision successfully in the web environment. Main advantages in Web: 1234Internet versions of Report Requests. depending upon the MAX Concurrent settings for PS/nVision processes in Server Definition. Report Server must also have the following components: 1.11/12/2009 PS/nVision Reporting Tool Chapter 6 . Report Server must be setup correctly. PS/nVision configuration for Web Environment: For running PS/nVision in Web environment. But remember. However for the end users who only run PS/nVision reports in web environment or view them.10 and higher) or XLS format (8. ODBC driver and basic settings for PS/nVisions are correct on the Process Scheduler box. Once these Report Layouts are developed. Inc. ** For verifying that the Excel registry settings. 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. run Drilldown to “Web” or “Window” output types and also can define scopes in web environment. which in turn initiates an instance of Excel. Users access the Report Server and the database via browsers though PIA. they are uploaded to the configurable layout directory. which is what runs PS/nVision reports) 4.PeopleTools client installation (this installs PSNVS. Users can also send reports as email attachments rather than requiring recipients to navigate to a location on file server.HTM formats Drilldown for report outputs in HTML (PeopleTools 8. Copyright © 2007 Oracle. Users can view the report in browser via a link in Report Manager. If report is generated successfully it indicates that the settings are correct. users cannot create Report Layouts in Web environment. without a PeopleSoft installation on client machines. drilldown and distribute PS/nVision reports through a browser. PS/nVision windows client is used only to generate Report layouts. which is accessible to Report Server. For creating Report layouts users still require workstation client. Users can create Report Request.EXE.

If as a service then it is recommended to log on as 'this account'. When an HTML format is requested. General settings for PS/nVision .cfg file is located at below location %PS_HOME%\appserv\prcs\Domain name \PSPRCS. which are introduced only with PeopleTools 8.4x and onwards. Please make sure that it is a Domain Account. . Process Scheduler Configuration: It is important to know that when running PS/nVision in the web environment. Therefore if Excel 97 is used on the Report Server. most of the directory locations are similar to the Configuration Manager. BEAProc Manager Service . These flags are discussed in detail in following chapters.11/12/2009 PS/nVision Reporting Tool BEAPROCMgr Tuxedo Service: 1.cfg Configuring similar directories using PeopleTools Configuration Manager only enables users to run PS/nVision as a Windows client on the Report Server. PS/nVision uses Excel’s “Save as Web Page” function to generate the HTML format output.Ensure that this user is a Domain Account. Please check if Process Scheduler is started with a service or thru psadmin.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.x onwards. 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 the user ID that starts up both the Process Scheduler and BEA Proc Manager are the same and that Users have Domain rights. However there are certain flags. All rights reserved. 2.cfg) is required. Below are settings for PS/nVision in PSPRCS. PS/nVision supports both XLS and HTML in release 8.cfg file. Inc. users will not be able to generate PS/nVision reports in HTML format output. For this configuration of PS/nVision related directories in Process Scheduler configuration file (PSPRCS.======================================================================= 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. 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. Process Scheduler on the Report Server kicks it off. 3.======================================================================= . [PS/nVision] . This function is only available from Excel 2000 and upper versions. which is discussed in previous chapter. (Chapter 9) 21 Copyright © 2007 Oracle. The PSPRCS. Excel version: It is recommended to use Excel 2000 and above Excel version on Report Server.

xla is delivered with PeopleTools CD. users can access PS/nVision with the below navigation: Menu > Reporting Tools > PS/nVision Copyright © 2007 Oracle. To load the add-in DrillToPIA. and select DrillToPIA in the Add-ins dialog box. DrilltoPIA. Inc.xla): DrilltoPIA.14 and above. then Excel add-ins directory is %MS_OFFICE%\Office\Library. End users need to install this add-in only when Users want to Drilldown directly from Report instances in Excel on a browser client. Users do not need this add-in if then only view reports in Excel XLS format through the web. Go to usersr %PS_HOME%\Excel directory Copy the file DrillToPIA.xla to usersr Excel add-in directory If usersr Microsoft Office is installed in %MS_OFFICE%. Select the menu option Tools. Add-ins In Web Environment. This add-in requires only a one-time load in the load in the end user’s environment.xla file into usersr Excel environment: 1.11/12/2009 PS/nVision Reporting Tool Excel Add-in (DrilltoPIA.Launch Excel. 22 . 2. All rights reserved. 3 .xla is an optional Excel VBA add-in that is provided for end users convenience in PS/nVision for PeopleTools 8.

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

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

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

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

The main features are 123456Scope Drilldown nPlosion ReportBook PS/nVision Variables NVSInstanceHook Let’s discuss in more detail about these. Inc.PS/nVision Advanced Features There are some advanced features of PS/nVision. please go through People Books. All rights reserved. For more details about these features. 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. 27 . * 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. which enhance the capabilities of PS/nVision as a Reporting Tool and provides some edge on the other reporting tools. as there is detailed information about the same.11/12/2009 PS/nVision Reporting Tool Chapter 8 .

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

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

Detail values rows are inserted above the row where the nPloded criteria are specified. All rights reserved. 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. 30 . It is showing the Row nPlosion. Detail value columns are inserted to the left of the column where the nPloded criteria are specified. Similarly for Column nPlosion. PS/nVision Reporting Tool 2. whether those values are defined specifically or implicitly. Users can schedule it in Process Scheduler. brackets come at the top of columns on which one defines nPlosion.Please add permission list PTPT1200 to the user's profile.Row nPlosion 2.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. When enabled. In Web Environment: Copyright © 2007 Oracle. to show amounts for each accounting period. Use of a Report Book saves users the time that would be required to manually run a large number of Report Requests. which makes up the criteria. 1.11/12/2009 1.Column nPlosion In Report Instance. nPlosion nPlosion is used to expand row or columns containing Field criteria. Inc. nPlosion is set at layout level. such as YTD. nPlosion looks like the below picture. Likewise users may expand multi-period timespans. 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. WEBLIB_RPT is the script that produces the "processing page". There are two types of nPlosions.

1. Ex: %APN%. its code must be enclosed within percent signs (for example.Report Request Variables. %PER% 3. 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. Inc. However. when a variable is used in a layout or report request. %RID% 2. please review information available in People Books. 31 .Scope-Related Variables helps in labeling layouts for which one are using any report scope. dialog box. %SFV% ** For more details about PS/nVision variables. %RID%). One can use PS/nVision variables into the layout to display heading information that might change from report to report. which are defined on the Report Request. Besides using PS/nVision variables in users layouts. There are mainly three types of PS/nVision variables. A scope is used to define multiple instances of a report based on different field values. %IFN%. 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. or between report runs. which help to insert specific time or period in layouts where different accounting periods are reported in each instance. When users choose a variable. %ASD%. Ex: %SFN%. Copyright © 2007 Oracle.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. users select its three-letter code. Ex: %ICT%. %RTT%. %SFD%. users can use some of these variables in the Instance Controls section of the Report Request dialog box. All rights reserved. NvsInstanceHook indicates the name or reference of the macro to be run on completion of the instance. 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.Date and Time Period Variables.

If users like to apply an nPlosion style to one specific column. 1. please be informed that custom macros which are used in any PS/nVision report. are considered as customizations and do not come under GSC support domain. 32 .If users like to have time and date stamp in PS/nVision reports output file names. below are some scenarios where one can take help or suggest customers to use NVSINSTANCEHOOK. For more details about this. However some information about this is available in People Books so that customer can take help of this in customizing their macros. Users can get this information in People Books at below given navigation: Home > People Books > Enterprise PeopleTools 8.46 PeopleBook: PS/nVision > Using the PS⁄PS/nVision Visual Basic Interface However. However from GSC perspective. 3. please check the People Books.If users would like to combine multiple PS/nVision reports into one Excel Workbook during the PS/nVision report generation. which will give users some idea about how to use that.11/12/2009 PS/nVision Reporting Tool Please review the screenshots. Copyright © 2007 Oracle. 2. Inc. All rights reserved.

33 . Copyright © 2007 Oracle. if left blank.New Features in PS/nVision in PeopleTools 8.45.44 release.11/12/2009 PS/nVision Reporting Tool Chapter 9 .16. File output specified in Directory Name Template of Report Request. PS/nVision report at the “Report Request Definition” level.SaveTempFile: This flag is 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. report saves to PS/nVision Instance Directory Users may check the Resolution # 200976598 (Doc ID 640188.4x for PS/nVision. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web. Email or Printer output type.1) for more details about this new flag. 1. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. 2.4x This chapter will give users some idea about the new features.Time-out settings: This feature is introduced in PeopleTools 8. All rights reserved. which are introduced in PeopleTools 8. This flag is setup in the PS/nVision section of the PSPRCS.cfg file. Inc.1) for more details about this issue.

cfg) •1= turned on •0 = turned off When this setting is set = 1.Secured Reports: With PeopleTools 8. EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes. This flag is setup in the PS/nVision section of the Process Scheduler configuration file. PS/nVision will detect and dismiss them. 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. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>. Inc. 5. 34 .EnablePollDialogs: This flag is introduced in PeopleTools 8.45. There is a known issue with this.cfg). It is not for Excel Pop ups or O/S Pop up boxes as such.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. This includes the below features.44 onwards user can secure PS/nVision reports with the help of this option.11/12/2009 PS/nVision Reporting Tool 3. (PSPRCS. which was addressed in Incident # 1294236000 resolved in PeopleTools 8.18 and 8. output values. All rights reserved. and other detail information.44 release.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. and if any PS/nVision dialog messages come up while running PS/nVision report.46.06. 4.

All rights reserved.“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. Copyright © 2007 Oracle. For details of these features users may go through People Books. for more details.43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS.44 onwards.08 and 8.11/12/2009 PS/nVision Reporting Tool 6.42. ** These are the features.1). which are introduced with PeopleTools 8. Inc.CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653. 35 .

All new report requests will be secured by default. User can change security settings for individual Report Requests.4x: Drilldown from Excel takes the user to PIA for layout selection. User chooses a drilldown layout from the list in Excel.4x: Report Requests can be secured. Web service operation submits report request to Process Scheduler.5 This chapter will give users some idea about the new features. New “nVision Report Request Admin” dialog box added.11/12/2009 PS/nVision Reporting Tool Chapter 10 . Web service operation retrieves the list of drilldown layouts. 1.Public and Private Report Requests in nVision Windows client : In PeopleTools 8.4x way. 36 . User opens a report and goes to nVision Drill menu. All rights reserved. In PeopleTools 8.50: abcdeWindows client can be used for securing and sharing Report Requests.5x for PS/nVision. Inc. In PeopleTools 8. to enhance the reporting capabilities of PS/nVision as a Reporting Tool.New Features in PS/nVision in PeopleTools 8. 2. Web service operation opens the report in a new Excel window. which are introduced in PeopleTools 8. New “nVision Share Report Request” dialog box added. shared or transferred via PIA only. Copyright © 2007 Oracle.50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip.Improved Drilldown on PIA using Web Services In PeopleTools 8. User could disable the web services mode and operate the 8.

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 . b.0 Framework •nVisionDrill add-in in Excel •App Server Configuration •IB Configuration •SSL Configuration •Report Node Configuration 3. All rights reserved. 37 .NET 2.No impact on Tabular Layouts. Inc. f.New “As Of Date” field added in “PeopleSoft nVision Filter Criteria” dialog. only in Report Request In PeopleTools 8.4x: Effective dates for trees.User can override criteria effective date in Report Request. d. e.Effective dates for trees in Criteria Definition and Report Request.50: a. c.Tree Effective Date Criteria In PeopleTools 8.New “Override Tree As Of Date If Specified in Layout” in PIA Report Request page.New “Override Layout“check-box added in “PeopleSoft nVision Report Request” dialog.

Support for Query Prompts via PIA In PeopleTools 8. All rights reserved. 38 .11/12/2009 PS/nVision Reporting Tool 4.4x: Layout Definition does not allow exclusion of nodes. User can view the prompt parameters of queries associated with the layout.50: abcdUser can exclude tree nodes in Layout Definition. Inc. Excluded nodes appear grayed out in “PeopleSoft nVision Layout Definition” dialog. New check box added in “PeopleSoft nVision Filter Criteria” dialog. Copyright © 2007 Oracle.Not In Tree Criteria In PeopleTools 8. In PeopleTools 8. New sub-page named “Query Prompts” added. In PeopleTools 8. Excluded nodes become part of “Not In” criteria string inserted into the selected cell. Constraints: Report must be executed once to ave the prompts in database. 5. User can view/edit the prompt values.4x: Windows client accepts query prompt values at runtime.50: abcdUser can input query prompt values via PIA.

In PeopleTools 8. Copyright © 2007 Oracle.nVision/LAYOUT directory has to be moved out of PS_HOME if Layout files are required to be editable.nVision/INSTANCE directory is moved out of PS_HOME.4x: PS_HOME is read-write. Subsequent Report executions should work successfully. Changes in nVision a. This can be done by clicking the Update Parameters link.Report execution will fail for the first time.50: PS_HOME is read-only. then the new list of prompts have to be loaded in nVision Report Request also. 39 . 6. b. All rights reserved. Inc. The new default location is under PS_SERVDIR.Decoupled PS_HOME vis-à-vis nVision In PeopleTools 8. b.If prompts are modified through Query Manager.11/12/2009 PS/nVision Reporting Tool Important Points to check with the “Query Prompts via Web” feature: 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.Save/Save As: Every time Excel 2007 opens a . presently there are certain issues involve in using PS/nVision with Excel 2007. 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.Redrill may fail as it creates a new xls file from xls file which is macro free spreadsheet.Structured Referencing of Tables in Formulas . In this “compatibility” mode of Excel 2007. saving does not work.Using nplosion which would expand to more than 255 columns or 64000 rows. 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 . 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. However. Inc. Known Issues with Excel 2007 “Compatibility” Mode: One of the ways that we enable people to create documents in Excel 2007. This pop-up message cannot be disabled. So. IE7 doesn't print preview Excel 2007 for which MS has provided a hotfix. we need to use Save As feature of Excel 2007. g.Currently restricted to 7 (New Limit: 64) Formula Length . Following are the limitations. All rights reserved.xnv file.xlsm".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.Currently restricted to 30 (New Limit: 255) Number of levels of nesting in formulas .PS/nVision with Excel 2007/PeopleTools 8. b. h. ".5x Excel 2007 is the certified Excel version with PeopleTools 8. i.e. Copyright © 2007 Oracle. Structured references are saved as cell references in previous version (Excel97-2003) file formats ie. Features that need to be verified with Excel 2007 “normal” mode: a. 40 .4x/8. i.46 onwards. ". The user needs to click OK and then continue working on the layout. a . a message box pops up informing that the file is corrupted.Currently restricted to 256 (New Limit: 16k) The total number of available rows in Excel .EnablePollDialogs feature. it opens in “compatibility” mode and not in “normal” mode.xls file.e. c.Excel 2007 has a specific format to save spreadsheet with macro i.11/12/2009 PS/nVision Reporting Tool Chapter 11 .Macro layout or something that is posted on the blog .Using PS/nVision-Defined Names.Currently restricted to 1k characters (New Limit: 8k characters) f.Currently restricted to 64k (New Limit: 1M) Max number of arguments per function . d.Structured references to tables are not created automatically when formulas are created.xls".

41 .User opening an Excel workbook in Excel 2007 by using a hyperlink that contains a query string as part of the URL. All rights reserved. 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. ** There is an enhancement request opened with Development for optionally taking advantage of new capabilities of Excel 2007. l. k. Copyright © 2007 Oracle. Please also review the Solution # 201066688 (Doc ID 661373.11/12/2009 e.Creating new toolbar buttons in PS/nVision toolbar. j. which doesn’t fall within these boundaries. m.Using PS/nVision StyleSheet might not show the proper required format when the report result is generated.Using PS/nVision for Win2003 SP2 for COM Initialize and COM Uninitialize statements.Using PS/nVision VBA Interface. Inc.Cells containing embedded URL to calculate values from remote data source. PS/nVision Reporting Tool h. Any Report Request of PS/nVision. i.1).Macro Security for making macros run. g.Using PS/nVision in Remote Desktop where network is slow. is bound to fail. These enhancements are addressed under Incident # 1629231000.Using PS/nVision API Functions. f.

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

BeaProcMgr service should be logged in as “This Account”. e.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. If it is low. d.cfg file. if the usage is high for PS/nVision.Please check the “MAX Concurrent settings” for PS/nVision in “Server “ Definition.If issue is happening on intermittent basis or on regular basis.Check the Process Scheduler logs for errors when running PS/nVision reports. under PS/nVision section in PSPRCS. a.exe in Task Manager >Processes on Process Scheduler box. of the intermittent issues related to PS/nVision reports happen due to cache at Application Server and Scheduler level. a. On Intermittent basis: If the issue is happening on intermittent basis.Most Process domain. As a workaround. please add one DBFLAGS key in “PSTOOLS” section in PSPRCS. please increase it to some higher number. Correct them and then reboot the Scheduler domain to get these changes into affect. If there is any kill them and now test. 43 Copyright © 2007 Oracle. b. Users may navigate the correct page by this navigation PeopleTools > Process Scheduler > Process Definition c. There was a known issue with Development for PeopleTools 8.There is a known issue for PS/nVision in present PeopleTools releases (PeopleTools 8. fPlease check ICE for any known issues with PS/nVision reports.Please check the Process Definition for PS/nVision is setup correctly in this environment. please check the below points: 1.42. Please check Resolution # 201009382 (Doc ID 647253. So. This defines how many number of simultaneous PS/nVision processes one can run in any specific environment.Please check the directory locations for the PS/nVision.Check if there is any orphaned PSNVS. Inc. . domain. this indicates that issue could be with the PS/nVision Configuration for Web environment.exe or Excel.11/12/2009 PS/nVision Reporting Tool Troubleshooting steps (for Web): If this issue is happening in Web Environment only. e.cfg file (Process Scheduler configuration file).1). c. please try deleting Application Server cache and reboot the Application server Also. it is recommended as well to delete Process Scheduler cache and reboot the Process Scheduler Now test. when running in web environment. On Regular Basis: If the issue is happening on regular basis. All rights reserved. d. it is always suggested to have some higher values for PS/nVision. 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.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. So.47 onwards) that users intermittently encounter error like “SQL error 416 Error Position 28 return 0 Invalid Cursor Number“. b.

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

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

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

please make sure that “EnableDrillDownDownForFile” parameter is et to “1”.Please also check the settings under DrillDown dir in PSPRCS.43 and supports DrillDown on File output type reports in the web-based PS/nVision environment. Users can call GSC for latest version of DrilltoPIA. If with All Drilldowns: In 2-tier: 1. (Default). “EnableDrillDownDownForFile” parameter is introduced by PeopleTools 8. In Web Environment: 1.Please check if the issue is happening with only larger set of data. 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.xls Click on Advanced push button and Check on browse in the same window check box. 3. where it can then perform the drilldown. The setting only takes effect when the report request is defined to run in File output type on the web.If the issue is happening on the Drilldowns for which the parent PS/nVision reports ran to “File” output type. 3.Please make sure that DrilltoPIA.11/12/2009 PS/nVision Reporting Tool 6. 2. The reason for this is that when doing the PS/nVision drilldown. [PS/nVision] . All rights reserved. please reboot the Process Scheduler Copyright © 2007 Oracle. the issue could be that the instance of parent PS/nVision report is not available in Report Repository.cfg file. The PS/nVision reports must exist in the PS_CMD_LIST table and the report repository in order to do the drilldown. General settings for PS/nVision DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE After making any changes. Please check Resolution # 201042761 (Doc ID 654934.xla file is installed properly on that workstation. ========================================================================= .xla according to usersr PeopleTools version. 0 = Disable drilldown. Indicate whether users want to enable drilldown on a report with the output type of file. as there is certain limitation with MSEXCEl of 256 columns. 1 = Enable drilldown. it is must be that instance of parent PS/nVision report is there in “Report Repository”.Please check if the Drilldown folder location is correct in Configuration Manager > PS/nVision 2. Go to Tools >> Folder Options >> File Types Select . So. the process attempts to copy the PS/nVision report from the report repository to the PS/nVision instance directory on the process scheduler server. 47 .1) for the same. Inc.Please check “Browse in Same Window” option checked for Excel.Please check if Drilldowns are running successfully on newly PS/nVision reports. file for “PS/nVision”. please check users Report Node definition. After that reboot the scheduler. 3. One may navigate to “Report node Definition” page in web environment: PeopleTools > Process Scheduler > Report Nodes 5. Users may check ICE for any known issues for Drilldowns.jspx?id=843107.Web: View Log/Trace link under Process Details Copyright © 2007 Oracle.Please add permission list PTPT1200 to the user's profile.11/12/2009 PS/nVision Reporting Tool 4. must be set to O/S of the WebServer i.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.nvt b.Update the Web Libraries tab on the primary permission list to include WEBLIB_RPT "FULL ACCESS". 48 . 6.cfg file for any Error messages related to Drilldown. 1.If the issue is Drilldowns are going to “Posted” status on the Process Monitor page. which users can always refer for checking the errors.Client: c:\temp\psnvs_<process_id>. Trace files will be located at: Important Logs: (for troubleshooting purpose) Below are the logs. This document is available in Customer Connection at below given URL: URL: https://support.Log/Output Directory: This log is located at: %PS_HOME%\appserv\prcs\Domain Name\log_output 2. The “operating system” field on “Report Node Configuration” page. WEBLIB_RPT is the script that produces the "processing page". So please check if users specify the values in the report node configuration correctly to guarantee that the drilldown will work successfully. To the O/S of the box where report node URL is pointing. 2. With some specific users: If only some of the users are not able to perform Drilldowns in Web environment.Please check if “PS/nVision” and “REPORT_BOOKS” pages are attached with the Permission List of user. All rights reserved.PS/nVision Traces: When users will set the Trace options in PSPRCS. please check below points: check PSPRCS. Inc. 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.Please try rebooting the Web Server if all above points are correct.

44 200949219 (Doc ID 635485.44" 200770135 (Doc ID 622973.1): E-NV PT 8.1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8.1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627. web 201066688 (Doc ID 661373.1: E-NV: “Excel Interface Exception.1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499. Inc.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188.1): E-NV: "Access Denied. printer.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174. All rights reserved. E:\pt84918b-retail\peopletools\src\psnxl\gridapp.1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847.07 onwards Doc ID 815983. Report Books Intermittently error out 200778054 (Doc ID 624427.cpp:2048” on Windows 2008 Copyright © 2007 Oracle.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653.47 PS/nVision Report Requests. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397.1): "PS/nVision: Getting error when trying to access Report Request in 8. 49 .49.1): E-NV: Ability to save a copy of PS/nVision to file when run to email.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.

Copyright © 2007 Oracle.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. All rights reserved. Inc. Lessons learned from these customer experiences will be posted here. 50 . CUSTOMER VALIDATION PeopleSoft is working with PeopleSoft customers to get feedback and validation on this document.

com/portal/page/myo/global/PeopleSoft%20Portal/Train_Doc:PeopleBooks%20Library 2.PS/nVision Red Paper (2004) This Red Paper is available in MetaLink at below URL: https://support.Performance Document by Lakshmi Copyright © 2007 Oracle. 3. which is available in MetaLink at below given URL: URL: Books All version of People Books available in MetaLink at below given URL: URL: PS/nVision Reporting Tool References All rights reserved. 51 .us.

650. whether expressed orally or implied in law. Other names may be trademarks of their respective owners.650. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. All rights reserved. Inc. for any purpose.7000 Fax: +1. JD Copyright © 2006.506. without our prior written permission. Oracle.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.S. including implied warranties and conditions of merchantability or fitness for a particular purpose. This document is not warranted to be error-free. nor subject to any other warranties or conditions.7200 oracle. electronic or mechanical. 52 .A. This document is provided for information purposes only and the contents hereof are subject to change without notice. Worldwide Inquiries: Phone: +1. This document may not be reproduced or transmitted in any form or by any means. Copyright © 2007 Oracle. CA 94065 U. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. PeopleSoft. All rights reserved.506. Oracle.

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