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

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

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

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

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

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

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

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

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

2.Please check all the locations are correctly filled under “PS/nVision” tab d. Prerequisites for PS/nVision in 2-tier client for successful running 1. 15 . c. Inc. For ex: DrilltoPIA.xla. users should be ready to work within PS/nVision Reporting Tool.Certified Excel version with present PeopleTools version should be installed on users machine.Report Layouts: This is the field to specify the location of PeopleSoft delivered Report Layouts as well as Customized Report layouts. please give the UNC path instead of mapped drive path as there are many issues involves with mapped drive path. All rights reserved.Under  Client Setup tab --> under ODBC setup --> Check the Install PeopleSoft ODBC Driver and Workstation Installation --> click Apply. GLLog etc. available under %PS_HOME% needs to me mentioned.1).11/12/2009 PS/nVision Reporting Tool 1.1).1). Ex: D:\FMS89\PS/nVision\layout 3Drilldown Layouts: This is the location of the folder where all users Drilldown layouts reside. After performing the above. Ex: D:\FMS89\excel\stylesheets Note: If users access PS_HOME from the network.Check the DBBIN setting under  Process Scheduler tab. Ex: D:\FMS89\excel These templates are 6. For ex: D:\FMS89\excel where “D:\FMS89” is usersr PS_HOME or “D” drive is where usersr File server is mapped. b. There are some resolutions # 201008980 (Doc ID 647145. Copyright © 2007 Oracle.Query Templates: This is the setting where Query Templates are available. There is a folder by name “layout” under “PS/nVision” folder for this. 200999015 (Doc ID 645019.Customization Macros: PS/nVision is basically a macro driven tool. available under the Excel folder only in PS_HOME. Ex: C:\USER\PS/nVision\INSTANCE 5. Ex: D:\FMS89\PS/nVision\layout\drilldn 4.Style Sheets: This is the location where various Excel style sheets get stores. It must be correct. which talk about the issues related to mapped drive paths. Here the path for “excel” folder.Report Instance: This is the location where all PS/nVision Report Instances will get saved when running to 2-tier client. 2.Check the PS_Home directory setting under  Process Scheduler tab. 200975617(Doc ID 640030.xla. NVSUSER. These are mainly used during nPlosion.Workstation Installation should be done in proper manner in “Configuration Manager” with correct settings in below locations: a. Macros are used to run some features of PS/nVision report. both PeopleSoft delivered and Customized ones. It must point to the correct location.

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

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

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

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

which is accessible to Report Server. there is no need of client installation on their machines. please make sure the above components are installed properly on Scheduler box to run PS/nVision successfully in the web environment. depending upon the MAX Concurrent settings for PS/nVision processes in Server Definition. Users can create Report Request. Users can also send reports as email attachments rather than requiring recipients to navigate to a location on file server. Report Server must be setup correctly. view. PS/nVision windows client is used only to generate Report layouts. Report Server must also have the following components: 1. ** For verifying that the Excel registry settings. client installation is required. Users access the Report Server and the database via browsers though PIA. Copyright © 2007 Oracle. which in turn initiates an instance of Excel. without a PeopleSoft installation on client machines. ODBC driver and basic settings for PS/nVisions are correct on the Process Scheduler box. please run any PS/nVision report through Application Designer (2. When Report Request is run from Web interface.10 and higher) or XLS format (8. Process Scheduler initiates a PS/nVision instance on the Report Server. 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.PS/nVision setup in Web Environment (n tier) With PeopleSoft 8 users with Internet access can run. But remember. Scopes and Report Requests can be directly created in Web environment itself and reports can be run through the Web as well.Database connectivity software So. ReportBooks and Scope Definitions PS/nVision report output in .PeopleTools client installation (this installs PSNVS. Users can view the report in browser via a link in Report Manager. So for PS/nVision developers. Inc. they are uploaded to the configurable layout directory. drilldown and distribute PS/nVision reports through a browser. If report is generated successfully it indicates that the settings are correct. the Report Server must be running on Windows platform. PS/nVision configuration for Web Environment: For running PS/nVision in Web environment. Once these Report Layouts are developed.Microsoft Excel 2. which is what runs PS/nVision reports) 4.XLS and .Process Scheduler Server 3. Report Server is the place where PS/nVision reports are run when requested by end users. 20 . register Drilldown layouts. All rights reserved. However for the end users who only run PS/nVision reports in web environment or view them.tier) on the Report Server. As it is known PS/nVision uses EXCEL to generate reports. For creating Report layouts users still require workstation client. run Drilldown to “Web” or “Window” output types and also can define scopes in web environment.EXE. users cannot create Report Layouts in Web environment.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. Main advantages in Web: 1234Internet versions of Report Requests.HTM formats Drilldown for report outputs in HTML (PeopleTools 8.11/12/2009 PS/nVision Reporting Tool Chapter 6 .

cfg) is required. (Chapter 9) 21 Copyright © 2007 Oracle. which are introduced only with PeopleTools 8. Process Scheduler on the Report Server kicks it off. The PSPRCS.cfg file. Please check if Process Scheduler is started with a service or thru psadmin. When an HTML format is requested.cfg Configuring similar directories using PeopleTools Configuration Manager only enables users to run PS/nVision as a Windows client on the Report Server.cfg file is located at below location %PS_HOME%\appserv\prcs\Domain name \PSPRCS. General settings for PS/nVision . 3. 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 .11/12/2009 PS/nVision Reporting Tool BEAPROCMgr Tuxedo Service: 1. All rights reserved. However there are certain flags. Below are settings for PS/nVision in PSPRCS. These flags are discussed in detail in following chapters. Process Scheduler Configuration: It is important to know that when running PS/nVision in the web environment. users will not be able to generate PS/nVision reports in HTML format output. which is discussed in previous chapter. . If as a service then it is recommended to log on as 'this account'.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. Please make sure that it is a Domain Account. Inc.======================================================================= 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. 2. Excel version: It is recommended to use Excel 2000 and above Excel version on Report Server. BEAProc Manager Service .x onwards. [PS/nVision] . Therefore if Excel 97 is used on the Report Server. This function is only available from Excel 2000 and upper versions. PS/nVision supports both XLS and HTML in release 8. 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. most of the directory locations are similar to the Configuration Manager. PS/nVision uses Excel’s “Save as Web Page” function to generate the HTML format output.4x and onwards. For this configuration of PS/nVision related directories in Process Scheduler configuration file (PSPRCS.Ensure that this user is a Domain Account. 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.======================================================================= .

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

11/12/2009 PS/nVision Reporting Tool Chapter 7 . All rights reserved. Menu > Reporting Tools > PS/nVision User can define Report Request in Web environment also. Inc. It is similar to the 2-tier environment. 23 . 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.

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

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

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

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

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

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

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

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

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

45.Time-out settings: This feature is introduced in PeopleTools 8. report saves to PS/nVision Instance Directory Users may check the Resolution # 200976598 (Doc ID 640188.cfg file. which are introduced in PeopleTools 8. Inc. if left blank. 33 .16.4x This chapter will give users some idea about the new features. 2. 1. PS/nVision report at the “Report Request Definition” level.1) for more details about this issue. Copyright © 2007 Oracle. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. This flag is setup in the PS/nVision section of the PSPRCS. 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. All rights reserved. Email or Printer output type. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web.SaveTempFile: This flag is introduced in PeopleTools 8. File output specified in Directory Name Template of Report Request.1) for more details about this new flag.11/12/2009 PS/nVision Reporting Tool Chapter 9 .4x for PS/nVision.44 release.New Features in PS/nVision in PeopleTools 8.

All rights reserved. and if any PS/nVision dialog messages come up while running PS/nVision report.46. output values.45. EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes.18 and 8. (PSPRCS.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 other detail information. 5. This flag is setup in the PS/nVision section of the Process Scheduler configuration file.cfg) •1= turned on •0 = turned off When this setting is set = 1.EnablePollDialogs: This flag is introduced in PeopleTools 8. This includes the below features. Inc. which was addressed in Incident # 1294236000 resolved in PeopleTools 8. There is a known issue with this.Secured Reports: With PeopleTools 8.44 onwards user can secure PS/nVision reports with the help of this option. 34 . It is not for Excel Pop ups or O/S Pop up boxes as such. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>. 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.06.44 release. 4.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. PS/nVision will detect and dismiss them.11/12/2009 PS/nVision Reporting Tool 3.cfg).

“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. Inc.11/12/2009 PS/nVision Reporting Tool 6.42. 35 . for more details.1). Copyright © 2007 Oracle. ** These are the features.43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS.44 onwards. For details of these features users may go through People Books. which are introduced with PeopleTools 8. All rights reserved.CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653.08 and 8.

which are introduced in PeopleTools 8. Web service operation retrieves the list of drilldown layouts. In PeopleTools 8.50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip.Public and Private Report Requests in nVision Windows client : In PeopleTools 8.4x: Drilldown from Excel takes the user to PIA for layout selection. Copyright © 2007 Oracle. Web service operation submits report request to Process Scheduler.Improved Drilldown on PIA using Web Services In PeopleTools 8. All new report requests will be secured by default. 2.5 This chapter will give users some idea about the new features. User opens a report and goes to nVision Drill menu. In PeopleTools 8. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. 36 . Web service operation opens the report in a new Excel window. User could disable the web services mode and operate the 8.5x for PS/nVision.50: abcdeWindows client can be used for securing and sharing Report Requests. Inc. New “nVision Report Request Admin” dialog box added. All rights reserved.4x way. 1.11/12/2009 PS/nVision Reporting Tool Chapter 10 . User chooses a drilldown layout from the list in Excel. New “nVision Share Report Request” dialog box added. User can change security settings for individual Report Requests.New Features in PS/nVision in PeopleTools 8.4x: Report Requests can be secured. shared or transferred via PIA only.

f.Tree Effective Date Criteria In PeopleTools 8.New “Override Tree As Of Date If Specified in Layout” in PIA Report Request page.0 Framework •nVisionDrill add-in in Excel •App Server Configuration •IB Configuration •SSL Configuration •Report Node Configuration 3.New “Override Layout“check-box added in “PeopleSoft nVision Report Request” dialog. d. e. Copyright © 2007 Oracle.Effective dates for trees in Criteria Definition and Report Request.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 .4x: Effective dates for trees.NET 2. 37 . c.No impact on Tabular Layouts. Inc.New “As Of Date” field added in “PeopleSoft nVision Filter Criteria” dialog.50: a.User can override criteria effective date in Report Request. b. All rights reserved. only in Report Request In PeopleTools 8.

Inc. New sub-page named “Query Prompts” added. User can view/edit the prompt values. 38 .50: abcdUser can input query prompt values via PIA. Constraints: Report must be executed once to ave the prompts in database.Not In Tree Criteria In PeopleTools 8.4x: Layout Definition does not allow exclusion of nodes.4x: Windows client accepts query prompt values at runtime. All rights reserved. In PeopleTools 8. Excluded nodes become part of “Not In” criteria string inserted into the selected cell. New check box added in “PeopleSoft nVision Filter Criteria” dialog. Copyright © 2007 Oracle. In PeopleTools 8. User can view the prompt parameters of queries associated with the layout. 5.Support for Query Prompts via PIA In PeopleTools 8. Excluded nodes appear grayed out in “PeopleSoft nVision Layout Definition” dialog.50: abcdUser can exclude tree nodes in Layout Definition.11/12/2009 PS/nVision Reporting Tool 4.

The new default location is under PS_SERVDIR. 39 . 6. b.Report execution will fail for the first time.nVision/LAYOUT directory has to be moved out of PS_HOME if Layout files are required to be editable. Changes in nVision a.11/12/2009 PS/nVision Reporting Tool Important Points to check with the “Query Prompts via Web” feature: a. Subsequent Report executions should work successfully.nVision/INSTANCE directory is moved out of PS_HOME.If prompts are modified through Query Manager.4x: PS_HOME is read-write. This can be done by clicking the Update Parameters link. then the new list of prompts have to be loaded in nVision Report Request also. All rights reserved. Copyright © 2007 Oracle. In PeopleTools 8.Decoupled PS_HOME vis-à-vis nVision In PeopleTools 8. b.50: PS_HOME is read-only. Inc.

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. b.Currently restricted to 256 (New Limit: 16k) The total number of available rows in Excel .e. g. 40 .5x Excel 2007 is the certified Excel version with PeopleTools 8. Copyright © 2007 Oracle.Excel 2007 has a specific format to save spreadsheet with macro i. d. Following are the limitations. ". i. we need to use Save As feature of Excel 2007. c.Currently restricted to 7 (New Limit: 64) Formula Length .Structured references to tables are not created automatically when formulas are created. a message box pops up informing that the file is corrupted. This pop-up message cannot be disabled. it opens in “compatibility” mode and not in “normal” mode.Currently restricted to 64k (New Limit: 1M) Max number of arguments per function . 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 . Features that need to be verified with Excel 2007 “normal” mode: a.xnv file. Structured references are saved as cell references in previous version (Excel97-2003) file formats ie. ". presently there are certain issues involve in using PS/nVision with Excel 2007. i. IE7 doesn't print preview Excel 2007 for which MS has provided a hotfix. In this “compatibility” mode of Excel 2007. Known Issues with Excel 2007 “Compatibility” Mode: One of the ways that we enable people to create documents in Excel 2007. 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.xls file.xlsm".Macro layout or something that is posted on the blog .46 onwards.e. However.PS/nVision with Excel 2007/PeopleTools 8.4x/8.Currently restricted to 30 (New Limit: 255) Number of levels of nesting in formulas . So. a .Save/Save As: Every time Excel 2007 opens a .11/12/2009 PS/nVision Reporting Tool Chapter 11 .Redrill may fail as it creates a new xls file from xls file which is macro free spreadsheet. All rights reserved. saving does not work.EnablePollDialogs feature.Using nplosion which would expand to more than 255 columns or 64000 rows.Structured Referencing of Tables in Formulas .xls".Using PS/nVision-Defined Names.Currently restricted to 1k characters (New Limit: 8k characters) f.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. h. Inc. 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. The user needs to click OK and then continue working on the layout.

Creating new toolbar buttons in PS/nVision toolbar. Inc. Any Report Request of PS/nVision. 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.Cells containing embedded URL to calculate values from remote data source. k.Using PS/nVision for Win2003 SP2 for COM Initialize and COM Uninitialize statements. Please also review the Solution # 201066688 (Doc ID 661373.Using PS/nVision in Remote Desktop where network is slow. is bound to fail.User opening an Excel workbook in Excel 2007 by using a hyperlink that contains a query string as part of the URL. which doesn’t fall within these boundaries. PS/nVision Reporting Tool h. These enhancements are addressed under Incident # 1629231000.Using PS/nVision StyleSheet might not show the proper required format when the report result is generated. f. g. j. i.1).Using PS/nVision VBA Interface.Macro Security for making macros run. m.11/12/2009 e. All rights reserved. Copyright © 2007 Oracle.Using PS/nVision API Functions. l. ** There is an enhancement request opened with Development for optionally taking advantage of new capabilities of Excel 2007. 41 .

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

e.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. Inc.exe in Task Manager >Processes on Process Scheduler box. 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. This defines how many number of simultaneous PS/nVision processes one can run in any specific environment. On Regular Basis: If the issue is happening on regular basis. d.exe or Excel. There was a known issue with Development for PeopleTools 8. If there is any kill them and now test.11/12/2009 PS/nVision Reporting Tool Troubleshooting steps (for Web): If this issue is happening in Web Environment only. If it is low. Users may navigate the correct page by this navigation PeopleTools > Process Scheduler > Process Definition c. if the usage is high for PS/nVision. So. it is recommended as well to delete Process Scheduler cache and reboot the Process Scheduler Now test. Please check Resolution # 201009382 (Doc ID 647253. .Please check the “MAX Concurrent settings” for PS/nVision in “Server “ Definition. please increase it to some higher number.Most Process domain. All rights reserved. under PS/nVision section in PSPRCS. domain. it is always suggested to have some higher values for PS/nVision.If issue is happening on intermittent basis or on regular basis. when running in web environment. a. c.There is a known issue for PS/nVision in present PeopleTools releases (PeopleTools 8. As a workaround.Check the Process Scheduler logs for errors when running PS/nVision reports.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. b. So.Check if there is any orphaned PSNVS.42. of the intermittent issues related to PS/nVision reports happen due to cache at Application Server and Scheduler level. d. Correct them and then reboot the Scheduler domain to get these changes into affect. please try deleting Application Server cache and reboot the Application server Also.47 onwards) that users intermittently encounter error like “SQL error 416 Error Position 28 return 0 Invalid Cursor Number“. a.cfg file (Process Scheduler configuration file). please check the below points: 1.1).cfg file. 43 Copyright © 2007 Oracle. please add one DBFLAGS key in “PSTOOLS” section in PSPRCS.Please check the Process Definition for PS/nVision is setup correctly in this environment.Please check the directory locations for the PS/nVision. e. On Intermittent basis: If the issue is happening on intermittent basis.BeaProcMgr service should be logged in as “This Account”. b. fPlease check ICE for any known issues with PS/nVision reports. this indicates that issue could be with the PS/nVision Configuration for Web environment.

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

cfg file. The output of that trace would be available at •Client: c:\temp\psnvs_<process_id>. would be appear on the screen. One can capture that and start troubleshooting on that basis. which usually happens at the backend. 45 . start BeaProcMgr service as a "Local Account" with Check on the box for "Allow service to interact with desktop".TGASB_ACCOUNTS.NCASH One can read these criteria as “F” is indicating that Field is “Account”. it would be appear on the screen. 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. In this way one can capture all the execution for that PS/nVision report. In this way if there is an error at the execution level. like this: %. One can set Trace for some higher values “4” and can capture the deeper execution details of that specific PS/nVision report. “T” is indicating that “Tree” Used is “GASB_ACCOUNTS” and “N” indicates “Node” is “Cash” 3. Inc.One can run PS/nVision report by “Foreground” method on the Scheduler box. For running PS/nVision in “Foreground” method. Copyright © 2007 Oracle.nvt •Web: View Log/Trace link under Process Details 4.11/12/2009 PS/nVision Reporting Tool It has some entry in Column “A”.One can turn on the PS/nVision Trace in PSPRCS. Go to Windows Start >> Settings >> Control Panel >> Administrative Tools >> Services Double click on BeaProcMgr service. All rights reserved.FACCOUNT.

Please check if users are not using any invalid character in parent PS/nVision report name. Inc.( or periods. 46 .Users may also check the command line parameters that are being passed for that PS/nVision report.%.Check in ICE for any specific issues reported for these Drilldowns 4. It may help in fixing the issue. 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. If there is any difference. 1.Check if the issue is happening with certain Drilldown or with all the Drilldowns. For parameters. please correct that. 5. If with certain Drilldown: 1. 2. wild character such as !. All rights reserved. please check whether the same Drilldown correctly in 2-tier client.&.@. 6.11/12/2009 PS/nVision Reporting Tool 5. If yes. please make sure that users have registered this Drilldown properly for each server. Ask users’ if they are able to run report directly from command line. 3. It should not contain spaces. please compare the Process Definitions of that PS/nVision report in both the environments. Copyright © 2007 Oracle.If the issue is in Web environment or users are getting that specific Drilldown in Web.*.Please check if user is able to run the same PS/nVision report in any other web environment.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.

Please also check the settings under DrillDown dir in PSPRCS. Users can call GSC for latest version of DrilltoPIA. [PS/nVision] . General settings for PS/nVision DrillDownDir=%PS_HOME%\PS/nVision\LAYOUT\DRILLDN InstanceDir=%PS_HOME%\PS/nVision\INSTANCE After making any changes. If with All Drilldowns: In 2-tier: 1. 3. The setting only takes effect when the report request is defined to run in File output type on the web.xla file is installed properly on that workstation. where it can then perform the drilldown. In Web Environment: 1.Please check if the Drilldown folder location is correct in Configuration Manager > PS/nVision 2.If the issue is happening on the Drilldowns for which the parent PS/nVision reports ran to “File” output type. So.Please check if Drilldowns are running successfully on newly PS/nVision reports. (Default).Please check “Browse in Same Window” option checked for Excel. it is must be that instance of parent PS/nVision report is there in “Report Repository”. ========================================================================= . the issue could be that the instance of parent PS/nVision report is not available in Report Repository. All rights reserved. please make sure that “EnableDrillDownDownForFile” parameter is et to “1”. 47 .xla according to usersr PeopleTools version.cfg file. 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.43 and supports DrillDown on File output type reports in the web-based PS/nVision environment. 2. please reboot the Process Scheduler Copyright © 2007 Oracle. Indicate whether users want to enable drilldown on a report with the output type of file. Inc.1) for the same.11/12/2009 PS/nVision Reporting Tool 6. The reason for this is that when doing the PS/nVision drilldown. Please check Resolution # 201042761 (Doc ID 654934.Please check if the issue is happening with only larger set of data. “EnableDrillDownDownForFile” parameter is introduced by PeopleTools 8.Please make sure that DrilltoPIA. 1 = Enable drilldown. 3. the process attempts to copy the PS/nVision report from the report repository to the PS/nVision instance directory on the process scheduler server. The PS/nVision reports must exist in the PS_CMD_LIST table and the report repository in order to do the drilldown. 0 = Disable drilldown.xls Click on Advanced push button and Check on browse in the same window check box. as there is certain limitation with MSEXCEl of 256 columns. Go to Tools >> Folder Options >> File Types Select .

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

1: E-NV: “Excel Interface Exception.1): E-NV: "Access Denied.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499.49. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253.1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847. All rights reserved.1): E-NV PT 8.cpp:2048” on Windows 2008 Copyright © 2007 Oracle.1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158. 49 .44" 200770135 (Doc ID 622973.07 onwards Doc ID 815983. E:\pt84918b-retail\peopletools\src\psnxl\gridapp.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8. web 201066688 (Doc ID 661373. Report Books Intermittently error out 200778054 (Doc ID 624427.47 PS/nVision Report Requests.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397. printer.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653.1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310.1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8. Inc.1): "PS/nVision: Getting error when trying to access Report Request in 8.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.1): E-NV: Ability to save a copy of PS/nVision to file when run to email.44 200949219 (Doc ID 635485.

All rights reserved. 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. 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.

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

52 .com Copyright © 2006. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. including implied warranties and conditions of merchantability or fitness for a particular purpose. JD Edwards. whether expressed orally or implied in law. for any purpose.506. electronic or mechanical. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document.506. Oracle.S. 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.650. without our prior written permission. PeopleSoft.7200 oracle. Other names may be trademarks of their respective owners.A. Oracle. All rights reserved. All rights reserved. CA 94065 U. This document is provided for information purposes only and the contents hereof are subject to change without notice.650.7000 Fax: +1. Copyright © 2007 Oracle. Worldwide Inquiries: Phone: +1. This document may not be reproduced or transmitted in any form or by any means. nor subject to any other warranties or conditions. This document is not warranted to be error-free.

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