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.


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

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

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

9 . PS/nVision makes all reporting and analysis of data very easy. analysis. 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. All rights reserved. and delivery users are assigned the task of retrieving the data directly into an Excel spreadsheet.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. Copyright © 2007 Oracle. data entry. This is one of the scenarios. Inc.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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. 33 .16.Time-out settings: This feature is introduced in PeopleTools 8.1) for more details about this new flag. All rights reserved. Copyright © 2007 Oracle. Inc. report saves to PS/nVision Instance Directory Users may check the Resolution # 200976598 (Doc ID 640188.SaveTempFile: This flag is introduced in PeopleTools 8. 2. PS/nVision report at the “Report Request Definition” level. to enhance the reporting capabilities of PS/nVision as a Reporting Tool. This flag is setup in the PS/nVision section of the PSPRCS.4x for PS/nVision.1) for more details about this issue. If one sets SaveTempFile=1 files will not be deleted when reports ran to Web.44 release.11/12/2009 PS/nVision Reporting Tool Chapter 9 .4x This chapter will give users some idea about the new features. Email or Printer output type.45.New Features in PS/nVision in PeopleTools 8. 1. which are introduced in PeopleTools 8. if left blank.cfg file. File output specified in Directory Name Template of Report Request.

EnablePollSeconds=30 It configures how often to check for unattended PS/nVision dialog boxes.44 release. and other detail information.45.44 onwards user can secure PS/nVision reports with the help of this option.06.nvt Web: View Log/Trace link under Process Details TraceLevel=0 (0-4) 0: 1: 2: 3: 4: No tracing (default setting) Basic high level process flow and status Entries from Level 1 plus additional info Tracing up to level 2 and SQL statements Tracing up to level 3 plus additional function calls. 4.Secured Reports: With PeopleTools 8.cfg).cfg) •1= turned on •0 = turned off When this setting is set = 1. which was addressed in Incident # 1294236000 resolved in PeopleTools 8. This includes the below features. output values.18 and 8. 34 . PS/nVision will detect and dismiss them. Inc.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. 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.46. This flag is setup in the PS/nVision section of the Process Scheduler configuration file. and if any PS/nVision dialog messages come up while running PS/nVision report. It is not for Excel Pop ups or O/S Pop up boxes as such. (PSPRCS. The Output of that trace would be available at Client: c:\temp\psnvs_<process_id>. 5.11/12/2009 PS/nVision Reporting Tool 3. All rights reserved.EnablePollDialogs: This flag is introduced in PeopleTools 8. There is a known issue with this.

08 and 8.44 onwards.43 Ability to run parent PS/nVision report to “File” output type and still run Drilldown PSPRCS. Copyright © 2007 Oracle. Inc. All rights reserved.11/12/2009 PS/nVision Reporting Tool 6.42.1).“EnableDrilldownforFile” flag: a: b: c: d: Started in PeopleTools 8. For details of these features users may go through People Books.CFG “EnableDrilldownforFile = 1” Report still goes to Report Repository Please check Resolution # 200756612 (Doc ID 620653. 35 . for more details. ** These are the features. which are introduced with PeopleTools 8.

5x for PS/nVision. All new report requests will be secured by default. In PeopleTools 8.Public and Private Report Requests in nVision Windows client : In PeopleTools 8. Web service operation retrieves the list of drilldown layouts. Inc. All rights reserved. New “nVision Share Report Request” dialog box added. User chooses a drilldown layout from the list in Excel. to enhance the reporting capabilities of PS/nVision as a Reporting Tool.4x way.4x: Drilldown from Excel takes the user to PIA for layout selection. 36 . 1.4x: Report Requests can be secured. shared or transferred via PIA only. Web service operation opens the report in a new Excel window. which are introduced in PeopleTools 8. User could disable the web services mode and operate the 8. New “nVision Report Request Admin” dialog box added. User can change security settings for individual Report Requests.50: abcdeWindows client can be used for securing and sharing Report Requests. User opens a report and goes to nVision Drill menu. In PeopleTools 8.5 This chapter will give users some idea about the new features.11/12/2009 PS/nVision Reporting Tool Chapter 10 .50: abcdefgExcel invokes REST-based web services to eliminate the PIA trip. Copyright © 2007 Oracle.New Features in PS/nVision in PeopleTools 8. Web service operation submits report request to Process Scheduler.Improved Drilldown on PIA using Web Services In PeopleTools 8. 2.

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

Excluded nodes become part of “Not In” criteria string inserted into the selected cell. In PeopleTools 8.Not In Tree Criteria In PeopleTools 8. In PeopleTools 8.4x: Layout Definition does not allow exclusion of nodes. All rights reserved. Copyright © 2007 Oracle. User can view/edit the prompt values. User can view the prompt parameters of queries associated with the layout. Constraints: Report must be executed once to ave the prompts in database. Inc.Support for Query Prompts via PIA In PeopleTools 8. New check box added in “PeopleSoft nVision Filter Criteria” dialog. Excluded nodes appear grayed out in “PeopleSoft nVision Layout Definition” dialog. New sub-page named “Query Prompts” added.50: abcdUser can input query prompt values via PIA.11/12/2009 PS/nVision Reporting Tool 4.50: abcdUser can exclude tree nodes in Layout Definition. 5.4x: Windows client accepts query prompt values at runtime. 38 .

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

Features that need to be verified with Excel 2007 “normal” mode: a. a message box pops up informing that the file is corrupted.Currently restricted to 1k characters (New Limit: 8k characters) f.Macro layout or something that is posted on the blog .e.xlsm". The user needs to click OK and then continue working on the layout. b. 40 . d.46 onwards.PS/nVision with Excel 2007/PeopleTools 8.Currently restricted to 30 (New Limit: 255) Number of levels of nesting in formulas .Redrill may fail as it creates a new xls file from xls file which is macro free spreadsheet. 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 . we need to use Save As feature of Excel 2007. 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 2003.4x/8. This pop-up message cannot be disabled. g.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. saving does not work.Excel 2007 has a specific format to save spreadsheet with macro i.5x Excel 2007 is the certified Excel version with PeopleTools 8. Following are the limitations. So. All rights reserved. presently there are certain issues involve in using PS/nVision with Excel 2007.xls".Structured Referencing of Tables in Formulas . IE7 doesn't print preview Excel 2007 for which MS has provided a hotfix.11/12/2009 PS/nVision Reporting Tool Chapter 11 .EnablePollDialogs feature. Known Issues with Excel 2007 “Compatibility” Mode: One of the ways that we enable people to create documents in 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.Using PS/nVision-Defined Names.Currently restricted to 7 (New Limit: 64) Formula Length . a . c. In this “compatibility” mode of Excel 2007.Save/Save As: Every time Excel 2007 opens a . h. Copyright © 2007 Oracle.Currently restricted to 256 (New Limit: 16k) The total number of available rows in Excel .Using nplosion which would expand to more than 255 columns or 64000 rows. i.Structured references to tables are not created automatically when formulas are created. ".Currently restricted to 64k (New Limit: 1M) Max number of arguments per function . However. Structured references are saved as cell references in previous version (Excel97-2003) file formats ie. i. ".xnv file.xls file.e. 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. it opens in “compatibility” mode and not in “normal” mode.

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

Check if Users are on certified combinations. Besides that one can check the below points. which one should always check.One can try with “Workstation Installation”. If not. In many of the cases.exe in Task Manager> Processes. please ask customer to register PSNVS. please check if there is any orphaned PSNVS.exe or Excel. Before start working on any PS/nVision issue. One can run PS/nVision in 2-tier client as well in Web environment.Please check all the Directory locations under PS/nVision tab in Configuration manager are put correctly.Please check if this issue is happening in 2-tier environment only or in Web environment or in both the environments. there are certain points/guidelines. All rights reserved. In this case.1) that is available in customer connection.exe is not registered properly on this workstation. One can verify with Customer Connection whether Users are on certified combination or not.Troubleshooting Tips Here are some guidelines to troubleshoot/pinpoint the exact root causes of any specific problems for PS/nVision in different scenarios. 42 .Please check if the issue is appearing in 2-tier client environment or in Web environment? Troubleshooting steps (for 2-tier): 1. please BE on certified combination.There could be a network issue. It suggests to Use Regmon (www. 4.Please check Users are purring correct PS-HOME and DBBIN path under Process Scheduler tabs in Configuration manager. If there is any. the issue could be with the registry of this workstation. 1. please kill them. 6. so the first question should be: 1. 2. 3. verify whether this issue is happening with all the workstations or with certain workstations.sysinternals. Please refer Resolution # 687760 (Doc ID 609003. please try un-installing Excel on this workstation and then re-install to fix registry issues.1) that gives users correct idea how to perform Workstation Installation correctly. For pin pointing the exact reason behind any issue.If the problem persists.Please check if users are running on certified PeopleTools/Excel/Workstation O/S combination. 2. 5.If this issue is happening only in 2-tier. A.exe manually on this workstation.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. b. Please refer Resolution # 200978054 (Doc ID 640433.Also. one finds that this is the main reason behind the issue. 2. it is necessary that one should know about the exact issue and exact configuration of PeopleSoft environment. as the issue could be that the Excel is not registered properly.If this issue is with certain workstations: 1.11/12/2009 PS/nVision Reporting Tool Chapter 11 . a. 3. Copyright © 2007 Oracle.If the problem persists.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. Inc.

Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights.exe or Excel. c. under PS/nVision section in PSPRCS. As a workaround.Check if there is any orphaned PSNVS. There was a known issue with Development for PeopleTools 8. d. please check the below points: 1. On Regular Basis: If the issue is happening on regular basis. Please check Resolution # 201009382 (Doc ID 647253. domain. of the intermittent issues related to PS/nVision reports happen due to cache at Application Server and Scheduler level. So. Inc.Try uninstalling Excel on the Process Scheduler box and then reinstall it with the user having Administrator rights. it is recommended as well to delete Process Scheduler cache and reboot the Process Scheduler Now test. .11/12/2009 PS/nVision Reporting Tool Troubleshooting steps (for Web): If this issue is happening in Web Environment only.There is a known issue for PS/nVision in present PeopleTools releases (PeopleTools 8.exe in Task Manager >Processes on Process Scheduler box.cfg file. a. if the usage is high for PS/nVision.Please check the Process Definition for PS/nVision is setup correctly in this environment. please try deleting Application Server cache and reboot the Application server Also. 43 Copyright © 2007 Oracle. Correct them and then reboot the Scheduler domain to get these changes into affect. fPlease check ICE for any known issues with PS/nVision reports. Users may navigate the correct page by this navigation PeopleTools > Process Scheduler > Process Definition c. On Intermittent basis: If the issue is happening on intermittent basis.Check the Process Scheduler logs for errors when running PS/nVision reports.47 onwards) that users intermittently encounter error like “SQL error 416 Error Position 28 return 0 Invalid Cursor Number“. If there is any kill them and now test. please increase it to some higher number. d. All rights reserved.BeaProcMgr service should be logged in as “This Account”. b. this indicates that issue could be with the PS/nVision Configuration for Web environment. please add one DBFLAGS key in “PSTOOLS” section in PSPRCS. So. 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. it is always suggested to have some higher values for PS/nVision. b.cfg file (Process Scheduler configuration file).1).Please check the directory locations for the PS/nVision. when running in web environment. a.Most Process domain. e.If issue is happening on intermittent basis or on regular basis.42. If it is low.Please check the “MAX Concurrent settings” for PS/nVision in “Server “ Definition. e.

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

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

please check whether the same Drilldown correctly in 2-tier client. If there is any difference. 2. Ask users’ if they are able to run report directly from command line.If the issue is happening with that Drilldown only in Web environment. 3.@. 6.( or periods. 46 . please correct that.Check if the issue is happening with certain Drilldown or with all the Drilldowns.Please check if users are not using any invalid character in parent PS/nVision report name. 5. one can navigate to Process Monitor > Details (against the report) > Process Detail page > Parameters link Troubleshooting steps for Drilldown There are certain tips to pinpoint the exact reasons behind any issues with performing Drilldown.If the issue is in Web environment or users are getting that specific Drilldown in Web. Copyright © 2007 Oracle. please make sure that users have registered this Drilldown properly for each server.Please check if user is able to run the same PS/nVision report in any other web environment.%. please compare the Process Definitions of that PS/nVision report in both the environments. All rights reserved.Please check the SQL running behind that PS/nVision Drilldown and see if it is getting the correct results in Query Manager. 1.*. For parameters. It may help in fixing the issue. wild character such as !.&. It should not contain spaces. If with certain Drilldown: 1.11/12/2009 PS/nVision Reporting Tool 5.Users may also check the command line parameters that are being passed for that PS/nVision report. If yes. Inc.Check in ICE for any specific issues reported for these Drilldowns 4.

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

please check users Report Node definition. WEBLIB_RPT is the script that produces the "processing page".Web: View Log/Trace link under Process Details Copyright © 2007 Oracle.If the issue is Drilldowns are going to “Posted” status on the Process Monitor page. please check below points: 1. One may navigate to “Report node Definition” page in web environment: PeopleTools > Process Scheduler > Report Nodes 5. 2.Client: c:\temp\psnvs_<process_id>. 3. 6.nvt b. 48 . must be set to O/S of the WebServer i.cfg file for any Error messages related to Drilldown.PS/nVision Traces: When users will set the Trace options in To the O/S of the box where report node URL is pointing.Please add permission list PTPT1200 to the user's profile. Trace files will be located at: a. With some specific users: If only some of the users are not able to perform Drilldowns in Web environment. Users may check ICE for any known issues for Drilldowns. This document is available in Customer Connection at below given URL: URL: https://support.jspx?id=843107. After that reboot the scheduler. Inc.1 Important Logs: (for troubleshooting purpose) Below are the logs.Please check PSPRCS.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. The “operating system” field on “Report Node Configuration” page.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 3.11/12/2009 PS/nVision Reporting Tool 4. All rights reserved. So please check if users specify the values in the report node configuration correctly to guarantee that the drilldown will work successfully.Please check if “PS/nVision” and “REPORT_BOOKS” pages are attached with the Permission List of user.Log/Output Directory: This log is located at: %PS_HOME%\appserv\prcs\Domain Name\log_output 2. which users can always refer for checking the errors.Please try rebooting the Web Server if all above points are correct. 1.cfg file for “PS/nVision”

1): E-NV: Ability to save a copy of PS/nVision to file when run to email.1): 2003SP2 E-NV/DR: PS/nVision/Drilldown run to Success after 15min status Error/Win 201070039 (Doc ID 662397.1): How to setup drilldown to run outside of the web? PS/nVision Reporting Tool 200776624 (Doc ID 624174. printer. 49 .1): E-NV: PS/nVision reports run on win XP/Win2003 machine error when machine is locked 200953642 (Doc ID 636310. E:\pt84918b-retail\peopletools\src\psnxl\gridapp.07 onwards Doc ID 815983.cpp:2048” on Windows 2008 Copyright © 2007 Oracle.11/12/2009 Some Important Resolutions 200756612 (Doc ID 620653.1): E-CR/NV: Crystal and PS/nVision output reflecting that wrong language has been selected 201048723 (Doc ID 656499.1): E-NV: PS/nVision hangs on Windows 2003 SP2 on PeopleTools 8.1): E-NV/QR: Excel 2007 does not recognize the format message 200765265 (Doc ID 622158.49. web 201066688 (Doc ID 661373.44 200949219 (Doc ID 635485.1: E-NV: “Excel Interface Exception.1): "Users are not authorized to access this page" error when attempting drilldown 200768153 (Doc ID 622627.44" 200770135 (Doc ID 622973.1): ISSUE: Problem with memory errors when running PS/nVision on the Process Scheduler 200951257 (Doc ID 635847.1): E-NV: PS/nVision reports timeout when running over 15 minutes after upgrade to 8. unable to post files to repository" doing web drilldown 201009382 (Doc ID 647253.1): E-NV: PS/nVision drilldown menu does not display the drilldown option using XL2003 200956718 (Doc ID 636864.47 PS/nVision Report Requests.1): E-NV PT 8. All rights reserved. Inc. Report Books Intermittently error out 200778054 (Doc ID 624427.1): "PS/nVision: Getting error when trying to access Report Request in 8.1): E-NV: Getting error that DrillDown is not allooned for this file from Web 200976598 (Doc ID 640188.1): E-NV: "Access Denied.

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

51 .1 Copyright © 2007 2.11/12/2009 PS/nVision Reporting Tool References 1.People Books All version of People Books available in MetaLink at below given URL: URL: All rights reserved.jspx? Document by Lakshmi Maddila.1 3. Inc.PS/nVision Red Paper (2004) This Red Paper is available in MetaLink at below URL: which is available in MetaLink at below given URL: URL: https://support.

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. including implied warranties and conditions of merchantability or fitness for a particular purpose. PeopleSoft. CA 94065 U. One specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document.650. This document is provided for information purposes only and the contents hereof are subject to change without notice. Worldwide Inquiries: Phone: +1. without our prior written permission. All rights reserved.650. 52 . whether expressed orally or implied in law. for any purpose. Inc. Copyright © 2007 Oracle. Other names may be trademarks of their respective owners.7000 Fax: +1. nor subject to any other warranties or conditions.506. JD Edwards. Oracle. electronic or Copyright © 2006. Oracle.7200 oracle. All rights reserved.506. This document may not be reproduced or transmitted in any form or by any means. and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. This document is not warranted to be error-free.S.A.

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