Workshop Descriptions

Introduction to PeopleSoft nVision Reporting

Designed for first time users to nVision, this workshop will provide an understanding of the basic components of nVision reports for budget and expenditure reporting. Topics will include: accessing PeopleSoft via Citrix, accessing nVision reports by department and by grant, and viewing and understanding summary and detail for budgeted, pre-encumbered, encumbered, and expenditure transactions. Basic Excel functions and features that support the use of nVision will be demonstrated. Recommended for any staff or faculty member responsible for tracking departmental budgets or grants. This workshop is held in SC2062.

Intermediate PeopleSoft nVision Reporting

This workshop is an advanced session and intended for users who are currently working with nVision. This session will cover the less frequently used, yet very effective, drill options: Account by Period, Account by Department, Department by Period, and Journal ID/Descr. Participants will also learn how to organize the data retrieved using Excel functions and features. This workshop is held in SC2062.

Refresher for PeopleSoft nVision Reporting

This workshop is designed for users who have previously attended an nVision workshop, but would like a refresher course as well as the opportunity to inquire about nVision functionality. The instructor will give a brief review of the nVision drill options and Excel functions and features that support the use of nVision. The participants will determine the topics and structure of this workshop. This workshop is held in SC2062.

Excel-A-Vision

This workshop is designed for users who are currently working with nVision and who are familiar with basic Excel functions. Participants will gain the skills and knowledge necessary to organize the nVision data for presentation purposes using advanced Excel functions. Demonstrated Excel features will include Macros and Pivot Tables. This workshop is held in SC2062.