Creating Matrix Layouts

To create a matrix layout in PS/nVision:

1. Create a new layout by selecting nVision > New Layout from the nVision menu.

2. Enter a name for your layout.

   It is saved as an XNV file.

3. Enter descriptive titles as appropriate in the rows and columns that you plan to use.

   These titles are not required, but they can be helpful to mark the rows and columns for which you will define criteria.

4. Select nVision > Layout Definition to display the PeopleSoft nVision Layout Options dialog box.

5. Define your layout as a matrix layout and define prompting options.

6. Click the OK button.

7. Open a criteria row and column by selecting nVision > Options > Show Row and Column Criteria.

8. Place your cursor in the cell where you want to add criteria.

9. Double-click the cell or select nVision > Layout Definition to display the PeopleSoft nVision Layout Definition dialog box.

10. Add criteria to the layout.

    The type of criteria you define determine the tabs on the PeopleSoft nVision Layout Definition dialog box you use. Add worksheet-level criteria first. This always is cell A1.

    To add row criteria, place your cursor on column A, rows 2 through xxx.

    To add column criteria, place your cursor on row 1, columns B through xxx.

    To add cell criteria, place your cursor anywhere within the spreadsheet that you want the result to appear.

    See Defining Matrix Layout Criteria.