Using Excel with PeopleSoft Financials (EFS)

Excel nVision Plug-in

Below is a link to download the nVision plug-in for Excel needed to be able to use the PeopleSoft nVision reporting tool available with the new financial system. This plug-in needs to be installed on all computers that will be used to access the financial system when it goes live in July 2008. Instructions for installing the plug-in are below. Please note there are separate installation instructions for Windows Office 2003 and Office 2007, and for Mac Microsoft Office 2004.

IMPORTANT: When you download the file, do not ever use "Save As" to place the file, as this may add an incorrect file extension and the file will then not function correctly. It is fine, however, to "Save To," copy and paste, or drag and drop the file into the correct location.

Click here to download nVision Excel Plug-in.

Windows – Office 2003

  1. Please download and save the DrillToPIA.xla file to the following location on your hard drive: C:\Program Files\Microsoft Office\OFFICE11\Library.

  2. Once the file is saved in the Library folder, then launch Excel.

  3. When Excel opens, go to the Tools menu and select “Addins.” The Addins dialog box will open.

  4. Place a checkmark next to “DrillToPIA.” Then select "Browse" and browse to find the correct file in the location specified in step 1 above. Then click “OK.”

  5. nVisionDrill should now show up as a main menu head within Excel. If you click on it, there should be one option, “Drill.” This will work only once you start using the nVision reports in PeopleSoft.

Newer versions of Excel

There are newer versions of Microsoft Office. At this time, Oracle (the vendor of PeopleSoft) has not provided guidance for connecting to newer versions of Excel.

Windows – Office 2007

  1. Please download and save the DrillToPIA.xla file to the following location on your hard drive: C:\Program Files\Microsoft Office\OFFICE12\Library.

  2. Once the file is saved in the Library folder, then launch Excel.

  3. When Excel opens, click on the Office button in the upper left corner of your screen. Then select the Excel Options button from the bottom left of the Office menu.

  4. When the Excel Options dialog box opens, select “Addins.”

  5. At the bottom of the right panel that appears for addins, next to Manage Excel Addins, click “Go.”

  6. Place a checkmark next to “DrillToPIA.” Then select "Browse" and browse to find the correct file in the location specified in step 1 above. Then click “OK.”

  7. nVisionDrill should now show up as a selection option within the Addins tab in Excel. If you click on it, there should be one option, “Drill.” This will work only once you start using the nVision reports in PeopleSoft.

Mac – Microsoft Office 2004

  1. Please download and save the DrillToPIA.xla file to the following location on your hard drive: Microsoft Office 2004 folder > Office folder > Add-Ins folder. Paste the DrilltoPia.xla in the Add-Ins folder. Close the folder.

  2. Launch Excel.

  3. When Excel opens, go to the Tools menu and select “Add-Ins.” The Add-Ins dialog box will open.

  4. Place a checkmark next to “DrillToPIA.” Click "Select.”  Highlight "Add-Ins," find DrillToPia.xla, and highlight and select “Open.”  A message will appear that says “A file named ‘DrilltoPia.xla’ already exists in this location. Do you want to replace it?”  Select “Yes” and then select “OK.”

  5. nVisionDrill should now show up as a main menu head within Excel. If you click on it, there should be one option, “Drill.” This will work only once you start using the nVision reports in PeopleSoft.