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Tree Manager

Tree Manager

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Published by: narendrareddy98 on Aug 25, 2010
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09/01/2010

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UW System
Shared Financial System(SFS)PeopleSoft Tree Manager User ManualSFS Version 8.9
 
TABLE OF CONTENTS
Understanding Tree Concepts.........................................................................................3Effective Dates............................................................................................................3SetIDs..........................................................................................................................3Tree Levels..................................................................................................................3Nodes..........................................................................................................................3Tree Manager and Tree Viewer......................................................................................4Searching for trees......................................................................................................4Using Tree Viewer......................................................................................................5Using Tree Manager...................................................................................................6Adding/Deleting Tree Nodes and Detail Values......................................................12Renaming a Tree Node.............................................................................................12Moving Tree Nodes..................................................................................................13Building a new Tree......................................................................................................15Auditing Trees..............................................................................................................17Troubleshooting............................................................................................................20Appendix A- Printing tree nodes..................................................................................21Page 2 of 23
 
 
PeopleSoft Trees are used for organizing data logically and or hierarchically. Trees areused in several places in SFS, primarily for reports and Chartfield combination editing.Using Trees has several advantages. When setting up reports or combination edits andrules, it makes it easier to select values from the tree then selecting and hard coding eachdetail value. Maintenance is also easier. Instead of updating each report and combo rulewhen a new department or account is added, when it is added to the tree, your work isdone.
Understanding Tree Concepts 
Effective Dates
Trees are effective dated, allowing you to specify new reporting relationships andcontinue to have history intact. You can use trees with past, present, or future effectivedates when reporting on current or historic data, making comparative data simple.
SetIDs
When using a setID as a key value for your tree, you should assign the same setID as therecord that your tree is built on.
Tree Levels
Levels provide a way to organize tree nodes. Sometimes you want to be able to identifyall of the nodes on the same level as a group, even when they do not share the sameparent. For example, you might create a PS/nVision layout that summarizes the data for adivision, then define a PS/nVision scope that creates one report instance for eachdivision, regardless of what company it is in. To allow you to refer to all the nodes at alevel, PeopleSoft Tree Manager enables you to name each level. You will use the levelname when you define the scope for your PS/nVision report (rather than identifying allthe nodes individually). Naming your levels gives you another way to “slice” the data inthe tree. Level names can appear next to the node description.Levels also work well for trees used in WISDM, as the trees will be balanced, meaningdetail and higher nodes will not be seen at the same level. The level names will be seenin the drill down level on the summary reports.
Nodes
Nodes define the hierarchical relationship within the tree. Each detail value reports to atree node at the next higher level of the organization. Each tree node represents the groupof detail values that “report” to it. Referring to the node is a shorthand way of referring tothe group of detail values under it. For example, if a report refers to the Office of thePresident, it includes data from all the detail values under the Office of the Presidentnode—including the detail values under the Human Resources department, becauseHuman Resources reports to the Office of the President.Page 3 of 23
 

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