Maine's Public Universities - University of Maine System

Peek #12: And now for something completely different: Trees!

Who knew the implementation of PeopleSoft's Financial Management module would mean we would all learn some botany?

Well, sort of.  Trees are the backbone, actually (or perhaps we should say the trunk)--of Financials. 

A Tree is a hierarchy, or reporting structure, in PeopleSoft.  We use trees to organize ChartField data, to set up security, to create summary reports, and to change organizational structure without having to change the entire PeopleSoft system.  Trees also provide an easy-to-follow visual representation of each ChartField's hierarchy.  If you're into genealogy, picture your family tree.  This is not that much different.  Or, remember when you had to create outlines for English class with lots of subtopics and multiple levels (ABCabc123, etc.).  The tree, tree node, and tree leaf represent similar levels of organization.

A Tree Node is an individual item on a tree that summarizes groups of ChartField values or other nodes that logically belong together for reporting purposes.
tree leaf

A Tree Leaf defines a Detail Value attached to a Node.  It can be an individual ChartField value or a range of ChartField values.  All detail values must "roll up" to a Node (just as in an outline, your subtopic must relate to the topic above it).

If this description "leaves" you scratching your head, don't worry.  If you have not yet been introduced to this new concept of trees in a training class, you'll learn about trees in the GL Inquiry Pages demonstration classes (see Peek #13 for more about GL Inquiry Pages). 

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May 2005