Setting Up Parameters for Tree and Recursive Hierarchy Processing

Before you can run the actual Tree and Recursive Hierarchy ETL process, you must first define the parameters for process.

This section provides an overview of parameters for the Tree and Recursive Hierarchy process and discusses how to:

Define the target and language tables for tree flattening.
Define the target and language tables for tree denormalizing.
Create the hierarchy group definition.

Pages Used to Run the Tree and Recursive Hierarchy Process

Page Name	Definition Name	Navigation	Usage
Relationship Record Definition	TH_RELTBL_DEFN	select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Hierarchy Group Definition, then select Relationship Table Definition	Define the target and language tables for tree flattening.
Hierarchy Record Definition	TH_HIERTBL_DEFN	select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Hierarchy Group Definition, then select Hierarchy Table Definition	Define the target and language tables for tree and hierarchy denormalizing.
Hierarchy Group Definition	TH_HIERGRP_DEFN	select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Hierarchy Group Definition, then select Hierarchy Group Definition	Enter parameters for the Tree and Recursive Hierarchy process.

Defining Parameters for the Tree and Recursive Hierarchy Process

To run the Tree and Recursive Hierarchy process, use the Tree Hierarchy-Relational Table (TH_RELTBL_DEFN) component, Tree Hierarchy-Hierarchy Table (TH_HIERTBL_DEFN) component, and Tree Hierarchy-Hierarchy Group Definition (TH_HIERGRP_DEFN) component.

Because you must first flatten all hierarchies that are processed, you must define the relationship table that is the target for the flattening process. Because the denormalization process is optional, you must define the hierarchy table only if you intend to denormalize the flattened table.

Image: Tree and recursive hierarchy processing setup pages

The following diagram shows the Tree and Recursive Hierarchy processing setup pages:

Relationship Record Definition

Use the Relationship Record Definition page (TH_RELTBL_DEFN) to define the target and language tables for tree flattening.

Navigation

select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Hierarchy Group Definition, then select Relationship Table Definition

Image: Relationship Record Definition page

This example illustrates the fields and controls on the Relationship Record Definition page . You can find definitions for the fields and controls later on this page.

Relationship record name

Displays the target record for the flattening portion of the Tree and Recursive Hierarchy process.

Relationship language record

Enter the language record for this relationship table. This value is required only if this table is used for multilanguage processing.

Relationship outrigger record

Enter the outrigger record for this relationship table. This value is required only if this table is used for multilanguage processing.

Hierarchy Record Definition Page

Use the Hierarchy Record Definition page (TH_HIERTBL_DEFN) to define the target and language tables for tree and hierarchy denormalizing.

Navigation

select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Hierarchy Group Definition, then select Hierarchy Table Definition

Image: Hierarchy Record Definition page

This example illustrates the fields and controls on the Hierarchy Record Definition page. You can find definitions for the fields and controls later on this page.

Hierarchy record name

Displays the target record for the denormalizing portion of the Tree and Recursive Hierarchy processing.

Hierarchy language record

Enter the language record for this hierarchy table. You must enter this value only if this table is used for multilanguage processing.

Hierarchy outrigger record

Enter the outrigger record for this hierarchy table. You must enter this value only if this table is used for multilanguage processing.

Hierarchy Group Definition Page

Use the Hierarchy Group Definition page (TH_HIERGRP_DEFN) to enter parameters for the Tree and Recursive Hierarchy process.

Navigation

select EPM Foundation, then select EPM Setup, then select Common Definitions, then select Hierarchy Group Definition, then select Hierarchy Group Definition

Image: Hierarchy Group Definition page

This example illustrates the fields and controls on the Hierarchy Group Definition page . You can find definitions for the fields and controls later on this page.

The Hierarchy Group Definition page contains a list of trees, recursive hierarchies, or both, that are related to a particular business process. For example, when you perform a workforce composition analysis, you must analyze data along organization, jobcode, and compensation code hierarchies. In this case, you can define the organization tree, jobcode tree, and compensation tree in one hierarchy group on the Hierarchy Group Definition page. Then, to perform workforce composition analysis, you need only to run tree processing using that hierarchy group ID as the parameter. When you run the Tree and Recursive Hierarchy process for that hierarchy group ID, the trees and recursive hierarchies that are associated with that ID are processed into either relational or hierarchical tables.

Note: The Hierarchy Group Definition page shown above is an example of this page using certain field values. If your field values differ, the fields that are available may be different. The following table of terms includes a list of all possible fields and the situations under which they display on this page.

Hierarchy Group ID

Displays the identifier for a group of trees, recursive hierarchies, or both, that relate to a specific business process that you intend to process into relationship or hierarchical tables. You can add a new hierarchy group or modify an existing hierarchy froup for this hierarchy group ID.

Hierarchy Balancing Rule

Enter the balancing rule if the hierarchy is unbalanced. The options are:

Up Balancing
Down Balancing
No Balancing

Skip Level Infix

Enter the special character to indicate skip level nodes that result from the balancing process. You must enter this character only if you have selected Up Balancing or Down Balancing in the Hierarchy Balancing Rule field.

Hierarchy Balancing Infix

Enter the special character to indicate balancing nodes that result from the balancing process. You must enter this character only if you have selected Up Balancing or Down Balancing in the Hierarchy Balancing Rule field.

Hierarchy Sequence Number

Enter the sequence number within the hierarchy group ID for this tree or recursive hierarchy.

Hierarchy Source

Select the source database ID for this hierarchy. The options are:

Current EPM Database (for OWE).

Non Current EPM Database (for OWS). This value refers to the PeopleSoft source database, as exists on the OWS.

Hierarchy Type

Select the type of hierarchy.

The options are:

Tree hierarchy. When this option is selected, the Hierarchy effective date field displays.

Recursive hierarchy.

Hierarchy Key Type

Select the additional key type for this hierarchy. Options are:

Business Unit based
No Additional Key Defined
SetID based
User defined

Relationship record name

Enter the target table for the flattening part of the process that you identified on the Relationship Record Definition page.

Hierarchy record name

Enter the target table for the denormalizing part of the process that you identified on the Hierarchy Record Definition page. You must enter this value only if you are denormalizing the hierarchy.

Hierarchy SetID

Enter the SetID for this hierarchy. This field is available only if the value in the Hierarchy Key Type field is SetID.

Hierarchy Business Unit

Enter the business unit for this hierarchy. This field is available only if the value in the Hierarchy Key Type field is Business Unit based.

User Defined Value

Enter the user-defined key value for this hierarchy. This field is available only if the value in the Hierarchy Key Type field is User defined.

Record (Table) Name

Enter the recursive hierarchy source table name for this hierarchy. This field is available only if the value in the Hierarchy Type field is Recursive hierarchy.

Tree Name

Enter the name of the tree for this process. This field is available only if the value in the Hierarchy Type field is Tree hierarchy.

Hierarchy effective date

Enter the effective date for the tree in Tree Manager.

Operational Key Column

Enter the column for the operational key for this hierarchy. This field is available only if the value in the Hierarchy Type field is Recursive Hierarchy.

Parent Key Column

Enter the column for the parent key for this hierarchy. This field is available only if the value in the Hierarchy Type field is Recursive Hierarchy.

Description Column

Enter the column for the description for this hierarchy. This field is available only if the value in the Hierarchy Type field is Recursive Hierarchy.

Source System Identification

Enter the name of the source for this hierarchy. This field is available only if the value in the Hierarchy Source field is Non Concurrent EPM Database.

Note: You can process multiple hierarchy definitions in one process. Use the + and – boxes on this page to add or subtract hierarchy definitions.