Understanding Steps to Create Trees

Trees are built from the highest level of the hierarchy (root node) to the lowest level of the hierarchy. Every tree is based upon a structure. The structure defines the links between your tree and the underlying tables to which it refers. There are two main kinds of tree structures:

  • Detail tree structures.

    There are two types of detail trees: detail-value (summer) tree and node-oriented (winter) tree.

  • Summary tree structures.

    These are used for PeopleSoft nVision reporting using summary ledgers.

These are some basic steps to create trees:

  1. Create the tree structure or find an existing tree structure to use.

  2. Create the tree definition.

    The tree definition specifies:

    • Tree structure.

    • The tree name and key values.

    • How the tree handles detail values.

    • Whether the tree uses levels.

  3. Specify the levels in the tree, if necessary.

  4. Insert the tree nodes that define the hierarchy of the tree.

  5. Attach detail values as leaves on your nodes.

    Most types of trees – detail trees, summary trees, and dynamic detail trees – have detail values. However, you skip this step for node-oriented trees.

Characters Not Used in Tree Name, SetID, Set Control Value, and Tree Branch

SmartNavigation passes the values of several tree-specific fields to the application via URL. Certain characters are inappropriate for use in an URL and should be avoided. When you set up trees, do not use any of the following characters in the tree name, setID, set control value, and tree branch fields:

  • ampersand (&)

  • at symbol (@)

  • backslash (\)

  • colon (:)

  • comma (,)

  • caret (^)

  • dollar ($)

  • equals (=)

  • forward slash/virgule (/)

  • grave accent (`)

  • greater than symbol (>)

  • left curly brace ({)

  • left square bracket ([)

  • less than symbol (<)

  • percent (%)

  • plus (+)

  • pound (#)

  • question mark (?)

  • quotation marks(")

  • right curly Brace (})

  • right square bracket (])

  • semi-colon (;)

  • space ( )

  • tilde (~)

  • vertical Bar/Pipe (|)