Understanding the Relationship of PeopleSoft Trees to Analytic Models
This topic discusses the relationship of PeopleSoft trees to analytic models.
Note: This topic provides an overview of the relationship of PeopleSoft trees to analytic models, Business Analysis Modeler (BAM) total members, dimension members, the calculation of aggregate data, and the persistence of aggregate data, and discuss how to work with overrides.
Analytic Calculation Engine uses trees to establish hierarchies of a dimension's parent-child relationships. Analytic Calculation Engine uses these hierarchies to:
Calculate and display aggregated data to end users.
Enable end users to navigate through data by performing such actions as expanding and collapsing nodes.
Enable end users to drill down and drill up through data.
It is important to understand that PeopleSoft trees and hierarchies differ in the following manner: You create one tree for each dimension that requires a hierarchy; the analytic model uses that tree to create one hierarchy for one dimension.
Before loading the analytic model into the analytic server, the application uses the AttachTree method to attach the tree to its corresponding dimension. Next, the analytic model creates its own hierarchy by reading the parent-child relationships that are defined by that tree. During the remainder of the user session, the analytic model uses its own hierarchy, and no longer uses the original tree. For this reason, when the application adds a new dimension member during runtime, the member is actually added to the analytic model's hierarchy; the original tree is not modified.
Note: If a tree is not attached to a dimension, you can create a basic hierarchy for that dimension by specifying a total member name for the dimension.
You can use the Analytic Model Viewer to view the properties of the trees that you are using with your analytic model.
Use the AttachTree and DetachTree methods to work with PeopleSoft trees and analytic models.
Use the AttachTree method to:
Attach a tree to its corresponding dimension.
Analytic Calculation Engine attaches the tree to the dimension and then creates and displays the hierarchy.
Make changes to the tree.
Create a record that uses PSACETREEOVRD as a subrecord, then attach the new record to the dimension members to associate the member override function with the hierarchy.
Be aware of these restrictions:
Because the AttachTree method attaches a specific tree to an analytic model, the system throws an error if the tree's name, setID, or effective date is incorrect.
You can attach only one tree to a dimension.
If the analytic model is already loaded into an analytic server, the tree is not attached until the next time that the analytic model is reloaded.
Use the DetachTree method to detach the tree from the dimension.
Note: If the application loads the analytic model after the tree is detached, the analytic model does not create a hierarchy for the dimension.
If the analytic model is already loaded into an analytic server, the DetachTree method is not applied to the tree until the next time the application loads the analytic model.
Updating a Tree at Runtime
To update a tree at runtime, perform these steps:
Unload the analytic model.
Use the DetachTree method to detach the tree from the analytic model.
Use the AttachTree method's parameters to update the tree with the changes.
Note: Be aware of the details start level and tree discard level before making any changes to the tree.
Reload the analytic model.