Creating Summary Tree Structures

You use summary trees to group nodes from an existing detail tree without duplicating the entire tree structure. Summary trees are used with PeopleSoft nVision reporting off of summary ledgers, where the data is rolled up using a detail tree and stored with nodes from that detail tree instead of detail values.

Use the Tree Structure Properties page (PSTREESTRCTDEFN) to define tree type and select a detail tree to summarize.

To create a summary tree structure:

  1. Select Tree Manager > Tree Structure.

  2. Create a new tree structure.

  3. In the Tree Structure Properties page, enter a description for the tree structure.

  4. Select Summary as the type.

  5. Enter a detail tree name using the search prompt.

  6. Enter a detail setID.

  7. Enter a level number using the search prompt.

    The level number defines the level in the detail tree that is used as the detail values for the summary tree. (The lowest level of detail in the summary tree is made up of all of the nodes from the detail tree at a specified level.)

    The search results lists only the detail levels related to the selected detail tree.

Use the Tree Levels page (PSTREESTRCTLEVL) to specify the page and record to enter and store information about tree levels.

To define levels for the summary tree structure:

  1. Select Tree Manager, Tree Structure.

  2. Search for an existing tree structure or create a new one.

  3. Access the Tree Levels page by selecting the Levels tab on the Tree Structure Properties page.

  4. Enter the record name and page names using the search prompts.

    When you create a new level in a tree, PeopleSoft Tree Manager displays the page you specify in the Page Name field in the Tree Levels page and stores the data you enter using the record definition in the Record Name field. The default values for these fields come from the standard Tree Manager page.

    When using standard pages, you do not need to enter anything in the Menu Name or Menu Bar Name fields. However, if you want to store level information using something other than TREE_LEVEL_TBL, then you have to create a page and component that uses that new record definition. You must also ensure that the component has been defined on a menu somewhere in your system and specify all of this information on this page.

Use the Tree Nodes page (PSTREESTRCTNODE) to specify the page and record used to enter and store information about tree nodes.

To define nodes in the summary tree structure:

  1. Select Tree Manager, Tree Structure.

  2. Search for an existing tree structure or create a new one.

  3. Access the Tree Nodes page by selecting the Nodes tab on the Tree Structure Properties page.

  4. Enter the record name, field name, and page name to use for entering and storing information about tree nodes.

Use the Tree Details page (PSTREESTRCTDETL) to specify the record and field information used to summarize the tree.

To define tree details for the summary tree structure in PeopleSoft Application Designer:

  1. Select Start > Programs > PeopleTools 8.x > Application Designer.

  2. Through PeopleSoft Application Designer, create a view with a record type of SQL View.

    For example, if you create a summary tree based on a department detail tree that is keyed by setID, and the detail tree uses PS_TREE_NODE_TBL to store the node user data, then your SQL view might contain the following fields:

    • SETID

    • DEPTID

    • EFFDT

    • DESCR

  3. Use the following SQL:

    Select A.SETID, A.TREE_NODE, A.EFFDT, B.DESCR
from PSTREENODE A,PS_TREE_NODE_TBL B
where A.SETID = ‘<your setid>’
		and A.TREE_NAME = ‘<your tree name>’
		and A.SETID = B.SETID
		and A.TREE_NODE = B.TREE_NODE
		and A.TREE_LEVEL_NUM = <your detail tree level number to be summarized>
		and B.EFFDT =
				(select MAX(EFFDT)
				 from PS_TREE_NODE_TBL
				 where SETID = B.SETID
							and TREE_NODE = B.TREE_NODE and EFFDT <= A.EFFDT)

    Note: In this SQL statement, TREE_LEVEL_NUM must match the level number specified on the Tree Structure Property page.

  4. Through browser, select Tree Manager > Tree Structure.

  5. Search for an existing tree structure or create a new one.

  6. Select the Details tab on the Tree Structure Properties page.

    The Tree Details page appears.

  7. In the Record Name field, enter the SQL view that you created.

    Confirm that the setID, tree name, and level number in the view is the same as what you entered on the Tree Structure Properties page.

  8. In the Field Name field, enter the field from the view that you are summarizing.

    For example, DEPT_ID.

  9. Click the Save button to save your new summary tree structure.