Technical data

CHAPTER 9

Creating Hierarchies

This chapter provides overviews of the relationship of PeopleSoft trees to analytic models, BAM total members,

dimension members, the calculation of aggregate data, and the persistence o f aggregate data, and discusses how to

work with overrides.

See Also

Enterprise PeopleTools 8.49 PeopleBook: PeopleSoft Tree Manager

Understanding the Relationship of PeopleSoft

Trees to Analytic Models

This section discusses:

• The purpose of PeopleSoft trees and analytic model hierarchies.

• PeopleCode usage with PeopleSoft trees and analytic models.

Purpose o f PeopleSoft Trees and Analytic Model H ierarchies

PeopleSoft Analytic Calculation Engine uses trees to establish hierarchies of a dimension’s parent-child

relationships. PeopleSoft Analytic Calculation Engine uses these hierarchies to:

• Calc ulate 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 c reates 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 tre e. 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 m odified.

See C

hapter 6, “Creating Dimensions,” Defining Dimension Properties, page 48.

Note. If a tree is not attached to a d imension, you can create a basic hierarchy for that dimensi on by specifying

a total member name for the dimension.