OAKS FIN ChartField Trees Overview

Trees allow agencies to organize their ChartField values in a hierarchical manner and are mainly used in setting up security, in combination editing and reporting, and budget translation. They are used to summarize ChartField values.

Trees are based on a single ChartField; they are not used to combine ChartFields.

Why do we use trees?

• OAKS FIN Trees provide a single place to look for summarization rules.
• Trees make it easier to select and update values in reports, ledgers, and security profiles.
• Provides a visual presentation of values and how they relate to each other.

Parts of an OAKS FIN Tree

Levels

Levels provide a way to organize tree nodes.

Nodes

• All nodes at the same level represent the same kind of information.
• Nodes define the hierarchical relationship within the tree.
• Root node / parent node is the very top node.
• Child node / children nodes are nodes that report to the root node.

 Leaves

• Leaves - detail values. Leaves link a roll-up structure to the supporting detail.

Effective Dates

Trees are effective dated allow agencies to make changes and still have a history of updates.

Tree Manager and Tree Viewer

OAKS FIN Trees can be viewed from the Tree Manager and Tree Viewer pages depending on security access. The Tree Manager allows certain individuals to view and update trees. The Tree Viewer allows certain individuals read-only access to trees.

Tree Manager

• https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > NavBar > Menu > Tree Manager > Tree Manager

Tree Viewer

• https://ohid.ohio.gov/wps/myportal/gov/myohio/ > Financials > NavBar > Menu > Tree Manager > Tree Viewer