Block settings for Transactions and Dimension Lists

  • 14 July 2023
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 Block settings allow you to make structural changes and adjust different configuration options for each block type.  This article discusses the different options for Transactions and Dimension List. 

 

Table of Contents

 

To access the block settings, navigate to the block, then select the settings icon in the top right.  From block explorer, you can also click on the … menu on the far right and select Settings.

 

General

 

These are the different settings that can be found under the General tab in Blocks.

 

Details

 

The details section that allows you to make adjustments to the Name of the Lists, the Folder it is located in, and the List Description.  The description of the List is seen in the Block explorer section of the Application. 

 

Automatically saves inputs

 

The Automatically saves inputs toggle allows you to turn off and on the Autosave functionality.  This setting defines if Members edits and newly created items are put into a draft mode until the a save button is hit or if they are instantly saved. 

 

Default selector type

 

This setting control the default Page selector option when the list is set to Pages. Single select will allow users to select one item in the list, multiple select will allow for multiple selections.  This setting will only impact views created after it is set.  This means you can change it and it will not impact any existing views, only newly created. 

 

List type 

 

Available for both types of List, this setting allows you to  change the type of list from Dimension to Transaction and vice versa. 

 

If a Dimension list is used in the structure of a Metric, it must be removed as structure before it can be converted to a Transaction lists.  If it is just referenced in Formulas, it can be updated.

 

Duplicate

 

This section allows you to duplicate or create a copy of a List. When duplicating a  Dimension or Transactions List , all views are automatically copied.

 

Application

 

Move List to another Application 

Transactions and Dimension lists are able to be moved from one Application to another. You can read more about moving lists in this article.

 

When you move a List to another application, the Access Rights of the new Application will be applied to the List. Make sure you adjust the Access Rights configuration in the new Application. 

 

Special Properties

 

This section allows you define the Default display name, ranking property and default property.

 

Default Display name 

 

The Default display name is used to select the property that appears when a Dimension list is used in other blocks. 

When selecting a Property to be used as the Display name, choose a text formatted property. 

 

Ranking Property

 

The Ranking property in Pigment is a feature that allows you to change the default order of a Dimension List.

By default, the order of a list is determined by the creation order of each Dimension List item. 

Changing the ranking property can affect the results of certain aggregators, as the list order has changed.

 

Default Property

This option is only in Dimension Lists and not used in Transactions List.

The default property, which must be unique, is used to determine which property is used in situations where no other property is specified. 

 

Here is an example of a Formula refencing a Country list. 

Source_Metric[FILTER: Country."United States" OR Country.Region=Region."EMEA"]

The country List has an Region property, in the first part of this formula Country.”United States” there is no property being specificed and therefor the default property will be refenced. 

In the second condition Country.Region=Region.”EMEA”  there is an explicit call out to the Region property of the Country List.  

 

When setting a Metric’s data type to a Dimension list, in order for new items to be added via the dropdown. The Default Property and Default Display Name must be the same or the functionality will not work, even if a Member has the permission to add items. 

 

Library & usages

 

The Library & usages section will let you toggle on the ability to share a List across multiple Applications.  It also showcases all the blocks that reference of use a Lists. 

 

Share this Block with other Applications 

 

The Share this Block with other Applications toggle allows you to activate this list to be shared or refences in other Applications.   After this toggle is activated, it must also be activated in the Library of the Applications you wish to refence it in. 

After activated a formula can reference the List using the the following naming convention.

'APPLICATION_NAME'::'BLOCK_NAME'

 

 

 

Block data usages

 

The Block data usages shows you all the instances where a List is used or referenced in a Formula. 

If a List property references a List or uses the list in a Dimension formatted data type, you will see that List name.  If it is used across multiple different properties or formulas in a List, you will see the List multiple times.

The block type can be identified by its color, Blue for Dimension lists, Green for Transactions list, Red for Tables, and Purple for Metrics.

If a dimension list is used in a Variable, the name of the variable will be listed with an X next to it.  

 

Access Rights 

 

The Access Rights section outlines the Access rights configurations that are on the List.

 

Property 

 

This dropdown is used to define what Access rights configuration can be shown.  This is because there is the ability to have different Access rights configurations on different properties.  Whatever property is selected here will determine the Access per Member, Configuration, and Inheriting access rights from sections. 

 

Members must have the Define Application security permission to access the View detailed access per Member.

 

Access per Member 

 

The Access per Member section shows access by Member down to the individual item.  In the top left, you can switch between Read and Write Access to view the different types of access.  You can learn more about View detailed access per Member in this article on Access rights Inheritance

 

Block configuration

 

There are two settings in this section, Data visibility management, and Access rights rules.  Data visibility management only applies to Read access rules. Lists can be made Public or Based on rules.  The Public setting will override all Access rights rules related to Read access and allow every user in your Pigment workspace to read the data. This setting impacts all Properties of this List

 

The Access Rights Rule section will list any Access rights rules that have been applied to that List.  Clicking on the Rule will open the Metric used to create that Rule and the cog wheel can be used to open the Roles, permissions, & access page 

 

Inheriting access rights from

 

This section will shows  all of the blocks that are being referenced via a formula that contains Access Right settings.

If you are using the User roles rule, you will most likely see all referenced blocks in this section. This is because the default User roles contain an application-wide access right setting. 

When a Block is mentioned in this section, it does not mean there is necessarily a difference in the Access rights. 

If one Metric is referenced from another Metric, even if they have the same access rights, you will see that Metric listed.  

 

Import Configurations

 

The Saved import configurations section shows any saved Imports into the List. The name and description can be seen here.  This is also where the Configurations ID need for API calls is saved and can be copied.

 

Delete

 

This section can be used to delete the List.


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