Skip to main content

Hi Pigment community,

I want to manage the edit rights in a Board, so that users only can edit/add data for Forecast data and should not edit/override the Actuals data.

  1.  I created a Period Type metric:

     

  2. I added the Period Type to the Year metric:

     

  3. I created a custom Access Rights Metric named “Forecast Rule” for the Period Type and Year metric.
  4. I updated the access to Actual on Read / No Write and to Forecast Read / Write for all users:

     

  5. I defined the rule so that it should be applied to all metrics using these Dimensions ( I also tried with “Period Type” only):

     

  6. I created a Board that shows my sales data for projects and I still can edit/override the Actuals data in 2023:

     

After reading the Knowledge Base articles for managing Access rights, I tried many different things in my configuration, but was not able to figure out the proper way. I also found no other solution in the forum, so I would be happy if someone can help me understand and solve this issue.

Best regards,
Marco

Hi @MARCO_BMG ,

It looks like your metric #6 isn’t by Year so the rule isn’t applied for this metric.

Can you change #5 and remove Year so only metrics using Period Type will follow this rule ?

Also you can check the “Access Rights” settings of your metric, in this page you should see the “Access rights rules” applied, I’m pretty sure the “Forecast Rule” metric isn’t used in your Sales metric (#6).

 

Let me know if that helps,

Thanks for your answer. I removed the Year metric, but still it does not work.

Access Rights of the Metric is empty:
 


Do you have any idea what to do?

Reply


Ask your question here!

Terms & ConditionsCookie settings