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Hello Pigment Community,

I’m looking for a way to create, delete, and select hierarchies directly from a board while allowing users to input values at specific levels.

Context:

We have multiple hierarchical dimensions:

  1. Accounts (2 Levels)

    • L1: Account Groups
    • L2: Accounts

  2. Geography (3 Levels, Parent of Accounts)

    • L1: Region
    • L2: Country
    • L3: Area

  3. Organization (2 Levels, Parent of Geography)

    • L1: Organization_1
    • L2: Organization_1.1

Use Case:

Users have revenue data and he wants to input data at this level:

  • L1: Organization_1
  • L2: Country
  • L2: Accounts

I want to provide an interactive board where users can:
✅ Select the Organization Level, Geography Level, and Account Level for data input.
✅ Enter data at the chosen levels, ensuring calculations use only the selected hierarchies.
✅ Add new parallel hierarchies (e.g., Industry Level as a child of Organization) dynamically from the board.

Question:

How can I set this up in Pigment to allow users to manage hierarchies and input data flexibly?

Would love to hear any best practices or recommended approaches!

Thanks in advance.

​@Spandan98 

I can figured out a solution using dependent dropdown to filter out the available options based on prior selection.

For example, in the Account column, if you select Income Tax, the Country column will only provide the list of country that relevant to that tax area. Similarly, the Org column only provide the list of Org that associated with the selected account area.

Based on the input table, we can create a metric that combines all input dimensions and values.

Let me know if this solution works for you.

 

 

​@Min Li Bright Point  thank you for your input, can you also show how we can do the dependent drop-down? Is it on the table or on the dimensions?

Thanks a lot!

​@Spandan98 This article may help.

In my case, I create the an existing configuration Metric as below. You can follow the steps in the article I attached for the implementation.

'11 Item by AccountoMetric]' is the metric for inputting an account in the input table.

 

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