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Hi there, 

I haven’t really found something related to this topic, hence this new one. I am fairly new to Pigment and have been working heavily with other planning solutions so far. What I see in every project is the need to easily set up parent-child hierarchies for cost centers, profit centers or products. Those can have many levels (e.g. a 10 level deep cost center hierarchy). In other solutions I would get all node and leaf items from a source system and add the respective parent in a separate hierarchy column (so I need to keep two columns maintained to have a full multi-level hierarchy). What is the equivalent of this in Pigment? Thanks everyone!

 

*Update: my apologies, I was actually referring to parent child hierarchies. Would that change the approach?

Hi @TELIT002 ,

In Pigment, the way you will handle this is with a dimension for each level.

Then inside the lowest level you will have properties to refers to those levels.

For instance, the Cost Center dimension will be as follow :

Cost Center L1 L2
CC01 D01 P01
CC02 D01 P01
CC03 D02 P01

L1 and L2 will be property of Data Type dimension

Below will be the L1 and L2 dimension :

L1
D01
D02

 

L2
P01

 

Let me know if that’s clear for you or have any other questions

@CDALMAY  Thank you!  My apologies, I was actually referring to parent child hierarchies. Would that change the approach?

HI @TELIT002, in Pigment you have dimension / list properties that would be used to represent the hierarchy columns as you called it. Properties store any information about your items, and properties of type “dimension” can represent relationships between your dimensions / lists. So if there is a 10-level deep cost center hierarchy and you have a file / data source with 10 columns representing that hierarchy, here are steps that should give you what you need.

  1. Create the lowest-level dimension / list in the block section, e.g. Cost Center
  2. Import your file / data into that dimension
  3. As part of the import process (in step 2), map your input columns to new properties (you can create them during the import process) : choose type “dimension” and type the name of your dimension, then use the option to create that dimension on the fly, if it doesn’t exist yet, e.g. “Site” or “Business Unit”, “Entity”, etc (whatever hierarchy levels you have).
  4. Make sure to automatically create new items in dependent dimensions, so that you don’t have to import 10 times and can manage all 10 dimensions with this one import. This option is called “Automatically add new items to dependent Dimensions” and you should find it at the top of step 2 in your import process.
  5. When the import is successful, you should have all 10 dimensions in Pigment and your lowest level -  Cost Center - can be aggregated in Views and in formulas to any of the other 9 dimensions based on this relationship
  6. The 9 dimensions will not have a relationship with each other per default, but you could build out properties for them as well, and instead of an import use a formula by referencing the cost center property (e.g. Site.’Cost Center’.’Business Unit’ could be the formula for your property “Business Unit” of your list “Site”)

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