Hi,
I am trying to build a forecast in Pigment which can have multiple versions. Is there a way, we can lock formulas in versions? I know there is a scenarios feature, in which we can have formulas for different scenarios. Are scenarios the preferred way of versioning in Pigment?
Thank you
+12
Hi,
Locking a formula and having different formulas for different versions is not the same thing. What are you trying to achieve ?
+1
Hi Nathan,
I am trying to lock formulas for different versions. Is scenarios going to be the best option here or should I use a version dimension list to do this task?
Thank you
+12
Formulas are never locked. The admin/builder can always modify them.
Only the snapshot is frozen
+12
Hi,
To add more on the top of Nathan’s answer, in Pigment, you can indeed create different versions of your forecast using the Scenarios feature. Each scenario can have its own set of formulas, allowing you to model different versions of your forecast. However, there isn't a feature to lock formulas specifically within scenarios.
If you want to prevent changes to the structure of your application, including formulas, you can use the App Lock feature. When the application is locked, members can't update formulas. However, they can still create, update, and delete Views & Boards, create and rename scenarios, perform manual inputs, trigger CSV and connector imports, and more.
Please note that the App Lock feature locks the entire application, not just specific scenarios or formulas.
Related Documentation:
+1
Hey,
If I understood correctly you have the following case:
One thing you could do is create a new metric, let’s call it “Metric_Frozen”, where you import figures from “Metric_Current”. This means that the values are frozen.
You can then update the formula in “Metric_Current” to be “IF(Version = Version.X, Metric_Frozen, A*C)
Now your values for a certain version would be frozen. You can save the import configuration and publish it to a dashboard for easy use.
I have used this method for some final reports where I have wanted to lock budget figures in case formulas are changed at some point of the year. This method allows building comparison reports between versions, but you will not be able to drilldown to every detailed calculation.
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