Top Questions of the Month - May

Month after month, Pigmenauts share challenges, ideas, and solutions that help us all learn and grow together.

To celebrate this knowledge sharing, here are May’s top 5 questions. We’re highlighting the ones that sparked the most interest and views from fellow members 💡.

Whether you faced the same challenge or want to learn new tips, these threads are a great place to explore, contribute, and connect.

1. Formula switch depending on Dimension value

Question - ​@Guillermo Puls Cruz:

“I have a Transaction List and I want to create a formula that applies logic A when the value in Business Segment Group is value A and uses logic B when Business Segment Group is not value A.”

Best Answer - ​@Min Li:

You can try

IF('IWSR - NRR Data'.'Business Segment Group' = Business Segment."VALUE A", Logic A, Logic B)

Read the full discussion here:

2. Check overrides easily

Question - ​@Chahat:

“It would be great to have a built-in feature that allows users to quickly identify and display only overridden values without needing to manually inspect entries or create comparison formulas.”

Best Answer - ​@Julie Guérin:

At the moment, the quickest approach is to create a formula comparing the calculated value with the overridden metric to identify any variances.

If this functionality would improve your workflow, consider submitting a feature request to the Product team.

Read the full discussion here:

3. UNIQUE / DISTINCT Function

Question - ​@Chahat:

“Is there any Pigment function or keyword available to retrieve distinct/unique values from a text metric, apart from COUNTUNIQUE?”

Best Answer - ​@CDALMAY:

Pigment doesn’t currently provide a dedicated UNIQUE or DISTINCT function for text values.

However, you can achieve the result using a combination of intermediary metrics, a technical dimension, text functions, and filtering logic to extract values, remove duplicates, and rebuild a distinct list.

While the setup requires several steps, it allows you to generate a unique list while preserving the original dimensionality.

Read the full discussion here:

4. Pigment MCP

Question - ​@Karin Tauber:

“Is there a way to limit permissions on the MCP side? For example, allowing users to access data through Claude while preventing any write actions.”

Best Answer - ​@Luiza:

MCP connections currently use the same permissions and Data Access Rights configured in Pigment. There is no separate MCP permission layer that can make a user read-only while preserving their existing write permissions in the platform.

If read-only access is required, the recommended approach is to use a dedicated user or role with read-only permissions. Enterprise customers can also control which MCP clients are allowed to connect, although this governs access to the client rather than read versus write capabilities.

Read the full discussion here:

5. Workiva Integration

Question - ​@Nancy Mehrotra:

“Does Pigment have Workiva as a native integration or a non-native integration?”

Best Answer - ​@Julien:

The Pigment-Workiva integration lives on Workiva’s side, documentation can be found here.

Read the full discussion here:

These questions reflect the curiosity and creativity of the Pigment Community, and your insights can make them even more valuable. If you’ve faced similar challenges, drop your ideas, solutions, or tips in the threads.

Have your own question? Start a new thread and let the community help!