This Quick Start Guide (QSG) builds on the foundational concepts from the Overview of Building Workflows in Nexadata. If you’ve completed that guide, you’ve already learned how to create a Connection, Dataset, Workflow, and Pipeline using Nexadata’s Transform and Mapping Copilots.
In this next step, you’ll apply those same skills to a new use case: building a segment hierarchy using sample customer and order data, and publishing the results to Pigment for use in planning models.
About Pigment
Pigment is a modern business planning platform that enables teams to model scenarios, forecast performance, and align on data-driven decisions. In this QSG, Pigment is used as the target destination, where your transformed segment data will be sent for downstream use in planning workflows.
To complete this guide, you will need:
Familiarity with Pigment’s interface and structure
Access to a Pigment workspace where data can be loaded
The ability to build an Import Definition in a Pigment Dimension Block
Use Case: Creating a Customer Segment Hierarchy
In this scenario, you'll use sample customer and order datasets to generate a Segment Hierarchy based on sales volume and geography. The goal is to classify each customer into one of three segments conditionally:
Strategic – Customers with a total order volume of 20,000 or more
Domestic – Customers with less than 20,000 in sales and located in the USA
International – All other customers
To do this, you'll join the order data and customer data on a shared key (e.g., company_id), apply business logic via a transformation, and produce a clean, two-column output that will be published to Pigment.
Prompt Provided to the Copilot:
Build a segment hierarchy based on total order volume per customer aka "Company". Create a mapping group on the country column where Customers with 20,000 or more in total sales should be classified as 'Strategic', and less than 20,000 and from the USA as 'Domestic', and all others as 'International'. Sort by segment.
Output Goal:
A two-column dataset with the following fields:
SegmentCompanyName
This guide will walk you through setting up the source data, generating the transformation using Nexadata’s Copilots, and writing the results directly to Pigment.
Let’s get started!