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Hi,I come from a modelling background in which we are encouraged to find alternatives to nested IF formulas. I am also close to finishing the Pro Basic online training in which we are asked to copy a nested IF formula to assign a ‘Request Status’ to changes in ‘to be hired’ items in a workforce planning model. The formula contains 4 IF functions in which various criteria is assessed in order to assign status. My observation is that would it be more efficient to create individual metrics for each status, build a formula to assign an outcome to a single item subset of the ‘Status Request’ dimension and then consolidate each individual metric into a final metric containing the full list. Then lookup this source metric in the target metric. This no doubt involves more steps but feels like it would intuitively be more efficient in spite of the additional blocks. Would love to hear thoughts from others.   

Is there a way to restrict users from creating new items in a list-formatted dropdown? Basically I would like to block this functionality:From what I’ve read it seems you can restrict Users’ ability to do this across the entire app, but I haven’t been able to find a way to restrict this on a list-by-list basis. There are some instances in this app where they do need the ability to create new list items, just not in this particular instance.

How can I create a formula which will calculate per unit calcs correctly along all levels of a hierarchy. For example if at the top of the Product hierarchy calc Sales for all products/ Units for all products. It looks like Pigment adds the sum of all Sales/Units prices.

Hi All,Could you please help me solution for this use case:Use case: I have a list of Communities with Multiple List formatted properties having User List as dimension. These are to map Community managers, Regional Managers and so on. Now on a board I have this grid with Communities on rows. I want to add a regional director and community manager filter on pages in such a manner that when I select a Regional Manager, I can only see the community managers that roll up to it and when I select a community manager then I only see the communities for that community manager.Issue: Once I add a property from Community list which is User List formatted, I can’t add another property with the same dimensionSolutions I have already tried: I created a separate Regional Director List with all users with that role within the application. Then I created a metric to Identify all community managers that roll up to that regional manager against the respective communities they have access to. End result

Hello, I have a board where I’d like PO Number to be able to show up as a hyperlink to our procurement system. The hyperlink I have set-up and within the PO Number dimension (see image)However, I’m not aware of a way to get that dimension to appear as a clickable link within a table (e.g. here “6226” would refer to the hyperlink in my PO Number dimension, allowing the user to quickly click into our procurement system)I wasn’t sure if there was a way to accomplish this today, or if I should instead submit this as an Idea? I think it would be pretty helpful to be able to quickly connect the user to the source of the data. Thanks,Kristian

I think the Model Builder wrote formula into blank metric which was created for a different purpose.Is this a known issue? Can Pigment recommend a method for me to ‘protect’ a metric from reuse? I guess I could have caught it when the agent asked approval, but I had about 20 metrics being created and I must have been on auto pilot clicking Approve as they popped up in the dialog.

Hello, Currently I have my sales forecast by SKU and Month. I added to it, the “Switchover date” from Actuals to forecast to have some versioning. Now, I want to import this metrics to another metrics to only have the final version of the sales forecast for each “Switchover date”.  However, we I try to import the forecast for a new “Switchover date”, it only update the values and do not create a new version for the new “Switchover date”. So, how could I create each time a new forecast when the “switchover date” changes? Thanks for your help!Ben

Hi everyone,Has anyone come across the need to sum data across different slices?We have three separate entities, each forecasting under a different scenario (as shown in the table above). We’d like to sum these three combinations together, but we haven’t been able to do this using the Sum function on the View/Board or Add Calculated Items (as it only allows adding two items instead of three)Would really appreciate any advice if you’ve solved something similar.CheersNeo 

Hello,I am preparing input metrics to be filled in by the sales reps for the forecast.In the process they must allocate the “Fit Option” based on percentages by Model.However, for the model “A4”, “B4” and “C4” they can only fill in the “Fit option” “A “or “B” and for Model “D4” and “E4” it is always “3”.So, I was wondering if there is a way to:Only show A and B for Model A4, B4 and C4 and 3 for D4 and E4? Can I automatically fill in 100% for model D4 and E4 option “3”? Is there a way to highlight that each subtotal by model should be equal to 100%?Thanks for your help!Ben 

Automatically manage MTD / YTD / FY time aggregations, together with organisational / consolidated aggregation, for the following data types: “Stock” type – MTD: monthly value, YTD: same as MTD, FY: value of the last forecast month of the year “Weighted average” type – MTD: monthly value, YTD: average of YTD months (excluding blank values), FY: average of the 12 months of the year “Volume” type – MTD: monthly value, YTD: sum or average from the beginning of the year, FY: sum or average over the full forecast year “Calculated” type – calculated based on other data from the same period or from other periods; the metric must follow the Monthly formula logic “Variance” type – calculated as the difference or percentage change versus the selected comparison scenario

Within a single report, display a “Monthly” view limited to the main version  (current Fiscal Year - FY) only (i.e. no monthly view for prior years), together with MTD / YTD / FY / YTG views for three other versions (N-1, Budget, latest Forecast), as well as variances between the current FY and each of these three scenarios (i.e. no variances between those versions themselves, only versus the current FY) Considering the requirement above, manage version labels appropriately by displaying business-friendly names instead of technical names, while also allowing users to dynamically select the versions to view and compare within the report Use selectors rather than dedicated version selection tables for each version displayed in the board

Good afternoon,Is there a way to exclude ‘old’ months from the available items in page selectors? Currently I have a P&L that uses a dynamic variable (‘latest month’) as a source for the YTD calculation in a calculated column. Users can change the value of this variable in their sessions. Like so:  I have my month dimension in the page selector and set the default as the dynamic variable so that the P&L is automatically filtered on the latest month. But the ‘problem’ now is that the visible page selector shows all the available months but I want to limit this to only the last year and current year only. Is there a way to limit the page selector options to only the recent months while keeping the dynamic variable for the YTD calculation intact?  

Does Pigment support scoping an MCP API key to specific applications, instead of to the entire workspace? I understand that MCP only has access to AI enabled metrics, but some apps I want enabled for MCP and others just for native Pigment AI functions.   

Hello,  I'm still pretty new to Pigment and I'm creating some BvA reporting. I'm trying to figure out how to do the below:Show YTD calcs that aligns with the months we have actuals for. In this case, we have actuals for Jan and Feb, so I'd like the YTD calcs to be for Actuals, Budget and the Variance. Actuals and Budget are versions and Variance is a calculated item.  Have a view that shows the latest actuals month and YTD calcs in the same table. Ideally it would be Actuals, Budget and Variance for Feb and Actuals, Budget and Variance for YTD. We probably need a view that includes all the trailing months broken out but I'd like to start with the above if possible.Thank you!

Hi community,I built an org chart by project where one project has multiple people, and each person has an associated cost. When aggregating to the project level, I would expect to see the sum of the costs, but instead it shows FirstNonBlank, and there is no option to change this.In the grid view, the costs are summed correctly, but in the Org Chart, they are not.I’ve attached a screenshot for reference.Does anyone know if this can be fixed, or if this is a bug?Thanks!

When typing in a date as an input (i.e. a SKU ship date), currently you must include leading 0s (i.e. 01/01/2026). We would benefit from having the data input like Excel where you can simply type 1/1/2026 without the leading 0s. 

I have a metric with Budgeted Headcount at monthly level. I want to achieve the same metric at yearly level but the headcount at yearly level needs to be the headcount as of the last month of the year and not a summary of all months. Need help with the logic to achieve it.

Is there a trick to creating a blank row metric I can use as a spacer inside a grid or table. I am unable to save a metric with a space or special character as it’s name. Is there a way to hide the row header name?

Hello!  Is it possible to sort the view dynamically such that the Month would automatically change to the current month?