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25
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
 Questions & Conversations
IF Cumulative for different scenario

Hi team,  I am trying to cumulate the result for two different scenarios. Can you please help?[Blue] Cumulate in the last period. The result of this formula is in between Feb ‘23 ~ Aug ‘23. I would like to cumulate Feb ‘23~Aug ‘23 and show the total in Aug ‘23. -IF( Month < 'RSU Accounting Data'.'Term Month' AND Month < 'RSU Accounting Data'.'Vesting Month', (PRORATA(Month, 'RSU Accounting Data'.'Amortization Start Date', 'RSU Accounting Data'.'Vesting Date'+1) *'RSU Accounting Data'.'Expense Amortized Future' / 'RSU Accounting Data'.'Amortization # of Days' * DAYSINPERIOD(Month))) [BY:'RSU Accounting Data'.RSU#,'RSU Accounting Data'.EE,'RSU Accounting Data'.Vested?,'RSU Accounting Data'.'EE Active? (Incl. Future Term)','RSU Accounting Data'.'Client Grant ID','RSU Accounting Data'.Forfeit?,'RSU Accounting Data'.Type] [BY: 'Accounting Status'."Reversal"][BY SUM:SHIFT(Month,1)][Red] Cumulate in the start period The result of this formula is in between Aug ‘23

466
Y
Newly Minted Pigmenteer
Chris Montiel
Newly Minted Pigmenteer
Chris MontielNewly Minted Pigmenteer
 Questions & Conversations
Select specific accounts and create a metric

Hi All, hoping you can help me here … I need to create a metric using just 3 accounts of the GL, I know I can use the filter option but this doesn't work as I need to sum this metric total to other totals from different metrics. Is there a way to pull my GL Actuals asking Pigment to exclude everything but these 3 accounts? 

213
Chris Montiel
Newly Minted Pigmenteer
Bas
Budding Pigmenteer
BasBudding Pigmenteer
 Questions & Conversations
Multi block circular reference

Hi everybody,I am looking for a way to implement a form of circular referencing across multiple blocks. Essentially, I am trying to create a feedback loop like below: This is a snip of an OPEX forecasting model. I want to give the end users the possibility to use the output of a certain forecasting version as the input for a new forecast. That means that users can say: prefill my new forecast with the figures from any of the previous forecasts. I don't think that PREVIOUSBASE() or PREVIOUS() can work, because if I'm not mistaken that only takes the previous value from the iteration dimension. But I want the users to be flexible to choose whatever forecast they want as the base for their new forecast.How can I best go about this? Bas 

60
Bas
Budding Pigmenteer
K
Newly Minted Pigmenteer
KylerGNewly Minted Pigmenteer
 Questions & Conversations
UKG API Connection

Hello,I need help setting up an API request for UKG. Is there a solution or guide available? 

81
T
Employee
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
 Questions & Conversations
Using IF formula and grab the result from another metric.

Hello! Could you help me with setting up the formula with the given metric/txn list below? Metric: 1.0 [Post Acq.] Amortization Schedule (Forfeit+Current)I created amortization metric for each grants by month. I confirmed this amort. distribution is correct. Transaction List: RSU Accounting DataBelow is the transaction list, providing the grant details for above metric (type, employee termed date, grant vesting month, employee original terminated month). Above metric is also based off this transaction list. With given two blocks, I am trying to show the actual P&L impact for each month. I’ve created the output table via excel below to show the result that i would like to see in metric. Walkthrough: RCA grants are scheduled to vest in 2024–2025 (per Grant/Vesting Date in the Data block), so monthly amortization was occurring prior to resignation, July 2023. IF (Month < Term Month) AND (Month < Vesting Month) → Sum Amortization Schedule (1st table) by RSU# for each month.

421
Nathan
Employee
J
Just Arrived
JessicaJust Arrived
 Questions & Conversations
How to filter a dropdown to hide inactive list items in a table?

How can I filter a dimension dropdown in my table? I created a dependent dropdown but there is still the ability to select “all options”. I still need the user to have read access of all list members in because they are also viewing their previous budget but I want to limit the dropdown because some choices are now inactive. 

201
JDLove
Budding Pigmenteer
S
Just Arrived
SandyJust Arrived
 France Community Group
Configuration SSO

Bonjour J’aimerai configurer la connexion SSO de ma plateforme Pigment.Pourriez vous me mettre en relation avec un interlocuteur technique.Merci d’avance,Sandy SEMAIL

211
T
Employee
A
Budding Pigmenteer
ApurvBudding Pigmenteer
 Questions & Conversations
Dependency Circular Issue

Hi everyone, I am working a logic where I need to Input P&L interest value line based on calculation which will refer to P&L Interest line again.  Below is example of same with Excel formula, how do I avoid error on P&L Interest line.   Thanks.

211
CDALMAY
S
Newly Minted Pigmenteer
Shane CrinesNewly Minted Pigmenteer
 Questions & Conversations
Previous Function Across Multiple Dimensions

I am trying to recreate the below waterfall-type allocation and running into an issue having to use previous() functions across multiple dimensions. I created an example below to recreate what I am trying to accomplish. In the example, I have a certain amount of dollars to spend each month that I need to allocate across various items. I can’t spend more than the amounts on the column header and each item has a certain cost associated with it.  I am able to accomplish it with the formula using excel below but when I try to do it in Pigment, I having to use previous on both the month dimension and the item dimension in order to ensure I don’t go over the capped quantity/cost. Anyone have any suggestions?   

371
CDALMAY
L
Just Arrived
LoganTJust Arrived
 Questions & Conversations
Fix Excel Connector Error- "An error occurred (Data Pull)"?

My team has been experiencing issues with the Excel connector lately, receiving this error sometimes when trying to pull data into Excel:“An error occurred (Data pull). Please try again later or contact us”.  Does anybody know why this error occurs? Is there a row or data limit when pulling into Excel that we should be aware of? 

591
T
Employee
T
Budding Pigmenteer
tjain02Budding Pigmenteer
 Questions & Conversations
Connect Pigment to PowerBI

I am trying to export pigment data to PowerBI following the guided steps available on community, but I get an error “404 id not found”. Does anyone know what I could be missing in the setup? I used payload functionality to generate ID for metrics. 

211
M
Employee
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
 Questions & Conversations
Workflow & Approval Dashboards, possible in Pigment?

Hi everyone,I’m designing an approval dashboard and need end‑to‑end visibility on every step of the workflow. When a user clicks “Mark as Done,” I’d like to capture: Who completed the task and at which workflow level Which tasks are still pending and the personas responsible Overall progress and potential bottlenecks across the entire process Can Pigment’s built‑in Workflow feature surface this information (e.g., through metrics, status boards, or conditional formatting)? If so, what’s the recommended setup to track these states in real time?Thanks for your guidance!

261
M
Employee
C
Newly Minted Pigmenteer
Cindy08Newly Minted Pigmenteer
 Questions & Conversations
Unable to remove a filter on a board widget (not page selector)

I have a list on a board. I noticed that when I filter directly in the list, there doesn’t seem to be a way to remove the filter from the board view. I have to expand the the list and go directly to the block in order to remove the filter. Is there another way to remove list/table filters when I right click? Currently, it allows me to keep adding filters but not way to remove or edit filters already in place.The example below has a filter on a text column. I do know that if this was a dimension I could add it to page selector but in this case, we have it as text by design.  

161
CDALMAY
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
 Questions & Conversations
Unable to Export View or Access Pigment API

Hi everyone,I’m trying to export data using the endpoint https://pigment.app/api/export/view/<view_id> via PowerShell. Despite using a valid API token and correct view ID, I get DNS or connection errors.I’ve tried: PowerShell, Postman, and curl Changing DNS to 8.8.8.8 Running from mobile hotspot and cloud environments Swagger UI — but after authorization, all actions are locked and I cannot trigger export None of these methods are working.Could you please confirm: Are these endpoints operational from India? Are there any region-based restrictions or settings required to enable export? Thanks,Spandan Talukdar

111
T
Employee
L
Just Arrived
ljanowskiJust Arrived
 Questions & Conversations
Max Date in Transaction List

I am trying to identify the most recent date in the transaction list at the vendor, IS0, and Function level. I am using a MAXOF (date) formula and aggregating by desired dimensions. Any idea why this formula isn’t working? 

122
Issam Moalla
Employee
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
 Questions & Conversations
Insights Not Working with Multiple Scenarios

Hi everyone,I have created two scenarios - Budget & Actuals. Now when I am turning on AI Insights on a metric, its showing details of the default scenario, even though I want insights of the Budget scenario. How can I solve this problem? Why are insights not available on Multiple scenarios?The documentation AI is mentioning that AI Insights can compare 2 scenarios but I am not finding any option to change the scenario for Insights.Please kindly help me out, Thanks!Regards,Spandan

494
Andrea
Community Manager
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
 Questions & Conversations
Dynamic Variables on Scenarios

Hi everyone,Is there a way to add dynamic variable for scenarios. For example, I have 2 scenarios, Actual and Budget and for some boards after the user ticks a Boolean check-box metric I want to show them the budget scenario else the budget scenario will be hidden.Is there a way I can achieve this?Thanks & regards,Spandan

273
Min Li Bright Point
L
Just Arrived
ljanowskiJust Arrived
 Questions & Conversations
Count # of direct reports each month

​​​​​​I have a metric called 'EE_Card_Employee Manager' with the following:Dimensions (2): ‘Employee’ & ‘Month’Data Type: Dimension ‘Employee’Currently the metric shows each employee’s manager each month. I would like to create a new metric that counts an employee’s # of direct reports by month. I am using the following formula which is not returning the correct result, can someone please advise?COUNTOF('EE_Card_Employee Manager') [by: -> 'EE_Card_Employee Manager'] [remove count: 'Employee']

181
Min Li Bright Point
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
 Questions & Conversations
Restrict Access for Scenarios

Hi everyone,I want to lock the budget scenario after my actual date starts, for example till 31st Dec, 2024, I will allow users to make change but when the date goes to 1st Jan, 2025, I want the budget scenario to be locked.Is there a way I can achieve this?Thanks,Spandan

151
CDALMAY
C
Newly Minted Pigmenteer
CalvinNewly Minted Pigmenteer
 Questions & Conversations
Default base scenario input but still allow for separate input for second scenario

I have a metric that requires user input — it has a base scenario and a second scenario. I would like scenario 2 to initially default to the input for the base scenario but then have the ability override it and be a separate input from the base scenario.Is this possible? 

111
CDALMAY
G
Just Arrived
GBPJust Arrived
 Questions & Conversations
Convert Dimension to Text

I have a Field /List Property in a Transaction list whose text I need to parse. How can I convert the dimension value to a text value so I can parse it?

301
Min Li Bright Point
K
Budding Pigmenteer
keerthanarameshBudding Pigmenteer
 Questions & Conversations
Percentage mix calculation

I’m trying to calculate fee % on the total amount. Both metrics have the same 5 dimensions. However my output when I directly calculate it as a formula is different from when I use Calculations “show value as” in the table which is correct.Since both have the same dimensions, how do I get the correct % at all levels of the dimension?The first is from “show value as” and the second is from a metric. How do I get both of these to be correct and the same? 

452
Nathan
Employee
CamilleMomo
Seasoned Pigmenteer
CamilleMomoSeasoned Pigmenteer
 Questions & Conversations
NETWORKDAYS error ?

Hi,When an holidays lands on a non working day NETWORKDAYS deduce twice the day. Is it normal ?Thanks

141
CamilleMomo
Seasoned Pigmenteer
E
Newly Minted Pigmenteer
EdgarNewly Minted Pigmenteer
 Questions & Conversations
Cumulate by Qtés

Hello community,I'm looking for a cumulate grouped by Qty. I have a first metric which indicates my need of Qtés per week, and I need a second metric able to detect the week when I exceed the minimum to order. In my example, I have a minimum order of 6. In Line 1 I calculate my requirement per week. (that's done)In Line 2 I want to trigger an order when I've reached at least my minimum order.If I have that, it's already good In an ideal world, I'd have to reduce this quantity to the 1st week, a bit like a moving sum function but with variable parameters. If anyone has an algo idea, I'd be grateful ^^. 

491
E
Newly Minted Pigmenteer
Bas
Budding Pigmenteer
BasBudding Pigmenteer
 Questions & Conversations
Filter on item variables in page selector

Hello,I might have a really simple question, but I can't quite figure it out. Is there a way to show the available item variables in a page selector on a board? If I go into the page selector options by clicking on the edit button on a board I can see all available item variables for a specific dimension (for example under ‘available items’ or ‘default items’). But via de dropdown on the page selectors themselves it is not possible to use the variable as a filter? The specific underlying use case is that I have created a subset of profit centers and I would like the end users to be able to view that specific subset of profit centers by filtering the page selector. They shouldn't manually have to click one-by-one.I hope my question is clear :-) Thanks a lot everybody!Bas

333
Benoit
Community Manager

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