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1026 Topics
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
Pigment recognized as a Visionary in its first inclusion in the Gartner® Magic Quadrant™ for Financial Planning SoftwareNews

Today, we’re pleased to announce that Pigment has been recognized as a Visionary in our first inclusion in the Gartner® Magic Quadrant™ for Financial Planning Software. We believe this recognition validates the hard work that’s gone into building the Pigment platform and how we’ve partnered with our customers over the past few years. We’d like to thank our customers, partners, advisors, and employees, past and present, for getting us to this point. Inclusion in the Magic Quadrant™ is a significant milestone for Pigment, and it gives the team great confidence as we move into 2025 and beyond. To download your complimentary copy, click here. Gartner disclaimer:Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statem

570
Isabella Leslie-Miller
Community Manager
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Welcome to the Community!
Welcome to the Pigment Community! 🎉

Welcome to the Pigment Community!We’re so grateful to have you here! The Pigment Community is your place to collaborate with, learn from and inspire other Pigmenters. Why should you explore the Pigment Community? 🔎We want you to be as confident as possible with Pigment. Through the Community, you get to engage with peers to share knowledge and expertise on using Pigment. We encourage you to share your insights and learnings, as others might well be facing similar questions. Above all, we want Pigment users to connect and engage with each other! I’m new here, where should I start? 👀💡 Good thing you asked – here’s how to get started!Register and complete your profile. Add a profile picture and fill out your profile details. Introduce yourself! We encourage all of our new members to introduce themselves in our Intro thread. I saw someone with a shiny badge and cool title, how do I get one? 🏅We reward active users publicly through a variety of badges and titles. Once you start posting

11331
abhilashsawla
Neo
NeoOccasional Observer
asked in Questions & Conversations
Variance Table Across Year and Version Dimensions – Seeking Advice

Hi everyone,I’ve come across a need to compare the current year’s forecast against next year’s live forecast, and noticed that this requires referencing two dimensions: Year and Version, or Year and Scenario. For example, I’m trying to build a variance table for a set of metrics where the variance is calculated as:(2025 Year + 2025 Forecast Snapshot) – (2026 Year + 2026 Live Forecast).Has anyone built something similar—where you can select different years and different versions (or scenarios) and calculate the variance between them?Thanks in advance!

539
J
C
Seasoned Pigmenteer
Cedric LJSeasoned Pigmenteer
asked in Questions & Conversations
Copy inputs between different version of a metric

Hi,I have a set of metrics for wich I want to copy the input from one version to another.Version is a dimension ex: Budget 2025, Reforecast 2025….I have in mind something like using the function “ copy input between scenario” but at a version level.Thanks

284
F
Employee
H
Just Arrived
haseebsahaakJust Arrived
asked in Questions & Conversations
Column Calculation based on Year Variable

I have below metric for selecting the last month of the year.I’m using it as a dynamic variable for Month dimension.I want to use it for YoY% (“Selected Year” vs. Previous Year) headcount variance. But it doesn’t work. How do I make this work? Or, how do I make a similar logic to calculate it for the Year (property of Month) selected from the Pages (being dynamic)?Currently, I’m calculating it for a specific Year (unlinked from the Pages in the main board) like below. P.S. The variable works well in Filter. 

180
H
Just Arrived
G
Budding Pigmenteer
geoff_chovazBudding Pigmenteer
asked in Questions & Conversations
SFTP to ADP file size error

Has anyone received an error trying to set up an SFTP connection with ADP? It seems to be finding the file OK (we get a different error message if we put a non existent file) but is generating this error in Pigment: “Error while uploading the file. Cannot get the size of '/fromADP/xxxxxxxx.csv'" I’m not sure if it’s a permissions issue or something else. 

30
G
Budding Pigmenteer
S
Newly Minted Pigmenteer
sumitkumguptaNewly Minted Pigmenteer
asked in Questions & Conversations
Formula Pigment Pro Workforce Planning

Hello, Can anyone tell where I am going wrong here? 

183
JDLove
Seasoned Pigmenteer
V
Newly Minted Pigmenteer
valefNewly Minted Pigmenteer
asked in Questions & Conversations
Dimension triggered by an import

Hi! I have a dimension that is currently adding more and more data given that it is being triggered by an import in another tx list. Do you know how I can remove that trigger?  Thank you! 

40
V
Newly Minted Pigmenteer
A
Newly Minted Pigmenteer
andyzillaNewly Minted Pigmenteer
asked in Questions & Conversations
How to calculate end dates in transaction list using next row's effective date (grouped by employee)

In a transaction list sorted by employee and effective date, how do I create a property that shows the next row's effective date for the same employee (or TODAY() if it's the last row)?"

121
JDLove
Seasoned Pigmenteer
C
Seasoned Pigmenteer
Cedric LJSeasoned Pigmenteer
asked in Questions & Conversations
Time out formula error

HelloCould you please tell me how can sort the below formula so I don’t have the time out formula error ?Formula : roundup(IFBLANK(((('Wallet Lifetime Value'*0.7)[ADD : 'L9 - P&L']-'Input Wallet Upfront'[REMOVE : 'L9 - P&L'])[FILTER : 'L9 - P&L'='L9 - P&L'."Wallet fees"]/ 'Wallet Lifetime'[ADD : 'L9 - P&L'][BY:'SalesForce opportunities'.'Activity level 2'][FILTER : 'L9 - P&L'='L9 - P&L'."Wallet fees"])[FILTER : CURRENTVALUE >= 0],0),2)Thanks

161
Stef
Employee
M
Newly Minted Pigmenteer
Matthieu WalletNewly Minted Pigmenteer
asked in Questions & Conversations
How to both display the Code & Name of a Dimension ?

Hi everyone,I would like to display both Code and Name of a Dimension, in a Table.Below is the objective which I created from screenshots:In the first row, “CESSION” is the Name of the Code “AU1”, in the “Business Area” Dimension.Thanks !

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Stef
Employee
M
Newly Minted Pigmenteer
Matthieu WalletNewly Minted Pigmenteer
asked in Questions & Conversations
How to manually sort the Dimension items ?

Hi everyone,I’m a Pigment newbie, and I need support from you !I would like to manually sort the Items of a Dimension displayed in a Pigment Object.Let me show you an example :In the picture below, I want the “NA1” to be between “AU7” and “IN1”.I selected “No Sorting”, but I didn’t manage to drag & drop the NA1.Thank you !​

102
M
Newly Minted Pigmenteer
L
Just Arrived
LizhongJust Arrived
asked in Questions & Conversations
Netsuite / Pigment Sync - Planning for future departments

Our current approach uses a formula that pulls department data from a NetSuite Actuals saved search. It looks up the department code and returns the department name if it is in the actuals report. However, for new departments that don’t yet have transactions, the lookup fails—defaulting to “No Department”—even though the department code and name already technically exist in NetSuite.While we can hardcode logic (e.g., map department 239 to a specific name), this isn’t scalable. From what I understand, we can’t create a transaction list that syncs directly to the full NetSuite department list, since that’s not a saved search.One workaround we’ve considered is exporting the department list manually from NetSuite into a Google Sheet and syncing that, but we’re hoping there’s a cleaner solution.How do others or Pigment typically handle this situation when planning for future departments without actuals? IF(ISDEFINED('NetSuite PL Actuals'.Department [by lastnonblank: 'NetSuite PL Actuals'.'N

401
L
Budding Pigmenteer
K
kevin_huangOccasional Observer
asked in Questions & Conversations
Pigment export to Snowflake - snapshot access?

I am investigating using Fivetran to export Pigment data into Snowflake and I didn’t see anything in the Pigment or Fivetran documentation about access to snapshots. Is it possible to export Pigment data from a snapshot into Snowflake?

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F
Employee
R
Newly Minted Pigmenteer
Rahul KumarNewly Minted Pigmenteer
asked in Questions & Conversations
Use Dimension Properties

Hello Everyone,  I have a dimension which is called Supervisory Org which is the Workday hierarchy. In that dimension, I have properties called Level2, Level3, Level 4 etc. which is basically the hierarchy chain.  I am seeing help to develop a logic as to if I select select someones name, I should get everyone rolling up to that person and not only the direct repartees. Not sure if anyone has faced this before. Any help will be appreciated. 

402
R
Newly Minted Pigmenteer
K
Just Arrived
Kelvin ChanJust Arrived
asked in Questions & Conversations
Lookup function between two dimensions

I currently uploaded 2 transaction list containing payroll details. 1 of the report has both Employee ID and Name and the other report only has Name.I’m able to match the names below but i want it to return the employee ID as well, what formula should I use? The example below: I want the 3rd column to return 4068 for Aaron Brethorst.   Thanks in advance!

231
Benoit
Community Manager
C
Budding Pigmenteer
Cindy08Budding Pigmenteer
asked in Questions & Conversations
Perform an XLookup Equivalent in Transaction list

I have a transaction list with a roster from each month taken on the last day of the month. Sometimes HR would make retroactive changes after the load is done. For example, HR may input a term date on July 1 for someone who terminated June 30. The term date now shows up in the July roster but is missing from June roster. I want to somehow flag that the June roster is MISSING this term date. In the image, Vincent’s term date was captured in July because the term info was processed AFTER the June date was imported. Vincent should have a June term date in the June snapshot, but it is missing instead. In Excel, I could do this:=XLOOKUP(“Snaphot Month”, “Test1 (Term Month)”, “Name”, “Name”, “Term1 (Term Month))This essentially looks up the the employee’s Term month using the snapshot month that is = to the term month (in “Test1”). The result here for Vincent would be blank since there is NO Term month Vincent’s June data. The end goal would to find these discrepancies so that I can go and f

557
Benoit
Community Manager
L
lanamaOccasional Observer
asked in Questions & Conversations
Build a 12-month actuals baseline using the latest available month values

 Hi Pigment Community 👋,I’m working with a table that contains monthly revenue data across several years. My goal is to build a logic that, for each month, returns the latest available revenue value for that specific month, even if it comes from a previous year.🎯 ObjectiveFor each Month (e.g. Jan, Feb, … Dec), I want to retrieve the most recent actual revenue that is available for that calendar month, regardless of the year.Example:Month Latest Revenue Mar Mar 2025 Apr Apr 2025 ... ... Sep Sep 2024 Oct Oct 2024 Nov Nov 2024 Dec Dec 2024 Jan Jan 2025 Feb Feb 2025  So in September 2025, for example, the latest available revenue for September would still be September 2024, if no more recent actual exists for September 2025 yet. 📈 Why I'm doing thisI want to build a metric that compares Budget vs Actuals across future years, but always using the latest 12 months of actual revenue as the baseline.That means I need a view where, for each calendar month, I can

302
Benoit
Community Manager
A
Newly Minted Pigmenteer
ASLNewly Minted Pigmenteer
asked in Questions & Conversations
Automatically deactivate users who leave company

Is there a way to automatically deactivate Pigment users that have left the company?  

662
A
Newly Minted Pigmenteer
Catalina Ibarra
Community Manager
Catalina IbarraCommunity Manager
published in Company News
Feature-Packed, Summer-ReadyNewsletter

This July, our product team have been working hard to bring you 9 new features to superpower your Pigment Boards. With summer flying by, check out our upcoming events and catch up on last week's Quarterly Product webinar for new feature demos and more. ✨ Automate prediction model selection with AutoML 📈 Duplicate widgets to any Board in your Application 📋 Structure your Boards with Spacer widgets 🔂 Sequential Data Flow: Data Flows just got smarter 🌅 Add Dimensions to Views without redesigning your model ☀️ Discover T&D’s Summer Releases 🔁 Try Data Flows and Sequences with T&D 👁️ View cell-level updates from a Table 🚀 Launch Nav Assistant from your Workspace 🌐 Quarterly Product Webinar - On Demand 👥 San Francisco User Group - September 10th 📣 Are you a fan of Pigment? Join our Customer Advocacy Program  Automate prediction model selection with AutoML  With just one click, AutoML tests multiple forecasting models on your time series and automatically selects the best. I

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Catalina Ibarra
Community Manager
K
Just Arrived
Kelvin ChanJust Arrived
asked in Questions & Conversations
Sorting Filter Options in Pigment

Does anyone know if I can sort the items in a filter so that my cost centers (or GL account) shows in ascending order? I created a filter for cost center currently but all the available items are listed randomly, I tried sorting the dimension list in ascending order but it doesn’t reflect properly when I use the selectors. Thank you!

242
JDLove
Seasoned Pigmenteer
Bas
Budding Pigmenteer
BasBudding Pigmenteer
asked in 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 

372
Bas
Budding Pigmenteer
Chahat
ChahatKeen Learner
asked in Questions & Conversations
Conditional formatting for KPIs

Is there an option to apply the conditional formatting on KPIs?

331
Chahat
E
Newly Minted Pigmenteer
EdgarNewly Minted Pigmenteer
asked in 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 ^^. 

622
Luiza
Employee
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in 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

718
Y
Newly Minted Pigmenteer

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