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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

290
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

9231
abhilashsawla
J
Newly Minted Pigmenteer
Juan Canepa
asked in Questions & Conversations
Variance Reason Waterfall

Hi all - I was trying to do something similar to the analysis Actuals vs Forecast as it is shown in the video of this use case.In that example, Actuals and Forecast columns are version dimension, right? How is it possible to do the monthly variance and the YTD variance all in the same table? I did something simliar but in two different tables because in one I need only one month and in the YTD I need several so it’s a different filter How can I link the variance reason to the actual delta (maybe it should be something around the by→ but not sure). Does anyone have experience on doing so? I’m struggling a bit.Thanks!

01
Min Li Bright Point
Budding Pigmenteer
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
How to Dynamically Manage Hierarchies and Input Data from a Board in Pigment?

Hello Pigment Community,I’m looking for a way to create, delete, and select hierarchies directly from a board while allowing users to input values at specific levels.Context:We have multiple hierarchical dimensions: Accounts (2 Levels) L1: Account Groups L2: Accounts Geography (3 Levels, Parent of Accounts) L1: Region L2: Country L3: Area Organization (2 Levels, Parent of Geography) L1: Organization_1 L2: Organization_1.1 Use Case:Users have revenue data and he wants to input data at this level:L1: Organization_1 L2: Country L2: AccountsI want to provide an interactive board where users can:✅ Select the Organization Level, Geography Level, and Account Level for data input.✅ Enter data at the chosen levels, ensuring calculations use only the selected hierarchies.✅ Add new parallel hierarchies (e.g., Industry Level as a child of Organization) dynamically from the board.Question:How can I set this up in Pigment to allow users to manage hierarchies and input data flexibly?Would lov

00
Spandan98
Budding Pigmenteer
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Circuler Reference

Hello, can you please help with the circular reference?For the “Revenue/Seller”, it needs to reference prior week line and current week WoW% input.I tried using this formula referencing the document here but did not work (used SELECT and PREVIOUS).For the Week 8 result, it should be exact same as Week 7.  IF(Week.'Start Date' <= '[Live] Forecast Start Date','[Live - Weekly] Revenue / Seller Final', '[Live - Weekly] Revenue / Seller Final'[SELECT: Week-1] * '[Live - Weekly] Revenue / Seller Final WoW') Thank you!  

01
Stef
Employee
A
Newly Minted Pigmenteer
ApurvNewly Minted Pigmenteer
asked in Questions & Conversations
Images from Sharepoint

Hello, Is it possible to add images from sharepoint/onedrive ?I have added the sharepoint link in approved domain, but when I use an Image from the sharepoint, I am unable to view the image in Pigment. Please advise. Thanks,Apurv

655
Min Li Bright Point
Budding Pigmenteer
Ola
Seasoned Pigmenteer
OlaSeasoned Pigmenteer
asked in Questions & Conversations
Trigger import through API without sending data

Is it possible to trigger an import from Netsuite, Amazon S3 or Salesforce using Pigment’s API?So in this case we don’t want to send the data in the request body, we just like to trigger an existing import using the API instead of having the import to run on a schedule. Just want to confirm if this is supported or not, can’t really tell by reading the documentation here:  

1074
G
Newly Minted Pigmenteer
V
Just Arrived
Vinoth RavichandranJust Arrived
asked in Questions & Conversations
Copy Pigment Board to another Application

I have created a board in an application that includes all the necessary dashboards and tables. However, I do not want to grant access to the entire application for all users in the organization. Instead, I plan to create separate applications for each department and replicate the board within each of these applications, sharing it only with the respective department heads. Could you advise if there is a way to duplicate or copy a board to a different application?

43
Keiran
Community Manager
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Trace Where Variable Is Used

I have inherited an application and am trying to clean up some items that I don’t believe are in use.  I have a variable that I cannot trace where it is being used (if being used at all).  Is there a way where I can see usage similarly how you can for a block?  I suspect this is not being used as a filter in a board but I want to check before removing it.  Thank you! 

164
K
Seasoned Pigmenteer
S
Newly Minted Pigmenteer
Shane CrinesNewly Minted Pigmenteer
asked in Questions & Conversations
Removing Dimension without Impacting Manual Inputs on Metrics

Is there any way to remove a dimension without impacting manual inputs on metrics?  We built our application with nearly every metric using a “version” dimension in order to do budget v forecast and various other scenario planning. With the introduction of scenarios & snapshots, we no longer need to have this additional dimension on every metric.  If, for example, I removed all values on the version dimension list except for our forecast which we use to house all of our manual inputs, could I remove the version dimension and have those values be retained on all of the metrics that leveraged the version dimension? If not, is the only solution to re-input every manual input & manual override across every metric that used that dimension?

361
F
Employee
julian_s
Newly Minted Pigmenteer
julian_sNewly Minted Pigmenteer
asked in Questions & Conversations
WF Planning: Remove Lastnonblank month Gives A Different Return

Hi Folks, struggling with an issue here. I have HC by dept over time. What I’m trying to do is take the last month of actuals, in this case December. In the example below, its 805. However, when I remove lastnonblank month, the amount jumps to 917. What I noticed when I drill into the 917 is that while month is taking the last month, the other dimensions are being flattened so counts are duplicating where things have changed over time. How do I take the lastnonblank of the other dimensions as well?

654
julian_s
Newly Minted Pigmenteer
A
Just Arrived
AndrewRabinesJust Arrived
asked in Questions & Conversations
Grab the most recent Load Date by Scenario from a transaction list with multiple load Dates per Month

I have a Workday load with multiple loads per month and I want to be able to pull into a metric, the individual fields by load date and by scenario. I have two scenarios with one set to Feb 2 and one set to Feb 15, when I test the following logic: EE_Load_Workday_Actuals.Department[by lastnonblank: EE_Load_Workday_Actuals.'Workday Employee', TIMEDIM(EE_Load_Workday_Actuals.'Load Date',Month)][by lastnonblank: timedim('Set_Last Actuals WD Load Date',Month)]  , the metric seems to just pull the lastnonblank literally from the transaction list. I changed and moved a sample in-month change to department for one record and it just took whichever record was physically lower down in the transaction list, rather than the load date.Is there a better way to go about this without the timedim and lastnonblank functions and modifiers? I couldn’t find anything else in the Community and couldn’t think through another approach. If there is a more efficient way to use a date within a modifier to get Pi

40
A
Just Arrived
T
Newly Minted Pigmenteer
Ta-WingNewly Minted Pigmenteer
asked in Questions & Conversations
Sidebar

Is there a function where the sidebar remains hidden but expands when you hover over it without having to double click to expand?

61
W
Employee
Ola
Seasoned Pigmenteer
OlaSeasoned Pigmenteer
asked in Questions & Conversations
Link to a prefiltered board

When you apply a filter to a board you can see that the url is updated to include the current filter. The problem is just that the url only includes a GUID. Is there any way to find these guids in Pigment? For example when filtering on a specific employee in my employee dimension I can see that []=df7ce50d-304b-472e-a8e0-f448d960e8de is added to the url, and I would expect that each employee is related to a unique guid, so question is just how to get from dimension value to a guid. My use case is that I am having a grid view with a list of employees. For each employee I would like to link to another board with details about each employee and I would like this board to automatically be prefiltered based on which row I clicked on the first board. 

1255
Andrea
Community Manager
W
wyunngOccasional Observer
asked in Questions & Conversations
How to Implement a Rolling XNPV in Pigment?

I’m looking for a way to calculate a Rolling XNPV in Pigment, but I see that only the standard XNPV function is available.Here’s what I need:The standard XNPV in Pigment calculates the NPV based on all future cash flows from a specific date onward, considering the given discount rate. However, I need to dynamically roll the NPV forward each year, meaning: In 2024, the NPV should only consider cash flows from 2025 onwards. In 2025, the NPV should only consider cash flows from 2026 onwards, and so on. Each year's NPV should exclude past cash flows and focus only on the future values starting from the next period. Has anyone implemented something similar in Pigment, or is there a workaround to achieve this rolling effect?Would appreciate any insights or alternative approaches!

120
W
G
Newly Minted Pigmenteer
Gali BaramNewly Minted Pigmenteer
asked in Questions & Conversations
Dates exported incorrectly through gsheet connector

I’m running into an issue with the dates getting mixed-up when I load data from Pigment to google sheets (see the formula bar in the screenshot, the date ). The issue is that the title which is a text field appears as the header, and gets translated to a date incorrectly. I tried switching the header in Pigment, but the start/end date fields aren’t listed as options. Did anyone else encounter this? Any suggested solutions? 

441
D
Newly Minted Pigmenteer
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
Concatenate Dimension Type Metrics - Convert Dimension type metrics to text type

Hello Pigment Community,I need help converting dimension-type metrics into text and concatenating them into another metric.For example, in the screenshot I provided, I want the "Concat" metric for Row A to display "Asste1Con1".How can I achieve this? Any guidance would be greatly appreciated.Thanks in advance!  

262
Min Li Bright Point
Budding Pigmenteer
F
Newly Minted Pigmenteer
FPA
asked in Questions & Conversations
syncing context pages across multiple tabs

Hi, we have users that work on multiple boards at the same time that share common pages selectors.The challenge here is that when we switch from one dimension element to another on the page selector in one tab, we need to go through each other tab to adjust the page to the newly selected element. As people here work with like 10 tabs in parallel, that s a lot of clicks to update boards and have them being synced.Do you people encounter those kind of usage / challenge ?Are there ways to make this work in pigment and how if you experimented it ?I was thinking maybe using a custom user defined variable ?

211
W
Employee
M
Newly Minted Pigmenteer
mmcgrathNewly Minted Pigmenteer
asked in Questions & Conversations
Remove a dimension from a chart while maintaining the calculated item from that dimension

Hello, I have created a calculated item cumulating totals by week for a month. I would like to show the cumulative total of each week on a chart, without showing that week’s individual total. In the example below, I would like to remove the lighter blue “Jan 25” value, and keep the calculated item - the cumulative total by week. Is there a way I can do this?  Thank you!   

432
M
Newly Minted Pigmenteer
G
Newly Minted Pigmenteer
geoff_chovazNewly Minted Pigmenteer
asked in Questions & Conversations
Unshare block

Is there a way to unshare a block if it hasn’t been used yet? I accidentally shared a block I didn’t want to, and in the block settings->library the share toggle is greyed out. It says it’s being used somewhere else, but also says “Not Used” beside it. 

393
Min Li Bright Point
Budding Pigmenteer
Misbah
MisbahFrequent Reader
asked in Questions & Conversations
Dynamic Variable not Updated Page Selectors

Is there a bug in Dynamic variable?I have a metric with Year format and This year populates the actual months. When I apply this variable it doesn’t update variable in page selectors instantaneously. Instead I have to wait for a minute or two to see it get applied Or we need to refresh the browser url or application in order for it to make work. Is this the intended behaviour or Am I missing anything?Appreciate your responses!  Thanks,Misbah  

2054
Hugo Delaby
Community Manager
Thu Mai
Thu MaiKeen Learner
asked in Questions & Conversations
Ability to add multiple metrics with same dimensions at the same time

Hi Pigmenteers 🤗I have an input table with 10 input metrics (same dimensions, serve the same purpose). I know how to create them 1 by 1 directly from the table (more convenient), but I’m curious whether there is a way in Pigment we can create them all at the same time? 🤔

1793
Sharon Conroy
Community Manager
M
Budding Pigmenteer
MohanBudding Pigmenteer
asked in Questions & Conversations
Extract Day from a date in text format

Hello,I have a Date field called “Delivery Date” (Ex : 10/06/2024). From here, I want to extract the day of the week in text format (Example :10/06/2024 is “Monday”) and my calculated field should show similar to the example here. I tried WEEKDAY(‘Delivery Date’) and it returns day of the week but in number format and I tried again TEXT(WEEKDAY(‘Delivery date”), again it does not work. How to convert weekday into Text format like Mon,Tue,etc…? thanksMohan

1934
Sharon Conroy
Community Manager
C
Just Arrived
Charlotte BJust Arrived
asked in Questions & Conversations
New application

I can find the blue buttom “New application”

401
Min Li Bright Point
Budding Pigmenteer
I
Just Arrived
Idris BUIJust Arrived
asked in Questions & Conversations
Pre-fill item creation form with filters

Hello everyone, when creating a new item in a P&L, is it possible to pre-fill the item creation form with the filters applied on the page ? (for instance Entity / Current budget phase)

191
oliverlee
Seasoned Pigmenteer

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