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Newest first

Isabella Leslie-MillerCommunity Manager

published in Questions & Conversations

Topic of the Month: Visualizations

We’re excited to launch a new initiative in the Pigment Community: the Topic of the Month!Each month, we’ll post a quick poll to spark curiosity, gather insights, and learn from one another. These polls are designed to be fun, easy to answer, and a great way to see how fellow Pigmenauts approach everyday challenges in Pigment.For our very first poll, we’re tackling a question many of us face: Which visualization do your stakeholders love most? After you vote, don’t stop there! Share your go-to chart in the comments 👇 Screenshots, success stories, or lessons learned are all welcome. Let’s kick off this new series together!

801

13 days ago

Isabella Leslie-MillerCommunity Manager

published in Questions & Conversations

Top Questions of the Month - August

Every month, Pigmenauts bring their toughest challenges, clever ideas, and creative solutions to the Community.To celebrate this knowledge sharing, we’re highlighting the Top 5 Questions of August! The ones that sparked the most interest and views from fellow members 💡.Whether you faced the same challenge or want to learn new tips, these threads are a great place to explore, contribute, and connect. Variance Table Across Year and Version Dimensions – Seeking Advice by @Neo Perform an XLookup Equivalent in Transaction list by @Cindy08 Netsuite / Pigment Sync - Planning for future departments by @Lizhong Copy inputs between different version of a metric by @Cedric LJLookup function between two dimensions by @Kelvin Chan These questions reflect the curiosity and creativity of the Pigment Community, and your insights can make them even more valuable. If you’ve faced similar challenges, drop your ideas, solutions, or tips in the threads. Have your own question? Start a new thread and

500

19 days ago

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

650

9 months ago

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

11921

2 years ago

tjain02Author

asked in Questions & Conversations

Workflow Notifications

Hi,I am facing an issue with the email notifications triggered when a certain criterion is met. I seem to be receiving the emails as expected but the client I am working for is not receiving them. Could anyone please tell me why this could be happening?Thanks!

4 hours ago

tjain02Author

asked in Questions & Conversations

Selective Dropdown

Hi,I have a dimension formatted property in a transaction list. I want to restrict the items in the dropdowns based on users. Applying data access rules achieves this only partially it seems. While the users cannot see the items that are not assigned to them once they make the selection from the dropdown (the input simply disappears), while making the selection they are able to see all available items in the list. How can I restrict this?

497

4 hours ago

Kelvin ChanAuthor

asked in Questions & Conversations

Creating a 3-month trailing average for multiple version

Hello All,I’m currently trying to create 3-month trailing average for multiple dimensions. The formula worked when I only have 1 version dimension but when I tried to create multiple versions, it collapse. Here is my metrics before adding version Metric 1: Trailing 3 months (Boolean) Metric 2: Trailing 3 months calculationSo, you can see Aug 25 is the trailing average for May through Jul Here is what I attempted to replicate after adding version as a dimension.Version DimensioPeriod Type by Month (by version)Create a new 3-month trailing boolean for each versionBut when I replicate the output, this error popped up Any help would be appreciated! Thanks!

17 hours ago

andyzillaApprentice Author

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)?"

383

2 days ago

andyzillaApprentice Author

asked in Questions & Conversations

Filter Rows with Duplicate Unique Property Values During an Import

Hi all, I'm importing an employee transaction list with historical employment data using a direct connector to my HRIS. I’m creating a new unique ID property from Employee ID + Effective Date. I ran into the following challenge: my source data sometimes contains two events for the same employee on the same day (e.g., a hire and a no-show termination). My question is: is there an automated method in Pigment to identify and remove all rows that share a non-unique key during an import? I want these conflicting pairs of rows to be excluded entirely and I need the monthly import from my HRIS to run automatically without failing. Any ideas on how to set this up? Thanks!

573

2 days ago

Spandan98Master Author

asked in 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

605

4 days ago

ljanowskiAuthor

asked in Questions & Conversations

iPhone/Android App

Are there any future plans on the roadmap to create an iOS app? Even just to see boards and do data imports would be sufficient. Thanks!

313

6 days ago

JamesApprentice Helper

asked in Questions & Conversations

Sage Intacct Connector - GAAP Adjustments

Has anyone using Sage Intacct ERP with the Pigment connector been able to import year end adjustments for GAAP from the balances table?They come through the Details table fine but in local currency. The Balances table we would expect to see the adjustments as consolidated to the book currency but they dont come through.The API indicates it should be using the setting includereportingbook = true but that doesnt seem to be an option in the connector.Thanks

182

6 days ago

JamesApprentice Helper

posted in Questions & Conversations

Apple Shortcuts for Free Pigment integration

This was an idea I had when looking for options to integrate Harvest Timesheet data into Pigment and there was no Pigment connector:https://www.dataplan8.com/blog/integrating-harvest-to-pigment-via-apple-shortcuts-part-2

141

6 days ago

ghitaApprentice Author

asked in Questions & Conversations

Aggregation issue with the REMOVE modifier on a multi-dimensional metric

I have a metric called 'Number of departments per supplier' that is dimensioned by Sub-Department and Supplier. When I use 'Number of departments per supplier' [REMOVE: 'Supplier'], I get the total by Sub-Department (without the Supplier detail), which works as expected. But when I use 'Number of departments per supplier' [REMOVE: 'Sub-Department'], nothing is displayed, whereas I would like to get the total by Supplier (with all Sub-Departments aggregated).

232

7 days ago

venitiavMaster Author

asked in Questions & Conversations

Intern to permanent contract - formula for end date

Hi,Do you have a best practice to recommend on how to manage interns who are converted to permanent contracts (=CDI in France) in Pigment?Let’s take an example :In my transaction list, I have Employee1 which is intern with an end date on Dec, 31st 2024. He comes back as a permanent contract starting January 1st 2025 (with no end date). In my FTE calculation metric, the term date metric is calculated with :if(isnotblank('Employee Transactions'.'Term Date'[by last:'Employee Transactions'.'[Pigment] Name','Employee Transactions'.'Load Month']),'Employee Transactions'.'Term Date' [by last:'Employee Transactions'.'[Pigment] Name','Employee Transactions'.'Load Month'],previous(Month))The last load concerning employee1 does not have a load date, as he is a permanent contract. However, as I have “previous month” in my formula, it takes into account an end date. So my Employee1 is counted as 0 on January. Would you have some formulas to advise for this case ? ThanksVenitia

1032

7 days ago

Karin TauberAuthor

asked in Questions & Conversations

Merit increase - Previous cycle

Hi, I am trying to set a logic where there are 2 merit cycles, I want to us Previous(year) but also incorporate that cycle 2 is equal to cycle one and editable in case it isn’t.

401

7 days ago

Catalina IbarraCommunity Manager

published in Career Forum

Career Spotlight - Connor Smith

Introduction:Hello Pigmenteers! I’m Connor Smith (@Connor Smith in the community). I am based in San Francisco, where I have spent most of my career. I currently work at Atlan, a metadata management software company that helps organize and structure metadata. I work in a corporate lead and systems role on a lean team, and I manage the corporate overhead and maintenance of our Pigment instance. You can see Connor’s full interview here: Can you walk us through your career journey? How did you get to where you are today?I started my career in investment banking at a small firm, working on sell-side M&A and private capital raises. I liked the work but wanted more exposure to see how companies internally operate and how finance teams add value. I wanted hands-on operational experience, which led me to move into the FP&A and strategic finance path.That is what brought me to Miro, where I found the operational side of finance interesting and rewarding. Being responsible for planning a

220

7 days ago

ChahatMaster Author

asked in Questions & Conversations

Extract time from Text format

Example:“10/17/2024 14:00:00 -07:00” is a text format; Date with time.I need to extract time from this text format , how to do in Pigment?Also, does it mean 2pm 7mins?Convert text to date&time format

1335

7 days ago

Isabella Leslie-MillerCommunity Manager

published in Welcome to the Community!

Trouble Accessing Pages in the Community?

From time to time, community members run into an issue where they can’t access certain articles or pages even though they know they should have access.Most of the time, the solution is simple: you may have been logged out of the community without realizing it. 🔑 Why This Happens 🤔For security reasons, the community platform automatically logs users out after a period of inactivity. This isn’t always obvious, so it can look like a page is restricted or missing when in reality it’s just a matter of signing back in. What to Do ✅Check the top-right corner of the community. If you see “Log In” instead of your profile picture, it means you’ve been logged out. Click Log In and use your Pigment credentials.Once you’re signed back in, you should be able to access everything again! Tip 💡If you know you’ll be browsing the community regularly, it can help to keep the tab open and refresh it from time to time so your session stays active. That’s it! Next time you can’t access a page you expect t

8 days ago

Scholten_KTEAApprentice Author

asked in Questions & Conversations

Navigation between applications

My company went live with V1 of our Pigments budget application. The way our pigment solution was built, with our Pigment partner implementing with us, is with 5 applications that our users have to navigate between.Reporting Revenue and Cost of Sales Operating Expenses Workforce Planning ForecastingThe solution is good, and we will have changes when we go to version 2. However, our user feedback is that the navigation is terrible. There is the navigation window that can be structured for navigation sequencing, but there is no great way to build navigation between applications and boards except by using an action widget with an external URL for applications and board. Though this works, it is impossible to build without it being too busy and clunky at best.Has anyone built a good solution using the widgets to navigate not only between boards, but also between applications? How did you do it?

231

9 days ago

Pierre NicoliApprentice Author

asked in Questions & Conversations

Lucca Connector: complex object not being imported

It seems that the provided Lucca connector does not import extendedData when the “types” are complex, making proper data imports impossible in this state.Is there a way to modify/contribute ?

9 days ago

Karin TauberAuthor

asked in Questions & Conversations

Adding time stamp on Import

Is there an option to also add the timestamp of an import, not just the date but also the hour?

433

9 days ago

Min Li Bright PointMaster Helper

asked in Questions & Conversations

The Impact of Changing Calendar Start Date

Hello Pigment Community,If I update my calendar start date from Jan 2016 to Jan 2021, will it impact the assumptions I’ve already entered for different scenarios? Will I lose any input data because of this change?Thank you!

302

10 days ago

Charles LinApprentice Author

asked in Questions & Conversations

Is there a fix to keeping the formulas on the same cells in the Sheets view?

I’m currently converting a table into Sheets and running formulas on the side to build checks, for example for the Balance Sheet. When I add new rows to the table however, the formulas don’t stay on the original cells. Is there a fix for this?

261

13 days ago

Ken Y.Apprentice Author

asked in Questions & Conversations

Better data visualization / graphs

There are limited graphing capabilities in Pigment today vs. what’s available in Powerpoint, for example.You can not do multi-axis graphing feature today in Pigment. An example of stacked bar of loan balances and then adding the yield trends in %s on top.Even on a single axis graph, you can not do a trend line graph on top of a stacked bar There are some valuable features from Think-cell plug-in to Powerpoint that would be helpful in Pigment (https://www.think-cell.com/en). Below is an example of showing % increase between the stacked bar (a think-cell feature) Also, given that you guys are Pigment, we would have expected more color palette options for graphing but it’s very limited at the moment when we have various data points :)

361

13 days ago

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