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940 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

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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

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abhilashsawla
W
Just Arrived
williamwestmorelandJust Arrived
asked in Questions & Conversations
How to count items in a metric without removing dimensionality?

Howdy y’all - Our team is working on doing a simple customer count, but is struggling to do so without removing all dimensionality from our metric.We want to count unique instances of a customer where there is spend - but have dimensionalities flagging different types of spend attributes (ex: a flag for customers who have spend in the US vs those who have spend outside of the US). So - if a customer has spend in both the US and outside of the US - they will have a customer count of over 1, when we want each customer to only be counted once while retaining dimensionality. None of the count/countunique formulas are adequately solving this issue.The page aggregators are correctly counting the number of customers - but we are unable to use the page aggregators in tables to do calculations. Does anyone know of a way to use the “count” from the aggregator for table calculations - or of any other ways to get customer count without double counting across different dimensions?

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W
Just Arrived
K
Newly Minted Pigmenteer
Karin TauberNewly Minted Pigmenteer
asked in Questions & Conversations
Pro Training - 5. core Reporting PnL_Account 6001

Hi,as part of the fifth section of the Pro Training, I need to Allocate all values of  Workforce Cost Plan → to PnL_Account 6001. What is missing in my formula?Workforce_Cost_Plan_Output[ADD CONSTANT: PnL_Account."6001"] keep getting an error:“Error: Syntax error: cannot validate formula” Thanks in advance    

151
T
Employee
sudhakar
Budding Pigmenteer
sudhakarBudding Pigmenteer
asked in Questions & Conversations
Is there a filter during import configuration

I have source files to build dimension lists like Territory and Product with hierarchical relationships which have hierarchy level column. I want to build Territory and product dimension lists by importing the respective files and filter by lowest hierarchy level (a number that show the level) during import definition. Is it possible?For example I have a product file with below columns, I want to load Products that are equal to Hier Level ‘3’. 

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sudhakar
Budding Pigmenteer
M
Budding Pigmenteer
MaxenceGoigBudding Pigmenteer
asked in Questions & Conversations
How to check if each active customer received an invoice this month?

Hi everyone,I’m trying to determine whether each active customer received their invoice for each month.I have two tables, both having the dimensions month and customer ID: An "Activity" table, which has one row per customer per month, indicating whether the customer was active. If the client was not active on a specific month, he will just not appear in the table for this month An "Invoices" table, which lists all the invoices sent. Thanks in advance for your help!

686
M
Budding Pigmenteer
Y
Newly Minted Pigmenteer
yacine.ibouricheneNewly Minted Pigmenteer
asked in Questions & Conversations
From "Month" to "Year" aggregation issue

Hello Everyone ! I have created a metric which will calculate a simple EBITDA/Net Sales ratio, which is as followed:I want to be able to switch to a yearly view easily. The issue is that when I pivot the table to show yearly data, it aggregates all the months instead of displaying the ratio between yearly EBITDA and yearly Net Sales. I need it to show the correct yearly ratio, not just a sum of monthly values. Is there a way to prevent aggregation and ensure that the metric correctly calculates the yearly ratio ? I want to ensure it’s possible to switch views while keeping the same metric. Ultimately, the goal is to use this metric in a board and apply a page selector to display the desired month as a KPI..Thank you by advance for your help 🙂Yacine

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Y
Newly Minted Pigmenteer
Bas
Newly Minted Pigmenteer
BasNewly Minted Pigmenteer
asked in Questions & Conversations
Joining two dimension lists into one?

Hi everybody,I have two dimension lists: one for my P&L accounts and one for my balance sheet accounts. Both of them are updated with new accounts once they appear in the P&L transaction list or the balance sheet transaction list. For reporting purposes, I want to create a single chart of accounts dimension list that contains all the items from the P&L and balance sheet dimensions lists. Is there are way to combine both dimension lists into one and to do that in such a way that it automatically updates once a new P&L or balance sheet account appears in either of the two transaction lists? By the way; both dimension lists currently do not share the same properties. So I would simply be looking to combine the unique values/dimensions from each list and append them together as a new total chart of account list.Thanks for helping me out :)Best, Bas

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F
H
Just Arrived
HuyenJust Arrived
asked in Questions & Conversations
Connect Pigmet with Sage100

Hello,I’m just a beginner, and currently, my company uses the Sage 100 software, with data stored in an on-premise SQL Server. We also use the Sage BI Reporting tool to query the data in Excel.My question is: how can we directly connect to the Sage accounting data?Thanks a lot!

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M
Employee
K
Budding Pigmenteer
keerthanarameshBudding Pigmenteer
asked in Questions & Conversations
Create dimension list from another dimension list property

I have a dimension text property with a list of items. I want this list to be populated as a new dimension list. I used a concatenate in this property to get a new text item and I want this new text to be converted into a dimension. How can I do this with the help of formula?

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Benoit
Community Manager
Bas
Newly Minted Pigmenteer
BasNewly Minted Pigmenteer
asked in Questions & Conversations
Excel connector doesn't recognize named cells

Hello,I'm experiencing some issues with pushing data to Pigment from Excel. I have a simple dimension list (800+ items with about 4 dimension properties) that I would like to periodically update from Excel. I exported the current dimension list to .csv and used that .csv to setup an import configuration in Pigment. Then I pasted the .csv in Excel and updated the 4 dimension properties. I then named the data range in Excel but when I try to configure a push connection it doesn't recognize the named cells (“no names defined”).Also, when I try to input the cell ranges manually (A1 → G800) and then push the data to the dimension block in Pigment, the import fails (headers are not found...). Any help is appreciated. Thanks!Bas

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M
Employee
Bas
Newly Minted Pigmenteer
BasNewly Minted Pigmenteer
asked in Questions & Conversations
Index versus LYTD shows only blanks

Hello,I have one table that has a number of calculated items in them. In the order of events: first the YTD value is calculated using cumulate (works fine). Secondly, the index versus budget is calculated (works fine for YTD) and lastly the index versus LY is calculated (that one goes wrong for YTD (only blanks). The strange thing is, is that that ratio versus LY does work fine when calculated over the month, but it shows blanks when calculated over YTD.Below are snapshots of my calculated items. Can anybody see why the index versus LYTD would return blank values?Thanks, Bas  

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M
Employee
T
Newly Minted Pigmenteer
tjain02Newly Minted Pigmenteer
asked in Questions & Conversations
Import Failure: Date format mismatch

I am trying to import a file manually. On the mapping tab in pigment the year column shows error. I tried various variations of the date format in my source file but the error is still not resolved. In pigment values for year dimension look like “FY 10”, I maintained the same date formatted structure in source file but the import did not work. I tried changing the year to look like “2010” in source file but that did not work either. what could be the possible reason for this error? 

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T
Newly Minted Pigmenteer
Bas
Newly Minted Pigmenteer
BasNewly Minted Pigmenteer
asked in Questions & Conversations
Error when exporting grid to Excel

Hello,Lately I’ve been getting error messages when trying to export a grid to Excel. Now I get these ‘Sorry, we couldn't find C:\users\xxx\xxx.xlsx. Is it possible it was moved, renamed or deleted?’ when I try to open the Excel that has been downloaded from Pigment.Does anyone else also get these error messages or knows how to fix them? By the way: the Excel Pigment connector works just fine, so that's a good workaround. But you also want to be able to simply download a grid to Excel… Thanks,Bas

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Bas
Newly Minted Pigmenteer
Artsemi
Newly Minted Pigmenteer
Artsemi
asked in Questions & Conversations
User cannot access pigment error 400 login failed

Hello. Has anyone encountered this issue before? Our user cannot access Pigment with error: 400 Login failed. User was added to Pigment long time ago, last login was 3 month ago. 

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J
Employee
E
Newly Minted Pigmenteer
Erik SNewly Minted Pigmenteer
asked in Questions & Conversations
Standard Piment SAP S4Hana Public Cloud Set-Up

I’m trying to use the native Pigment connector to integrate S4Hana public cloud. I’m using the documentation in guide “Connect Pigment With SAP S/4HANA Public Cloud” but it is not working as suggested. I have used SAP commnication users and business users but I can not get any services to load once I want to import data. I’m missing some details that are not described in the guide. Has anyone set this up successfully and can share with me the specifics? -type of SAP user -permissions or roles required-other general things you had to do to get it to work?It would also be nice to be able to test the connection and accessible services straight from the workspace settings instead of having to go to the import option of a block.Thanks

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E
Newly Minted Pigmenteer
V
Budding Pigmenteer
venitiavBudding Pigmenteer
asked in Questions & Conversations
Sort by subtotal

Hello,I’m trying to sort by subtotal but I don’t succeed, can you please help ? I have a metric (grid) with 2 dimensions in my columns. I would like to sort by descending value order for the 1st dimension of my column, i’m unable to do that. Do you have any idea how to do it please ? Thanks 

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V
Budding Pigmenteer
jt.victor
Newly Minted Pigmenteer
jt.victorNewly Minted Pigmenteer
asked in Questions & Conversations
Appending two time dimension metrics

Hi,I have two metrics with the same data type: dimension (Month) and the dimension structure for both is the same. The concept is that I have deadlines for different dimension items. I was to append these two metrics because one is the prior forecast deadlines and the other metric is the current forecast deadlines. I want the new metric to have both.  When I do metric1 + metric2 i get this error:“Arithmetic operators only accepts same type arithmetic inputs after implicit casting, received Dimension (Month) operands” Please help! Thank you! 

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Nathan
Employee
K
Just Arrived
KentiaJust Arrived
asked in Questions & Conversations
Freeze columns or rows in a table

hello,I’d like to freeze some columns in a table so that they stay visible while scrolling. Is it possible ?

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F
Employee
A
Budding Pigmenteer
AlinaBudding Pigmenteer
asked in Questions & Conversations
Sorting values in table with multiple dims

Hi community, I need to sort the values in the table from high to low but I need to pivot it to pivot x dims in columns (e.g. Country, Client, Opportunity). If I use the traditional Sorting function of Pigment, it will sort only within the last dimension (in my case Opportunity).Is there a way to sort values disregarding dimensions but still keep them in my pivot?Thanks!

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Ola
Seasoned Pigmenteer
G
Newly Minted Pigmenteer
geoff_chovazNewly Minted Pigmenteer
asked in Questions & Conversations
Trigger import from board in different application

Is there a way to allow a user to trigger an import configuration for a list in application A, from a board in application B?When I attempt to configure the button it is only showing me lists from application B. 

352
G
Newly Minted Pigmenteer
M
Just Arrived
Malt DEJust Arrived
asked in Questions & Conversations
export API rate limit error 429

Hello Pigment team,we use the export API for almost one year, but we have suddenly got error 429 in our export job using the API. Not for every job, but it happens often. Did you change any rules for export API ? I haven’t found documentation about it.Thank you in advance for your answer Sincerely,Mickaël

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Keiran
Community Manager
K
Just Arrived
Kelvin ChanJust Arrived
asked in Questions & Conversations
Date to Month of the Year Conversio

Hello All, I’m currently trying to build an effective date for Merit increases and my input is as follows dimensioned by country and year. Right now, I’m trying to populate the table below with the month of the year e.g. FY23 should should December. I tried writing a formula TIMEDIM(ASM_Input_Merit Date, Month) and convert the data by Month.Month of the Year but it doesn’t work. Any suggestions on how I should write this formula?

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K
Newly Minted Pigmenteer
G
Newly Minted Pigmenteer
geoff_chovazNewly Minted Pigmenteer
asked in Questions & Conversations
Issue with (unwanted) date conversion in CSV import

I have a CSV file with a column indicating  the month dimension. It is “Jan 25”, “Feb 25”, etc. On the initial import screen it looks correct,however, as soon as I map it to the Pigment property (Month dimension type) it shows in the preview as My imported data is all loaded into the wrong months. I want it to just take the exact value in my CSV as the name for the Month dimension instead of converting a date. I tried double-quoting the field in the CSV, that didn’t help. Loading it into a regular text property works fine so it doesn’t appear to be an issue with the source data itself.  

342
G
Newly Minted Pigmenteer
sudhakar
Budding Pigmenteer
sudhakarBudding Pigmenteer
asked in Questions & Conversations
Sequence of modifiers to be followed in a complex formula

Hello,As I start my pigment training and work through the formula exercises, I have a question regarding the order of using multiple modifiers within a single formula.I’ve read that the sequence is important when combining BY and FILTER. In the same way, are there any best practices or modeling guidelines that affect performance or functionality when using several modifiers and operators together in random sequence, such as BY, BY->, Select, Filter, Add, Remove, or Exclude?Below is one example from the formula exercises (it may be a simple formula but I am thinking about what sequence to follow for complex formulae):'EE_Calc_MonthlySalary_+increase'[BY SUM: -> EE_Data_Stand.Area][by: 'GL Account'."11100"][remove sum: Employee][by :-> MAP_Datatype] Thanks

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sudhakar
Budding Pigmenteer

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