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Newest first

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

220

1 month ago

KarlWCommunity Manager

published in Company News

Level up your Pigment formula knowledge with new learning experienceNews

Introducing Formula Writing: Unlocking Dimensionality and Calculations We've heard your requests for more formula & calculation training, and we're excited to announce our new Pigment learning path! The training is split into two parts:Read & Interpret Formulas - Perfect for those who need to be able to create inputs and analyze outputs! You'll need just a couple of hours, and you'll be able to better define requirements and understand the calculations available to you. Write & Test Formulas - Hey modelers, this one's for you! This new learning path will offer a deep-dive into the most helpful modifiers and offer real-world exercises to solidify your learning. These new learning paths are NOW LIVE in the Pigment Academy! Click below to get started:START LEARNING NOW

2460

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

8951

1 year ago

Spandan98Budding Pigmenteer

asked in Questions & Conversations

Enter new rows in metric

Hello Pigment Community,I am not finding a way on how to add a button to enter additional rows in the metric. For example in the screen shot given below: I want to add a button which will choose Topline in the row header but it will allow the user to enter new values in the newly added row in the completion and Employee levels in the incentive metric.I am attaching another screen shot to properly understand what I want. Please kindly let me know how can I achieve it. Thanks a lot!

101

1 hour ago

Spandan98Budding Pigmenteer

asked in Questions & Conversations

Select only one option from the Boolean metric. The other options get disabled.

Hello Pigment Community,I just want one option to be marked, if suppose Absolute is checked, then the other options (Percentage and fixed) cannot be checked. How can I do this? Please kindly guide me to perform this operation. Thanks a lot!

6 hours ago

Spandan98Budding Pigmenteer

asked in Questions & Conversations

Adding a "Submit" Button for Data Export

Hello Pigment Community,I’m currently working on creating an incentive scheme that allows users to input and customize data as needed directly within a board. My objective is to add a "Submit" button to this board, enabling users to:Save all entered data into a structured list. Export the stored data as a .csv file for further analysis or record-keeping. Could you kindly guide me on how to implement this functionality in Pigment? Specifically, I’d appreciate any tips or best practices for:Linking the "Submit" button to capture and store user input. Automating the export process for generating a .csv file.Thank you in advance for your support and insights!

354

7 hours ago

Spandan98Budding Pigmenteer

asked in Questions & Conversations

Absolute value, Percentage & Fixed Value button Creation in board.

Hello Pigment Community,I want to create three buttons :Absolute Value Percentage Fixed ValueNow, for absolute value button only numerical values can be entered in the metric. For, percentage value button only percentage inputs will be considered and for a fixed value a single value will be entered in each cell of the Topline Metric.(Image attached below)It can be a button or a boolean tick as well.

202

10 hours ago

pigment_enthusiastSeasoned Pigmenteer

asked in Questions & Conversations

Access and Permissions for Standard Member

How can I create a test user and assign the boards’ permissions and rights for a standard member and can test if only the right KPIs are accessible for that test user?

422

2 days ago

Isabella Leslie-MillerCommunity Manager

posted in Welcome to the Community!

Introduce Yourself - 2025

Welcome to our annual introductions thread!We hope you’ll use this as a place to share a little more about yourself and get to know the other members in our community. Tell us where you work, a bit about your role, where you live and how you use Pigment. Add any interesting facts about you or even a nice picture that means a lot to you (like in a cool place, or with a pet)! If you want to see our past introductions thread for some inspiration, look here. I’ll get the ball rolling:Hi! I’m Isabella - I’m the Community Manager here at Pigment and I’ve had the great privilege of working here for around 8 months. Before Pigment I worked at a data science education company, and my academic background is in Mathematics and Finance.I’m originally from South Africa and moved to the UK around 3 years ago - I’m now based in lovely Harrow. Outside of work you’ll typically find me reading, gaming, traveling, going to a gig, or building a cool cosplay for Comic Con.I’m looking forward to getting to

992

3 days ago

Raphael CNewly Minted Pigmenteer

asked in Questions & Conversations

Import into Dimension List - with property generating unique IDs (Fail)

Hello, I’m trying to import a csv file (Employee referential) into a Dimension List (Employee Referential List). The target Employee List has 5 properties : ID (“generate unique ID” setting toggled), Name, Country, Cost Centre & Salary band. I’ve set the ID property with the “generate unique ID” parameter (+Integer format), because the CSV file has 2 employees with the exact same name (but not the same country).I get an error message preventing me to run this process (in the “map data” step): “The unique Property “ID” has to be mapped”. (the source is grayed since it’s an automatic property.) Is there a problem somewhere? Pigment doesn’t allow a direct import to a dimension list having an “auto-generated ID” property? (Sorry if this was mentionned in one of the academy paths, but didn’t find this precise information. I just found that it is possible with a transaction list, but a dimension list should be more appropriate since we are talking about a referential update).Below the ma

363

4 days ago

pigment_enthusiastSeasoned Pigmenteer

posted in Questions & Conversations

Highlight the Totals number at each hierarchy level in a grid/table

Follow the steps if you want to highlight your totals:Select the header cell of the row which you want to highlight/color code Click on “arrow” icon dropdown and “Format” Choose “Cells” tab in the mini dialog box and select “Every Instance of my Selection” in the “Apply To” field Choose the color and Border ; select Apply and now all the totals at each hierarchy are highlighted!

5 days ago

Ta-WingNewly Minted Pigmenteer

asked in Questions & Conversations

How to show legend text wrapped in chart

Is there an option to wrap the text of legends in a chart so that it doesn’t get trimmed like the example below?Should be reading “Actuals & Forecast”.

1201

5 days ago

Krete J.Just Arrived

asked in Questions & Conversations

Remove not Filter Blank cells?

Ideally in the metrics we could remove 0 metric values if it is ok with the analysis to remove those cells[FILTER: Currentvalue<>0]Also usually we add the “Hide empty rows and columns” - but is there possible to remove those empty cells by formula? Or does it give something regarding performance wise?

241

5 days ago

Ta-WingNewly Minted Pigmenteer

asked in Questions & Conversations

AI Enable metrics

HiDoes enabling AI for all boards slow down the performance?There is an option to enable all blocks for AI at a click of a button but when it comes to switching it off, you need to do it one by one, is there an option to switch off AI for for all blocks in one go?

261

6 days ago

pigment_enthusiastSeasoned Pigmenteer

asked in Questions & Conversations

Shared Scenario Usages

How to check the usage of a shared scenario?

321

7 days ago

MohanBudding Pigmenteer

asked in Questions & Conversations

Equivalent of Vlookup to return values in number or integer format

Hello, I am trying to perform a vlookup function where I would like to retrieve a value from a transaction list and return to a dimension with same number format. I want to extract the “Weeknum” from Transaction : Calendar Weeks based on unique property Calendar.Date and populate it in under the Week Dimension’s property “Weeknum” based on its unique property Start DateTried ITEM function but i get a lot of data type errors using this formula , ITEM('Calendar Weeks'.Weeknum,Week.'Start Date') thanks

602

7 days ago

Omer NahumOccasional Observer

asked in Questions & Conversations

Top 10 in Chart

Hi Pigment, Do we have the ability to create a pie chart with only the top 10 of specific dimension values?I wish to have this Chart live with the most updated Top 10 values. Thank you,Omer.

4663

10 days ago

DastanSeasoned Pigmenteer

asked in Questions & Conversations

Adding empty rows in Tables

Hi Pigment team, I’m trying to add empty rows into my Table block, so that I can separate some categories of expenses from each other: I tried to create and add empty “Placeholder” Metric, however it requires a name and I can’t simply leave it empty. Is there another way to add such empty rows between items? Best,Dastan

4097

11 days ago

OttJust Arrived

asked in Questions & Conversations

Automated task for "Delete User Inputs in Bulk"

Hi Is there a way to Create Automated task which deletes user inputs in bulk when trigger is met. I’d like to set it up in a way, than when Month becomes from Forecast to Actual, it would delete the new Actual month user inputs which were so far meant for Forecast, but Actual month value should come from formula. I know how to set up task to notify, once this month changes and also how to set up one-time bulk deletion, when Month becomes Actual, but is there a possibility to combine these to so I could stop being middle-man? Best regardsOtt

421

11 days ago

Xia HeNewly Minted Pigmenteer

asked in Questions & Conversations

Unable to find the block to complete the activity

492

11 days ago

LASJust Arrived

asked in Questions & Conversations

How to Dynamically Sum the Last N Months of a Metric

I have a single that needs to essentially aggregate a rolling sum (of that last n months) of another metric. The manual method I have found is:TargetMetric + TargetMetric[SELECT: Month -1] + TargetMetric[SELECT: Month -2](I am incuding the current month in the “last” three months calculation)But if I want to change this to the last 5 months or the last 24 months, I would need to add an n number of selects.How Can I formulaically drive this calculation?

292

12 days ago

Shane CrinesNewly Minted Pigmenteer

asked in Questions & Conversations

Circular References Across Applications

I am trying to build a metric to forecast interest income on corporate cash. To do so, I’d like to reference our forecasted cash balance from the balance sheet & cash flow statement. This becomes circular since our interest income rolls into net income which then drives our indirect cash flow statement. I believe I could accomplish it by using the previousbase() function but the various metrics are all across different applications. The interest income & revenue metrics sits in a revenue application that feeds into a nexus in the data hub which then feeds the cash flow statement in a financial reporting application. Does anyone know a way to create this metric given the above criteria?

1421

12 days ago

Fabien BigeardNewly Minted Pigmenteer

asked in Questions & Conversations

Sort / Ascending-Descending

Hello,I want to sort a table by descending or ascending, depends of my metric value. I don’t succeed. could you help me please ? Thank you in advance. Best regards.

4032

13 days ago

Spandan98Budding Pigmenteer

asked in Questions & Conversations

Display only the unmarked options

Hello Pigment Community,I need help with automating calculations for specific brands in Pigment. Requirement: For the brands marked (e.g., checked/true), I want Pigment to automatically calculate the values. For the unmarked brands (e.g., unchecked/false), I want to manually input the data. Goal: I would like to filter the view to display only the unmarked brands (those marked as false), so I can easily input data manually. Thank you for your help.

231

14 days ago

Daniel CicakNewly Minted Pigmenteer

asked in Questions & Conversations

Planning Best Practices - Versions & Import via API

Dear Community,we are currently within our FY24 budgeting process. We have the standard setup with Headcount-App, OpEx-App & Topline App.Topline-App & HC-App are connected with source systems with daily uploads to have a proper reporting in place. OpEx-App is manual input only. To avoid that managers have to incorporate changes (Forecast & Budget 24) in two Versions we use our Forecast Version only. For Budget Versioning we copy a Forecast Version as Budget Version 2024 VX.We face the challenge, that the imported data will change our Budget Versions VX as well. A first idea was to take snapshots of the application and connect the Version of a snapshot into the Core-Reporting, but not sure if this is possible? Or does anyone have any other idea how to lock the data without stopping the imports? BR,Daniel

4854

14 days ago

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