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923 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
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.  

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Newly Minted 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. 

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G
Newly Minted Pigmenteer
sudhakar
Newly Minted Pigmenteer
sudhakarNewly Minted 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
Newly Minted Pigmenteer
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Aggregating the data by mapping property

Source metric: ‘test’ is having dimensionality City, Category, Personalized quarter, quarterTarget metric: ‘test2’ is having dimensionality: City, Category, quarterTarget metric formula is:test[BY SUM: ‘Personalised quarter’.mapQ]For Fruityburg city, Q1 2024 → it should return 1790, but it’s giving 100  

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P
Yuri Pinchuk
Budding Pigmenteer
Yuri PinchukBudding Pigmenteer
asked in Questions & Conversations
Page Selector - Defaul items

HiI want to restrict users on selecting only months with actual data and set up the Current month (the last month with actual data) as default for the Month selector.I created the Actual Months (multiselect) and Current Month item variables.Then I set up Actual Months as available items and tried to set up Current Month as default item.But after applying these settings nothing happend, meaning the Month page selector shows All, not a particular - Current - monthWhen I returned to Selector options I found out that default item for month had been changed to All values.The selection mode - multi or single - doesn't impact the behaviour.Are their any limitations to the default items? Why it's happend?And how can I make the excpected result happen? Please advise!Yuri

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N
Employee
sudhakar
Newly Minted Pigmenteer
sudhakarNewly Minted Pigmenteer
asked in Questions & Conversations
What is the best practice for using BY modifier with Allocation method, BY CONSTANT vs BY?

Hello-As I begin pigment training and work through the formula exercises, I’ve noticed that while CONSTANT is the default allocation method, I often omit it, assuming it will apply automatically. However, the post-exercise walkthroughs consistently include it explicitly.Is there an advantage to always specifying CONSTANT (for allocation) or SUM (for aggregation), even when they’re defaults?Thanks,Sudhakar

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Stef
Employee
K
Just Arrived
Kelvin ChanJust Arrived
asked in Questions & Conversations
Tracking Headcount Changes

Hello Everyone,I’m trying to build a validation process for headcount planning where I can track if a team member’s salary/cost center/class change vs the last load month. We currently load our data daily and each load will replace the previous load within the same month, so we would be comparing the difference vs the last load month. My intention is just to build a board that notifies us when changes happen and I don’t need to create a whole process of validation before these changes runs through to the forecast. Any help would be appreciated. Thank you!

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Nathan
Employee
Yuri Pinchuk
Budding Pigmenteer
Yuri PinchukBudding Pigmenteer
asked in Questions & Conversations
centralized access rights

Hi I'm working on a centralized user access for several apps in the workspace, including Roles and AR Metrics.I want to create User Roles and Access Rights in the Data Hub and share them to other applications through Library.This article  is marked as legacy. I'm curious what's the new approach and where I can find information about it? To which extent I can use this article advices?Another article has the section related to the topic “Smooth User Access Management” with a link, but the link doesn't work Please, helpThank you,Yuri

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F
Employee
F
Newly Minted Pigmenteer
FranckLPNewly Minted Pigmenteer
asked in Questions & Conversations
Include ratio calculationbased on multiple dimensions

Hello,I have a metric that shows the P&L.I’ve been asked to add multiple ratios like % of GM / Revenue or % Contributive Margin / Revenue. The issue is that the accounts are not on the same dimension (revenue is Account lvl 2 and Gross Margin is Account lvl 3).What is the easyest way to add those ratio. Do I need to create a specific metric just for them or can I do the calculation directly in my metric ?

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F
Employee
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Just Arrived
Max.PJust Arrived
asked in Questions & Conversations
How to add more than two items to a calculated item

Hello, I am trying to create a calculated item to sum values from countries into a region. However, I only see the option to combine Item A and Item B… is there a way to insert more Items (e.g. Item C) in Pigment? Thank you!

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K
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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Anas.Tahri
Employee
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!

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J
Newly Minted Pigmenteer
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Max - All Time High table

Hello Pigment team,  I am trying to build a simple table that shows All-Time-High result based on the report. As shown below, there are multiple segments (No Sales, Core I, Core II, etc) and each reached highest (i.e. max) in different period (highlighted in yellow. Based on Period Type: Actual only, I would like to show 1) highest number for each segment and 2) highest date. I assume i need to create two different metrics and combine in a table. Is my approach right?   The table setting would be something like this:(Please note, the values below will not match with the values above highlighted cells)  

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Y
Newly Minted Pigmenteer
A
Just Arrived
AshishpJust Arrived
asked in Questions & Conversations
How Can I create a subset of Dimension list ?

For further calculation, I am trying to exclude a few members from the dimensions list items. Could anyone help me find the best approach to do that?

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O
Employee
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
What is the maximum number of cells that a table can display?

Hello Pigment Team,I’ve been testing various tables with large amounts of data to determine the maximum number of cells allowed. In my experiments, I’ve created tables with 1,000 metrics, 500 metrics, and 200 metrics, each dimensioned by weeks (208) and lists (5,000 records). Initially, I aimed to create a table with 5,000 metrics dimensioned by 208 weeks and a list of 1,048,576 records, but this did not work as expected.I’ve noted that applying “Dynamic Filters” doesn’t resolve the issue. Even when my dynamic filter shows only one selection, no data appears and I receive the error message: “Unable to load content for the current view. If the error persists, please contact technical support.”Is it more challenging to handle a larger number of metrics compared to a larger number of records in a dimension list? Do dynamic filters account for the “hidden” data they contain? What are the capabilities of Pigment in this context?Thank you for your assistance.

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Matt D
Employee
F
Newly Minted Pigmenteer
FranckLPNewly Minted Pigmenteer
asked in Questions & Conversations
Launch multiple imports at once

Hello,I’ve created a Pigment app connected to a NetSuite environment. All my master data and figures are coming from this system. As of today, I need to update the dimension and transaction lists one by one by launching the related import task.Is there as way to create like a master import that launch everything at once to ease the maintenance of the app ?Thank you

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F
Newly Minted Pigmenteer
S
Newly Minted Pigmenteer
SHeckhuisNewly Minted Pigmenteer
asked in Questions & Conversations
ITEM() does not find data from Dimension

I am looking to normalise some Country data from different sources in different formats (e.g. some countries have full name others ISO codes). I have been using the ITEM() function to map all correct countries to our Master Country dimension.I was now planning on doing something similar by pulling in the ISO code dimension which is also linked to the Country dimension. However, the ITEM() function does not seem to return any values which confuses me. Ultimately, I am planning to then pull in the Country dimension from the ISO code and combine the two country fields via IF sentences. 

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S
Newly Minted Pigmenteer
A
Newly Minted Pigmenteer
Aayush BatraNewly Minted Pigmenteer
asked in Questions & Conversations
Multiple level breakdown - G-sheet integration fails

If I break a metric by mutilpe break downs in a table in Pigment, at the time of exporting to g-sheet using Pigment connector, i don’t see any breakdown. i only see one row of data w/o any breakdown by dimensionsis this a product limitation or a bug ?

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F
Employee
A
Employee
Adrien LEmployee
asked in Questions & Conversations
Key shortcut

Are any Key shortcuts in Development?A shortcut from Editing to User mode in Board would be helpful, and one for aligning Widget might be great. 

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X
Newly Minted Pigmenteer
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Different AR on a same metric based on different application

Is it possible to apply different Access Rights on a same metric based on different applications ?i.e. Metric A should have rule configuration of AR 1 (if metric A is used in App 1)and if the same metric A is getting used in other App (App 2 - by turning the sharing On), this metric should have access rights AR 2 AR 1 and AR2 are security metricsIs there any alternative solution for this?

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P
C
Newly Minted Pigmenteer
CalvinNewly Minted Pigmenteer
asked in Questions & Conversations
Transaction List Lookup Formula Help

Month Seat Worker Future_Worker Future_Worker_Current_Seat Month Dimension Seat Dimension Worker Dimension Worker Dimension Seat Dimension Mar 25 POS-000100 Employee 1     Mar 25 POS-000200 Open Position Employee 1 ???  Looking for some help writing a formula. I have a transaction list called EE_Load_HRIS. I’m looking to write a formula that will return the Seat (POS-000100) in the Future_Worker_Current_Seat property where the Month matches Month and the Worker matches Future_Worker.

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C
Newly Minted Pigmenteer
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
New AI Features Released, More To ComeNewsletter

A big week for us at Pigment, having announced some very exciting company news on Pigment Agents, give it a like if you're as excited as us. In other news, spring is here and so are these new product features! 🤖 Agentic AI announcement - meet your new team members  🔃 Streamline collaborative processes with Sequences 📋 Revamp your Dimensions with List Subsets 🗺️ Add USA states and preset map positions in Map Charts 📉 Updates at cell-level 🪟 Use a dynamic window in MOVINGSUM/MOVINGAVERAGE 🔎 Make data-driven decisions faster with Insights 🌐 Best practice webinar for Workforce Planning on April 2nd 🗽 New York Roadshow & User Group on April 23rd ⭐ Help us feature in the Gartner® Magic Quadrant™ 🎟️ Fancy attending RevOpsAF 2025 in New Orleans? Get 15% off tickets!  Meet your new team members - Pigment AI Agents  In case you missed it, we're thrilled to share a glimpse into the future of planning with Agentic AI!This week, we've announced our three specialized AI Agents designed

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Isabella Leslie-Miller
Community Manager

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