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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!

591

3 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

330

9 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

570

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

11811

2 years 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

1053

6 minutes 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.

6 hours 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!

242

18 hours 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?

211

3 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 :)

251

3 days ago

NusaybaApprentice Author

asked in Questions & Conversations

download an audit log as a csv file

How do I download an audit log as a csv file into my hard drive?

141

3 days ago

Evan GirouardApprentice Author

asked in Questions & Conversations

Using a Snapshot as new scenario data source

Hi guys - curious if anyone has tried to do this… I am trying to create a new scenario that is based off of a previous “snapshot” version of an application. This doesn’t show up for me as an option when choosing the “initial source of data” dropdown in the new scenario creation prompts. We use snapshot functionality to catalog our forecast versioning, so if I have a “4+6 Forecast” as a snapshot scenario from 2 months ago that we want to use as a basis for second half reforecast, I’d have to reference that dataset (not the live forecast) for our baseline/starting data. Anyone know how to accomplish this?

212

3 days ago

FranckLPApprentice Author

asked in Questions & Conversations

Create a calculated property in a transaction with data coming from a metric

Hello, I’m sure my question is super easy to answer, but I’m stucked on a silly calculation.I import a transaction list from my ERP with the amount in local currency.The properties linked to dimensions in my transactions are : Employee, project, month and currencyI have a metric that store the currency rates with 2 dimensions : currency and month I want to create a new property in the transaction called amount in EUR which is equal to amount * currency rate from the metricI tried transaction.amount*rates [BY: currency, month] but i does not work. It sums the value of the currencies for all the months and all the currencies.Can someone tell me where I am wrong ?

262

3 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!

422

4 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?

302

4 days 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)?"

342

4 days ago

NeoAuthor

asked in Questions & Conversations

Variance Table Across Year and Version Dimensions – Seeking Advice

Hi everyone,I’ve come across a need to compare the current year’s forecast against next year’s live forecast, and noticed that this requires referencing two dimensions: Year and Version, or Year and Scenario. For example, I’m trying to build a variance table for a set of metrics where the variance is calculated as:(2025 Year + 2025 Forecast Snapshot) – (2026 Year + 2026 Live Forecast).Has anyone built something similar—where you can select different years and different versions (or scenarios) and calculate the variance between them?Thanks in advance!

9411

7 days ago

BasMaster Author

asked in Questions & Conversations

Creating a textlist based on boolean metric

Hi everybody,I am making an event calendar for next year. This calendar contains all different kinds of events (like the winter olympics 2026, valentines day, etc.). This information is stored in a boolean metric dimensioned by Day, Event and Business Unit. Like so: Next - I would like to summarize this information in a text metric dimensioned by week and business unit. I would like to create a simple textlist of the Event dimension where any boolean is true. Like so:W6 FY 26: Winter Olympics 2026 W7 FY 26: Winter Olympics 2026, Valentines dayHow to best go about this? Any help is much appreciated. Thanks!

313

8 days ago

Isabella Leslie-MillerCommunity Manager

published in Company News

Beat The Heat With Cool Updates 🧊Newsletter

We hope you're feeling refreshed from summer holidays and ready to tackle any upcoming planning cycles. This newsletter will help keep your Pigment skills and Boards up to date with August's latest product features and informed of opportunities to meet your peers! ✍️ Step up your formula-writing ✨ Create clearer approval workflows with Boolean buttons 👁️ Reduce disruptions with scheduled Snapshots 👥 San Francisco User Group - September 10th 🎟️ Upcoming European User Groups 🔐 Mastering Access Rights in Pigment: Best Practices and Troubleshooting tips 🤖 AI Agent demos for FP&A, SPM and SC planning Step up your formula writing Syntax guidance now appears while writing formulas! As you type, a help card guides you on a function’s required arguments.Plus, writing List Properties in formulas is more efficient than ever. Autocomplete now suggests List Properties of Dimension-type List Properties in formulas! Create clearer approval workflows with Boolean buttons Design workflow

130

9 days ago

haseebsahaakApprentice Author

asked in Questions & Conversations

Column Calculation based on Year Variable

I have below metric for selecting the last month of the year.I’m using it as a dynamic variable for Month dimension.I want to use it for YoY% (“Selected Year” vs. Previous Year) headcount variance. But it doesn’t work. How do I make this work? Or, how do I make a similar logic to calculate it for the Year (property of Month) selected from the Pages (being dynamic)?Currently, I’m calculating it for a specific Year (unlinked from the Pages in the main board) like below. P.S. The variable works well in Filter.

632

11 days ago

KevinMaster Author

asked in Questions & Conversations

Transaction List Maximum Size

Our team is thinking about future Pigment updates, primarily the upcoming AI capabilities. We are looking at bringing in more dimensions into our modeling to help better isolate actionable insights and plan at a more granular level. As a result, our source datasets (which we will bring into Pigment as transaction lists) are going to grow significantly. From millions to perhaps up to 100 million records. Are there any limits to the size of a transaction list? Will overall performance suffer? Just want to get a sense of the possible.Thank you!

602

11 days ago

FranckLPApprentice Author

asked in Questions & Conversations

Create a metric from a transaction with start and end date

Hello, I get a transaction from my ERP with not a specific date by line but a start and a end dateEmployee Project Start End Hours Emp001 Proj1 01/01/2024 05/01/2025 5 Emp001 Proj2 02/01/2024 04/01/2024 2 I need to create a metric with Employee/Project/Day dimensions in which for each dates between the start and end I put the number of hours 01/01/2024 02/01/2024 03/01/2024 04/01/2024 05/01/2024 Emp001 Proj1 5 5 5 5 5 Emp001 Proj2 2 2 2 Could you explain me the best way to do it ?

352

11 days ago

ChahatMaster Author

asked in Questions & Conversations

Creation of secondary Dimension list automatically

If there is a dimension list called “Documents list” , there is a boolean metric A with dimensionality “Documents” list and “Team” It’s a boolean metric which tells the documents are relevant to which all team(s), if a document XYZ is marked checked for “Team 1” and “Team 2”, then in the top page filter while choosing either Team 1/ Team 2 , “document XYZ” row should show upHow to create another dimension list say “Detailed documents” dynamically

352

12 days ago

valefApprentice Author

asked in Questions & Conversations

Calculated item to some metrics

Hi! I am trying to apply a calculated item to just one metric in a table and not to all of them. Basically, be able to display this (see photo attached), where I can assign no calculation to some metrics. Do you guys know how to do it? Thank you!

201

12 days ago

Catalina IbarraCommunity Manager

published in Career Forum

Career Spotlight - Robert Schimm

Introduction:Hello Pigmenteers! I’m Robert Schimm (@rschimm in the community). I’m based in San Francisco where I have spent the majority of my professional career over the past 10 years. I am originally from Northern California and currently work at Figma as a Senior Manager of Strategic Finance, focusing on corporate finance. You can see Robert’s full interview here: You’ve had a long career in finance. Can you tell us about your journey?My career began with an internship at Oracle on their M&A integration finance team, which gave me a foothold into the industry I wanted to join and eventually turned it into a full-time role. I then moved to Salesforce, where I worked in sales finance for nearly four years.In 2019, I joined Zoom shortly after their IPO and just before the pandemic. It was an extraordinary experience to be part of the company during a period of unprecedented growth, with all the ups and downs and the unique challenges of trying to scale a business almost overnigh

380

12 days ago

RushiApprentice Author

asked in Questions & Conversations

Change of Data Type Dimension between Source and Target Block

Suppose if a base metrics has Dimensions Product and Month with Data type CountryWe wish to have Target metric with unchanged Dimensions Product and Month but with Data type RegionHow can we get to the outcome in Target Metric

343

14 days ago

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