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1047 Topics
Olga Vovk
Apprentice Author
Olga VovkApprentice Author
asked in Questions & Conversations
How do I save sheet view formatting?

I am hiding some rows on the sheet view, but every time the board gets refreshed, it reverts back to original formatting with all the rows visible. How can this be fixed? 

2315
Jérémie
Employee
D
Apprentice Helper
Dastan S.Apprentice Helper
asked in Questions & Conversations
Using lagged month in Iterative calculations

I was working on Headcount planning and in order to be able to calculate attrition, I used iterative calculation functionality. With that I was able to calculate Attrition by multiplying attrition rate to ending (beginning) headcount, which is, in its turn, calculated as Beginning Headcount plus new hires minus attrition.Now I want to add Backfills to the calculation, so Ending Headcount will be Beginning Headcount plus new hires minus attrition plus backfills. I am calculating backfills as % of Attrition, and Backfills is also a part of Iterative Calculations. The thing I want to do, but cannot, is being able to instead of current period’s attrition get 2 months’ prior attrition and multiply it by backfill rate. So, if for instance Jan 25 attrition is 100 FTEs, my Mar 25 backfills should be 100 * 90% (Backfill rate) = 90 FTEs. So, instead of having 90 FTEs backfills in Jan 25, I would like to have it in Mar 25.I tried to put [SELECT: Month - 2] in the formula for Backfills metric:(Att

1322
Nathan
Employee
B
Apprentice Author
Ben KingApprentice Author
asked in Questions & Conversations
SUM Previous Year to apply Growth Rate

I am trying to get the prior year total to then multiply it by a growth rate.  (Prior Year * (1 + Growth Rate).PREVIOUS( ) is not working because I do not have Year in the metric, and trying to add it was not working.GrowthRate? is a Boolean that has TRUE starting in January 2026 and all periods forwardOriginalValue is a Number metric that has values monthly from January 2024 and all periods forward What I’m trying to get is something like this:IF(GrowthRate?,  (Prior Year * (1 + Growth Rate), OriginalValue).  I also can’t calculate off the OriginalValue metric because the Growth Rates will compound.  If all years in OriginalValue were $1000 and I am adding 10% Growth I would want to see $1000, $1100, $1210, etc...Unfortunately my 2025 occasionally has some 0 seasonality that is throwing off other metrics after this one.   Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 1000 1000 0 0 0 1000 1000 1000 1000 1000 1000 1000 2026 =900

1344
Nathan
Employee
S
Author
Shane CrinesAuthor
asked in Questions & Conversations
Pigment Rounding Down for Certain Numbers

Has anyone ever noticed Pigment will occasionally round down for certain numbers when using percentages? I was using a fixed 2.95% and it showed up as 2.9% when using one decimal. I ran a test below starting with 0.95% + 1% and noticed other instances of this happening like 5.95% → 5.9%.    

1064
Benoit
Community Manager
argo
Apprentice Author
argoApprentice Author
asked in Questions & Conversations
Adding columns to an income statement

I’m trying to add 2027 to all of my financial statements, which currently end at 2026. These months exist as a dimension in the datahub.My supporting apps (revenue, expenses, balance sheet forecast, cash flow forecast) all include 2027 by month.This is probably simple. Any ideas?

611
Nathan
Employee
Neo
Author
NeoAuthor
asked in Questions & Conversations
How do I limit date options in input cells with date as data type

Hi Community!!! I just accidentally input 1-Jan-1925 instead of 2025 in a cell with date as data type, and now I couldn’t find that record because 2025 is set in page selector . How can I restrict users from adding dates that aren't possible? Snip below is what I am currently seeing in Pigment which shows a lot of old dates that won’t be used. Thank you!Neo 

621
CDALMAY
Master Helper
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
Community Direct Message Incident

Hi everyone,I wanted to reach out regarding an incident that occurred on our Pigment Community platform today. Unfortunately, a user sent private messages with inappropriate content to several members of our community. We want to be very clear: this behaviour is entirely unacceptable and violates our community guidelines. We immediately banned the user and removed their public posts and comments.We have deleted these messages and are working with our platform provider to ensure that this doesn’t happen again. We also want to reassure you that this incident does not involve any data breach or security threat. This was solely the action of one individual, limited to community spam, and your data remains secure.We are deeply sorry about this incident taking place. Our commitment to fostering a respectful, inclusive, and safe environment remains strong, and we’re taking additional steps to ensure this space remains a positive one for all.Thank you for your understanding, and please feel fr

1890
Isabella Leslie-Miller
Community Manager
Chahat
Master Author
ChahatMaster Author
asked in Questions & Conversations
Partner Solution Consultant Certified Badge

Which learning path/certification is to be completed in order to get this badge: Partner Solution Consultant Certified ?

1981
Jade Brookling
Employee
S
Author
SuzzyAuthor
asked in Questions & Conversations
What is the formula to get average of specific month

Hi Team - I’d like to seek your help on how to do the formula for specific months?Previously I’m using Moving Average, however I realized that it’s better to lock the average to specific months. For context this is my current formula → MovingAverage(Actuals,3) - so that it will get the average of the latest 3mos. What I want now is to just get the average of the months of July, Aug, Sep.In addition, the metric in which I will be using the formula allows manual input override. Once I update the formula of the average, will it override the manual input?Thank you in advance for your help!

1814
S
Author
Y
Master Author
YaejisMaster Author
asked in Questions & Conversations
Find the text referencing the txn lsit

Hi! Can you please help creating a formula for below?  In <BT: Interchange + Pass Through Transactions> transaction list  &  <Card Type> property dimension “does_not_apply” only, review <Description> property text and populate the <Card Type> dimension in <Text> property if the <Description> property contains the text listed in the <BT: does_not_apply Remap> transaction list? Thank you!

1042
Y
Master Author
Chahat
Master Author
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

1032
Benoit
Community Manager
V
Apprentice Author
VicoApprentice Author
asked in Questions & Conversations
Import SFTP - Most recent file is not working

Hi! Can anyone help me with the correct format for this import? Last time that I updated the file was on Sept 25th 2024. I’ve checked this document and seems to be ok,so, not sure what may be going on:  

701
W
Employee
C
Master Author
Cedric LJMaster Author
asked in Questions & Conversations
Using dec 24 FTE as a reference value for the forecasted months

Hello,In the below metric I want to use Dec 24 FTE (128.65) as a reference value for the forecasted months based on the metrics CALC_FTE.I used [Select:Month-1] but it’s only working for the first projected month which is jan 25  but not for the forecasted months.For example in february and other forecasted months we should have 128.65+24Thanks for your help  

473
CDALMAY
Master Helper
E
Apprentice Author
emilialuApprentice Author
asked in Questions & Conversations
Adding a new Version

Hello, There was a change in the FTE number forecast for the months to go. I would like to add a new version to Pigment to reflect that. Could you please help me by explaining how I can do that? Thank you.

951
Nathan
Employee
N
Wallflower
Noella ThierryWallflower
asked in Questions & Conversations
Transfer value from one quarter to another without values moving when changing switchover dates

Hello!I want to transfer values from one quarter to another, based on certain conditions written by IF[...] and I am using filter and select as shown below:[filter: 'Actuals & Dimensions (Datahub)'::Quarter.'Quarter -1'][Select: 'Actuals & Dimensions (Datahub)'::Quarter-1])))However, when switching the switchover date, the values that I moved from Q to Q+1 will not be in Q+1 anymore. do you have an idea of a better clean way to code this?Thank you very much :))

625
Nathan
Employee
A
Author
A_GarneriAuthor
asked in Questions & Conversations
How "RANK" (Sequential), ranks?

 Hello Pigment,I would like to ask for your help regarding the RANK function, as I don’t fully understand the logic behind the ordering of its rank.Initially, I thought it considered the order of the list used as a dimension; that is, if my first 5 values to rank are equal, my rank 1 would be the first item in the list. However, this doesn’t always work that way. Here’s an example: Ideally, I want to create something like "ISFIRSTOCCURRENCE" that allows me to identify the first value created (like in Anaplan). My initial approach was essentially that: if my rank value is 1, then that is my first occurrence. However, I can’t achieve this correctly.What is the logic behind using "Sequential" as argument then? How does it behave? Or how does it find the values to rank? Do they rely on the ID behind the list items when the ranking attributes are the same?I found a post where they created a list of values to rank and used BY FIRSTOCCURRENCE, but that would require creating the list every ti

2073
Gabriel Amaro da Luz
Employee
Louie
Author
LouieAuthor
asked in Questions & Conversations
Previous Function with Multiplication

Hi Pigmenters,Any suggestions on how to write a more elegant formula to achieve the results shown in the Excel please.Here s the current solution: ifblank(ifblank(Metric, 1)*previous(Month), Metric) Thanks, Louie 

933
Louie
Author
A
Wallflower
Antonin GRWallflower
asked in Questions & Conversations
Create a block through an API

Hello,  I am exploring API’s capabilities in Pigment and by now I found that API can be used to : Import / Export data  Manage users in the case we use SCIM  Monitor application Audit logsI did not find any documentation about managing (create, modify, delete) blocks. For example, I would like to create a metric. Is there a way to do it through an API ?  Thanks a lot for your answer, Antonin

562
A
Wallflower
W
Master Trendsetter
Weining BenMaster Trendsetter
asked in Questions & Conversations
Count number of occurrences and mark the last occurrence

Hello,I currently have the following table, in the first column I fill in tickets manually.And now I have two needs:I hope to count the number of corresponding Tickets through the second column. I hope to mark the last ticket in sequence.I tried using the Rank function, but couldn't achieve these two needs accurately. Can you give me some suggestions?Thank you in advance!!

3385
A
Author
R
Apprentice Author
RohitDivate_GustoApprentice Author
posted in Questions & Conversations
Looking to make a SWITCH?? Hiring a Full Time Pigment Solution Architect in NYC for Gusto

https://boards.greenhouse.io/gusto/jobs/6286911We have been customers for 1+ year and have already done the implementation. We love the tool a lot! We have a lot of net new builds and enhancements we want to do, so plenty of interesting problems to tackle. Gusto is $10b private SaaS company on the path to IPO, so a very exciting place to be and this role will directly report to me in Finance.Additional details:NYC based → we have most of the team there, so would like someone 3 days in office. We have relocation benefits. Level → flexible based on experience Visa Sponsorships → TBD, if we find a great candidate, we might sponsorApply on the link above AND directly email me at rohit.divate@gusto.com Thanks!

670
R
Apprentice Author
C
Author
CalvinAuthor
asked in Questions & Conversations
Successful Data Import Notification for Multiple Selected Users

I’m wondering if it’s possible to send out a notification to multiple users when a successful data import has been completed? Ideally by e-mail or through Slack. In my experience so far only the user that initiated the data import receives the notification.

492
C
Author
nancy
Wallflower
nancyWallflower
asked in Questions & Conversations
Maximum cardinality exceeded error

Hi Team, Could you please explain me about the error “Maximum Cardinality Exceed” and how can we resolve it? thank you all in advance

10645
I
Apprentice Author
D
Apprentice Author
danishnoorani1Apprentice Author
asked in Questions & Conversations
Pro Training: Workforce Planning EE_Load_HRIS Date configuration

The hire date for EE00001 is 10/01/2022, but when I apply the formula, it shows as January 2023. Am I missing something?EE_Load_HRIS:   

1994
sethbradley
Master Trendsetter
C
Author
CindyAuthor
asked in Questions & Conversations
Create a Metric off Transaction Table to sum by period but filter by load date

Hello. I have imported a transaction list into Pigment that has two date dimensions. One is “Month” and is = to an accounting period. The second date dimension is the “Load Date” added automatically during the import. Each month, I will append to the data list so at the end, this list could have GL data by period for each load month. I am able to sum the data by period OR by load month but I’m not able to say which load I want to use. My current formula is like this:'02. Test Pivoted Push'.Amount[BY SUM: '02. Test Pivoted Push'.Department, '02. Test Pivoted Push'.'GL Account', '02. Test Pivoted Push'.Month, '02. Test Pivoted Push'.Subsidiary, '02. Test Pivoted Push'.Vendor]I want to add in a condition where the results will be based on which load month is selected (something like  ]'02. Test Pivoted Push'.'Load Date'= Set_Last_Opex_Push_Month] where ‘Set_Last_Opex_Push_Month’ will be determined by me. 

1872
C
Author
D
Apprentice Helper
Dastan S.Apprentice Helper
asked in Questions & Conversations
Calculation with Aggregations

Hi Pigment community,I am trying to calculate our revenue per employee metric. The metric should show Rev/FTE by month, and then, when aggregated by quarter, it should take the total revenue for the quarter and divide it by average monthly employees. The issue is that, for quarter it is summing up the total employees instead of taking average. This is what I am getting in Pigment, for instance: But what I want is the following: I tried showing “Total Revenue” as % of metric “Employees”, but even there it is still taking the sum of 3 months employees. I created table with Quarter dimension only, which fixes this, but I wanted to have months there too.

2122
D
Apprentice Helper

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