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Hi !We have an Excel add-in connexion to our production environment in a file. This file is shared between multiple people. The connexion was fine and we were able to retrieve data without issue. However, a new user tried to change the filters (version and company) and update the date and now we have an error saying “something went wrong when pulling the data. Please try again”. We tried several times closing the file and reoping it without success. The same file containe other similar connexions that were fine pulling new data when changing the filter.
Can you add a tab space within a text box? I’m looking for the same functionality as in Word; where hitting tab indents the text by set amount & aligns rows of text to the same indentation. When I paste text in from an external source the tab is retained, so functionality looks like it’s in Pigment; but I can’t work out how to invoke it by typing (hitting the tab button just jumps to next widget on the board).
Introduction:Hello Pigmenteers! I’m Axelle Cazalets (@Axelle Cazalets in the community). I’m based in Toronto, Canada, and I work at Procore, a construction management software company. My role is focused on FP&A systems and program management, with my main responsibility being to maintain and continue developing our Pigment workspace to support financial planning across the organization.I also have FP&A responsibilities outside of Pigment, which I’ve been really happy to take on as I continue developing my understanding of what FP&A teams do every day. I would say my role today is around 60% Pigment and 40% broader FP&A responsibilities. You can see Axelle’s full interview here: Can you tell us a little about your career journey?I’ve been in the EPM industry for more than 10 years. I first entered the consulting world without really knowing what to expect, and over time I had the opportunity to work with many different businesses and understand the challenges FP&A
Hi,I have a TL which imports raw data from NS but for the 2 historical months values in NS is different than Pigment TL. Our NS data is daily refreshed in Pigment. So, is there a possibility that out of all historical months 2-month data is not updated i.e. values at initial load may be different but now are not updated as per NS even after daily refresh or is there any other thing causing the issue.Thanks
Hi,There is this recurring issue for which i am trying to find a solution for. Currently we import actuals from NS and have an integration layered for that. But occasionally, the Actuals differ from NS due to some missing GL error or wrong historical data or something else. The thing i am looking forward is to get an error message or notification if any part of my p&l report is different from NS any day, since we have a daily refresh. Is there a way using Pigment Ai i can automate this process instead of daily looking in Ns or waiting for someone to inform me.Please let me know if anyone is working on this of issue or has a solution for.Please let me know if any clarifications are needed. Thanks Community
Is it currently possible to include external-source imports (Sage, API, connector-based) inside a Data Flow? If so, where in the UI do I add them? If not supported today, is there a recommended alternative to trigger multiple external imports from a single Board button ?
Hello Pigment community,I recently found I can't use the "Show Value As" function in a table to calculate cost as a % of revenue at the department level. Maybe I'm missing something. Hoping someone can help explain.For example, in a table I have Metric 1 (cost by department by month) and Metric 2 (total revenue by month), both added to the table. I tried setting "Show Value As" the % of Metric 2 for Metric 1, expecting to see cost as a % of revenue by each department. Instead, Pigment only gives me the total % of revenue. I believe this used to work at the department level.Any information is appreciated. Thank you.
Hello, I would like to automate data imports from a transaction list via an SFTP connection. My SFTP connection is working properly.Issue 1: Variable dateWhen I use the “Fixed file” option with the file path and name “ZME2K_20260828_0018BSQz.P0J.csv” it works.However, when I try to use the “Most recent file” option with the file path and name “ZME2K_{{date}}_0018BSQz.P0J.csv” no file is found. Pigment documentation specifies that the “ISO-8601” standard is accepted (with or without “-”). However, article only provides the example with a hyphen. I use a YYYYMMDD format. Did I do something wrong? https://kb.pigment.com/docs/connect-sftp-server. Issue 2: Other variableThis same transaction list must be populated from several separate files with the same structure, originating from different departments (existing “department” dimension).I understand that I must create a connection for each file (i.e., for each department), and that only the file date can be varied. This system seems a bit
Hi - after turning on Scenarios, is there a reason why it automatically pivots the Scenario to the bottom dimension of Columns? This causes aggregated views to appear blank for nearly all of our tables, and requires manual intervention to go in a re-save every view.Maybe I’m missing something, but it would be great if this was a little more seamless.
This August, we're making it easier to stay on top of your work in Pigment. Get notified when Agents reply, start conversations faster with suggested prompts, compare formulas and Metrics with more clarity, and keep deployments and files under control. Plus, there’s some big Pigment AI news on the horizon. Big News from Pigment AI Is on the Way Not able to get to Catalyst in San Francisco? Fret not — we've got you covered.We can't say much yet, but the next evolution of Pigment AI is about to make its debut on stage at Catalyst — and trust us, you won't want to miss it.Register now to reserve your spot for our follow-up webinar on September 22, 2026 at 4:00 PM GMT, where we'll share everything live from San Francisco. Know when your Agent replies Keep track of your AI Chats even while you’re working elsewhere. A count badge now flags Agent replies in the sidebar, while blue dots highlight unread conversations in the AI Chat and Chat history panes. Kickstart Agent Chats with promp
Hi Hive Mind, I need to delete 1500 items form a list (following creating of thousands of duplicated entries “thanks to” the possibility to bypass the uniqueness constraint using a formula and then removing it…).On one hand, I see only right click on a single item and press delete… x by 1500 times.On the other hand The transactions lists allow to “manage items”, filters, mass check and bulk delete manually.How can I avoid repeating thousand times the same action ?
Month after month, Pigmenauts share challenges, ideas, and solutions that help us all learn and grow together.To celebrate this knowledge sharing, here are August’s top 5 questions. We’re highlighting 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. Creating New List Items from a Transaction List Question - @JF.LM:“I need to automatically create new List items from a Transaction List, but importing doesn't allow me to map a formula field. Is there another way to achieve this?” Best Answer - @Julie Guérin:You can't generally create new List items directly from a formula field during an import from a Transaction List, as the import needs a concrete mapped value.As a workaround, create a unique ID text property in the Transaction List and use it as the source for the new List item. If the unique ID is formula-based, create a secon
We use a rolling forecast and when we create new forecast versions we need to clone them from a previous forecast as a starting point. These clones can take close to 1 hour, which really delays our process.Is there any advice for speeding up the cloning process? Which factors impact clone duration?We do financial forecasting and workforce planning so I’d assume the main drivers are number of months, cost centers, and employees, but am wondering if there’s anything else I’m missing.
I have a table with Month and a YTD calculated item in the columns and five metrics in the rows. Four of the metrics are financial. The fifth is headcount.As my YTD calculation applies across all metrics, my heads are adding up rather than showing the last value. Note that I changed the settings of my underlying heads metric to Last rather than Sum for time dimensions, but this didn’t make any difference. My questions is, do calculated columns have to apply across all metrics in the table?
Good afternoon! I have a question whichs regards the combination of two measures within a P&L setting.First measure: A Year To Date cumulative calculated item. Sums all the values of a line item in the P&L untill the most recent period, within the current fiscal year.Second measure: An index vs LY measure. Should take the index of the actuals against the actual values of last year. In this P&L, the columns are seperated in two groups, as visible in the first snippet: first 7 monthly measures, then 7 Year to date measures. Each of the columns are currently filled with accurate calculations, except for the very last one: Year to date → Index LY. I have put my current Year to Date and Index LY calculations in the attachment as well. To clarify: both the Index LY as well as the Year to date measure on its own are working just fine. It really is about the combination of both calculations in the last column. Does anybody have a clue how to solve this error? I have tried the Pigm
Welcome to the Pigment Community! We are so happy to have you here! 👋We are here to create a space where Pigment users can share knowledge, learn, collaborate, and connect with one another. These Community Guidelines should not only help you understand how to act within the community, but also help you understand what to expect from others in this space.Your participation here is subject to these Guidelines. We are ALL Pigmenteers! All of us come from diverse backgrounds and we welcome that here in this forum. With that being said, please be committed to treating your fellow Pigmenteers with the utmost kindness and respect.This is a welcoming community of users, most importantly human beings, and we must make it a priority to keep this forum a safe space where everyone feels comfortable. No name-calling, offensive behavior, or bullying is allowed EVER. Our moderators will post helpful content, but we really want to learn and hear from YOU! Take a look around and if you see a place whe
When I lived in TM1 World, we would always build our 'cubes' (metrics) such that the 'rules' (formulae) ONLY applied to a SINGLE 'working version'. Then, when a forecast was signed off, we would run a process to copy data from this working version (in all cubes) to an archive version, e.g. 'Forecast May', which was not subject to rule calculations. This meant that 1) the system no longer had to undertake any calculations (other than addition) for the archive versions and, more importantly, 2) any subsequent formula changes would not impact the archive versions so what was reported couldn't change.One way to achieve this in Pigment is to just back-up the whole application and call it something like 'Forecast May Reporting', but this is unsatisfactory for a number of reasons: primarily as it makes it so difficult for the end-planner to find and compare data, but also due to resource usage (what happens when we have 3 years' of monthly backups?) In any case, having the live working versio
Hi,I am trying to export a view as csv via APOP, but my view is coming weird in Target Sheet. It is just showing Row Headers and that too with dimension name instead of dimension items. When i download that as csv it shows correct but while exporting it to another tool it is showing weird results. Please someone explain me the reason and what am i missing?Thanks
Hi !We are using the pigment connector to Excel. I have multiple questions :Is it possible to connect different sheets to different workspaces in pigment within the same excel file ? So far, we had errors where we couldn’t connect the file to anything after changing workspace. If not, what do we have to do to change the whole file from one pigment workspace to another ? We tried deleting all connexions but we either don’t have the set filter page or the file indicates we are still connected to another workspace (but we don’t know which one). Thanks !
Hi everyone,I’m running into an issue with the Pigment Google Sheets Connector shifting existing formulas in adjacent columns during data syncs.The Setup: I configured the Pigment Connector to start exporting data at cell B1 (leaving Column A open). Column A contains custom formulas designed to calculate alongside the imported data. The Issue: Every time the connector runs, it pushes the formulas in Column A down beneath the bottom of the imported dataset, rather than keeping them aligned in rows 1 onwards alongside the newly exported data. Expected vs. Actual: Expected: Data populates starting at B1, while Column A maintains its formulas side-by-side with the imported rows. Actual: The connector appears to insert/clear full sheet rows, bumping all existing Column A formulas below the last row of the export.
Introduction:Hello Pigmenteers! I’m Min Li (@Min Li in the community). I currently work at Juniper Square, a platform for private markets investment. I am a Finance Systems Manager based in Green Bay, Wisconsin.My main focus is leading our Pigment implementation, especially for FP&A, helping move our financial planning models from spreadsheets into Pigment. You can see Min Li’s full interview here: Can you tell us a little about your career journey?I started my career in Business Intelligence, using Power BI to build dashboards for customer departments. After about three years, a friend encouraged me to try consulting, which is when I was introduced to Pigment.It was a major career change. I had no finance background, no Pigment experience, and consulting was very different from working in a corporate environment. There were several moments when I considered giving up.Looking back now, I am incredibly grateful I stayed with it. Those experiences helped me grow quickly, and they a
I have a table dimensioned by Position and Version. Our users would like the ability to add 100+ positions at a time, but the Bulk Add to List functionality only seems to be available in the actual List itself, and cannot be enabled for a table of metrics dimensioned by Position and Version.The Position list needs to have auto-generated Unique IDs too, which prevents us from allowing users to upload a csv to create new positions.Does anyone have any suggested workarounds for this? Thanks in advance!
Hi,Is it possible to sort the months in a page selector in descending order (from the most recent month to the oldest)?We'd like to display all past months on the board, but have the most recent month appear at the top of the page selector. We already have the current month preselected, but that doesn't fully meet our needs.Thank you in advance!Best regards,Alina
I am trying to build a board that identifies any sales orders (within the current fiscal year) that tie back to more than one sales territory, but with a catch, since there are only 3 out of 6 territories that I care about. So, I have a data set with a whole bunch of sales order numbers and the sales territories they tie back to...hundreds of thousands of rows of data. Each row has one SO#, one sales territory and the bookings that went to it., meaning one SO could be displayed in up to 6 rows in this data set. But I only want to see the ones where a single SO ties to more than one of 3 specific territories, which should be a very small amount. But there are 6 territories that could be listed. Territories A, B and C are our geo territories that actually have salespeople assigned to them. Territories D, E and F are corp adjustments and misc territories. Any bookings tying to those generally net out to $0, but because bookings go in and then come out, the system still registers that boo
Summer is heating up, and so is Pigment. Your Agents have officially left their desks—they're now Workspace-wide! Alongside powerful AI enhancements, this July, we're introducing the AI Investment Planner, and rolling out new ways to improve collaboration, data management, and reporting. Dive into everything that's new: 🤖 Your Agents just went Workspace-wide 📁 Bulk upload files to Agents 🔄 Keep Metric data in sync 📊 Improve your chart readability 🎨 Include headers in alternating colors ⚡ Enforce access rights checks on Item deletion 👁️🗨️ Add layout options to View Templates 🔎 Debug Views faster with filter toggles 👤 Bulk Export Metrics and Lists as CSV 📦 Break down Mapped Dimensions & Data Slices ⬇️ Refine selector drop-downs with new filtering options 📈 Introducing the Pigment AI Investment Planner 👥 Upcoming User Groups & events worldwide Your Agents just went Workspace-wide Launch Pigment's Agents right from your homepage and work across multiple Applications i
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