Skip to main content

Explore the Community

Connect with other users, discuss how you're using Pigment, and get inspired

911 Topics
K
Newly Minted Pigmenteer
kevin_huangNewly Minted Pigmenteer
asked in Questions & Conversations
Page selector sizing keeps changing back to default size

 In the dimension drop down, when I expand the size of the page selector it doesn’t save (so everytime when I click into this dimension input it goes back to the default size - any way I can save the size of the page selector? 

1002
K
Newly Minted Pigmenteer
V
Newly Minted Pigmenteer
VikatzenNewly Minted Pigmenteer
asked in Questions & Conversations
Pulling the last available value with BY ->

I have the formula below: (('EE_Comp_01_SabbaticalAccrual_P&L_ReAllocated'    * EE_BU_AllocationFinal    )[BY: -> EE_Card_Department,EE_Card_SalaryCurrency, 'EE_Card_P&L', 'EE_Card_Direct/Indirect'])The highlighted in red, assigned my employees to the department that they belong for each month based on that metric. INSTEAD, I would like to just assign them to the last department they belonged to for each version.  I tried inserting “BY LASTNONBLANK: → “  but it did not seem to resolve the issue. See screenshot for the stracture of the EE_Card_Department below:  Basically I want to adjust the formula above, to assign this employee only to department FBS Revenue.  Any ideas? 

201
Nathan
Employee
A
Budding Pigmenteer
AlinaBudding Pigmenteer
asked in Questions & Conversations
Sorting values in table with multiple dims

Hi community, I need to sort the values in the table from high to low but I need to pivot it to pivot x dims in columns (e.g. Country, Client, Opportunity). If I use the traditional Sorting function of Pigment, it will sort only within the last dimension (in my case Opportunity).Is there a way to sort values disregarding dimensions but still keep them in my pivot?Thanks!

502
A
Budding Pigmenteer
R
Rockney_KPCFrequent Reader
asked in Questions & Conversations
Specific calculation

Hello,I have this figure: and I need to make this calculation → Q1= (1,28+0,72)/3. But I don’t have this option in the calculated item. Can you please help me. Regards,

321
Min Li Bright Point
M
Budding Pigmenteer
MukulBudding Pigmenteer
asked in Questions & Conversations
Import data from one list to another

Hi, is there a way to import list items of one list into another list?

2095
Julien
Community Manager
A
Just Arrived
AravindJust Arrived
asked in Questions & Conversations
Actions

Can we group a list of actions in pigment into a process (Just like we have in Anaplan)? Is there such a capability?

571
L
Budding Pigmenteer
L
Budding Pigmenteer
LaszloBudding Pigmenteer
asked in Questions & Conversations
Page selector reverts to all items if variable metric returns empty

Hi, I’m working on a board that uses complex security and I want to limit the items in the page selector. The security model is based on cost centres and employees, and others.I want to display those employees in the page selector that match certain criteria (employee.criteria = true). For this, I have created a metric and used it as a dynamic variable (Technical Employees), then assigned it to the page selector.Due to the security model, some users will have no access to given employees, and therefore the metric used for the variable will return nothing, which is correct.However, in this situation, the board ignores the variable in the employee page selector, and incorrectly reverts to displaying all items to the user: Suppose I don’t use the variable in the page selector, but manually select the employees that match my criteria in the Available items. In that case, the page selector will return an empty result if the user has no access to those employees, which is the expected behavi

332
L
Budding Pigmenteer
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned Pigmenteer
asked in Questions & Conversations
Sync select dimensions across metrics and tables

Hello Pigment community,Is there a option where when we select an item of a dimension in one metric or table, the other metrics and tables get synced with that item only and display data of that item specifically? 

231
M
Employee
R
Rockney_KPCFrequent Reader
asked in Questions & Conversations
keep value only on the last month of the quarter

Hello,I’m trying to make this calcul to keep only the value on the last month of the quarter:'EE_Ramping Employees' [By lastnonzero: '[01] OBROC_DATA HUB'::Month [FILTER: '[01] OBROC_DATA HUB'::Month.Quarter <> '[01] OBROC_DATA HUB':: (Month + 1).Quarter].Quarter] But I got this error message:  Can you please help me. Regards,Rockney

424
R
B
Newly Minted Pigmenteer
BasNewly Minted Pigmenteer
asked in Questions & Conversations
Full year as calculated item

Hi everybody,I have a grid with two time-dimensioned calculated items. One is YTD and one is YTG where they cumulate using the selected month: YTDYTGThese work fine, but I also want to create a calculated item that shows the sum of both YTD and YTG (i.e.: full year). I couldn't get it to work via calculated items in the same grid, so as a workaround I made a second grid that shows the full year P&L. Although that workaround is okay-ish, I'm sure there must be some (better) way to get Month | YTD | YTG | FY in the same grid?Thanks, Bas

412
Louie
C
Newly Minted Pigmenteer
CalvinNewly Minted Pigmenteer
asked in Questions & Conversations
Filter transaction list property by boolean metric

Struggling to figure out how to set up a formula properly. I’m trying to create an IF statement with a condition where it looks at a transaction list property with X dimension and if it matches to a boolean metric list where X dimension is flagged as TRUE then return A otherwise B.Transaction List = PL_Transactions Transaction List Property = PL_Transactions.Vendor Dimension = Vendor Boolean Data Type Metric w/ 1 Dimension (Vendor) = Draft_Vendors

552
C
Newly Minted Pigmenteer
B
Newly Minted Pigmenteer
Bryan BauerNewly Minted Pigmenteer
asked in Questions & Conversations
Rebalancing Forecast to hold Quarter Forecast

Hello, is there a best practice to rebalance forecasts to hold to the beginning of the quarter’s forecast. For example, if on Jan 1st, I forecast to spend $12k for Q1 ($4k per month) and then when I get to Feb 1st, I actually spent $6k in January. I now manually take $12k - $6k = $6k / 2  =  $3k, and then I forecast $3k for each February and March each to hold the $12k for the entire Q1 forecast + Actuals.   Is there an automated way (not manually doing the math and re-entering for the remaining months) to do this?

141
Min Li Bright Point
Spandan98
Seasoned Pigmenteer
Spandan98Seasoned 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.

472
L
Budding Pigmenteer
A
Budding Pigmenteer
AlinaBudding Pigmenteer
asked in Questions & Conversations
How to set up variable and page selectors to work together

Hi community, I found the article Use Selectors to Customize Context in Views and Boards | Community (the last paragraph How Variable and Page selectors work together) and I want to do the same view for my PnL.  The idea is basically the same. I want to see first Actual, Budget and then dynamic FC version depending on page selector. After that I want to see difference between Bud and selected FC version. I didn’t figure it out how to do it.I’ve done the calculated item and linked it to the page selectors, but I can still see all FC versions and I don’t know how to hide them (=switch based on Page selector (as in original article)).Thanks! 

624
A
Budding Pigmenteer
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
The Office of the CFO report 2025Blog

How do you compare to your peers? Where are they placing their budgets? Which skills do they value the most? We surveyed 2,500 leaders (70% director or above) on the most pressing issues in the profession. The headlines this yearDespite tighter budgets and economic uncertainties, opportunities for growth exist with smarter, customer-centric revenue operations.The risk landscape remains varied and complex - however, businesses are broadly more positive about the outlook compared to last year. Finance continues to evolve, with data and analytics playing an increasingly critical role. The growing skills gap presents a significant challenge which companies are trying to address. Most companies are 2-3 years away from being able to truly leverage AI, despite broad excitement and optimism. Those that do will have a real advantage.Drilling downThe report is split into four parts: a retrospective on the past year, predictions about the year to come, AI strategy, and the evolution of the role o

220
Isabella Leslie-Miller
Community Manager
P
Just Arrived
PatrykJust Arrived
asked in Questions & Conversations
Migrating Connection from Redshift to Databricks

Hello Pigment Community,Our organisation is currently undergoing a migration to utilise SQL data warehouses on Databricks, and we're looking to transition our connection from Redshift to Databricks. However, we haven't found a straightforward, out-of-the-box solution to establish this connection.Could anyone from the Pigment team or community members who have faced similar challenges provide guidance on the proposed solution for connecting directly to Databricks? We currently have a workaround involving copying our Data Lake models into S3 and then connecting from there, but we're eager to explore a more direct integration.Thank you in advance!

281
D
Community Manager
L
Budding Pigmenteer
LASBudding Pigmenteer
asked in Questions & Conversations
Using Dynamic Reference in SELECT Minus Statement

I have a metric dimensioned by Day and Project. I want to offset back a certain number of Days based on another Metrics Input (Project Length). The Project_Length metric is an integer metric dimensioned by Project only. Is there a way to dynamically offset the number of days back in a SELECT statement based on an input such that this?   I have several projects that start N number of workdays before the end of the month, so I am trying to calculate their start date for each month based on the number of days they take (Project_Length) 

776
Min Li Bright Point
L
Budding Pigmenteer
LASBudding Pigmenteer
asked in Questions & Conversations
Lookup Property of One Dimension On Another

I have calculate the First Workday on the Day Dimension and want to look up that date on the Month dimension. How can I lookup the First Workday on the Day dimension from the Month dimension. Screenshots below:  

503
Nathan
Employee
P
Newly Minted Pigmenteer
PrarthanaNewly Minted Pigmenteer
asked in Questions & Conversations
Unable to Edit Scenario version

I took a snapshot of an application by selecting the scenario named “Current.” However, when using a table, I am unable to see the edit icon to rename the scenario from "Current" to "fcst." Could you help me understand why the edit option is disabled and how I can enable it? 

422
P
Newly Minted Pigmenteer
C
Newly Minted Pigmenteer
chris.heredia1Newly Minted Pigmenteer
asked in Questions & Conversations
Show calculated item comparing 2 scenarios on a chart while removing the source metric

I want to show a calculated item that takes the difference (A-B) of two scenarios on a chart, but remove the underlying metric that it is calculated from. I have tried using ‘show values as’ vs calculated item but there’s no option to show value as the difference of two scenarios. I also tried duplicating the metric and multiplying the duplicated metric by -1 to offset the initial metric via show value as > difference of metric, but this removes everything including the calculated item. I also tried the filter workaround as explained here, but this also removed everything including the calculated item. Any help here would be appreciated!   

765
C
Newly Minted Pigmenteer
Isabella Leslie-Miller
Community Manager
Isabella Leslie-MillerCommunity Manager
published in Company News
New Features, Award Winners and moreNewsletter

We kicked off 2025 with a bang and are ready to share even more exciting product features with you this month, along with a big announcement and upcoming events for you to join this year. ➡️ Pull formatted data to Excel 🎨 Expand your Workspace Color Palette 🔎 View and manage Snapshot usage 🔒 Secure your API Keys with IP Allow lists ℹ️ Manage new Applications' access rights inheritance 📉 Highlight top contributors in Variation Waterfall charts 🏆 Pigment Awards: shortlist announced ⭐ Help us feature in the Gartner® Magic Quadrant™ in 10mins 🌐 Product Webinar & Virtual User Group 🥐 Paris Roadshow & User Group 🗽 North American Roadshows & User Group 👥 Join Pigment Community groups and megathreads 💰 Sales & territory quota planning webinar Pull formatted data to Excel ​​With the new Include View Format option in the Pigment Excel Add-in, you can seamlessly transfer formatting from your Pigment Views to Excel spreadsheets, reducing manual adjustments and saving time

340
Isabella Leslie-Miller
Community Manager
B
Newly Minted Pigmenteer
BasNewly Minted Pigmenteer
asked in Questions & Conversations
Conditional formatting, but only for font color

Hi all, I'm wondering if any of you can help me with some conditional formatting logic. It should be quite simple: I want to create a conditional formatting rule that only changes the font colour and not the fill. The reason is because I already have certain fill colours for the subtotals in my table (i.e.: margin, ebitda, etc.) and I don't want to override the fill colour for these subtotals. So my conditional formatting should only change the font colour instead. Is there any way to do this? I’ve tried using the ‘transparent’ fill colour, but that doesn't help.Any help is much appreciated!

262
B
Newly Minted Pigmenteer
PageJeffrey
Newly Minted Pigmenteer
PageJeffreyNewly Minted Pigmenteer
asked in Questions & Conversations
Rolling TTM stored by Quarter

Hi, I’m trying to create a rolling TTM for Net Income and to store it by Quarter. Rolling TTM stored by quarterI’ve tried using a TTM by Switchover month metric, but that only gives me a single period of data at a time.  However, I would like to show the TTM trend by quarter on a graph so I need to store the amounts by quarter.    Can anyone assist in the best approach for this?  Thanks in advance, Jeff

262
PageJeffrey
Newly Minted Pigmenteer
julian_s
Newly Minted Pigmenteer
julian_sNewly Minted Pigmenteer
asked in Questions & Conversations
Budget Restatement Capability

Hi Gang,We completed the 2025 budget process and archived the data in both a snapshot and saved data metrics across multiple apps. I’ve created a budget restatement capability for OPEX and CAPEX, which was relatively straightforward since it’s essentially a register of debits and credits.However, we’re facing significant challenges in building something similar for workforce (WF) management. The complexity arises from various factors: positions can transfer between departments, new positions can be approved, and we also need to adjust other fields—such as termination dates—to backdate and align with planning done outside of Pigment. WF is particularly challenging due to the downstream calculations involved, including benefits, payroll taxes, bonuses, etc. We can’t simply input new headcount (HC) numbers and dollar values, as we rely on the model to perform these calculations.Has anyone developed a budget adjustment capability for workforce management? If so, what did it look like?

472
julian_s
Newly Minted Pigmenteer
A
Newly Minted Pigmenteer
aaronsolomonNewly Minted Pigmenteer
asked in Questions & Conversations
Annual values do not display when collapsing year dimension

I have a table with data displayed quarterly across the columns. The data in the metric I am using is dimensioned by month, and I am using Month > Quarter as my primary time dimension in the table. I also have a Month > Year dimension stacked on top of the quarter. I use the Sum aggregator on the quarter to display annual totals. When I collapse the year, the totals go away and the entire column is blank. How can I display annual totals when collapsing the year?I have other tables with the same time dimensions/aggregators, and the annual totals display correctly when collapsing the year so this seems like it might be a bug?

475
A
Newly Minted Pigmenteer

Badge winners

  • Pigment Modeling Fundamentals Certified
    PamPhas earned the badge Pigment Modeling Fundamentals Certified
  • Pigment Like a Pro
    PamPhas earned the badge Pigment Like a Pro
  • Read and Interpret Formulas Certified
    Chadhas earned the badge Read and Interpret Formulas Certified
  • Pigment Like a Pro
    Rhita Mediounihas earned the badge Pigment Like a Pro
  • Pigment Modeling Fundamentals Certified
    Rhita Mediounihas earned the badge Pigment Modeling Fundamentals Certified
Show all badges
Terms & ConditionsCookie settings