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Catalina IbarraCommunity Manager

published in Company News

New Features To Fill Your SummerNewsletter

This June, there are several new product enhancements at your disposal! Check them out below and sign up for our upcoming Product Webinar on July 24th to learn about other useful features and those coming soon. 📝 Import data List-to-List 📈 Chart zoom for better exports ↪️ Use Top navigation in Sequences 🎨 Customize your Application icon color 🔒 Simplify security with access rights Dimension replacement 🚀 Deploy import configurations with ease 👣 Track last activity on Items in Lists 🌐 Product Webinar & Virtual User Group - July 24th 📣 Pigment Customer Advocacy Program: Get rewarded for your support 👥 Virtual Roadshow - July 29th Import data List-to-List You can now import data directly from one List to another using List-to-List Import. Map source and target Properties with matching data types, add filters if needed, and run the import manually, with an Action button, or on a schedule. Chart zoom for better exports You can now zoom in and out on chart text for better rea

520

2 months ago

Isabella Leslie-MillerCommunity Manager

posted in Welcome to the Community!

Introduce Yourself - 2025

Welcome to our annual introductions thread!We hope you’ll use this as a place to share a little more about yourself and get to know the other members in our community. Tell us where you work, a bit about your role, where you live and how you use Pigment. Add any interesting facts about you or even a nice picture that means a lot to you (like in a cool place, or with a pet)! If you want to see our past introductions thread for some inspiration, look here. I’ll get the ball rolling:Hi! I’m Isabella - I’m the Community Manager here at Pigment and I’ve had the great privilege of working here for around 8 months. Before Pigment I worked at a data science education company, and my academic background is in Mathematics and Finance.I’m originally from South Africa and moved to the UK around 3 years ago - I’m now based in lovely Harrow. Outside of work you’ll typically find me reading, gaming, traveling, going to a gig, or building a cool cosplay for Comic Con.I’m looking forward to getting to

3723

2 months ago

Isabella Leslie-MillerCommunity Manager

published in Career Forum

Career Spotlight - Clément Dalmay

Introduction: Hello Pigmenteers! I’m Clément ( @CDALMAY in the community). I’m based in New York, where I’ve been living for the past seven years. I’ve been working with MeltOne for nearly three and a half years now and over the last decade my career has been focused on FP&A and financial planning tools.I started out with Oracle-based solutions, transitioned to Tagetik as a technical architect, and then discovered Pigment in 2022. Since then, I’ve been mainly focused on Pigment, with about three years of hands-on experience which is half the lifespan of the platform itself! You can see Clément’s full interview here: What advice would you give to someone new to FP&A or Pigment?Always be curious and willing to learn new things. You’ll make mistakes, that’s part of the process, but hands-on experience is the best teacher. Don’t be shy For those new to Pigment: start with the Academy. It’s structured, practical, and a great foundation. Pigment is easier to learn than many legacy

550

2 months ago

Brian MondelloApprentice Author

asked in Questions & Conversations

ISFIRSTOCCURRENCE formula for dimension creation

With the new functionnality to create dimension based on an other dimension/transaction list, I want to create a concatenation of 2 columns in my transaction list but.. Pigment say there is an error because a lot of rows don’t have unique ID. Is it existing a “ISFIRSTOCCURENCE” formula or simithing similar to filter my view and solve the point ?

703

2 months ago

gttApprentice Author

asked in Questions & Conversations

How to lookup property value of dimension?

Hi, I am trying to create a Boolean metric with Month as the only dimension member. I want to write a formula where if the month is greater than eg. “April 2025” and less than or equal to ‘Last Actual Month’ (Month dimension property member of ‘Save Version’) of ‘Save Version’.”Live Version” then TRUE but I am having trouble calling the ‘Last Actual Month’ of ‘Save Version’.”Live Version”.I think ideally I would be able to pull something like ‘Save Version’.”Live Version”.’Last Actual Month’ but surely it can’t be that simple? 😅

622

2 months ago

Rahul KumarAuthor

asked in Questions & Conversations

Circular Dependency on Transaction List and dimension

Hi Team,We have an input transaction list for new seat requests. In this list, a manager and above can come an ask for a new seat / headcount and that is determine by Supervisory Org. So if I am a Senior Manager, I can come and request for a Manager position and so on. We also have a dimension list called Supervisory Org 1 which determines what is the Org of an employee and what are the levels above. Now we want to pull the levels for the new seat based on the manager’s level. But this is giving us the circular reference error.Bottom line is we are using the dimension list to pull the levels in transaction list based of of hiring manager level and now we want to put it back in the dimension for the hiring position. Any workaround for this situation?

421

2 months ago

geoff_chovazAuthor

asked in Questions & Conversations

SFTP connection

I am receiving an error “xxxxxxxxxxxxxx is not a valid unix username” when trying to establish an SFTP connection. The username is quite long - 27 characters. The connection works in other SFTP clients like Filezilla using the exact same parameters. Any ideas?

503

2 months ago

JB BuffetApprentice Author

asked in Questions & Conversations

Countuniqueof with several dimension

Hello,I need to count the number of client inside a Database by several Dimension (Month, Business Unit, Category(New, Upsell, downsell, Churn), Client type, ...)I tried using COUNTUNIQUEOF but it doesn’t work (timeout of request).IF(Month < 'Switchover Date for Forecast/Budget',IF('Full data BI'.subscription_type = 'Subscription Type'."Renewable" AND 'Full data BI'.segment_revenue_category <> 'Customer Category'."Churn",COUNTUNIQUEOF('Full data BI'.customerid) [by :'Full data BI'.segment, 'Full data BI'.segment_revenue_category,'Full data BI'.Month, 'Full data BI'.customer_type, 'Full data BI'.product, 'Full data BI'.product_type, 'Full data BI'.region, 'Full data BI'.subscription_type]))Could you please help me sort that out ?

694

2 months ago

BasMaster Author

asked in Questions & Conversations

P&L view in % of net sales

Hi everybody,I'm running into some difficulty when trying to present a P&L in % of net sales at subtotal levels.I have a ragged P&L hierarchy (account dimensions L1 to L8, where my net sales is defined at L3). I want to show all values, including the subtotals, as a % of the specific item “net sales” at the L3 dimension.When I try to use ‘show values as’ as a % of another metric where all my lowest level accounts contain the total net sales amount, it works for the lowest level (L1) accounts but the subtotals are aggregated (that is: the total net sales amounts that are allocated at the lowest account level (L1) are incorrectly aggregated together, which throws off the %-calculation). For example: I have 10 L1 accounts, each of which contains 100m as net sales. At the subtotal L3 (net sales) level, I then get 100m / 10x100m = 10%, where I would expect to see 100%. I also tried to use ‘show values as’ as % of a specific item of the L1 dimension, where I used an item variable tha

342

2 months ago

ChahatMaster Author

asked in Questions & Conversations

Data Action - Trigger Export - Not exporting Blank rows

I have a table with 2 metrics: M1 and M2. Both metrics M1 and M2 are having the Customer dimensionality.Created a data action to export the table,Action on click: Trigger ExportSelected the table/block name and then 2 metrics in the dialog box in ‘Action Widget Settings’, header names is kept as “Display Name”.Noticed, while getting the export i.e. CSV file in the downloads folder, it contains only those rows which are having values either in M1 or in M2, but I want to see all the customers in the export view even if M1 and M2 both are Blank.

311

2 months ago

ghitaApprentice Author

asked in Questions & Conversations

dropdown dependency

I have created a dropdown dependency, but the issue I am facing is that I want to apply it to 3 or 4 columns from the same source (same dimensions list ). However, I cannot link these 4 columns to the same logical object.

251

2 months ago

andyzillaApprentice Author

asked in Questions & Conversations

Dimension property types - converting to other types and changing dimension lists

Hi Pigment Community,I have a couple of questions about managing properties of type dimension.I’m using a direct connector to Lever to create a Lever_Requisitions transaction list. I need to use one of the properties of this list (Requisition ID) both as a dimension and as text - I’m using it as text as part of a concatenation for an Unique ID property that defines how my loads work and now need to use it as dimension to cross some data with an offer transaction list. Is it possible to have the same data in two different columns with two different types? How can this be achieved? Additionally, I need to change the dimension list associated with my Requisition IDs, as it was automatically generated from my offers report and is incomplete. How can I do so without losing all items in my existing Lever_Requisitions.’Requisition ID’ property? I have historical loads there that I wouldn’t like to lose. Thank you!

302

2 months ago

tjain02Apprentice Author

asked in Questions & Conversations

need help understanding a formula

Can someone please help me understand this formula :('FX_01_Calc_FX Rates Staging'[ADD constant: Version] [ by sum : Conversion."Group"]+ 1[ADD constant: Month, Currency, Version] [by sum : Conversion."Local"])[filter:'Set_Filter_Version Window']How is the second part of this formula starting from ‘+1’ ensuring that the data goes to the dropdown item “Local” in the conversion list?

324

2 months ago

williamwestmorelandApprentice Author

asked in Questions & Conversations

How to count items in a metric without removing dimensionality?

Howdy y’all - Our team is working on doing a simple customer count, but is struggling to do so without removing all dimensionality from our metric.We want to count unique instances of a customer where there is spend - but have dimensionalities flagging different types of spend attributes (ex: a flag for customers who have spend in the US vs those who have spend outside of the US). So - if a customer has spend in both the US and outside of the US - they will have a customer count of over 1, when we want each customer to only be counted once while retaining dimensionality. None of the count/countunique formulas are adequately solving this issue.The page aggregators are correctly counting the number of customers - but we are unable to use the page aggregators in tables to do calculations. Does anyone know of a way to use the “count” from the aggregator for table calculations - or of any other ways to get customer count without double counting across different dimensions?

1207

2 months ago

KevinMaster Author

asked in Questions & Conversations

Is it possible to use Previous() simultaneously across multiple dimensions?

I am building an attrition model based on month dimension and a dimension called ‘30 Day Cohort’. I am almost certain that I will run into a circular reference if I do not use the Previous function. However, because I am working with 2 dimensions I am unclear on how to reference the previous month and previous ‘30 Day Cohort’ dimension simultaneously. Is this possible? Can I combine multiple Previous functions? Is it possible to nest two Previous functions? To start my model, I have “initialized” the metric with both the starting values in the first month and the forecasted new subscribers in the first ‘30 Day Cohort’ (0 in my case): What I would like to do is calculate a formula on the value in the previous month and previous cohort and then do so recursively (this is why I think I need to use the Previous function). So for Oct 23 and cohort 1, I would want to do my calculation based on the Sep 23 and cohort 0 value (1,895); for Oct 23 and cohort 2, I would want to do my calcula

9319

2 months ago

alexkonradMaster Author

asked in Questions & Conversations

Automatically adding aggregations after collapsing

Hi all, I have a strange behavior in some reports: if I collapse a dimension it adds an aggregation.For example I have a report which shows the following list of dimension and only the Months is aggregated inthe columns.In my example the Planning Cycle dimension is not aggregated (which wouldn’t make sense).But if I click on [- FY] to collapse the last columns it automatically activates the Planning Cycle dimension aggregation.The filter is activated automatically: I would like to deactivate this behavior.Best,Alex

202

2 months ago

ChahatMaster Author

asked in Questions & Conversations

How to import the data from another app without allowing the users to drill down

Use Case:There is App1 and App 2 within the same workspace. Need to bring the metric’s Xyz values with Employee dimension from App 1 to App2 on a real-time basis, i.e. in App 2, the user shouldn’t be able to drill-down on the underlying logic written in Xyz metric.Created the scheduler import (metric to metric import) in App 2 to fetch the value from App1 and fetched it in a PQR metric in App2 , and then created another Final PQR metric: which is just referencing ‘PQR’ metric and published Final PQR on the board, but need to bring the data real-time , how to do in Pigment- Can anyone please guide me with this?

261

2 months ago

AravindApprentice Author

asked in Questions & Conversations

Alternative to long nested if

Hello!I seem to face a problem when constructing a trial balance for which i use nested ifs. So the formula goes like this IF('GL Accounts'='GL Accounts'."Revenue" ,'Revenue Staging',IF('GL Accounts'='GL Accounts'."Other income" ,'Other Income staging'))So the condition is different for each list item in GL Account dimension (Which has 40 items)When we try to use the nested ifs, it doesn’t allow us beyond 17 loops. Cannot use the switch statement as we have a different criteria for each list item. Have you guys gone through such a situation and found an alternative to long nested loops?Thanks in advance for your help!

323

2 months ago

Karin TauberAuthor

asked in Questions & Conversations

Professional Training Metric Employee Manager

Hi,In the Pro Training (2.0), in the workforce planning module, there is on page 7 of the pdf, building the metrices. I don’t understand why the structure of the Manager is the same as for the Employee. Shouldn’t the Data type dimension be Employee Manager? Thanks in advance

535

2 months ago

YaejisMaster Author

asked in Questions & Conversations

Current Forecast Week

Hi! Can you please help setting up the formula to populate the current forecast week?I already have a Week dimension and the metric should populate 2025-06-08 as of today because 2025-06-01 is marked as “Last Actual Week”. Thanks!

791

2 months ago

JessicaAuthor

asked in Questions & Conversations

Map dimensions based on text identifier

Objective:Automatically map list of transactions to a vendor based on whether the name of the Transaction contains a keyword from the Vendor dimension (specified in a mapping table), and return the matched Vendor. I have a dimension block which contains a list of transactions (incl. a text property with the transaction name & a property formatted by the vendor dimension where I map them to a vendor). I also have another dimension block called Vendor which contains a list of vendors & a text formatted property where i want to input a key word for each vendor that is typically in the transaction name. I want to leverage this mapping in the Vendor dimension and do a lookup on my transaction list to check each transaction name. search if it contains a keyword and populate the correct vendor. Is this possible?

541

2 months ago

Naomi VriendTrendsetter

asked in Questions & Conversations

Transforming a data type Boolean into a Dimension

I have a metric where I have two dimensionsParent Company Sector CategoryFor each company, we assigned one sector via Boolean. For example in the image, beflex electronic GmbH is “Mechanical Engineering”I want to create another metric with the data type “Sector Category” and the only dimension is Parent Company, so that I can use this to map all my per Parent Company revenue, to their corresponding Sector Category, or a column in the parent company dimension to that Sector Category.How can I do this? I essentially want to move a dimension from being a dimension within the metric, to it being the return type of the metric (when the boolean is true).Thanks!

542

2 months ago

epachoApprentice Author

asked in Questions & Conversations

Workday to Pigment Import Failed - Previous owner is deactivated

Hello, our Workday to Pigment failed to load as the previous member was deactivated on 5/30. Please advise on how best to proceed. Thank you in advance for your help!ent integration appears to

282

2 months ago

CalvinAuthor

asked in Questions & Conversations

Dimensioned Text Card Widget - Bulk Formatting

Is there a quick way to bulk format a dimensioned text widget across multiple dimensions? I have a metric that has 2 dimensions and I’m finding that for every intersection I have to reformat the card (ie. change the background colour).

332

2 months ago

Isabella Leslie-MillerCommunity Manager

published in Company News

May You Make the Most of These UpdatesNewsletter

Your May newsletter is here, featuring the latest product updates, an important upcoming change to our learning hubs and upcoming events not to miss: ‼️ Pigment's Documentation & Academy hubs are moving! 📈 Make smart, ML-powered forecasts with Predictions ↪️ Navigate workflows with Action buttons 📣 Pigment Customer Advocacy Program: Get rewarded for your support 👥 Munich User Group - June 17th 🌐 Product Webinar & Virtual User Group - July 24th 📝 We need your help to feature in Dresner's report Pigment's Documentation & Academy hubs are moving! We're buffing our Metrics and aligning our Dimensions ready to launch new homes for the Pigment documentation and learning courses. We know these are incredibly valuable sources of information for you all, so we're making these experiences more powerful with fresh content, enhanced navigation and collaborative learning. The documentation is moving in a few weeks, then the Academy follows mid-July. Make smart, ML-powered forec

670

2 months ago

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