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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?

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Ken Y.Apprentice Author

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 :)

551

NusaybaApprentice Author

download an audit log as a csv file

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

411

Evan GirouardApprentice Author

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?

452

FranckLPApprentice Author

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 ?

452

published in Questions & Conversations

Isabella Leslie-MillerCommunity Manager

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!

1271

NeoAuthor

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!

12711

BasMaster Author

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!

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published in Questions & Conversations

Isabella Leslie-MillerCommunity Manager

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

590

published in Company News

Isabella Leslie-MillerCommunity Manager

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

380

haseebsahaakApprentice Author

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.

812

KevinWallflower

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!

972

FranckLPApprentice Author

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 ?

602

ChahatMaster Helper

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

512

valefApprentice Author

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!

281

published in Career Forum

Catalina IbarraCommunity Manager

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

470

valefApprentice Author

Dimension triggered by an import

Hi! I have a dimension that is currently adding more and more data given that it is being triggered by an import in another tx list. Do you know how I can remove that trigger? Thank you!

812

TELIT002Apprentice Author

How to set up level-based hierarchies (e.g. cost center, profit center, products)

Hi there, I haven’t really found something related to this topic, hence this new one. I am fairly new to Pigment and have been working heavily with other planning solutions so far. What I see in every project is the need to easily set up parent-child hierarchies for cost centers, profit centers or products. Those can have many levels (e.g. a 10 level deep cost center hierarchy). In other solutions I would get all node and leaf items from a source system and add the respective parent in a separate hierarchy column (so I need to keep two columns maintained to have a full multi-level hierarchy). What is the equivalent of this in Pigment? Thanks everyone! *Update: my apologies, I was actually referring to parent child hierarchies. Would that change the approach?

3516

published in Welcome to the Community!

Isabella Leslie-MillerCommunity Manager

🌟 Introducing Our New Ranking System 🌟

You might have noticed something new next to your profile picture 👀 That’s right, we’ve refreshed our ranking system! 🎉The new look is designed to better reflect your journey and celebrate the many ways you contribute to the community. Some folks love answering questions, others enjoy starting conversations, and many share ideas that inspire. Whatever your style, there’s a rank that recognizes it.Ranks are awarded automatically, and you’ll always display the highest rank you’ve earned. Our ranking system in full - click to enlarge 👩‍🏫 Helpers: Sharing Knowledge Through Answers Do you like helping others by jumping in with answers and advice? Then the Helper path is for you. Apprentice Helper → 1+ answers Helper → 5+ answers Master Helper → 10+ answers 💡 Most people haven’t taken the leap to answer a question yet, so if you share your knowledge, you’ll stand out right away. ✍️ Authors: Starting Conversations Some members are natural conversation starters. Authors create new to

1460

marielynngApprentice Author

Can I aggregate all of the same months?

I want to sum every month; for example I want March 2026 to be the sum of March 2020 + March 2021 + March 2022 + March 2023 + March 2024 + March 2025 (so anything after the actuals month needs to be a calculation of all prior months. Is that possible?

616

Spandan98Master Author

Formatting Parent Rows in Bulk

Hi Team,Is there a way to update the formatting of all parent rows at once?For example, we have data at the Location level in rows, with Country set as the parent. Instead of formatting each country one by one, can we apply the formatting to all parent rows together?I believe this would help us save significant time and effort.Thanks & Regards,Spandan

312

geoff_chovazAuthor

SFTP to ADP file size error

Has anyone received an error trying to set up an SFTP connection with ADP? It seems to be finding the file OK (we get a different error message if we put a non existent file) but is generating this error in Pigment: “Error while uploading the file. Cannot get the size of '/fromADP/xxxxxxxx.csv'" I’m not sure if it’s a permissions issue or something else.

211

Matthieu WalletApprentice Author

How to both display the Code & Name of a Dimension ?

Hi everyone,I would like to display both Code and Name of a Dimension, in a Table.Below is the objective which I created from screenshots:In the first row, “CESSION” is the Name of the Code “AU1”, in the “Business Area” Dimension.Thanks !

452

ChahatMaster Helper

Submit Button

Is there a way in Pigment to submit a button?(i.e. similar to marking a checkbox as True)

904

Ben AdamsonApprentice Author

Adding notes to Forecasts

I want to be able to make specific notes about forecasted line items to document the rationale for the forecast. This would be particularly useful for when a default forecast calculation is overridden to be able to have documentation. Comments don’t seem to be a viable solution for this, as the comment can only be made on a cell within a grid, and if that cell is no longer visible in the view, (i.e. the switchover date changes and the forecast is hidden and replaced with actuals), it’s not there for anyone updating the forecast to see. I also dislike that comments are permanent and cannot be removed. Has anyone come up with a solution for this that they would be willing to share?

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