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1038 Topics

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Newest first

Yuri PinchukTrendsetter

asked in Questions & Conversations

Page Selector - Defaul items

HiI want to restrict users on selecting only months with actual data and set up the Current month (the last month with actual data) as default for the Month selector.I created the Actual Months (multiselect) and Current Month item variables.Then I set up Actual Months as available items and tried to set up Current Month as default item.But after applying these settings nothing happend, meaning the Month page selector shows All, not a particular - Current - monthWhen I returned to Selector options I found out that default item for month had been changed to All values.The selection mode - multi or single - doesn't impact the behaviour.Are their any limitations to the default items? Why it's happend?And how can I make the excpected result happen? Please advise!Yuri

1186

3 months ago

sudhakarApprentice Author

asked in Questions & Conversations

What is the best practice for using BY modifier with Allocation method, BY CONSTANT vs BY?

Hello-As I begin pigment training and work through the formula exercises, I’ve noticed that while CONSTANT is the default allocation method, I often omit it, assuming it will apply automatically. However, the post-exercise walkthroughs consistently include it explicitly.Is there an advantage to always specifying CONSTANT (for allocation) or SUM (for aggregation), even when they’re defaults?Thanks,Sudhakar

751

3 months ago

Kelvin ChanApprentice Author

asked in Questions & Conversations

Tracking Headcount Changes

Hello Everyone,I’m trying to build a validation process for headcount planning where I can track if a team member’s salary/cost center/class change vs the last load month. We currently load our data daily and each load will replace the previous load within the same month, so we would be comparing the difference vs the last load month. My intention is just to build a board that notifies us when changes happen and I don’t need to create a whole process of validation before these changes runs through to the forecast. Any help would be appreciated. Thank you!

421

4 months ago

Yuri PinchukTrendsetter

asked in Questions & Conversations

centralized access rights

Hi I'm working on a centralized user access for several apps in the workspace, including Roles and AR Metrics.I want to create User Roles and Access Rights in the Data Hub and share them to other applications through Library.This article is marked as legacy. I'm curious what's the new approach and where I can find information about it? To which extent I can use this article advices?Another article has the section related to the topic “Smooth User Access Management” with a link, but the link doesn't work Please, helpThank you,Yuri

1194

4 months ago

FranckLPApprentice Author

asked in Questions & Conversations

Include ratio calculationbased on multiple dimensions

Hello,I have a metric that shows the P&L.I’ve been asked to add multiple ratios like % of GM / Revenue or % Contributive Margin / Revenue. The issue is that the accounts are not on the same dimension (revenue is Account lvl 2 and Gross Margin is Account lvl 3).What is the easyest way to add those ratio. Do I need to create a specific metric just for them or can I do the calculation directly in my metric ?

552

4 months ago

Max.PApprentice Author

asked in Questions & Conversations

How to add more than two items to a calculated item

Hello, I am trying to create a calculated item to sum values from countries into a region. However, I only see the option to combine Item A and Item B… is there a way to insert more Items (e.g. Item C) in Pigment? Thank you!

1511

4 months ago

ThomasWApprentice Author

asked in Questions & Conversations

How to Use Last Month’s Data as the Basis for Forecasting Future Values

Hi everyone,I’m looking for some advice on a data analysis challenge I’m facing. I have a metric that gives me my actuals each month, and I want to set both my forecast and budget for the upcoming period to match the amount from my most recent actual month.I’ve already tried using functions like PREVIOUS, IF DEFINED, or ‘IF O then 0, ELSE METRIC’ but the size reachs the limit.However, I’ve run into an issue: when the current month’s actual is not defined or is zero, my formula keeps searching backward until it finds the last defined value, and uses that for the forecast.What I want instead is: if the current month’s actual is zero or not defined, the forecast should also be zero or not defined for that month-it shouldn’t go back to the last available value.Has anyone solved this kind of problem? What’s the best way to make sure the forecast only uses the actual value from the immediate previous month, and doesn’t look further back if the value is missing or zero? Any advice on formulas

622

4 months ago

tjain02Apprentice Author

asked in Questions & Conversations

is it possible to set an item from a dimension list as a default value for a dropdown?

I have a metric with a dimension data type. I want to set a default value for this metric from its dimension when no value has been selected. Is it possible to do that?

292

4 months ago

Juan Canepa

asked in Questions & Conversations

Variance Reason Waterfall

Hi all - I was trying to do something similar to the analysis Actuals vs Forecast as it is shown in the video of this use case.In that example, Actuals and Forecast columns are version dimension, right? How is it possible to do the monthly variance and the YTD variance all in the same table? I did something simliar but in two different tables because in one I need only one month and in the YTD I need several so it’s a different filter How can I link the variance reason to the actual delta (maybe it should be something around the by→ but not sure). Does anyone have experience on doing so? I’m struggling a bit.Thanks!

892

4 months ago

YaejisMaster Author

asked in Questions & Conversations

Max - All Time High table

Hello Pigment team, I am trying to build a simple table that shows All-Time-High result based on the report. As shown below, there are multiple segments (No Sales, Core I, Core II, etc) and each reached highest (i.e. max) in different period (highlighted in yellow. Based on Period Type: Actual only, I would like to show 1) highest number for each segment and 2) highest date. I assume i need to create two different metrics and combine in a table. Is my approach right? The table setting would be something like this:(Please note, the values below will not match with the values above highlighted cells)

712

4 months ago

AshishpApprentice Author

asked in Questions & Conversations

How Can I create a subset of Dimension list ?

For further calculation, I am trying to exclude a few members from the dimensions list items. Could anyone help me find the best approach to do that?

4124

4 months ago

A_GarneriAuthor

asked in Questions & Conversations

What is the maximum number of cells that a table can display?

Hello Pigment Team,I’ve been testing various tables with large amounts of data to determine the maximum number of cells allowed. In my experiments, I’ve created tables with 1,000 metrics, 500 metrics, and 200 metrics, each dimensioned by weeks (208) and lists (5,000 records). Initially, I aimed to create a table with 5,000 metrics dimensioned by 208 weeks and a list of 1,048,576 records, but this did not work as expected.I’ve noted that applying “Dynamic Filters” doesn’t resolve the issue. Even when my dynamic filter shows only one selection, no data appears and I receive the error message: “Unable to load content for the current view. If the error persists, please contact technical support.”Is it more challenging to handle a larger number of metrics compared to a larger number of records in a dimension list? Do dynamic filters account for the “hidden” data they contain? What are the capabilities of Pigment in this context?Thank you for your assistance.

4322

4 months ago

FranckLPApprentice Author

asked in Questions & Conversations

Launch multiple imports at once

Hello,I’ve created a Pigment app connected to a NetSuite environment. All my master data and figures are coming from this system. As of today, I need to update the dimension and transaction lists one by one by launching the related import task.Is there as way to create like a master import that launch everything at once to ease the maintenance of the app ?Thank you

812

4 months ago

DmitriiMaster Trendsetter

asked in Questions & Conversations

Autonumbering column in a Dimension?

I have a dimension with a few hundred elements. I would like to have a column which has an auto-numbering id for each element in the dimension. Is there a way to create such a column?

212

4 months ago

JRRajavarmanApprentice Author

asked in Questions & Conversations

Import time format MMM FYYY (Jun FY25)

Is their a way we can import Month as Jun FY25 with Custom Mapping, i tried with some wildcard % but no luck MMM %FY%YY is not support, MMM %%YY pigment import spins infinity. Please note my target metric is dimensioned on Month.

271

4 months ago

SHeckhuisApprentice Helper

asked in Questions & Conversations

ITEM() does not find data from Dimension

I am looking to normalise some Country data from different sources in different formats (e.g. some countries have full name others ISO codes). I have been using the ITEM() function to map all correct countries to our Master Country dimension.I was now planning on doing something similar by pulling in the ISO code dimension which is also linked to the Country dimension. However, the ITEM() function does not seem to return any values which confuses me. Ultimately, I am planning to then pull in the Country dimension from the ISO code and combine the two country fields via IF sentences.

943

4 months ago

Aayush BatraApprentice Author

asked in Questions & Conversations

Multiple level breakdown - G-sheet integration fails

If I break a metric by mutilpe break downs in a table in Pigment, at the time of exporting to g-sheet using Pigment connector, i don’t see any breakdown. i only see one row of data w/o any breakdown by dimensionsis this a product limitation or a bug ?

465

4 months ago

Adrien LEmployee

asked in Questions & Conversations

Key shortcut

Are any Key shortcuts in Development?A shortcut from Editing to User mode in Board would be helpful, and one for aligning Widget might be great.

1352

4 months ago

ChahatMaster Author

asked in Questions & Conversations

Different AR on a same metric based on different application

Is it possible to apply different Access Rights on a same metric based on different applications ?i.e. Metric A should have rule configuration of AR 1 (if metric A is used in App 1)and if the same metric A is getting used in other App (App 2 - by turning the sharing On), this metric should have access rights AR 2 AR 1 and AR2 are security metricsIs there any alternative solution for this?

362

4 months ago

CalvinAuthor

asked in Questions & Conversations

Transaction List Lookup Formula Help

Month Seat Worker Future_Worker Future_Worker_Current_Seat Month Dimension Seat Dimension Worker Dimension Worker Dimension Seat Dimension Mar 25 POS-000100 Employee 1 Mar 25 POS-000200 Open Position Employee 1 ??? Looking for some help writing a formula. I have a transaction list called EE_Load_HRIS. I’m looking to write a formula that will return the Seat (POS-000100) in the Future_Worker_Current_Seat property where the Month matches Month and the Worker matches Future_Worker.

872

4 months ago

Isabella Leslie-MillerCommunity Manager

published in Company News

New AI Features Released, More To ComeNewsletter

A big week for us at Pigment, having announced some very exciting company news on Pigment Agents, give it a like if you're as excited as us. In other news, spring is here and so are these new product features! 🤖 Agentic AI announcement - meet your new team members 🔃 Streamline collaborative processes with Sequences 📋 Revamp your Dimensions with List Subsets 🗺️ Add USA states and preset map positions in Map Charts 📉 Updates at cell-level 🪟 Use a dynamic window in MOVINGSUM/MOVINGAVERAGE 🔎 Make data-driven decisions faster with Insights 🌐 Best practice webinar for Workforce Planning on April 2nd 🗽 New York Roadshow & User Group on April 23rd ⭐ Help us feature in the Gartner® Magic Quadrant™ 🎟️ Fancy attending RevOpsAF 2025 in New Orleans? Get 15% off tickets! Meet your new team members - Pigment AI Agents In case you missed it, we're thrilled to share a glimpse into the future of planning with Agentic AI!This week, we've announced our three specialized AI Agents designed

1100

4 months ago

mmusabWallflower

asked in Questions & Conversations

Circular Reference in 3 way statement

Hi CommunityI am reaching out to broader pigment users to how they solve these kind of issues in 3 way income statements? ThanksMusab

1481

4 months ago

Santhosh KumarApprentice Author

asked in Questions & Conversations

[NEED HELP] Connect Pigment with an External Service Through an API request

I am currently testing an external API integration in Pigment to retrieve a response and display it within the platform. Setup Details: I configured an API connection in Pigment. On the Action board, I added a card with a button to trigger the API call. When I click the button, the API call is successfully triggered. Issue: Although the API call is being made, I am not receiving any JSON response within Pigment. The response does not seem to be captured or displayed. Questions: Is Pigment’s external API setup only meant for POST requests, or can it also handle GET requests and return responses? Can I retrieve the API response and manipulate or display it within Pigment? If yes, what is the proper way to map or use the response JSON in Pigment? @Julien | @Igor P | @CDALMAY | @Thu Mai | @Jared Dolich

902

4 months ago

BasMaster Author

asked in Questions & Conversations

How to link variables together?

Hello,I made a subset in my Month dimension list, in order to create a boolean metric that has Months in rows and columns. I named this subset ‘MonthTimeIntel’. Basically I wanted to create a boolean that checks what the trailing twelve months are for each month. Something like this:So far, so good. I then use this metric as a filter for my charts and graphs where I only want to show the last twelve months. Also: so far, so good. But lastly - I don't want another page selector on my dashboards. Because now the page selector for ‘MonthTimeIntel’ shows up on my dashboards, but I don't want that. Is there a way so that the MonthTimeIntel page selector moves in unison with my Month selector and so I can hide the MonthTimeIntel selector? I understand that they are two different dimensions, but it would be great if they can somehow come together.I hope my question is clear :-) Thanks for helping me out!Best, Bas

1031

4 months ago

ankitgoyal01Apprentice Author

asked in Questions & Conversations

Embedding Pigment in an external application

Can we embed Pigment in an existing application so that user does not require to change interface? Is there any SDK that can be made available to partners to embed in a proprietary application?

1782

4 months ago

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