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1045 Topics

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CalvinAuthor

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

962

5 months ago

Bryan BauerApprentice Helper

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?

271

5 months ago

Spandan98Master Author

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.

562

5 months ago

AlinaMaster Author

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!

1144

5 months ago

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

360

5 months ago

PatrykApprentice Author

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!

651

5 months ago

LASAuthor

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)

846

5 months ago

LASAuthor

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:

973

5 months ago

PrarthanaApprentice Author

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?

522

5 months ago

chris.heredia1Apprentice Author

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!

955

5 months ago

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

730

5 months ago

BasMaster Author

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!

362

5 months ago

PageJeffreyApprentice Author

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

492

5 months ago

julian_sApprentice Author

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?

622

5 months ago

aaronsolomonApprentice Author

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?

595

5 months ago

ApurvAuthor

asked in Questions & Conversations

Images from Sharepoint

Hello, Is it possible to add images from sharepoint/onedrive ?I have added the sharepoint link in approved domain, but when I use an Image from the sharepoint, I am unable to view the image in Pigment. Please advise. Thanks,Apurv

1539

5 months ago

LASAuthor

asked in Questions & Conversations

Offset N Number of Workdays

I have a Date Type metric dimensioned by Project and Month. The “Project” Dimension has an Integer Property of “Relative Completion Day”. Number of Days can be positive or negative.I am attempting to calculate a date based on adding “Relative Completion Day” property to the First Workday of the Next Month (M-F). Below is an Example of how it would Ideally Work.What would be the best formula for this? I have also screenshotted my Day dimension. Project Dimension: Calculated Date: (2/3/2025 + (-3) = 1/29/2025) ; 2/3/2025 is the first workday of February - 3 workdays before that. Day Dimension:

822

5 months ago

LASAuthor

asked in Questions & Conversations

NETWORKDAYS Function Not Calculating Correctly

I am trying to calculate the number of working days in a month using the NETWORKDAYS function but it simply returning the number of days in the month. Am I using this incorrectly?

572

5 months ago

Juned.husainApprentice Author

asked in Questions & Conversations

Rent Allocation by Start date and end date

Hello All,I currently need a bit of help with allocations. I want to create a rent schedule where the yearly rent amount needs to be allocated based on the yearly contract (start and end date). Just to clarify, one store code can repeat multiple times due to different contract years. Rent type is just used to differentiate between office and stores.

1023

5 months ago

OliverMaster Trendsetter

asked in Questions & Conversations

Collapse columns total remains empty

Hi, I have an issue regarding the behaviour of the new expand/collapse columns feature.When I have a summary set to the dimension I want to collapse (Month>Year : LAST for example). If I collapse this dimension the Total column remains empty while it is well displayed when expanded.Do you know why and how to solve this? Thank you

44785

5 months ago

lanamaApprentice Author

asked in Questions & Conversations

How to Fill Missing Monthly Data with the Last Available Value for Forecasting?

Hi everyone,I have a dataset with seasonality percentages for different distributors. However, not all distributors have seasonality data for every month, and the available months vary per distributor.Problem:Distributor A has seasonality from January to September 2024. Distributor B has seasonality from January to May 2024. Other distributors have different availability patterns. From October 2024 onward, I need to forecast seasonality using the last October seasonality per distributor.To solve this, I wanted to create a matrix where:Rows = Distributors Columns = Months (January – December, ignoring the year) Each cell = The most recent available seasonality value for that month, from the same month in a previous yearExample Expected Output:Distributor Jan 24 Feb 24 Mar 24 Apr 24 May 24 Jun 24 Jul 24 Aug 24 Sep 24 Oct 24 Nov 24 Dec 24 A 2.1% 2.3% 2.4% 2.5% 2.6% 2.7% 2.8% 2.9% 3.0% 3.1% (Oct 23) 3.2% (Nov 23) 3.3% (Dec 23) B 1.5% 1.

671

5 months ago

BasMaster Author

asked in Questions & Conversations

Replace blanks with average values

Hello everybody,I'm quite new to the community, but I hope you guys can help me with the following. I have a metric that contains budget figures for 2025, dimensioned by stores. However, some stores do not have full year data, but only for half of 2025 (since they will open in June or July and thus they don't have budget data before that). I want to create a metric that calculates the full year effect. So in effect I want to replace months with blank values with the averages of the months that do have data. How can I best go about this?Thanks in advance for your help or for pointing me in the right direction!Best, Bas

562

5 months ago

Spandan98Master Author

asked in Questions & Conversations

Automatically adjust Boards to different screen sizes

Hello Pigment community,Is there a way to ensure that Pigment boards automatically adjust to different screen sizes and aspect ratios, so that grids, charts, and other elements remain properly aligned without gaps or distortion?Thanks!

483

6 months ago

Spandan98Master Author

asked in Questions & Conversations

Dynamic Dimension Changes in Metrics – Possible in Pigment?

Hello Pigment Community,I have an interesting question regarding dynamic metric dimensions.Is it possible to modify the dimensions of a metric dynamically based on user input? I understand that we can input values (e.g., Revenue, Cost, etc.) at different hierarchy levels using dependent dropdowns. However, after entering these values, I want all associated calculation metrics to automatically adjust to the selected dimensions.For example:I input data at L2: Country (with parent L1: Region) and L2: Industry (with parent L1: Industry Type and child L3: Sub-Industry). Using dependent dropdowns, users can enter values at the correct hierarchy. I want all relevant calculation metrics to dynamically align with L2: Country and L2: Industry based on the selected input.Can this be achieved in Pigment? If not, what would be the best way to request this functionality?Looking forward to your guidance. Thanks!

551

6 months ago

YaejisMaster Author

asked in Questions & Conversations

Scenario

Hello, I am trying to use the Scenario tool and need some help. Goal is to show both “Current” and “AOP” scenarios so I can compare. Both scenarios are checked “Current” scenario shows as below but “AOP” scenario does not show even when I changed the formula to reference another metric The “AOP” scenario values show when I drop in the AOP metric, but it is in “Current” Scenario (red). Do I need to drop in the AOP metric in the Pivot Metrics?

952

6 months ago

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