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Isabella Leslie-MillerCommunity Manager

published in Career Forum

Career Spotlight - Thư Mai

This is the first post in our new series all about working in the EPM field Introduction:Hello Pigmenteers! My name is Thư (@Thu Mai in the community), I'm based in Vietnam and I’m currently working as an EPM Consultant at Keyrus. Keyrus is a global consultancy that develops data and digital solutions for performance management. Combining business and technical expertise, we help companies uncover the most value possible from data while optimizing digital strategy and customer experience. You can see Thư’s full interview here: What advice do you have for someone who is just starting out in the EPM field?Firstly, never stop learning. If you find motivation from learning and it energises you, then EPM consulting is a great career choice. In this career you have to learn lots of different tools, and also keep up with the latest news and changes that those tools have. Every week Pigment sends me a little notification on the gift box icon, and honestly if you don’t keep up with that it ca

990

5 months ago

Justin GrooverMaster Trendsetter

asked in Questions & Conversations

Combine MOVINGAVERAGE and PREVIOUS functions for run rate planning

I would like to write a formula where the intent is for the metric to calculate the average of the prior 3 months of the metric itself.I envisioned the syntax being something like the following, though it says MOVINGAVERAGE doesn’t support recursive mode.MOVINGAVERAGE(PREVIOUS(month),3)I understand that I could use MOVINGAVERAGE without PREVIOUS if the object being averaged was a separate metric, but the use case I have requires the formula to reference metric itself. Is there any solution or workaround for this?

5192

5 months ago

NeoAuthor

asked in Questions & Conversations

Push data from Pigment to Looker

Hi CommunityHope you are well.I am wondering if anyone is using Google Looker as a dashboard/BI tool to report on data from Pigment and is there a way to push data from Pigment to Google Looker seamlessly? What I can find in Pigment documentation is pushing data from Looker to Pigment but not the other way around.The work around I’ve been using is pushing data from Pigment to GoogleSheet and from GoogleSheet to Looker but that requires manual refreshes and it’s not automatically synced (e.g daily) to share across the organisation with other users.ThanksNeo :)

591

5 months ago

Rockney_KPCAuthor

asked in Questions & Conversations

Looking for a specific function

Hello,I’m looking for a specific function to make the calculation on this figure: Can you please help me? Regards,

462

5 months ago

ChahatMaster Author

asked in Questions & Conversations

Run action button to clear a metric if a notification is sent

There’s a grid in which employees are assigned to a project.Metrics: initial project and final projectIf both these projects are different for a specific employee, notification in pigment is working fine i.e. If there’s a change in project, to notify the relevant team leader of projects (both initial and final) - P1 and P2.However, there’s a metric called : “Override Project” , which can also derive Final Project.If there’s already a change in project name for Employee ABC (from P1 to P2 project), and then override of ‘P3’ is done (Now, P1 to P3 project), notification should be sent to team leader of projects (both initial and final) - P1 and P3 [P3 Must].Currently, triggering metric for workflow notification is Change in Project? with employee dimension.How can I check the logic again?

754

5 months ago

kevin_huangAuthor

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?

1062

5 months ago

VikatzenTrendsetter

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?

571

5 months ago

Rockney_KPCAuthor

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,

391

5 months ago

MukulApprentice Author

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?

2295

5 months ago

AravindApprentice Author

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?

741

5 months ago

LaszloAuthor

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

712

5 months ago

Spandan98Master Author

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?

541

5 months ago

Rockney_KPCAuthor

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

654

5 months ago

BasMaster Author

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

592

5 months ago

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

982

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!

1174

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

390

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!

671

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)

866

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:

1003

6 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

6 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!

985

6 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

770

6 months ago

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