Questions & Conversations

Essentially, I want to skip the months of November and December when creating an offset. I’m offsetting the ‘Last Actuals Month’ by 6 to generate a 6 month lookback window and I’m struggling to find a way to get Pigment to recognize and skipover the months of November and December in that window.  Example: If my Last Actuals Month is set to April 25, I would want my output to be August 25 instead of October 25 I got something like this to output: which is almost working but I don’t need Month of Year in the end structure and I can’t just uniformly remove it since in the screenshot, it’s only working properly if I was to remove December for the ‘Workforce’ scenario.  Is there a way I can index a 10-month calendar and use that in the shift instead of a blanket ‘-6’? Has anyone faced an issue li

Hi,I have a metric that pulls data from previous version and has metric override on. In current version, is there a way to delete data that came over from previous version without that cell reverting back to formula based result even if I don’t input any value. 

Hello, I want to create a table with some KPIs. One of them calculates the number of different suppliers over a period. Transaction list: Invoice (properties: Nb of Invoice (text), Supplier (dim), Month (dim), Cost center (dim) and Value)Dimensions: Supplier, Month, Cost center I used this formula: Invoice.Supplier [BY COUNTUNIQUE: Invoice.supplier, Invoice.Month, Invoice.'Cost center'] It works well if I filter my view by month. But as soon as I select my entier year, it adds everything up (1,002) instead of counting the unique suppliers over the year (100). It's not the MAX function either, which would give me 98 as result. I expect this result:Jan 25    85Feb 25    70Mar 25    86Apr 25    78May 25    77Jun 25    79Jul 25    79Aug 25    98Sep 25    85Oct 25    78Nov 25    98Dec 25    89FY 25    100 Thanks for your

Hi,I want to compare the data coming from 2 differents versions (Actual and Budget 2026) and scenarios (Base case and Snapshot 11-12- 2026):1)First version and scenario: Actual - Base case2)Second version and scenario Budget 2026- Snapshot 11-12- 2026How can do it so i can display these 2 columns (1) and 2)) instead of the 4 different columns below ?In addition, how can i compare the 1) and 2) in a calculated item ? Currently i don’t see the option to select a snapshot in a calculated item. Thanks for your help

Hello,For some reason I cannot enter a product idea, so that's why I start this topic as a conversation.It would be nice if there was the option to control the points labels in line charts. Now you can only toggle all the points labels on or off for all datapoints. I would like to have the opportunity to control which points labels I want to see. For example, I only want to see the points labels for line X, but not line Y and Z. Or I only want to see the points labels for the last datapoint instead of all of them. To be able to control the points labels makes the charts more easy on the eyes. Especially when they are presented in a powerpoint.Thanks!

The first time I pulled data from Pigment into Excel, everything worked correctly and the data loaded. However, when I tried to pull the same dataset again using the same filters, I received an error saying: “The view is too big to be displayed.”How can I resolve this issue? 

Hi all, Before Pigment, when we used to run on our planning on spreadsheets, if an investor wanted to see how our model worked, we could make a version of ur planning model spreadsheet, which we could share with them and they could then get one of their analysts to dig down into the spreadsheet modelling to see how it worked for themselves... … but, having fully migrated from spreadsheet modelling to Pigment, what do we do now,?Assuming the investor has no prior knowledge of how Pigment works, we can’t just give them access and tell them to take a look for themselves, like we used to do with spreadsheets. So, I am interested to know, what do people do in this situation? What do you give them to look at to demonstrate the model works? Or is it that they can no longer look for themselves and must rely on guided tours/demo from us, instead?

Hi Community,I’m trying to set up an automation that sends a snapshot of our Headcount by Country MoM metric, and I have two specific requirements: Dynamic Data: the report needs to contain data only for the last closed month.  Format: it needs to be sent in PDF or as an image. External Recipients: I’d this email to go to people who do not have a Pigment license/account. Any guidance on whether this is natively supported would be appreciated!Thanks!Andy

Hi - It would be great to have the ability to publish messages or announcements that are automatically sent to all active internal Pigment users.For example, when actuals are updated, we’d like to notify users so they can log in and review the latest numbers.We have more than 100 users, and today this requires sending multiple Slack messages just to make people aware.Thanks!

Hi - the new feature whereby hints are offered directly in the formula bar are a little confusing.  In the above are they simply highlighting where I have used ‘BY’ modifier and explaining what is happening or does the formula need to be updated? Prior to today my goal with the formulas is to minimise any text here and I am not sure if this is highlight an error or not as the formulas look good.Thanks 

Hi,I am trying to build a forecast in Pigment which can have multiple versions. Is there a way, we can lock formulas in versions? I know there is a scenarios feature, in which we can have formulas for different scenarios. Are scenarios the preferred way of versioning in Pigment?  Thank you

For the purpose of versioning, we are using a combination of methods for different use cases. This would include scenarios (incl snapshots), publishing and cloning. We have instances where we may need to edit a formula in LIVE but leave the locked forecast as is. In order to do we, we enable “add formulas for scenarios”. I noticed that formulas are editable even in locked scenarios. How can I make sure that if a scenario is locked, NO ONE, including admins, can edit it? Leaving this edit option open for locked scenarios can have unintended changes.

HiI have a target metric containing a subset. This dimension is a subset of a list present in a source metric. When I reference the source metric the data does not allocate over the subset list items as I would expect. Do I need to map the complete list into the subset? Instinctively this seems irrelevant as they are effectively the same list so dimensionality is comparable. This is my source metric - This is my target metric -  PL3_Overheads is a subset of PL3  

Hi,Does anyone know if there is a way to rollback an application to previous version before a certain change was made?

I am trying to export pigment data to PowerBI following the guided steps available on community, but I get an error “404 id not found”. Does anyone know what I could be missing in the setup? I used payload functionality to generate ID for metrics. 

I have set up a table with a few metrics in with either of the following two setups:1) Dimensioned by Company and Department2) Dimensions by EmployeeThe employee dimension has properties using the Company and Department dimensions.In my table i can either add the direct Company and Department dimensions to my pages or the mapped versions from Employee.However, if I select the direct dimensions in the Pages, the Employee metric (2) doesn’t filter properly. And the same happens to metric (1) dimensioned by company and department if I select the mapped dimensions in the pages.How can i get it so that my table filters both properly? 

Hi Is there a way to Create Automated task which deletes user inputs in bulk when trigger is met. I’d like to set it up in a way, than when Month becomes from Forecast to Actual, it would delete the new Actual month user inputs which were so far meant for Forecast, but Actual month value should come from formula. I know how to set up task to notify, once this month changes and also how to set up one-time bulk deletion, when Month becomes Actual, but is there a possibility to combine these to so I could stop being middle-man? Best regardsOtt

Hi teamJust wondering if anyone is facing the same issue. I was able to clone data from version to version (e.g Live Forecast → Forecast Q1) across all scenarios (Default, Optimistic...) but now the clone function only works on Default, and there is no other way to for to select different scenario.I already tried toggling the scenario selection in All Blocks but it isn’t working.ThanksNeo

Hi everybody,  Could someone help me understand why the “type fees” dimension was not updated, even though I selected “delete all items” for my transaction during the load from the Azure SQL table?Many thanks, 

We’re supposed to have a download button for the dependency diagram but it isn’t showing up for me. Any idea why? 

Hello Pigment Community 1. Im Currently stuck at this level of the Pigment Pro Training , Can anyone please explain to me the logic of converting from Local to Group Currency ? Thats what i've tried ; 'Topline_Plan_Import LC'[SELECT:Conversion."Group"][BY:'G2 Country'.Currency]*'DH_FX Rates' 2. And i did not understand what is demanded in the step below , of creating a nexus , anyone can explain to me what is demanded ? Thank you in advance.   

Hi,Is there a way to query Snapshot Metadata via API? As I understand every snapshot of an application is a separate application, but when I retrieve Metadata using this post by ​@DamianAtPigment I only get live applications. In API docs I don’t see that I can configure Snapshot or Live, but maybe I’m missing something.Why you might ask? I would like to automatically extract data from the same metric via API, but from different snapshots to show and monitor historic changes. I know that I will have to use text comparison to extract the metric by name, but that’s ok.Thanks!

Hello All, I’m currently trying to build a budget for the next year and running into issues on how to lock data down.Example: Set up a budget for FY26Current Date: 12/19/25Current Month = Dec 2025Latest Actual Month (Switchover Month) = Nov 2025OpEx Planning: I will set the switchover month as Nov 2025, so the data is locked down already.Headcount Planning: Our headcount roster is being loaded on a daily basis and overwritten until the last day of each month so our most up to date data is 12/19/25.Let’s say I want to say today is the day I want my budget to be set and won’t change after 12/19/25. I can create a scenario based on my current scenario which locks down the data for OpEx but my headcount data will essentially be still moving because by tomorrow, it would be using a new transaction list on 12/20/25.I’ve thought of few proposals to resolve this issue but each has its own flaws so I would l

Hi everybody,To my great surprise I saw that the powerpoint connector is now available. Christmas came early this year. I immediately tried it and already noticed a few things. But I was curious about the experiences of other users. For example - with grids, I noticed that the export of the grid sometimes moves beyond the border of the visual in powerpoint. And since it's a static picture there is no way to retrieve the rows or columns that fall under of after the border of the powerpoint visual. Another thing that I noticed deals with the width of the columns. For example, I have a certain grid that has columns in a certain width so that all the text fits. The export to powerpoint however squeezes the width of the column so you can't read all the text.Has anybody experienced the same or knows a workaround solution to these types of issues?Thanks, Bas