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Questions & Conversations

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Isabella Leslie-MillerCommunity Manager

published in Questions & Conversations

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

3 days ago

NeoAuthor

asked in Questions & Conversations

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!

8711

5 hours ago

BasMaster Author

asked in Questions & Conversations

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!

273

1 day ago

haseebsahaakApprentice Author

asked in Questions & Conversations

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.

522

4 days ago

KevinMaster Author

asked in Questions & Conversations

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!

462

4 days ago

FranckLPApprentice Author

asked in Questions & Conversations

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 ?

192

5 days ago

ChahatMaster Author

asked in Questions & Conversations

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

312

5 days ago

valefApprentice Author

asked in Questions & Conversations

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!

191

5 days ago

RushiApprentice Author

asked in Questions & Conversations

Change of Data Type Dimension between Source and Target Block

Suppose if a base metrics has Dimensions Product and Month with Data type CountryWe wish to have Target metric with unchanged Dimensions Product and Month but with Data type RegionHow can we get to the outcome in Target Metric

233

7 days ago

valefApprentice Author

asked in Questions & Conversations

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!

632

9 days ago

TELIT002Apprentice Author

asked in Questions & Conversations

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?

2856

11 days ago

marielynngApprentice Author

asked in Questions & Conversations

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?

516

12 days ago

Spandan98Master Author

asked in Questions & Conversations

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

202

13 days ago

geoff_chovazAuthor

asked in Questions & Conversations

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.

171

14 days ago

Matthieu WalletApprentice Author

asked in Questions & Conversations

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 !

312

14 days ago

ChahatMaster Author

asked in Questions & Conversations

Submit Button

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

724

14 days ago

Ben AdamsonApprentice Author

asked in Questions & Conversations

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?

161

14 days ago

Cedric LJMaster Author

asked in Questions & Conversations

Copy inputs between different version of a metric

Hi,I have a set of metrics for wich I want to copy the input from one version to another.Version is a dimension ex: Budget 2025, Reforecast 2025….I have in mind something like using the function “ copy input between scenario” but at a version level.Thanks

524

17 days ago

sumitkumguptaApprentice Author

asked in Questions & Conversations

Formula Pigment Pro Workforce Planning

Hello, Can anyone tell where I am going wrong here?

303

19 days ago

andyzillaApprentice Author

asked in Questions & Conversations

How to calculate end dates in transaction list using next row's effective date (grouped by employee)

In a transaction list sorted by employee and effective date, how do I create a property that shows the next row's effective date for the same employee (or TODAY() if it's the last row)?"

221

19 days ago

Cedric LJMaster Author

asked in Questions & Conversations

Time out formula error

HelloCould you please tell me how can sort the below formula so I don’t have the time out formula error ?Formula : roundup(IFBLANK(((('Wallet Lifetime Value'*0.7)[ADD : 'L9 - P&L']-'Input Wallet Upfront'[REMOVE : 'L9 - P&L'])[FILTER : 'L9 - P&L'='L9 - P&L'."Wallet fees"]/ 'Wallet Lifetime'[ADD : 'L9 - P&L'][BY:'SalesForce opportunities'.'Activity level 2'][FILTER : 'L9 - P&L'='L9 - P&L'."Wallet fees"])[FILTER : CURRENTVALUE >= 0],0),2)Thanks

221

20 days ago

Matthieu WalletApprentice Author

asked in Questions & Conversations

How to manually sort the Dimension items ?

Hi everyone,I’m a Pigment newbie, and I need support from you !I would like to manually sort the Items of a Dimension displayed in a Pigment Object.Let me show you an example :In the picture below, I want the “NA1” to be between “AU7” and “IN1”.I selected “No Sorting”, but I didn’t manage to drag & drop the NA1.Thank you !

172

20 days ago

LizhongApprentice Author

asked in Questions & Conversations

Netsuite / Pigment Sync - Planning for future departments

Our current approach uses a formula that pulls department data from a NetSuite Actuals saved search. It looks up the department code and returns the department name if it is in the actuals report. However, for new departments that don’t yet have transactions, the lookup fails—defaulting to “No Department”—even though the department code and name already technically exist in NetSuite.While we can hardcode logic (e.g., map department 239 to a specific name), this isn’t scalable. From what I understand, we can’t create a transaction list that syncs directly to the full NetSuite department list, since that’s not a saved search.One workaround we’ve considered is exporting the department list manually from NetSuite into a Google Sheet and syncing that, but we’re hoping there’s a cleaner solution.How do others or Pigment typically handle this situation when planning for future departments without actuals? IF(ISDEFINED('NetSuite PL Actuals'.Department [by lastnonblank: 'NetSuite PL Actuals'.'N

501

23 days ago

kevin_huangAuthor

asked in Questions & Conversations

Pigment export to Snowflake - snapshot access?

I am investigating using Fivetran to export Pigment data into Snowflake and I didn’t see anything in the Pigment or Fivetran documentation about access to snapshots. Is it possible to export Pigment data from a snapshot into Snowflake?

211

24 days ago

Rahul KumarAuthor

asked in Questions & Conversations

Use Dimension Properties

Hello Everyone, I have a dimension which is called Supervisory Org which is the Workday hierarchy. In that dimension, I have properties called Level2, Level3, Level 4 etc. which is basically the hierarchy chain. I am seeing help to develop a logic as to if I select select someones name, I should get everyone rolling up to that person and not only the direct repartees. Not sure if anyone has faced this before. Any help will be appreciated.

612

24 days ago

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