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Questions & Conversations

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654 Topics
1,773 Replies

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654 Topics

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NeoJust Arrived

asked in Questions & Conversations

How to exclude inactive values in a dimension in Page dropdown

Hi Community,How can we exclude invalid values in a dimension from appearing in the Page Selector in Pigment? For example, we have some inactive project codes and cost centers that we’d like to remove from all dropdowns, but they still show up.I believe there’s an option to manually edit the Page Selector to exclude those codes, but that would require updating it on every board and repeating the process whenever new codes are marked inactive.Is there a cleaner or more efficient way to handle this? Thanks,Neo

1 hour ago

abhilashsawlaPigment Academic

asked in Questions & Conversations

Required Detailed example of Textlist Aggregator

Hi,I would like to understand Textlist aggegator in detailed.Where or how to use it in different - different scenario.

2544

19 hours ago

Laurence TemamJust Arrived

asked in Questions & Conversations

Pennylane

Hello, we have an affiliate using Pennylane. Have you already implemented the API to import the general ledger into Pigment ? Thanks

221

1 day ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Remove duplicate leads

Hello,I Have the below list of leads and I want to count 1 in the column Count only for the lastest lead of the company.The goal is to remove duplicate leads of my lead analysis.Thanks

281

6 days ago

Kamil SobczakBudding Pigmenteer

asked in Questions & Conversations

Cancellation rate allocation

Hey team, I’m trying to get a dynamic metric where based on the age of added employees I can schedule cancellations as per assumed % however I’m getting an error I can’t solve. TMs_02_Employees_New is a basisCancelled Timing is a dimensionthen assumption and mapping schedule for months. Can you please help?

504

6 days ago

venitiavBudding Pigmenteer

asked in Questions & Conversations

2 scenario + 2 year variance

Hello,I am trying to have a P&L comparison with a scenario A on 2024 vs. a scenario B on 2025. Is it possible to have a column scenario A 2024, a column scenario B 2025 and a third column with the variance between both ? When I try to do it, I have 2 columns per scenario and per year and it’s hard to read. Thanks

584

9 days ago

Olga VovkNewly Minted Pigmenteer

asked in Questions & Conversations

How do I save sheet view formatting?

I am hiding some rows on the sheet view, but every time the board gets refreshed, it reverts back to original formatting with all the rows visible. How can this be fixed?

475

9 days ago

Dastan S.Newly Minted Pigmenteer

asked in Questions & Conversations

Using lagged month in Iterative calculations

I was working on Headcount planning and in order to be able to calculate attrition, I used iterative calculation functionality. With that I was able to calculate Attrition by multiplying attrition rate to ending (beginning) headcount, which is, in its turn, calculated as Beginning Headcount plus new hires minus attrition.Now I want to add Backfills to the calculation, so Ending Headcount will be Beginning Headcount plus new hires minus attrition plus backfills. I am calculating backfills as % of Attrition, and Backfills is also a part of Iterative Calculations. The thing I want to do, but cannot, is being able to instead of current period’s attrition get 2 months’ prior attrition and multiply it by backfill rate. So, if for instance Jan 25 attrition is 100 FTEs, my Mar 25 backfills should be 100 * 90% (Backfill rate) = 90 FTEs. So, instead of having 90 FTEs backfills in Jan 25, I would like to have it in Mar 25.I tried to put [SELECT: Month - 2] in the formula for Backfills metric:(Att

582

14 days ago

Ben KingNewly Minted Pigmenteer

asked in Questions & Conversations

SUM Previous Year to apply Growth Rate

I am trying to get the prior year total to then multiply it by a growth rate. (Prior Year * (1 + Growth Rate).PREVIOUS( ) is not working because I do not have Year in the metric, and trying to add it was not working.GrowthRate? is a Boolean that has TRUE starting in January 2026 and all periods forwardOriginalValue is a Number metric that has values monthly from January 2024 and all periods forward What I’m trying to get is something like this:IF(GrowthRate?, (Prior Year * (1 + Growth Rate), OriginalValue). I also can’t calculate off the OriginalValue metric because the Growth Rates will compound. If all years in OriginalValue were $1000 and I am adding 10% Growth I would want to see $1000, $1100, $1210, etc...Unfortunately my 2025 occasionally has some 0 seasonality that is throwing off other metrics after this one. Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2025 1000 1000 0 0 0 1000 1000 1000 1000 1000 1000 1000 2026 =900

494

14 days ago

Shane CrinesNewly Minted Pigmenteer

asked in Questions & Conversations

Pigment Rounding Down for Certain Numbers

Has anyone ever noticed Pigment will occasionally round down for certain numbers when using percentages? I was using a fixed 2.95% and it showed up as 2.9% when using one decimal. I ran a test below starting with 0.95% + 1% and noticed other instances of this happening like 5.95% → 5.9%.

734

15 days ago

argoJust Arrived

asked in Questions & Conversations

Adding columns to an income statement

I’m trying to add 2027 to all of my financial statements, which currently end at 2026. These months exist as a dimension in the datahub.My supporting apps (revenue, expenses, balance sheet forecast, cash flow forecast) all include 2027 by month.This is probably simple. Any ideas?

391

17 days ago

P_AgrawalJust Arrived

asked in Questions & Conversations

API Import Set up

I am working on setting up an integration between TeamOhana (headcount platform) and Pigment, which needs to be connected through an API request. Using this link, I have been able to set up the API connection and the action button to trigger the integration but I am unsure of where is the data getting pulled into? Do I need to set up a transaction list beforehand and then somehow link API request so the transaction data in Pigment gets updated? Essentially where is my data going if the API request result shows successful?FYI: It is Authentication: Bear <token> set up.

621

17 days ago

NeoJust Arrived

asked in Questions & Conversations

How do I limit date options in input cells with date as data type

Hi Community!!! I just accidentally input 1-Jan-1925 instead of 2025 in a cell with date as data type, and now I couldn’t find that record because 2025 is set in page selector . How can I restrict users from adding dates that aren't possible? Snip below is what I am currently seeing in Pigment which shows a lot of old dates that won’t be used. Thank you!Neo

371

20 days ago

TELIT002Newly Minted Pigmenteer

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?

733

21 days ago

pigment_enthusiastSeasoned Pigmenteer

asked in Questions & Conversations

Partner Solution Consultant Certified Badge

Which learning path/certification is to be completed in order to get this badge: Partner Solution Consultant Certified ?

471

21 days ago

SuzzyOccasional Observer

asked in Questions & Conversations

What is the formula to get average of specific month

Hi Team - I’d like to seek your help on how to do the formula for specific months?Previously I’m using Moving Average, however I realized that it’s better to lock the average to specific months. For context this is my current formula → MovingAverage(Actuals,3) - so that it will get the average of the latest 3mos. What I want now is to just get the average of the months of July, Aug, Sep.In addition, the metric in which I will be using the formula allows manual input override. Once I update the formula of the average, will it override the manual input?Thank you in advance for your help!

593

22 days ago

YaejisNewly Minted Pigmenteer

asked in Questions & Conversations

Find the text referencing the txn lsit

Hi! Can you please help creating a formula for below? In <BT: Interchange + Pass Through Transactions> transaction list & <Card Type> property dimension “does_not_apply” only, review <Description> property text and populate the <Card Type> dimension in <Text> property if the <Description> property contains the text listed in the <BT: does_not_apply Remap> transaction list? Thank you!

502

22 days ago

pigment_enthusiastSeasoned Pigmenteer

asked in Questions & Conversations

Extract time from Text format

Example:“10/17/2024 14:00:00 -07:00” is a text format; Date with time.I need to extract time from this text format , how to do in Pigment?Also, does it mean 2pm 7mins?Convert text to date&time format

432

22 days ago

VicoNewly Minted Pigmenteer

asked in Questions & Conversations

Import SFTP - Most recent file is not working

Hi! Can anyone help me with the correct format for this import? Last time that I updated the file was on Sept 25th 2024. I’ve checked this document and seems to be ok,so, not sure what may be going on:

351

22 days ago

OlaSeasoned Pigmenteer

asked in Questions & Conversations

Link to a prefiltered board

When you apply a filter to a board you can see that the url is updated to include the current filter. The problem is just that the url only includes a GUID. Is there any way to find these guids in Pigment? For example when filtering on a specific employee in my employee dimension I can see that []=df7ce50d-304b-472e-a8e0-f448d960e8de is added to the url, and I would expect that each employee is related to a unique guid, so question is just how to get from dimension value to a guid. My use case is that I am having a grid view with a list of employees. For each employee I would like to link to another board with details about each employee and I would like this board to automatically be prefiltered based on which row I clicked on the first board.

793

23 days ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Using dec 24 FTE as a reference value for the forecasted months

Hello,In the below metric I want to use Dec 24 FTE (128.65) as a reference value for the forecasted months based on the metrics CALC_FTE.I used [Select:Month-1] but it’s only working for the first projected month which is jan 25 but not for the forecasted months.For example in february and other forecasted months we should have 128.65+24Thanks for your help

303

23 days ago

emilialuJust Arrived

asked in Questions & Conversations

Adding a new Version

Hello, There was a change in the FTE number forecast for the months to go. I would like to add a new version to Pigment to reflect that. Could you please help me by explaining how I can do that? Thank you.

381

26 days ago

Noella ThierryNewly Minted Pigmenteer

asked in Questions & Conversations

Transfer value from one quarter to another without values moving when changing switchover dates

Hello!I want to transfer values from one quarter to another, based on certain conditions written by IF[...] and I am using filter and select as shown below:[filter: 'Actuals & Dimensions (Datahub)'::Quarter.'Quarter -1'][Select: 'Actuals & Dimensions (Datahub)'::Quarter-1])))However, when switching the switchover date, the values that I moved from Q to Q+1 will not be in Q+1 anymore. do you have an idea of a better clean way to code this?Thank you very much :))

405

27 days ago

A_GarneriSeasoned Pigmenteer

asked in Questions & Conversations

How "RANK" (Sequential), ranks?

Hello Pigment,I would like to ask for your help regarding the RANK function, as I don’t fully understand the logic behind the ordering of its rank.Initially, I thought it considered the order of the list used as a dimension; that is, if my first 5 values to rank are equal, my rank 1 would be the first item in the list. However, this doesn’t always work that way. Here’s an example: Ideally, I want to create something like "ISFIRSTOCCURRENCE" that allows me to identify the first value created (like in Anaplan). My initial approach was essentially that: if my rank value is 1, then that is my first occurrence. However, I can’t achieve this correctly.What is the logic behind using "Sequential" as argument then? How does it behave? Or how does it find the values to rank? Do they rely on the ID behind the list items when the ranking attributes are the same?I found a post where they created a list of values to rank and used BY FIRSTOCCURRENCE, but that would require creating the list every ti

843

27 days ago

LouieOccasional Observer

asked in Questions & Conversations

Previous Function with Multiplication

Hi Pigmenters,Any suggestions on how to write a more elegant formula to achieve the results shown in the Excel please.Here s the current solution: ifblank(ifblank(Metric, 1)*previous(Month), Metric) Thanks, Louie

703

28 days ago

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