Questions & Conversations

Will boolean TRUE persist after formula condition which uses ISDEFINED is met even if the data which meets the True condition is removed?

I need help fixing a mission for a variance analysis agent.  I am attempting to make it as dynamic as possible, so I am using a variable called @CurrentMonth which is a calculated metric that pulls the most current month we have transaction data into all my scenarios.   The calculated value for the @CurrentMonth variable for my @Actuals scenario is “0ct 25”.  I have another scenario called “Working Forecast” that has a calculated value of “May 25”.When I run this AI agent, no matter how I write the instructions, it uses the value of “May 25” which is nowhere in the instructions, not even implicity.The only way this works is if I change the variable for @CurrentMonth to be hard coded as “Oct 25”.What am I doing wrong? How would you change it?Mission instructions below,Analyze @Revenue and @Operating Expenses metrics, filtering for: Reporting Time = "MTD" @CurrentMonth  = @Actuals scenario Structure the report in these sections: Conclusion: Summarize the main findings. Key Highlights

Hi everyone, I’m currently working on the TrainingPro and I’m struggling to understand how to add a selector to my Board.My Board only contains a TransactionList, and as far as I know you can’t add a page selector inside a TransactionList that would show up as a selector in the Board. Is there a way to create a standalone selector in the Board, or do I need to add another widget just to generate a page selector? Thanks for your help!

In Pigment, we can display the history of a metric (e.g., a cell change by dimension intersection, inserted value). I’d like to know if there is an API that can return this data

Hi! How would I calculate the average of all instances of X day of month? I have a metric with $X by day, and want to return the average of all 1st, 2nd, 3rd, 4th etc. of the months. Preferably rolling so if my calendar starts in 2024 then Oct 15th 2025 would return ((Oct 14th’24 + Oct 14th’25) / 2).Thank you!

https://kb.pigment.com/docs/naming-convention-for-pigmentI believe readability is key when working with formulas in Pigment. I have a few recommendations for the naming conventions1.) the prefixes should be in lowercase. UPPER case draws your eye to the prefix and that isn’t the key to the metric; it’s a supporting detail. I believe CALC_Gross Margin highlights the calc more than the Gross MarginCALC_Gross Marginvs.calc_Gross Margin 2.) the prefix SET is misleading.If you step away from writing formulas for a while (a few weeks) and then come back, you have to remember SET is a setting and it isn’t an imperative /command. For instance SET_Load Actuals to me sounds like you want to change something. I would recommend using CFG (actually cfg to match my lowercase preference).3.) the prefix REP is also not obvious to me; I would prefer RPT (again, rpt to match my lowercase preference) The good news is the bulk block renaming feature makes this pretty easy to implement

I love the concept of the Prettify Formula, but I don’t love the logic it uses. Having spent a bit of my earlier career in software development, I realized a few things that made my code more readable.When doing if logic, I want the comma separating the logic test and true result placed on a new ling and indented to just past the opening “(“. I do this so I can easily trace where logic changes happen.. and it is a little easier to comment things out or copy/paste into the formula playground for testing.if(Month.’Period Type’ = ‘Period Type’.”Actual”   , Data.Amount[by: Data.Month, Data.Entity]   , previous(Month) * 1.01)For simple formulas, I typically won’t break a line. For formulas where there is a long set of modifiers, I will line break the modifiers and indent them 2 or three spaces past where the previous modifier starts. I don’t need to break each modifier; just enough to fill up a line, as I don’t want to have too many lines, which makes troubleshooting challenging if I have a

Hello everyone,I have created a Clone data in metrics set up on my application settings but when I go to the board to add the action button the Clone data in Metrics form does not appear to let me choose what i want to copy and where..Basically i can only use one preset configuration into the app settings. Am I loosing a step? I also see in the documentation that is clearly possibile but I can’t manage to set it up;Thanks in advance, community, for your help! :) 

Hi We have a scenario where we need to get Grouping data from members management into Users dimensional list.We did grouping based on different roles and permission and We need to get this grouping data based on each user in the members management into User dimensional property.Do we have any option to achieve this? 

From Dimension B, How can I look up a property from Dimension A based on a Dimension A property which is in Dimension B? MS-Copilot told me to use Lookup (), which works in Anaplan but I cannot find Lookup in Pigment functions.  Thank you.

Hello everyone, urgent!!Do you know of any tricks (functions, modifiers, data actions) to copy data from year N to year N+1, or from forecast version 8+4 2021 to forecast version 8+4 2023, into a new metric without deleting any data from the previous year or version? This is for a presentation. I would be very grateful. Thank you. 

I would like to divide my 'Discount_EUR' metric by my 'Gross Sales EUR' metric, but I'm not getting any value. Can you help me solve this problem? Thank you in advance.Result:  

Does anyone know if I can sort the items in a filter so that my cost centers (or GL account) shows in ascending order? I created a filter for cost center currently but all the available items are listed randomly, I tried sorting the dimension list in ascending order but it doesn’t reflect properly when I use the selectors. Thank you!

Hello,I have 2 different transaction lists from 2 separate sources. I would like to combinate both Transaction lists thanks to a common textual field “Reference Number”. On SQL, I would use an “Union” operator. What about Pigment? If I guess correctly, I cannot combine Transaction lists direclty on Pigment. But I have 3 options:    1. Transform my SQL request to have an unique source and Transaction list.    2. Manually export, transform and load a third transaction list (Too time-consuming).    3. Use my “Reference Number” field as a dimension.This reference dimension should contain thousands, even millions of elements. Then, is it wise to use it as a pivot dimension? Thanks for helping me ou :)Best, Sandy

I have imported a list of 1,914 employees into a dimension called “Ramp Users.”In my Transaction List, I have two key properties: Description – this contains text fields that include employee names (e.g., “Airfare reimbursement – John Doe”). Ramp User – this is where I want to pull in the matching employee name from the Ramp Users dimension. My goal is for the Ramp User property to automatically identify and display the employee name from the Ramp Users dimension if that name is found within the Description field of the Transaction List.I tried using the following formula in the Ramp User property: IF(CONTAINS('Ramp User'.Name[BY:'PL GL Data'], 'PL GL Data'.Description), 'Ramp User'.'Ramp User Name')[REMOVE FIRSTNONBLANK:'Ramp User']But I Received an error: “The formula reached 1 G cells during one of its execution steps, exceeding the maximum size allowed (1 G)”Please help me resolve this.

When using Pigment Connector in gsheet the date formulas are imported as text  

Hello Pigment Community,Is there a way to set up a page filter that dynamically changes based on another page filter — similar to how dependent dropdowns work?I know we can use Dependent Page Selections (as shown below), but that only works when the first dimension is a property of the second dimension. In my case, neither of the two dimensions is part of the other. So I would like to create a metric to define their relationship and use it for the setup. 

Are there keyboard shorts while I’m creating metrics, etc. that would be able to pop menus open, etc? Did I miss that in the training?

Hi all - I was trying to do something similar to the analysis Actuals vs Forecast as it is shown in the video of this use case.In that example, Actuals and Forecast columns are version dimension, right? How is it possible to do the monthly variance and the YTD variance all in the same table? I did something simliar but in two different tables because in one I need only one month and in the YTD I need several so it’s a different filter How can I link the variance reason to the actual delta (maybe it should be something around the by→ but not sure). Does anyone have experience on doing so? I’m struggling a bit.Thanks!

Is it possible to set up a metric for selecting the Snapshots my boards in an app reference so that i don’t have to change them all manually?

I have a field in a transaction list that returns the Employee ID (data type: Text) and another column that contains the Company ID (data type: Text). I need to concatenate these two fields to create a final Employee ID (e.g., “EMPID–COMPID”). This concatenated field should then map to the Employee dimension.The issue is that I’m unable to tag this concatenated field to the Employee dimension since both source fields are in text format, and I can’t find a way to convert the resulting text into a dimension-compatible value.To address this, I created a concatenated Employee ID Initial (Text) field and added another property called Employee ID Final (data type: Dimension → Employee). I then tried the following formula: Employee ID Final = item(EE_Paylocity_Actuals.'Employee ID Initial','Employee - Final'.'Employee ID'). However, this only works if the Employee dimension is already pre-populated with all Employee IDs. That’s not ideal because it would require the client to manually maintai

Interested to see if anyone has done this, and curious about their experience so far

Hello everbody,Does anyone know if it is possible to create a dynamic, user-based action button? In my application I have set up a number of different homepages for the different board members in our company. Each one has a different set of dashboards. On each of the dashboards I’ve added a simple ‘home’ button to quickly navigate back to their homepage. However, they do share some of the same dashboards. Is it possible to dynamically redirect to a particular homepage based on the user who clicks the button?Thanks!

I have a Board for a user that has a number of summary tables and a transaction list. I want the summary tables to include all departments but i want to omit a department from the transaction list. currently it out in the view but recently realised that the user can remove that filter.how can i resolve this issue?