Questions & Conversations

Hi community,Has anyone successfully changed the fiscal year for a customer after they've been live for some time?I have a customer who has been live for two years with a fiscal year aligned to the calendar year. However, starting next year, they are shifting to a fiscal year that begins in February. This means Fiscal Year 2024 will run from 01/01/2024 to 01/31/2025, creating a 13-month fiscal period.As a workaround, I considered manually updating the mapping between months and fiscal years to set January 2025 as part of FY24. However, these properties are protected, so I'm looking for alternative solutions until this feature is implemented.I want to keep the past fiscal periods unchanged, so FY23 should remain as 01/01/2023 to 12/31/2023.Thanks for the any suggestions or ideas.

Hello Pigment,We name lists and their properties according to a specific nomenclature based on the purpose of each list. For example, if we have 2 lists of "Master Data," the first list is called MD01 Master Data List 1, and the second would be named something like MD02 Master Data List 2 and so on.The problem is that these names are not very attractive for the front end. However, on the back end, they are crucial due to the structure of our apps. In the slicers or selectors, the list name with its nomenclature appears, and it’s even more cumbersome if we are using any property of the list as another selector. For example:Selector 1: MD01 Master Data List 1: (ITEM)Selector 2: MD01 Master Data List 1 > MD02 Master Data List 2: (ITEM)Is there a possibility to rename them?Thanks in advance.Agarneri

Hi Pigment Community!I'm currently facing a challenge and would appreciate your advice.The Issue:I need to combine two metrics from different applications to create a comparison view for my users. Here’s the setup:App 1: Holds the visual displayed to users and includes a metric titled “Actual & FCST # SQL -> SQP - NBiz.”App 2: Contains a metric titled “# FCST SQL by SQL date - NBiz.” This metric has been shared with App 1, so I can access it there.The problem arises when I try to bring these two metrics together. Since the applications have different time dimensions, I end up with two sets of time dimensions in my final metric, causing the values to not calculate correctly.Additional Context:I've separated the time dimensions in these applications because they have different period lengths.However, the specific data I want to combine should fall under the same period of time.Possible Solutions:I’m considering using the remove modifier or specifying [by: month] to align the metri

Hi,I am looking for a solution to create a default filter specifically per user. Today we work across different countries and would like to set default filter per board per person so that Person A see country “Finland” as default and Person B always see country “Germany” in the same board. Any suggesting on how I can implement this?Would really appreciate you help on this topic:)Kind regards, Benedikte

Can we see the history/updates of following:formatting done on table’s metrics Aggregators applied on tables

Hello Everyone, I am new to Pigment and started with training recently. I came across a scenario where I had to delete a few items from the transaction list and realized the only option we have is manually selecting them and delete. Is there any way/action that we can create pointing to a Boolean metric which holds TRUE for delete items (with a formula) and whenever we run that action, it will delete those specific items (We can think of deleting a specific months data)Please suggest.Thanks,Ramana 

Hello Pigment!We have some scenarios where we use multiple Metrics with different dimensions on the same table, ex: This table has Products and Month on Rows, Metrics as columns. Metrics structures below:Metric Dimensions Formula Product Demand Product, Month - Vendor Product Products.Vendor Planner Product Products.Planner We are aware that a possible solution could be adding “Month” dimension on Vendor and Planner metrics then add “[ADD CONSTANT: Month]” at the end of their formulas, this would lead us to our desired shape: However, this might not be the ideal solution; we do not need to be “calculating” Vendor and Planner every Month, for every Product, since those are properties which are not changing at all (not monthly, weekly, at least). Our apps are quite big, that is why we are trying to avoid that.There is a workaround? Also, there is a way to omit the “Total” rows/columns at all?

Hi,I’ve bullied an app and set up the calendar and set the start month to January. Now that everything is set up we want to change the start month to February . Is it possible?Thanks

Hello, For our monthly reporting we would like to filter by views in the boards we have, is it possible ?For exemple, for our revenues or COGS, in a same metric we have views by clients, countries, cohorts… and we would like to have filters based on these views in our reporting boards.Thank you for your answer. Jacques

Hi Pigment Community,I’m working on building a forecasting model and have encountered a challenge that I could use some help with.The core of my model is based on using the "Month of Year" dimension to allow users to input information. However, I now need to incorporate the "Month" dimension for a specific year, which I want to select using a switchover date.The issue arises when I create a new metric and add the "Month" dimension. After filtering for my designated year, the metric aggregates the total values across all columns, leading to an incorrect result. Essentially, the metric isn't giving me the precise data I need.You might wonder why I didn’t implement the "Month" dimension from the start. My goal was to minimize the work required to maintain and update the model as we transition into a new year. In my current setup, the user inputs values for the "Month of Year," and I planned to assign these values to the desired year later, based on the switchover date.My main question is:

Hi, I have a metric with 3 dimensions: Quarter, Products & Employee. I also have a transaction list with the following infoSale XYZ  - in Q1 24  (dimension Quarter) - Productclass A - sold by John (dimension employee) - previous product seller is Anna (dimension employee)Sale FMG - in Q1 24 - Productclass A - sold by Maria - previous product seller is John In my metric with dimension quarter, product, employee I am calling in all product sales, but I assign them to the previous product owner so something like [by: -> sale.product.previousseller]. However, in this way all sales get assigned to the last previous seller, whereas I want to assign the sale from John → Ann and the sale from Maria → John because they were at that point in time the previous seller.  How can I do this?  Thank you very much in advance  

Hi I would like to merge all the items from 2 dimensions of 2 distinct applications in PIGMENT into a new dimension. Is this possible, and if so, how?To give a bit of context, I have an existing application that tracks ongoing projects and those planned for the next two years (updated via an import), and I would like to create a dedicated application allowing users to submit their project requests for the next 2 to 6 years.These requests will be subject to prioritization, and not all will be carried out. Therefore, I would like to distinguish between confirmed projects and future project requests by creating 2 distinct dimensions. However, in the end, I would like to merge them into a single dimension to facilitate analysis of all projects.Thank you in advance for your help.Have a great day,Antoine

In Pigment, Is there any way to use a metric with BY modifierI have two source metrics named as ‘Assigned’ and ‘Calendar Week’: “Assigned” with data type: Number Dimensions: Project, Role, Project Weeks “Calendar Week” with data type: Weeks(dimension list)  Dimensions: Project, Project WeeksI need to create a target metric:“Final metric”: of the data type: NumberDimensions: Project, Role, WeeksI’m trying this formula for “Final Metric” : ‘Assigned’[BY: ‘Calendar Week’]Since, Calendar Week is a metric and not a dimension list, formula is throwing error. Is there any way by which I can use the metric with modifiers?Can someone let me know if there is any suitable approach for this solution?

Hi folks,I have a metric: “Start Week” of the datatype: “custom Weeks List” and using dimension “Project”. So, it has Start Week for every project. E.g. “Week 1” , “Week 27” for ABC, XYZ project respectively.In the metric: “Calendar Week” of the data type: “Weeks” List and using dimension: “Project” and “Project Weeks”, I am trying to fetch the Start Week and then increment it by 1 for every column of Project Week.I have tried this formula: 'Start Week'[ADD: 'Project Weeks']But, it is giving me the same value of “Start Week” value for every column in each project.Desired Outcome: For the 1st Project Week Column: it should give the “Start Week” value and for the next Project Week Column: (Start Week + 1) and for the next : (Start Week + 2) and so on…I have tried using SHIFT('Start Week'[ADD: 'Project Weeks'],1)but it gives Week 2, Week 28 for ABC, XYZ project respectively for every column .  SHIFT operatorSo basically, the values should be incremented by 1 for the subsequent columns.Wee

Hi, I was trying to use Calculations and faces maximum cardinality issue. I have metrics for BoP, EoP and 2 metrics I need to add. So, the logic would be EoP = BoP + Metric 1 + Metric 2Each of them has 6 dimension, and unfortunately I can’t get rid of any dimensions.We used the logic of where BoP = EoP {select month -1] and EoP is calculated as previous month + Metric 1 + Metric 2 but we faced formula timeout recently.Maybe anyone has any ideas how it can be solved? 

What is the best process for an organization to use SSO with Pigment? 

Hi!It would be great to create another step of the Learning Path to enable many topics not covered in the Fundamental training but present in the articles in the community, such as Variables, integrations, naming convention and etc.The next step for advanced models and enterprise cases would be of use.Could you please tell if it’s on the roadmap? Or perhaps I overlooked it and would be glad if you provide me with the link.Thanks.

Hi community.Is it possible to add calendar dimensions e.g. Month from one application, as widget in another applications board view?  Cheers

Hello, I would like to display the ranking of my client (1,2,3…..) based on their actual value , how can i do it ?Thanks for your help  

Hi Pigment Community, Hope you’re all doing well. I’m currently having a formatting/metric structure issue and was wondering if anyone had a solution to my problem. The current challenge I’m facing is that when I create a table using 2 existing metrics and 1 input metric, the format of my table follows the input metric, when I would like it to follow the format of the existing metrics. To further explain I have a list of managers and territories. Managers only operate in one territory, so in a table manager A should only be seen under country X, however I am seeing that Manager A is listed under Country A, B, C, etc...Blocks:DIMENSION: Opp Owner Name METRIC: Revenue [$] Y-1 METRIC: Revenue [$] Y-2 (no picture provided because its the same as Revenue [$] Y-1) METRIC: Yearly Bookings [$] - Input - NBiz TABLE: Output Yearly Bookings ($)To help explain I have attached images below that walk you through the issue I am facing.The first image “Opp Owner Name” shows a dimension that has a mapp

Hi Pigment community,I want to manage the edit rights in a Board, so that users only can edit/add data for Forecast data and should not edit/override the Actuals data. I created a Period Type metric:   I added the Period Type to the Year metric:   I created a custom Access Rights Metric named “Forecast Rule” for the Period Type and Year metric. I updated the access to Actual on Read / No Write and to Forecast Read / Write for all users:   I defined the rule so that it should be applied to all metrics using these Dimensions ( I also tried with “Period Type” only):   I created a Board that shows my sales data for projects and I still can edit/override the Actuals data in 2023:   After reading the Knowledge Base articles for managing Access rights, I tried many different things in my configuration, but was not able to figure out the proper way. I also found no other solution in the forum, so I would be happy if someone can help me understand and solve this issue.Best regards,Marco

Is it possible to set up notification every time when the load automatically happened from a native integration? Does it depend on the type of plan? 

Hello Pigment Community!If you’ve noticed that special characters (i.e. è or á) in your name aren’t displaying correctly in Pigment Academy, here’s a quick and easy fix: Login to Pigment Workspace: Start by logging into your Pigment workspace. Access Account Settings: Click on your profile name in the bottom left corner and select 'Account settings' from the menu options. Pigment - Account Settings  Update Your Name: Under the "My Profile" page, update your name by adding a random character (e.g., a letter or a number) at the end. Settings - My Profile  Save Changes: Click 'Save changes' to update your profile. Remove the Random Character: Once the changes are saved, go back and remove the previously added character from your name. Save Changes Again: Click 'Save changes' once more. Re-log into the Academy: Log out of the Academy, and back in again through your Pigment login. This process will refresh your profile information and should resolve any issues with special chara

I have two lists.List with account numbers List with account groups and min + max rangesI want a function that assigns the numbers from the first list to the correct category in the second list if the number is within the respective range.I found the solution in Excel and could not find a suitable way to implement this in Pigment. Here is the Excel solution:=INDEX($D$2:$D$6, MATCH(TRUE, ($E$2:$E$6 <= A2) * ($F$2:$F$6 >= A2), 0))INDEX($D$2:$D$6): This part selects the Category column. MATCH(TRUE, ($E$2:$E$6 <= A2) * ($F$2:$F$6 >= A2), 0): This part finds the row where the number in column A falls within the Min and Max range.I tried to use the MATCH function with some IF clauses, but that was not possible. Also the IN function could help with ranges, but I haven’t found a way to combine it with the MATCH function.Is there any way to realize this with Pigment? If not, maybe that could be helpful in the future.