Questions & Conversations

Hi,I come from a modelling background in which we are encouraged to find alternatives to nested IF formulas. I am also close to finishing the Pro Basic online training in which we are asked to copy a nested IF formula to assign a ‘Request Status’ to changes in ‘to be hired’ items in a workforce planning model. The formula contains 4 IF functions in which various criteria is assessed in order to assign status. My observation is that would it be more efficient to create individual metrics for each status, build a formula to assign an outcome to a single item subset of the ‘Status Request’ dimension and then consolidate each individual metric into a final metric containing the full list. Then lookup this source metric in the target metric. This no doubt involves more steps but feels like it would intuitively be more efficient in spite of the additional blocks. Would love to hear thoughts from others.  

Is there a way to restrict users from creating new items in a list-formatted dropdown? Basically I would like to block this functionality:From what I’ve read it seems you can restrict Users’ ability to do this across the entire app, but I haven’t been able to find a way to restrict this on a list-by-list basis. There are some instances in this app where they do need the ability to create new list items, just not in this particular instance.

How can I create a formula which will calculate per unit calcs correctly along all levels of a hierarchy. For example if at the top of the Product hierarchy calc Sales for all products/ Units for all products. It looks like Pigment adds the sum of all Sales/Units prices.

I think the Model Builder wrote formula into blank metric which was created for a different purpose.Is this a known issue? Can Pigment recommend a method for me to ‘protect’ a metric from reuse? I guess I could have caught it when the agent asked approval, but I had about 20 metrics being created and I must have been on auto pilot clicking Approve as they popped up in the dialog.

Hello, Currently I have my sales forecast by SKU and Month. I added to it, the “Switchover date” from Actuals to forecast to have some versioning. Now, I want to import this metrics to another metrics to only have the final version of the sales forecast for each “Switchover date”.  However, we I try to import the forecast for a new “Switchover date”, it only update the values and do not create a new version for the new “Switchover date”. So, how could I create each time a new forecast when the “switchover date” changes? Thanks for your help!Ben

Hi everyone,Has anyone come across the need to sum data across different slices?We have three separate entities, each forecasting under a different scenario (as shown in the table above). We’d like to sum these three combinations together, but we haven’t been able to do this using the Sum function on the View/Board or Add Calculated Items (as it only allows adding two items instead of three)Would really appreciate any advice if you’ve solved something similar.CheersNeo 

Hello,I am preparing input metrics to be filled in by the sales reps for the forecast.In the process they must allocate the “Fit Option” based on percentages by Model.However, for the model “A4”, “B4” and “C4” they can only fill in the “Fit option” “A “or “B” and for Model “D4” and “E4” it is always “3”.So, I was wondering if there is a way to:Only show A and B for Model A4, B4 and C4 and 3 for D4 and E4? Can I automatically fill in 100% for model D4 and E4 option “3”? Is there a way to highlight that each subtotal by model should be equal to 100%?Thanks for your help!Ben 

Good afternoon,Is there a way to exclude ‘old’ months from the available items in page selectors? Currently I have a P&L that uses a dynamic variable (‘latest month’) as a source for the YTD calculation in a calculated column. Users can change the value of this variable in their sessions. Like so:  I have my month dimension in the page selector and set the default as the dynamic variable so that the P&L is automatically filtered on the latest month. But the ‘problem’ now is that the visible page selector shows all the available months but I want to limit this to only the last year and current year only. Is there a way to limit the page selector options to only the recent months while keeping the dynamic variable for the YTD calculation intact? 

Does Pigment support scoping an MCP API key to specific applications, instead of to the entire workspace? I understand that MCP only has access to AI enabled metrics, but some apps I want enabled for MCP and others just for native Pigment AI functions.   

Hello,  I'm still pretty new to Pigment and I'm creating some BvA reporting. I'm trying to figure out how to do the below:Show YTD calcs that aligns with the months we have actuals for. In this case, we have actuals for Jan and Feb, so I'd like the YTD calcs to be for Actuals, Budget and the Variance. Actuals and Budget are versions and Variance is a calculated item.  Have a view that shows the latest actuals month and YTD calcs in the same table. Ideally it would be Actuals, Budget and Variance for Feb and Actuals, Budget and Variance for YTD. We probably need a view that includes all the trailing months broken out but I'd like to start with the above if possible.Thank you!

Hi community,I built an org chart by project where one project has multiple people, and each person has an associated cost. When aggregating to the project level, I would expect to see the sum of the costs, but instead it shows FirstNonBlank, and there is no option to change this.In the grid view, the costs are summed correctly, but in the Org Chart, they are not.I’ve attached a screenshot for reference.Does anyone know if this can be fixed, or if this is a bug?Thanks!

When typing in a date as an input (i.e. a SKU ship date), currently you must include leading 0s (i.e. 01/01/2026). We would benefit from having the data input like Excel where you can simply type 1/1/2026 without the leading 0s. 

I have a metric with Budgeted Headcount at monthly level. I want to achieve the same metric at yearly level but the headcount at yearly level needs to be the headcount as of the last month of the year and not a summary of all months. Need help with the logic to achieve it.

Is there a trick to creating a blank row metric I can use as a spacer inside a grid or table. I am unable to save a metric with a space or special character as it’s name. Is there a way to hide the row header name?

Hello!  Is it possible to sort the view dynamically such that the Month would automatically change to the current month? 

I have a large transaction list that I sync in from Snowflake each day automatically. Today, I made a change and happened to start the new manual import configuration before the prior automatic one had finished. Pigment shows 2 imports running for the same list. Is there a way to halt an import in progress in this situation? The two running at the same time is significantly slower and in the future it would be nice to avoid this. It would be nice to have a page in the app settings that shows imports in progress (may exist, but I haven’t found it) and gives the ability to halt a job in progress.

I would like to write a formula where the intent is for the metric to calculate the average of the prior 3 months of the metric itself.I envisioned the syntax being something like the following, though it says MOVINGAVERAGE doesn’t support recursive mode.MOVINGAVERAGE(PREVIOUS(month),3)I understand that I could use MOVINGAVERAGE without PREVIOUS if the object being averaged was a separate metric, but the use case I have requires the formula to reference metric itself. Is there any solution or workaround for this?  

In the When to Use the Different Types of Widgets on Boards, this caption caught my attentionBEST PRACTICE“Only add Lists to Boards that Administrators and Modelers can access to avoid unplanned changes to your data structure.”Does this mean that if we publish Lists to Boards, anyone that can access the board can modify the data ?Or can we prevent Lists to be changed in the application ?“Use or Add Lists that ONLY Administrators and Modelers can access to avoid unplanned changes to your data structure.” 

In order to quickly and automatically create documentation, is there a way to display the description of all metrics used in a board or in a table?

Hey,Is there a way in Pigment by which we can do the following in the same grid/table:show “FY 2025 column header” for some metrics and “FY 26 ” columns for some other metrics

Following reading this page about how Pigment handles blank cells with metrics with different dimensions (How Pigment Handles Blank Cells), I have the following questions :What is the best practice to maintain both source metrics values (e.g. treating blanks as zeros from the metric with the most dimensions) ?e.g. if I want metric C to hold for Spain Metric A + Metric B = 5 instead of blank for Product A (in the case of different costs sources with different dimensions structures, total cost should always be A+B, not A+ depending whether A is not empty, add B) ? I make do with a simple Metric A + Metric B[Add : Country] Yet I wonder whether this would be the best opti

Hi community, I found the article Use Selectors to Customize Context in Views and Boards | Community (the last paragraph How Variable and Page selectors work together) and I want to do the same view for my PnL.  The idea is basically the same. I want to see first Actual, Budget and then dynamic FC version depending on page selector. After that I want to see difference between Bud and selected FC version. I didn’t figure it out how to do it.I’ve done the calculated item and linked it to the page selectors, but I can still see all FC versions and I don’t know how to hide them (=switch based on Page s

Hi Everyone,I am looking for a way to visually group and indent independent Metrics on a Pigment Board to create a hierarchy, similar to a traditional P&L view.The Setup: I have four separate Metrics, each calculated using its own formula: Other Operational expenses (The parent/total) Warehouse expenses Transportation cost Other expenses The Goal: I have added these four metrics to a Pivot table. I want to arrange them so they appear grouped together, with the sub-categories indented under the total, like this: The Question: Is there a way to achieve this visual "parent-child" grouping directly on a Board or Pivot table w

Hi,I’m trying to set up an iterative calculation to use the PREVIOUSOF function to address a circular reference. However, in my application the setup doesn’t appear the same as described in the article “Iterative Calculations Across Multiple Blocks Using PREVIOUSOF.”Instead of showing options for Cycle Name, Iteration Dimension, and Metrics That Can Reference Each Other (as mentioned in the article), it only gives me the option to add an iterative calculation and asks me to select the Base Metric and Allowed Metric. 

I have a learning path within my profile. How can I remove it?