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  • 682 Topics
  • 1,839 Replies
682 Topics
S
Newly Minted Pigmenteer
Sokhna Diarra NdiayeNewly Minted Pigmenteer
asked in Questions & Conversations
Revenue Metric

Hello Everyone,  I want create a revenue metric. I Create all the dimensions and transaction list. When I add a formula there is no problem of dimension, but the value are only in January month. But in my transaction list the Dimension Month is present. I dont understand why all the values are imported in only one month. Here is my formula ( 'Sales History Unit'.unit [By Sum : 'Sales History Unit'.month,  'Sales History Unit'.Customer,  'Sales History Unit'.'Product Group'] )  Thanks a lot 

597
S
Newly Minted Pigmenteer
23 days ago
D
Community Manager
DamianAtPigmentCommunity Manager
posted in Questions & Conversations
Pigment API Python examples

Examples of how you can import data to, or export data from Pigment using the Pigment API and Python. 1. Generate Pigment Import/Export API keyhttps://community.pigment.com/security-permissions-82/manage-api-keys-226 2. For Imports into Pigment (to understand the process)https://community.pigment.com/importing-and-exporting-data-95/how-to-trigger-an-import-with-apis-230 3. For Exports from Pigment (to understand the process)https://community.pigment.com/importing-and-exporting-data-95/how-to-export-data-from-pigment-with-apis-229 4. To import data using Python:import requestsimport csv# Replace with your actual Pigment API key and import IDAPI_KEY = 'YOUR_PIGMENT_IMPORT_API_KEY'IMPORT_ID = 'YOUR_IMPORT_ID'API_URL = f'https://pigment.app/api/import/push/csv?configurationID={IMPORT_ID}'# Path to your CSV fileCSV_FILE_PATH = 'yourfile.csv'# Read the CSV filewith open(CSV_FILE_PATH, 'r') as file: csv_data = file.read()# Set up the request headers and payloadheaders = { 'Authorization

510
D
Community Manager
23 days ago
D
Community Manager
DamianAtPigmentCommunity Manager
published in Questions & Conversations
Pigment API and Google Sheets (pull & push) example​sExamples

Automated Google Sheets imports/exports can be achieved through using the Pigment Import/Export API and GSheets Apps Scripting capability. It will need the following information: 1. Generate Pigment Import/Export API keyhttps://community.pigment.com/security-permissions-82/manage-api-keys-226 2. For Imports into Pigment (to understand the process)https://community.pigment.com/importing-and-exporting-data-95/how-to-trigger-an-import-with-apis-230 3. For Exports from Pigment (to understand the process)https://community.pigment.com/importing-and-exporting-data-95/how-to-export-data-from-pigment-with-apis-229 4. Write/Copy the GSheets App ScriptFirst, open your GSheet, then go to 'Extensions > App Script'.  The scripts below can be copy and pasted into the App Script editor, just remember to press the ‘Save’ button.Note: These scripts and scheduling steps may require Google Drive privileges to set.  This is an example to pull (export) data from a defined view in Pigment into a GSheet.fu

1150
D
Community Manager
24 days ago
A
Anonymous
asked in Questions & Conversations
companies change, profile stay?

Hi, I did have my profile on Pigment Community/Academy when working with another company and I'd like to assign this new to the previous to one to not to loose all my previous activity.How can I achieve this?Thanks!

191
Keiran
Community Manager
24 days ago
P
Seasoned Pigmenteer
pigment_enthusiastSeasoned Pigmenteer
asked in Questions & Conversations
Target metric with year dimension

I have a source metric ABC with dimensions: project and year of data type: numberneed to have a target metric with dimension year, current formula in target metric is :SUMOF(ABC)/COUNTOF(ABC), but i want year as a dimension too in target metric.currently, it doesnt have any dimension in the target metric. 

881
CDALMAY
26 days ago
N
Newly Minted Pigmenteer
NahNewly Minted Pigmenteer
asked in Questions & Conversations
Push data from Google Sheets Into Pigment

I successfully connected Google Sheets to Pigment. After initiating the data import from Google Sheets to Pigment, I receive a message indicating that the import was successful, but the data is not imported into Pigment and I get the following error message:"Missing column in CSV Some header(s) in the mapping configuration are not found in the CSV."However, the headers in the imported file are identical to those in the Pigment list.You will find the screenshots below.  

774
Julie Guérin
Employee
26 days ago
N
Newly Minted Pigmenteer
NeoNewly Minted Pigmenteer
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

292
N
Newly Minted Pigmenteer
29 days ago
P
Just Arrived
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. 

912
D
Community Manager
29 days ago
abhilashsawla
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. 

2714
P
Seasoned Pigmenteer
1 month ago
L
Just Arrived
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

311
R
Employee
1 month ago
C
Seasoned Pigmenteer
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  

391
Stef
Employee
1 month ago
K
Budding Pigmenteer
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?   

804
Stef
Employee
1 month ago
V
Budding Pigmenteer
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

784
Jérémie
Employee
1 month ago
O
Newly Minted Pigmenteer
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? 

755
Jérémie
Employee
1 month ago
D
Newly Minted Pigmenteer
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

672
Nathan
Employee
1 month ago
B
Newly Minted Pigmenteer
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

614
Nathan
Employee
1 month ago
S
Newly Minted Pigmenteer
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%.    

904
Benoit
Community Manager
1 month ago
argo
Just Arrived
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?

471
Nathan
Employee
1 month ago
N
Newly Minted Pigmenteer
NeoNewly Minted Pigmenteer
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 

391
CDALMAY
1 month ago
T
Newly Minted Pigmenteer
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?

933
oliverlee
Seasoned Pigmenteer
1 month ago
P
Seasoned Pigmenteer
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 ?

661
J
Employee
1 month ago
S
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!

823
S
1 month ago
Y
Newly Minted Pigmenteer
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!

672
Y
Newly Minted Pigmenteer
1 month ago
P
Seasoned Pigmenteer
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

492
Benoit
Community Manager
1 month ago
V
Newly Minted Pigmenteer
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:  

431
W
Employee
1 month ago

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