Questions & Conversations

Hi,I am facing an issue with the email notifications triggered when a certain criterion is met. I seem to be receiving the emails as expected but the client I am working for is not receiving them. Could anyone please tell me why this could be happening?Thanks!

Hi,I have a dimension formatted property in a transaction list. I want to restrict the items in the dropdowns based on users. Applying data access rules achieves this only partially it seems. While the users cannot see the items that are not assigned to them once they make the selection from the dropdown (the input simply disappears), while making the selection they are able to see all available items in the list. How can I restrict this?

Hello All,I’m currently trying to create 3-month trailing average for multiple dimensions. The formula worked when I only have 1 version dimension but when I tried to create multiple versions, it collapse. Here is my metrics before adding version Metric 1: Trailing 3 months (Boolean) Metric 2: Trailing 3 months calculationSo, you can see Aug 25 is the trailing average for May through Jul Here is what I attempted to replicate after adding version as a dimension.Version DimensioPeriod Type by Month (by version)Create a new 3-month trailing boolean for each versionBut when I replicate the output, this error popped up Any help would be appreciated! Thanks!

Hi all, I'm importing an employee transaction list with historical employment data using a direct connector to my HRIS. I’m creating a new unique ID property from Employee ID + Effective Date. I ran into the following challenge: my source data sometimes contains two events for the same employee on the same day (e.g., a hire and a no-show termination). My question is: is there an automated method in Pigment to identify and remove all rows that share a non-unique key during an import? I want these conflicting pairs of rows to be excluded entirely and I need the monthly import from my HRIS to run automatically without failing. Any ideas on how to set this up? Thanks!

Hi everyone,I have created two scenarios - Budget & Actuals. Now when I am turning on AI Insights on a metric, its showing details of the default scenario, even though I want insights of the Budget scenario. How can I solve this problem? Why are insights not available on Multiple scenarios?The documentation AI is mentioning that AI Insights can compare 2 scenarios but I am not finding any option to change the scenario for Insights.Please kindly help me out, Thanks!Regards,Spandan

Are there any future plans on the roadmap to create an iOS app? Even just to see boards and do data imports would be sufficient. Thanks!

Has anyone using Sage Intacct ERP with the Pigment connector been able to import year end adjustments for GAAP from the balances table?They come through the Details table fine but in local currency. The Balances table we would expect to see the adjustments as consolidated to the book currency but they dont come through.The API indicates it should be using the setting includereportingbook = true but that doesnt seem to be an option in the connector.Thanks

This was an idea I had when looking for options to integrate Harvest Timesheet data into Pigment and there was no Pigment connector:https://www.dataplan8.com/blog/integrating-harvest-to-pigment-via-apple-shortcuts-part-2

I have a metric called 'Number of departments per supplier' that is dimensioned by Sub-Department and Supplier. When I use 'Number of departments per supplier' [REMOVE: 'Supplier'], I get the total by Sub-Department (without the Supplier detail), which works as expected. But when I use 'Number of departments per supplier' [REMOVE: 'Sub-Department'], nothing is displayed, whereas I would like to get the total by Supplier (with all Sub-Departments aggregated).

Hi,Do you have a best practice to recommend on how to manage interns who are converted to permanent contracts (=CDI in France) in Pigment?Let’s take an example :In my transaction list, I have Employee1 which is intern with an end date on Dec, 31st 2024. He comes back as a permanent contract starting January 1st 2025 (with no end date). In my FTE calculation metric, the term date metric is calculated with :if(isnotblank('Employee Transactions'.'Term Date'[by last:'Employee Transactions'.'[Pigment] Name','Employee Transactions'.'Load Month']),'Employee Transactions'.'Term Date' [by last:'Employee Transactions'.'[Pigment] Name','Employee Transactions'.'Load Month'],previous(Month))The last load concerning employee1 does not have a load date, as he is a permanent contract. However, as I have  “previous month” in my formula, it takes into account an end date. So my Employee1 is counted as 0 on January. Would you have some formulas to advise for this case ? ThanksVenitia

Hi, I am trying to set a logic where there are 2 merit cycles, I want to us Previous(year) but also incorporate that cycle 2 is equal to cycle one and editable in case it isn’t.  

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

My company went live with V1 of our Pigments budget application.  The way our pigment solution was built, with our Pigment partner implementing with us, is with 5 applications that our users have to navigate between.Reporting Revenue and Cost of Sales Operating Expenses Workforce Planning ForecastingThe solution is good, and we will have changes when we go to version 2.  However, our user feedback is that the navigation is terrible. There is the navigation window that can be structured for navigation sequencing, but there is no great way to build navigation between applications and boards except by using an action widget with an external URL for applications and board.  Though this works, it is impossible to build without it being too busy and clunky at best.Has anyone built a good solution using the widgets to navigate not only between boards, but also between applications?  How did you do it? 

It seems that the provided Lucca connector does not import extendedData when the “types” are complex, making proper data imports impossible in this state.Is there a way to modify/contribute ?

Is there an option to also add the timestamp of an import, not just the date but also the hour?  

Hello Pigment Community,If I update my calendar start date from Jan 2016 to Jan 2021, will it impact the assumptions I’ve already entered for different scenarios? Will I lose any input data because of this change?Thank you!

I’m currently converting a table into Sheets and running formulas on the side to build checks, for example for the Balance Sheet. When I add new rows to the table however, the formulas don’t stay on the original cells. Is there a fix for this?

There are limited graphing capabilities in Pigment today vs. what’s available in Powerpoint, for example.You can not do multi-axis graphing feature today in Pigment.  An example of stacked bar of loan balances and then adding the yield trends in %s on top.Even on a single axis graph, you can not do a trend line graph on top of a stacked bar There are some valuable features from Think-cell plug-in to Powerpoint that would be helpful in Pigment (https://www.think-cell.com/en).  Below is an example of showing % increase between the stacked bar (a think-cell feature) Also, given that you guys are Pigment, we would have expected more color palette options for graphing but it’s very limited at the moment when we have various data points :) 

How do I download an audit log as a csv file into my hard drive?

Hi guys - curious if anyone has tried to do this… I am trying to create a new scenario that is based off of a previous “snapshot” version of an application. This doesn’t show up for me as an option when choosing the “initial source of data” dropdown in the new scenario creation prompts.  We use snapshot functionality to catalog our forecast versioning, so if I have a “4+6 Forecast” as a snapshot scenario from 2 months ago that we want to use as a basis for second half reforecast, I’d have to reference that dataset (not the live forecast) for our baseline/starting data. Anyone know how to accomplish this?

Hello, I’m sure my question is super easy to answer, but I’m stucked on a silly calculation.I import a transaction list from my ERP with the amount in local currency.The properties linked to dimensions in my transactions are : Employee, project, month and currencyI have a metric that store the currency rates with 2 dimensions : currency and month I want to create a new property in the transaction called amount in EUR which is equal to amount * currency rate from the metricI tried transaction.amount*rates [BY: currency, month] but i does not work. It sums the value of the currencies for all the months and all the currencies.Can someone tell me where I am wrong ?

Hi everyone,I’ve come across a need to compare the current year’s forecast against next year’s live forecast, and noticed that this requires referencing two dimensions: Year and Version, or Year and Scenario. For example, I’m trying to build a variance table for a set of metrics where the variance is calculated as:(2025 Year + 2025 Forecast Snapshot) – (2026 Year + 2026 Live Forecast).Has anyone built something similar—where you can select different years and different versions (or scenarios) and calculate the variance between them?Thanks in advance!

Hi everybody,I am making an event calendar for next year. This calendar contains all different kinds of events (like the winter olympics 2026, valentines day, etc.). This information is stored in a boolean metric dimensioned by Day, Event and Business Unit. Like so: Next - I would like to summarize this information in a text metric dimensioned by week and business unit. I would like to create a simple textlist of the Event dimension where any boolean is true. Like so:W6 FY 26: Winter Olympics 2026 W7 FY 26: Winter Olympics 2026, Valentines dayHow to best go about this? Any help is much appreciated. Thanks!