Questions & Conversations

Hi all, Before Pigment, when we used to run on our planning on spreadsheets, if an investor wanted to see how our model worked, we could make a version of ur planning model spreadsheet, which we could share with them and they could then get one of their analysts to dig down into the spreadsheet modelling to see how it worked for themselves... … but, having fully migrated from spreadsheet modelling to Pigment, what do we do now,?Assuming the investor has no prior knowledge of how Pigment works, we can’t just give them access and tell them to take a look for themselves, like we used to do with spreadsheets. So, I am interested to know, what do people do in this situation? What do you give them to look at to demonstrate the model works? Or is it that they can no longer look for themselves and must rely on guided tours/demo from us, instead?

Hi Community,I’m trying to set up an automation that sends a snapshot of our Headcount by Country MoM metric, and I have two specific requirements: Dynamic Data: the report needs to contain data only for the last closed month.  Format: it needs to be sent in PDF or as an image. External Recipients: I’d this email to go to people who do not have a Pigment license/account. Any guidance on whether this is natively supported would be appreciated!Thanks!Andy

Hi - It would be great to have the ability to publish messages or announcements that are automatically sent to all active internal Pigment users.For example, when actuals are updated, we’d like to notify users so they can log in and review the latest numbers.We have more than 100 users, and today this requires sending multiple Slack messages just to make people aware.Thanks!

Hi - the new feature whereby hints are offered directly in the formula bar are a little confusing.  In the above are they simply highlighting where I have used ‘BY’ modifier and explaining what is happening or does the formula need to be updated? Prior to today my goal with the formulas is to minimise any text here and I am not sure if this is highlight an error or not as the formulas look good.Thanks 

For the purpose of versioning, we are using a combination of methods for different use cases. This would include scenarios (incl snapshots), publishing and cloning. We have instances where we may need to edit a formula in LIVE but leave the locked forecast as is. In order to do we, we enable “add formulas for scenarios”. I noticed that formulas are editable even in locked scenarios. How can I make sure that if a scenario is locked, NO ONE, including admins, can edit it? Leaving this edit option open for locked scenarios can have unintended changes.

HiI have a target metric containing a subset. This dimension is a subset of a list present in a source metric. When I reference the source metric the data does not allocate over the subset list items as I would expect. Do I need to map the complete list into the subset? Instinctively this seems irrelevant as they are effectively the same list so dimensionality is comparable. This is my source metric - This is my target metric -  PL3_Overheads is a subset of PL3  

I am trying to export pigment data to PowerBI following the guided steps available on community, but I get an error “404 id not found”. Does anyone know what I could be missing in the setup? I used payload functionality to generate ID for metrics. 

I have set up a table with a few metrics in with either of the following two setups:1) Dimensioned by Company and Department2) Dimensions by EmployeeThe employee dimension has properties using the Company and Department dimensions.In my table i can either add the direct Company and Department dimensions to my pages or the mapped versions from Employee.However, if I select the direct dimensions in the Pages, the Employee metric (2) doesn’t filter properly. And the same happens to metric (1) dimensioned by company and department if I select the mapped dimensions in the pages.How can i get it so that my table filters both properly? 

Hi Is there a way to Create Automated task which deletes user inputs in bulk when trigger is met. I’d like to set it up in a way, than when Month becomes from Forecast to Actual, it would delete the new Actual month user inputs which were so far meant for Forecast, but Actual month value should come from formula. I know how to set up task to notify, once this month changes and also how to set up one-time bulk deletion, when Month becomes Actual, but is there a possibility to combine these to so I could stop being middle-man? Best regardsOtt

Hi teamJust wondering if anyone is facing the same issue. I was able to clone data from version to version (e.g Live Forecast → Forecast Q1) across all scenarios (Default, Optimistic...) but now the clone function only works on Default, and there is no other way to for to select different scenario.I already tried toggling the scenario selection in All Blocks but it isn’t working.ThanksNeo

Hi everybody,  Could someone help me understand why the “type fees” dimension was not updated, even though I selected “delete all items” for my transaction during the load from the Azure SQL table?Many thanks, 

We’re supposed to have a download button for the dependency diagram but it isn’t showing up for me. Any idea why? 

Hello Pigment Community 1. Im Currently stuck at this level of the Pigment Pro Training , Can anyone please explain to me the logic of converting from Local to Group Currency ? Thats what i've tried ; 'Topline_Plan_Import LC'[SELECT:Conversion."Group"][BY:'G2 Country'.Currency]*'DH_FX Rates' 2. And i did not understand what is demanded in the step below , of creating a nexus , anyone can explain to me what is demanded ? Thank you in advance.   

Hi,Is there a way to query Snapshot Metadata via API? As I understand every snapshot of an application is a separate application, but when I retrieve Metadata using this post by ​@DamianAtPigment I only get live applications. In API docs I don’t see that I can configure Snapshot or Live, but maybe I’m missing something.Why you might ask? I would like to automatically extract data from the same metric via API, but from different snapshots to show and monitor historic changes. I know that I will have to use text comparison to extract the metric by name, but that’s ok.Thanks!

Hello All, I’m currently trying to build a budget for the next year and running into issues on how to lock data down.Example: Set up a budget for FY26Current Date: 12/19/25Current Month = Dec 2025Latest Actual Month (Switchover Month) = Nov 2025OpEx Planning: I will set the switchover month as Nov 2025, so the data is locked down already.Headcount Planning: Our headcount roster is being loaded on a daily basis and overwritten until the last day of each month so our most up to date data is 12/19/25.Let’s say I want to say today is the day I want my budget to be set and won’t change after 12/19/25. I can create a scenario based on my current scenario which locks down the data for OpEx but my headcount data will essentially be still moving because by tomorrow, it would be using a new transaction list on 12/20/25.I’ve thought of few proposals to resolve this issue but each has its own flaws so I would l

Hi everybody,To my great surprise I saw that the powerpoint connector is now available. Christmas came early this year. I immediately tried it and already noticed a few things. But I was curious about the experiences of other users. For example - with grids, I noticed that the export of the grid sometimes moves beyond the border of the visual in powerpoint. And since it's a static picture there is no way to retrieve the rows or columns that fall under of after the border of the powerpoint visual. Another thing that I noticed deals with the width of the columns. For example, I have a certain grid that has columns in a certain width so that all the text fits. The export to powerpoint however squeezes the width of the column so you can't read all the text.Has anybody experienced the same or knows a workaround solution to these types of issues?Thanks, Bas 

Hi everyone,I duplicated Applications in order to test some new Pigment functionnalities without impacting Live Applications.There are 3 apps which are linked together (Shared metrics) Tests are over ; I’d like to delete those Apps, but Pigment show this message :“Cannot delete application: some of the shared objects are still referenced by other applications.”We have around 200 Shared Blocks !Must we delete each Shared Block before Pigment allow us to delete the whole App ? Thanks for your support !RegardsMatthieu  

Some of our users do a lot of scratch work in Sheet View. Is there a way to clear all those extra edits out and start from a clean slate?

Hello,I would like to test the ppt connector you are currently working on .Can you contact out to me ? Thanks

Hi,Is there a way to create a master button to import data in mutiple metrics at the same time instead on having to click 20 times (20 metrics) on each import data button ? Thanks for your help

Hi Everyone,I would like to merge two Dimensions into a new Text Dimension in order to get a Unique ID, using a FormulaBut the trick is that one of the two Dimension is a Date Data Type :Dim1 : Item.Code (Text Type)Dim2 : StartDate (Date Type)Formula result : Item.code &”_”& StartDateHow to make this formula ?Thanks in advanceMatthieu

Hi, Following another post that has been marked solved (Is this now possible ?- create import configuration- add a connector- trigger the import with the api (that uses the connector)If not at the present when would tthis be available ?

Hi everyone, I have two questions regarding input configuration in Pigments. 1. Conditional input depending on the versionWhen I enable data input in the metric settings (by checking “Allow overriding formula result with an input”), the input becomes available for all cells.However, I would like to enable input only for specific periods depending on the selected version.For example, for the Forecast Q2 version, the cells should be editable only from Q2, while Q1 should remain read-only because it contains actuals.Is there a way to restrict input to specific periods depending on the version? 2. Input

Hi - do model snapshots factor in Access Rights? In other words, if a user takes a snapshot but does not have full access, will the snapshot only include the data they have access to or will it still snapshot the entire model?