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Hello Pigment community,I recently found I can't use the "Show Value As" function in a table to calculate cost as a % of revenue at the department level. Maybe I'm missing something. Hoping someone can help explain.For example, in a table I have Metric 1 (cost by department by month) and Metric 2 (total revenue by month), both added to the table. I tried setting "Show Value As" the % of Metric 2 for Metric 1, expecting to see cost as a % of revenue by each department. Instead, Pigment only gives me the total % of revenue. I believe this used to work at the department level.Any information is appreciated. Thank you.
Hello, I would like to automate data imports from a transaction list via an SFTP connection. My SFTP connection is working properly.Issue 1: Variable dateWhen I use the “Fixed file” option with the file path and name “ZME2K_20260828_0018BSQz.P0J.csv” it works.However, when I try to use the “Most recent file” option with the file path and name “ZME2K_{{date}}_0018BSQz.P0J.csv” no file is found. Pigment documentation specifies that the “ISO-8601” standard is accepted (with or without “-”). However, article only provides the example with a hyphen. I use a YYYYMMDD format. Did I do something wrong? https://kb.pigment.com/docs/connect-sftp-server. Issue 2: Other variableThis same transaction list must be populated from several separate files with the same structure, originating from different departments (existing “department” dimension).I understand that I must create a connection for each file (i.e., for each department), and that only the file date can be varied. This system seems a bit
Hi - after turning on Scenarios, is there a reason why it automatically pivots the Scenario to the bottom dimension of Columns? This causes aggregated views to appear blank for nearly all of our tables, and requires manual intervention to go in a re-save every view.Maybe I’m missing something, but it would be great if this was a little more seamless.
Hi Hive Mind, I need to delete 1500 items form a list (following creating of thousands of duplicated entries “thanks to” the possibility to bypass the uniqueness constraint using a formula and then removing it…).On one hand, I see only right click on a single item and press delete… x by 1500 times.On the other hand The transactions lists allow to “manage items”, filters, mass check and bulk delete manually.How can I avoid repeating thousand times the same action ?
Month after month, Pigmenauts share challenges, ideas, and solutions that help us all learn and grow together.To celebrate this knowledge sharing, here are August’s top 5 questions. We’re highlighting the ones that sparked the most interest and views from fellow members 💡.Whether you faced the same challenge or want to learn new tips, these threads are a great place to explore, contribute, and connect. Creating New List Items from a Transaction List Question - @JF.LM:“I need to automatically create new List items from a Transaction List, but importing doesn't allow me to map a formula field. Is there another way to achieve this?” Best Answer - @Julie Guérin:You can't generally create new List items directly from a formula field during an import from a Transaction List, as the import needs a concrete mapped value.As a workaround, create a unique ID text property in the Transaction List and use it as the source for the new List item. If the unique ID is formula-based, create a secon
We use a rolling forecast and when we create new forecast versions we need to clone them from a previous forecast as a starting point. These clones can take close to 1 hour, which really delays our process.Is there any advice for speeding up the cloning process? Which factors impact clone duration?We do financial forecasting and workforce planning so I’d assume the main drivers are number of months, cost centers, and employees, but am wondering if there’s anything else I’m missing.
I have a table with Month and a YTD calculated item in the columns and five metrics in the rows. Four of the metrics are financial. The fifth is headcount.As my YTD calculation applies across all metrics, my heads are adding up rather than showing the last value. Note that I changed the settings of my underlying heads metric to Last rather than Sum for time dimensions, but this didn’t make any difference. My questions is, do calculated columns have to apply across all metrics in the table?
Good afternoon! I have a question whichs regards the combination of two measures within a P&L setting.First measure: A Year To Date cumulative calculated item. Sums all the values of a line item in the P&L untill the most recent period, within the current fiscal year.Second measure: An index vs LY measure. Should take the index of the actuals against the actual values of last year. In this P&L, the columns are seperated in two groups, as visible in the first snippet: first 7 monthly measures, then 7 Year to date measures. Each of the columns are currently filled with accurate calculations, except for the very last one: Year to date → Index LY. I have put my current Year to Date and Index LY calculations in the attachment as well. To clarify: both the Index LY as well as the Year to date measure on its own are working just fine. It really is about the combination of both calculations in the last column. Does anybody have a clue how to solve this error? I have tried the Pigm
When I lived in TM1 World, we would always build our 'cubes' (metrics) such that the 'rules' (formulae) ONLY applied to a SINGLE 'working version'. Then, when a forecast was signed off, we would run a process to copy data from this working version (in all cubes) to an archive version, e.g. 'Forecast May', which was not subject to rule calculations. This meant that 1) the system no longer had to undertake any calculations (other than addition) for the archive versions and, more importantly, 2) any subsequent formula changes would not impact the archive versions so what was reported couldn't change.One way to achieve this in Pigment is to just back-up the whole application and call it something like 'Forecast May Reporting', but this is unsatisfactory for a number of reasons: primarily as it makes it so difficult for the end-planner to find and compare data, but also due to resource usage (what happens when we have 3 years' of monthly backups?) In any case, having the live working versio
Hi,I am trying to export a view as csv via APOP, but my view is coming weird in Target Sheet. It is just showing Row Headers and that too with dimension name instead of dimension items. When i download that as csv it shows correct but while exporting it to another tool it is showing weird results. Please someone explain me the reason and what am i missing?Thanks
Hi !We are using the pigment connector to Excel. I have multiple questions :Is it possible to connect different sheets to different workspaces in pigment within the same excel file ? So far, we had errors where we couldn’t connect the file to anything after changing workspace. If not, what do we have to do to change the whole file from one pigment workspace to another ? We tried deleting all connexions but we either don’t have the set filter page or the file indicates we are still connected to another workspace (but we don’t know which one). Thanks !
Hi everyone,I’m running into an issue with the Pigment Google Sheets Connector shifting existing formulas in adjacent columns during data syncs.The Setup: I configured the Pigment Connector to start exporting data at cell B1 (leaving Column A open). Column A contains custom formulas designed to calculate alongside the imported data. The Issue: Every time the connector runs, it pushes the formulas in Column A down beneath the bottom of the imported dataset, rather than keeping them aligned in rows 1 onwards alongside the newly exported data. Expected vs. Actual: Expected: Data populates starting at B1, while Column A maintains its formulas side-by-side with the imported rows. Actual: The connector appears to insert/clear full sheet rows, bumping all existing Column A formulas below the last row of the export.
I have a table dimensioned by Position and Version. Our users would like the ability to add 100+ positions at a time, but the Bulk Add to List functionality only seems to be available in the actual List itself, and cannot be enabled for a table of metrics dimensioned by Position and Version.The Position list needs to have auto-generated Unique IDs too, which prevents us from allowing users to upload a csv to create new positions.Does anyone have any suggested workarounds for this? Thanks in advance!
Hi,Is it possible to sort the months in a page selector in descending order (from the most recent month to the oldest)?We'd like to display all past months on the board, but have the most recent month appear at the top of the page selector. We already have the current month preselected, but that doesn't fully meet our needs.Thank you in advance!Best regards,Alina
I am trying to build a board that identifies any sales orders (within the current fiscal year) that tie back to more than one sales territory, but with a catch, since there are only 3 out of 6 territories that I care about. So, I have a data set with a whole bunch of sales order numbers and the sales territories they tie back to...hundreds of thousands of rows of data. Each row has one SO#, one sales territory and the bookings that went to it., meaning one SO could be displayed in up to 6 rows in this data set. But I only want to see the ones where a single SO ties to more than one of 3 specific territories, which should be a very small amount. But there are 6 territories that could be listed. Territories A, B and C are our geo territories that actually have salespeople assigned to them. Territories D, E and F are corp adjustments and misc territories. Any bookings tying to those generally net out to $0, but because bookings go in and then come out, the system still registers that boo
I’m able to sort the items in my dimension list, but once I apply it to the page filter, the sorted order is lost. Is there a way to fix this?Thank you!
Hi Pigment Community,Is there a way to see information about data exports performed via an API export key?For imports, Pigment provides good traceability: when using an API import key, the application shows which assigned user performed the import (e.g. via the Block updates view).I’m looking for something similar on the export side:Visibility that an export was triggered via an API export key Ideally, being able to see which user the key is assigned to, or some form of audit/logging for API exportsIs this currently possible, or is there a recommended workaround?Thanks in advance!
Hi Community, I’ve been getting this message from the modeler and it seems to be stuck in a loop,“The content previously displayed here relied on an older version of this Agent and can no longer be retrieved.” anyone ideas? Thanks
Expanding on the Version Control in Pigment | Community idea, we’d like to raise the following issue : During a planning cycle, we are required for new versions to implement changes to the structure of the application (be it new formulas with new metrics or event changes to formulas, blocks creations...) that require a new version of the application : the existing one must be kept with all existing figures, while a new one is used to bear the changes We often work on this new version with paradigm changes and are required to go back to the previous application version to change some assumptions and compare how they perform back to the newest version These different application versions are required to be kept for audit purposesAs of it is not possible to perform all this in a single application (we create a clone of the application). The idea would be to be able within the same application to be able to create a copy of the application (a bit like a snapshot), with the ability to still
Month after month, Pigmenauts share challenges, ideas, and solutions that help us all learn and grow together.To celebrate this knowledge sharing, here are July’s top 5 questions. We’re highlighting the ones that sparked the most interest and views from fellow members 💡.Whether you faced the same challenge or want to learn new tips, these threads are a great place to explore, contribute, and connect. How do I archive data within metrics? Question - @johnturner:"I'm looking for a way to keep live planning versions and static archived versions in the same application, without duplicating applications or maintaining dozens of metric-to-metric imports. What's the best approach?" Best Answer - @Stef:The recommended approach is to use Snapshots together with Slices.Unlike metric-to-metric imports, Snapshots are static by design (they can't be changed or recomputed) and Slices let users compare snapshot data with live data directly within the live application. You can also remove Versions
We are trying to use Data Slices to do variance comparisons between versions, where some versions live in the live environment, but some versions live in snapshots. We have created new metrics (formula based) in the live environment that we want to do variance on. But these metrics do not exist in the snapshots. Without functionality to be able to create / migrate these metrics into the snapshots I feel like the data slice functionality is not very useful from a snapshot perspective. It is not reasonable to assume that you’ll have every single metric ever needed created before you start taking snapshots. Is there anything being considered by product on how to solve this problem?
Hi Team,I need your help on this one. I have table with sub program dimension and there few programs which are part of a group for that i have created a property (Boolean) that filters out those programs (Boolean because more programs can be part of that group in future so easily editable).I need a feature on board where i need all sub programs on board on selector but a toggle like feature for that particular group. Just that when i click on that toggle only those programs part of a group should show on table and when i turn off/uncheck rest of program or all should be part of that group.I tried creating a metric based dynamic variable, but it comes under that dimension not separately.for eg when i edit the board and click on page selector options under sub program i see was as a group variable i.e. one item but on front end it shows all sub programs separately not under one item.Can someone tell me how can i achieve this? What am i doing wrong with my approach?Thanks in advance
Hello, I saw it’s an outstanding idea to support automated schedule send of boards/blocks. But I was wondering if in the meantime anyone has been able to create a workaround to support that? I’d like to be able to send a pdf export of a board every X day of the Month to a defined set of emailsThanks,Kristian
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?
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.
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