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Questions & Conversations

Got a question about your models? Want to start a discussion? It's here!

  • 722 Topics
  • 1,934 Replies
722 Topics
E
Newly Minted Pigmenteer
erikausenNewly Minted Pigmenteer
asked in Questions & Conversations
Acting as two users

 I am now in the process of creating an integration user for all the import set ups so the ownership is not tied to a specific person. But in process of doing that I was wondering if there is a way to switch between those accounts while working in the system? Or will I need to always log out and log in with the new user? 

291
AhmedBennis
Employee
R
Newly Minted Pigmenteer
Raphael CNewly Minted Pigmenteer
asked in Questions & Conversations
Import into Dimension List - with property generating unique IDs (Fail)

Hello, I’m trying to import a csv file (Employee referential) into a Dimension List (Employee Referential List). The target Employee List has 5 properties : ID (“generate unique ID” setting toggled), Name, Country, Cost Centre & Salary band. I’ve set the ID property with the “generate unique ID” parameter (+Integer format), because the CSV file has 2 employees with the exact same name (but not the same country).I get an error message preventing me to run this process (in the “map data” step): “The unique Property “ID” has to be mapped”. (the source is grayed since it’s an automatic property.) Is there a problem somewhere? Pigment doesn’t allow a direct import to a dimension list having an “auto-generated ID” property? (Sorry if this was mentionned in one of the academy paths, but didn’t find this precise information. I just found that it is possible with a transaction list, but a dimension list should be more appropriate since we are talking about a referential update).Below the ma

634
Thu Mai
S
Newly Minted Pigmenteer
Shane CrinesNewly Minted Pigmenteer
asked in Questions & Conversations
Circular References Across Applications

I am trying to build a metric to forecast interest income on corporate cash. To do so, I’d like to reference our forecasted cash balance from the balance sheet & cash flow statement. This becomes circular since our interest income rolls into net income which then drives our indirect cash flow statement. I believe I could accomplish it by using the previousbase() function but the various metrics are all across different applications. The interest income & revenue metrics sits in a revenue application that feeds into a nexus in the data hub which then feeds the cash flow statement in a financial reporting application. Does anyone know a way to create this metric given the above criteria?

1692
Thu Mai
bfakcay
Just Arrived
bfakcayJust Arrived
asked in Questions & Conversations
Can Notifications Be Sent to Groups in Pigment?

Hi Pigment Team,I hope you’re doing well.I have a question regarding the notification settings in Pigment. Specifically, I would like to know if it’s possible to send email notifications directly to a group created within Pigment.This need arises from a requirement to send notifications to a mailing list. While I understand that mailing lists are not directly supported in Pigment, I was exploring whether using groups could serve as an alternative.I’d appreciate it if you could clarify whether this functionality is currently supported, and if not, whether there are any workarounds or future plans to include it.Thank you for your time and assistance!Best regards,Bogachan Fatih

291
Thu Mai
Omer Nahum
Omer NahumOccasional Observer
asked in Questions & Conversations
Top 10 in Chart

Hi Pigment, Do we have the ability to create a pie chart with only the top 10 of specific dimension values?I wish to have this Chart live with the most updated Top 10 values. Thank you,Omer.

4994
AhmedBennis
Employee
Saurabh Kapoor
Just Arrived
Saurabh KapoorJust Arrived
asked in Questions & Conversations
Creating Hierarchies with dimensions & Break-back

Hi,Can anyone suggest how can we create hierarchies using dimensions list and use it & how we can input values at a total level and get it break-back down at item level?Thanks

3413
CDALMAY
Misbah
MisbahFrequent Reader
asked in Questions & Conversations
Dynamic Variable not Updated Page Selectors

Is there a bug in Dynamic variable?I have a metric with Year format and This year populates the actual months. When I apply this variable it doesn’t update variable in page selectors instantaneously. Instead I have to wait for a minute or two to see it get applied Or we need to refresh the browser url or application in order for it to make work. Is this the intended behaviour or Am I missing anything?Appreciate your responses!  Thanks,Misbah  

1753
tlegrand
Newly Minted Pigmenteer
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
Select only one option from the Boolean metric. The other options get disabled.

Hello Pigment Community,I just want one option to be marked, if suppose Absolute is checked, then the other options (Percentage and fixed) cannot be checked. How can I do this?  Please kindly guide me to perform this operation. Thanks a lot!

351
Issam Moalla
Employee
P
pigment_enthusiastKeen Learner
posted in Questions & Conversations
Text to Columns dynamically

Hey,Is there any way to do Text to Columns in Pigment?Currently trying to resolve this dynamically:Dimension List: Player DetailsSr. No. Player Name Participated Sports (In this column, concatenated sports are there)Dimension List: SportsId NameNeed to create a boolean metric with dimensions: “Player Details” and “Sports” ; which can check if a sport has been played by a specific player or not i.e if it exists in “Participated Sports” or not

293
P
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Access and Permissions for Standard Member

How can I create a test user and assign the boards’ permissions and rights for a standard member and can test if only the right KPIs are accessible for that test user?

664
P
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
Enter new rows in metric

Hello Pigment Community,I am not finding a way on how to add a button to enter additional rows in the metric. For example in the screen shot given below:  I want to add a button which will choose Topline in the row header but it will allow the user to enter new values in the newly added row in the completion and Employee levels in the incentive metric.I am attaching another screen shot to properly understand what I want. Please kindly let me know how can I achieve it. Thanks a lot!

291
AhmedBennis
Employee
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
Adding a "Submit" Button for Data Export

Hello Pigment Community,I’m currently working on creating an incentive scheme that allows users to input and customize data as needed directly within a board. My objective is to add a "Submit" button to this board, enabling users to:Save all entered data into a structured list. Export the stored data as a .csv file for further analysis or record-keeping.   Could you kindly guide me on how to implement this functionality in Pigment? Specifically, I’d appreciate any tips or best practices for:Linking the "Submit" button to capture and store user input. Automating the export process for generating a .csv file.Thank you in advance for your support and insights!

614
oliverlee
Seasoned Pigmenteer
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
Absolute value, Percentage & Fixed Value button Creation in board.

Hello Pigment Community,I want to create three buttons :Absolute Value Percentage  Fixed ValueNow, for absolute value button only numerical values can be entered in the metric. For, percentage value button only percentage inputs will be considered and for a fixed value a single value will be entered in each cell of the Topline Metric.(Image attached below)It can be a button or a boolean tick as well.  

222
Spandan98
Budding Pigmenteer
P
pigment_enthusiastKeen Learner
posted in Questions & Conversations
Highlight the Totals number at each hierarchy level in a grid/table

Follow the steps if you want to highlight your totals:Select the header cell of the row which you want to highlight/color code Click on “arrow” icon dropdown and “Format” Choose “Cells” tab in the mini dialog box and select “Every Instance of my Selection” in the “Apply To” field Choose the color and Border ; select Apply and now all the totals at each hierarchy are highlighted!

120
P
T
Newly Minted Pigmenteer
Ta-WingNewly Minted Pigmenteer
asked in Questions & Conversations
How to show legend text wrapped in chart

Is there an option to wrap the text of legends in a chart so that it doesn’t get trimmed like the example below?Should be reading “Actuals & Forecast”.  

1251
Gabriel Amaro da Luz
Employee
K
Just Arrived
Krete J.Just Arrived
asked in Questions & Conversations
Remove not Filter Blank cells?

Ideally in the metrics we could remove 0 metric values if it is ok with the analysis to remove those cells[FILTER: Currentvalue<>0]Also usually we add the “Hide empty rows and columns” - but is there possible to remove those empty cells by formula? Or does it give something regarding performance wise?

331
W
Employee
T
Newly Minted Pigmenteer
Ta-WingNewly Minted Pigmenteer
asked in Questions & Conversations
AI Enable metrics

HiDoes enabling AI for all boards slow down the performance?There is an option to enable all blocks for AI at a click of a button but when it comes to switching it off, you need to do it one by one, is there an option to switch off AI for for all blocks in one go?

331
Tatiana
Community Manager
M
Budding Pigmenteer
MohanBudding Pigmenteer
asked in Questions & Conversations
Equivalent of Vlookup to return values in number or integer format

Hello, I am trying to perform a vlookup function where I would like to retrieve a value from a transaction list  and return to a dimension with same number format.  I want to extract the “Weeknum” from Transaction : Calendar Weeks based on unique property Calendar.Date and populate it in under the Week Dimension’s property “Weeknum” based on its unique property Start DateTried ITEM function but i get a lot of data type errors using this formula ,                                            ITEM('Calendar Weeks'.Weeknum,Week.'Start Date')  thanks 

742
M
Budding Pigmenteer
D
Seasoned Pigmenteer
DastanSeasoned Pigmenteer
asked in Questions & Conversations
Adding empty rows in Tables

Hi Pigment team, I’m trying to add empty rows into my Table block, so that I can separate some categories of expenses from each other: I tried to create and add empty “Placeholder” Metric, however it requires a name and I can’t simply leave it empty. Is there another way to add such empty rows between items? Best,Dastan 

4227
T
Newly Minted Pigmenteer
O
Just Arrived
OttJust Arrived
asked in Questions & Conversations
Automated task for "Delete User Inputs in Bulk"

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

471
William Murray Brown
Budding Pigmenteer
X
Newly Minted Pigmenteer
Xia HeNewly Minted Pigmenteer
asked in Questions & Conversations
Unable to find the block to complete the activity

 

532
X
Newly Minted Pigmenteer
L
Just Arrived
LASJust Arrived
asked in Questions & Conversations
How to Dynamically Sum the Last N Months of a Metric

I have a single that needs to essentially aggregate a rolling sum (of that last n months) of another metric. The manual method I have found is:TargetMetric + TargetMetric[SELECT: Month -1] + TargetMetric[SELECT: Month -2](I am incuding the current month in the “last” three months calculation)But if I want to change this to the last 5 months or the last 24 months, I would need to add an n number of selects.How Can I formulaically drive this calculation?

652
oliverlee
Seasoned Pigmenteer
F
Newly Minted Pigmenteer
Fabien BigeardNewly Minted Pigmenteer
asked in Questions & Conversations
Sort / Ascending-Descending

Hello,I want to sort a table by descending or ascending, depends of my metric value.  I don’t succeed. could you help me please ? Thank you in advance. Best regards.

4322
Sharon Conroy
Community Manager
Spandan98
Budding Pigmenteer
Spandan98Budding Pigmenteer
asked in Questions & Conversations
Display only the unmarked options

Hello Pigment Community,I need help with automating calculations for specific brands in Pigment. Requirement: For the brands marked (e.g., checked/true), I want Pigment to automatically calculate the values. For the unmarked brands (e.g., unchecked/false), I want to manually input the data.   Goal: I would like to filter the view to display only the unmarked brands (those marked as false), so I can easily input data manually.   Thank you for your help.

241
oliverlee
Seasoned Pigmenteer
D
Newly Minted Pigmenteer
Daniel CicakNewly Minted Pigmenteer
asked in Questions & Conversations
Planning Best Practices - Versions & Import via API

Dear Community,we are currently within our FY24 budgeting process. We have the standard setup with Headcount-App, OpEx-App & Topline App.Topline-App & HC-App are connected with source systems with daily uploads to have a proper reporting in place. OpEx-App is manual input only.  To avoid that managers have to incorporate changes (Forecast & Budget 24) in two Versions we use our Forecast Version only. For Budget Versioning we copy a Forecast Version as Budget Version 2024 VX.We face the challenge, that the imported data will change our Budget Versions VX as well. A first idea was to take snapshots of the application and connect the Version of a snapshot into the Core-Reporting, but not sure if this is possible? Or does anyone have any other idea how to lock the data without stopping the imports? BR,Daniel

4974
JDLove
Newly Minted Pigmenteer

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