Questions & Conversations

We can’t edit snapshots and scenarios always have a risk of changing if underlying metrics change. How do you all do budget transfers? ie. I need to move a headcount from marketing to finance, how would I do this? And I would want all the related headcount costs to move too in the snapshot.

Not sure if this exact topic shows up elsewhere, but after some digging, I was still interested in clarifying best practice for budgeting in Pigment (scenario vs. version). I found this in the responses of a similar post:  For versions vs scenarios, this is a hot topic. We are right at the moment where I would suggest to use scenarios. Knowing there is currently a constraint: one scenario cannot reference another via a formula (we are working on it though). besides that, it behaves mostly the same as using a standard dimension for versions, except that you can easily compare to snapshots (thus fixing your numbers). With my limited understanding it seems like scenarios are preferable in that they respond to changes in the model over time (i.e. if there’s a change in dimensionality in a metric, the new dimensionality is accessible through your budget scenario), and they are very visible when selecting “scenario” in pages or elsewhere. However, given that the nature of a budget is static,

Hi Pigment Community! I hope this message finds you well. I am currently working on building a table that will display my Year-over-Year(YoY) Moving Average(MA) of opportunities to customers. The ultimate goal is to use these calculations to create a growth hypothesis, which will then be employed for forecasting future opportunities and customers. I want to ensure that my YoY MA calculations are not only viewable at all levels of granularity but also correctly calculated for both granular and total values. I'm facing two main challenges that I'm seeking assistance with.Problem 1: Granular and Total Value Calculation I want to create a calculation that accurately computes both granular and total values without the aggregation issues I'm currently experiencing.Problem 2: Referencing YoY MA Values for Future Growth Hypothesis I aim to reference YoY MA values in future metrics for the growth hypothesis without being hindered by the limitations of calculated items and 'show value as' functi

Is there a way to get rid of the decimals in the below chart without reverting to grid form first?  

Hello,I would like to create a default filter for a board that takes the last month into account based on data imported.Is it possible ? And if so, through what functionality?Thank you for your help.Have a nice day,Antoine

How do I create a dimension list (step by step process), How do we know what fields would be a dimension, for example, would a product type classified as text or dimension? or customer classification (New/Existing) be a text or dimension.Also, how does this feed to the transaction list, when importing a csv file.When the transaction list is then created, how do I create metrics, chart and tables from this transaction list.

Hello, is there a way to hide the secondary axis? I see that there is optionality to hide the left Y axis (screenshot 1), but I don’t see anything to hide the right Y axis. On my reporting boards, I notice that the right Y axis takes up a lot of space and forces the remainder of the valuable content to be squished (screenshot 2). I’d imagine that others would have this same problem?. 

Hello,  I am a new user with Pigment and am following the instructions in the Build from Scratch Demo lesson.  I have followed along up until we upload the transaction list.  When it is complete and I click on the transaction list title “MYERP” from the upload, there is no dimension data for Country, Region, Sub Region, Products and Date.  I see the units sold but that is about it.  I followed along with the video but am now getting blanks.  Can someone help with this error.

Hi, I had a metric with some plug value inside (600 values), I wrongfully deleted them.Is there a way to restore the past version of the metric ?Thanks 

Hello,I would like to know if it is possible, based on the value of a text metric, to create a dimension. The idea is that I have users who will enter requests and then group these requests by category. I do not know the list of these categories and each user will be able to create their own list. However, I would like users to be able to filter requests by category and add the category as a characteristic of the request. Thank you in advance for your help.Have a good day.Antoine

Hello,I have 3 text-type metrics with the same dimensions, and I would like to combine these 3 metrics into a single text-type metric.In this new metric, I would like to add a category dimension to be assigned to each of the values from the original metrics.Please let me know if I'm not clear enough!!Thank you for your help :) A basic example below :   

Hello,I need help retrieving information for a metric of the monthly type. This metric consists of 3 dimensions (operation, cohort, month). I would like to retrieve in which cohort the operations are in December '23. And thus obtain a cohort type metric with the operation as its dimension.For exemple for this operation, I like to retrive the M+106 cohort. Thanks for your help.:) 

Hello,  I have a column with IDs that either have X, either have Y number of characters. The characters are a combination between letters and numbers. I would now need to find a way to single out all the IDs with X number of characters.  I was thinking of creating a 2nd column that gives me 1 if the column has X characters, 0 if Y characters. However, I am struggling to find a way how to count. Is this possible?  Thank you very much in advance

Hi! I’m working on a model for a company with project-oriented business.I need to allow users to create planned projects from scratch. Every project is dimensioned with Project Task (child of Project dimension), Resource (independent dimension - all resources are available for all projects) and Date (month) and Metrics - workload (hours).First, a user should create project structure by creating Project Tasks within the Project, then assign the Resources to every Project Task and then fill the workload metric.I want user to work on a table like at the image.My question is how to give the user an ability to assign Resources (one or more) to the given Project/Project Task. Thanks a lot!

I have a dimension that has 6 fields = 3 pairs of two dimensions.Dimension: GL accountPairs: Lower account group  → Upper account groupPairs are different because account grouping can be done differently for different reporting formats. I am abel to set up dependency for 1 pair. But I cannot use the same metric for another pair. As a result, I need to create duplicate metrics for dependencies for other 2 pairs. Is there a cleaner approach?

Can somebody assists me with a formula for a Boolean metric required for the dependent drop-down, when I want to connect Type of report with Account groups: The formula below is incorrect and cannot wrap my head around how to make it by dimensions.

Hello! Is there functionality to ‘override’ a scenario with all of the inputs from a different scenario?In my case,I have branched off a ‘New #1’ scenario from my ‘Current’ scenario. I have changed some of the inputs in the ‘New #1’ scenario so that these 2 scenarios are different.  Now and I am wondering if there is a way to merge the ‘New #1’ scenario back to be an exact copy of the ‘Current’ scenario?

HiI’ve seen the new images widget option you launched recently. That’s great, thank you! But: how can I add images from my desktop or from my Google Drive?If I want to add e.g. our logo from our official source, I need to take the official one we have in Drive, but that URL or pasting it into my desktop, is not working. It just works with a web page in my browser (but I can’t use that one as is not with the quality I want or not coming from our official sources) Thank you!!

Hi,I have a metric “ Partner status” with 3 dimensions: Client, version and MonthThe data type of metric is a dimension  named“ Status”Status= “Active, inactive,  onboarding,onboarding stuck”Based on this metric I would like to count the number of value of each status by month in an other metric.Thanks for your help  

Hi!I would like to do an import of  a Salesforce report with 13000 lines.To do so I need to use the custom query import mode.The problem I have is that i need to use some fieds located in Opportunity table and other in Lead table.I wrote :Select Field A, Field BFrom Lead , Opportunitybut it is not working. Can you help me ?Thanks  

I am attempting to import data from Looker via webhook but am receiving a CSV Format & Mapping error each time. I have the saved import configuration ID correct in the webhook address, but when importing, it seems like Pigment does not recognize the column headers. I was careful to import the same exact CSV when setting up the configuration, it should have the same headers. Would anyone be able to advise on this?  

Hello, this new feature, I’ve tried it in one of the apps in which I’m a security admin, but it is not working, I have the message I send attached Could you please help? Thanks!!    

Hello there! Is there any functionality to edit display names of Scenarios in Pigment? (Or any work arounds)Here is the situation: I’m working on a BvA (comparing Actuals vs. Plan). In order to show my Actuals data I am using the “Current Forecast” scenario (because the Current Forecast scenario always has the latest and greatest actuals). However, when I put the BvA together the title of the scenario is “Current Forecast” and I don’t see any way to change it to “Actuals”Questions:1) Is there functionality to edit display names of Scenarios in Pigment?2) Is it general best practice to have a “Actuals” scenario (fully dedicated to only showing Actuals data)  

It seems that Transaction List do not have Pivot possibility? Is it still possible and I can’t find it or do I need to create a Table from that Transaction list and Pivot it there?

I have a formula on my data load table, which automatically attributes a ‘clean’ code to an uploaded busline code. For eg. If a country NG uses XXXNOTALLOC , the clean code attributed to it is XXXNOTALOCNGThe formula is the following : if(('Actuals P&L Data Load'.'Busline Code - Warehouse' = Busline."LOCCENTRALTN" or 'Actuals P&L Data Load'.'Busline Code - Warehouse' = Busline."LOCCENTRAL")and 'Actuals P&L Data Load'.id_company='Legal Entity'."JT_TN",Busline."LOCCENTRALTNSSC", if('Actuals P&L Data Load'.'Busline Code - Warehouse' = Busline."LOCCENTRAL" or 'Actuals P&L Data Load'.'Busline Code - Warehouse'.'is not alloc',ifblank(item('Actuals P&L Data Load'.'Busline Code - Warehouse'.'Original - Busline'& 'Actuals P&L Data Load'.'Company Country - Warehouse'.Code,Busline),'Actuals P&L Data Load'.'Busline Code - Warehouse'), 'Actuals P&L Data Load'.'Busline Code - Warehouse'))I dont want this to happen, I want to code to stay at XXNOTALLOC. I am no