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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.
Hello community, I have a dimension City, with Department/Region/Country parents. I would like to use a Conditional Formatting on a metric, probably based on another source metric, to display raw data dynamically on a specific color according to the level of granularity. But I don’t know how to create a metric which calculate the level of granularity of my dimensions. Let’s see my exemple: Dimension 1 : City Dimension 2 : Department > CityDimension 3 : Region > DepartmentDimension 4 : Country > RegionMetric : Budget per city Do you have any clue? Screenshot with fixed colors*
Hello, I am building an app that reports on data with varying time lengths. So a user may want to see their boards either quarterly, half -yearly or yearly. Quarter, half year and yearly are all dimensions within our Pigment Datahub, and they have defined relationships between them i.e. Month → Quarter → Half year → Year are all connected to each other. Currently all three dimensions are used as selectors on my boards:But I want a user to be able to land on a “Time Period Selector” board and: Choose either the Quarterly, Half Yearly or Yearly reporting frequency The chosen dimension (conditional on what the user has selected) is then the only available selector throughout all the other boards in the report, rather than having all three dimensions available as selectorsI have mocked up a “Period Selector” board to show what I am looking for. It uses a dummy dimension called “Time View” which has the list items Quarterly, Half-Yearly and Annually, it is not currently connected to the Qu
Hi - could someone please share some best practices for setting up waterfall charts?I’m trying to create a bridge: Starting Headcount, New Hires, Terminations, Ending HeadcountQuestion 1: does the formula in Ending Headcount have to be “Starting Headcount + New Hires + Terminations”? It seems like yes if I want to create a Contribution Waterfall Chart. In this scenario I’d have to create an Iterative Calculation and use the “PreviousOf” function for the starting headcount, right? Or is there a better way?Question 2: Is there a way to make the periods that are shown in the chart dynamic based on the page selectors? We’d like our users to be able to select which months to see. For example, if they select June and September, they should see a waterfall with June Starting Headcount, all New Hires and Terminations for June/July/August/September, and then Ending Headcount for September. Is this possible?Question 3: is there a reason I can’t control the Aggregator Settings in the chart? This
Hi there, I haven’t really found something related to this topic, hence this new one. I am fairly new to Pigment and have been working heavily with other planning solutions so far. What I see in every project is the need to easily set up parent-child hierarchies for cost centers, profit centers or products. Those can have many levels (e.g. a 10 level deep cost center hierarchy). In other solutions I would get all node and leaf items from a source system and add the respective parent in a separate hierarchy column (so I need to keep two columns maintained to have a full multi-level hierarchy). What is the equivalent of this in Pigment? Thanks everyone! *Update: my apologies, I was actually referring to parent child hierarchies. Would that change the approach?
It looks like all users are able to see all other users’ inputs in metrics dimensioned by the User list. Is there a way to restrict this? The typical access rights flow doesn’t seem to allow this
Hi community,I'm building a monthly P&L view on a Table block and I'm trying to achieve the following layout: The user selects one month (e.g. Dec 25) via a page selector, and the view dynamically shows:- The value for that month- The value for the same month prior year (Dec 24)- The absolute variance (CY − LY)- The % variance ((CY − LY) / LY)What I've tried:- Calculated items with offset -12** on the Month column pivot — works great when Month is on Columns, but breaks when Month is on Pages (the page selector filters out the offset month)My question: Is there a native Pigment way to keep a single-month page selector and still show dynamic LY + variance columns? Thanks in advance!
Hi there, I would like to show Revenue by Customer by Month in a Table. Customer should be displayed as Account ID (property of Customer) and I would like to also show Account Name of Customer. Currently I am struggling to get both. I can select just one property so it is either Account ID that is being displayed or Account Name. Is there an option to show both?
Hi, I have to build below requirement in Pigment.I want my table to display the difference between two combinations.Is this view achievable in pigment?
Hello,I would like to schedule/automate the refresh of Pigment data in my Excel using the add-in, is there a callable function I can use in VBA to do this? Any ways that people have automated the refresh I would love to hear about.Thanks, Will
Month after month, Pigmenauts share challenges, ideas, and solutions that help us all learn and grow together.To celebrate this knowledge sharing, here are June’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. Scenario Question - @Yaejis:“I copied a table into another application, but the Scenarios are no longer available to select. Is there something I need to enable?” Best Answer - @Julie Guérin:Snapshots cannot be converted into Scenarios.As a workaround, create a new (or use an existing) Scenario or Version in the live application, then use a Pigment-to-Pigment import to reload the required data from the Snapshot into the relevant blocks. Read the full discussion here: Headcount Reporting with Variances Question - @jjungerheld:“I’m looking to create a table showing MTD Actual, Budget,
Hello everyone,Is there a feature in Pigment similar to the Solver in Excel that involves solving equations based on many inputs and conditions to maximize or minimize an objective?Regards,
Hi All, I would like to create a process where I build out a new list/add new list items from a metric.It is possible to build new lists from list properties but can this be done by a metric?If so, how?Chris
Hello, very new to Pigment. I am looking to create a table that shows headcount for CY MTD Act, MTD Bud, MTD PY, Var Act CY MTD vs MTD Bud, Var Act CY MTD vs MTD PY. Then repeat everything for Dec 2026 (compare to Dec Bud and Dec 2025). Looking for a formula to type in the formula bar so this will happen. I worked with the AI chat and it did it for me but the the whole chart was blank
Hi,Id like to take data from a source metric dimensioned by month, GL, department and project and map this into a P&L line item metric dimensioned by month. However, as mapping metrics must be formatted by the dimension of the target what Im unsure how to go about this. In a different life I would create a list derived from the P&L line items and use this to format my mapping table but alas I dont think this is possible with Pigment. Any thoughts on how best to approach this?Thanks,
Hello, I have set up my Edge browser to English (not English US) and the dates are still displaying with MM/DD/YYYY format.. how to change it?Anybody facing this challenge? Thanks for the supportRemi.
With the new functionnality to create dimension based on an other dimension/transaction list, I want to create a concatenation of 2 columns in my transaction list but.. Pigment say there is an error because a lot of rows don’t have unique ID. Is it existing a “ISFIRSTOCCURENCE” formula or simithing similar to filter my view and solve the point ?
HiWould appreciate if some one can share the GreenField BPC Implementation guide lines and the Do’s and Dont’s.ThanksGiridhar
Hi,I have created a table that contains 5 metrics out of which two are in % form using show value as %of metric feature. Thw view that i created is two versions in column and variance also. The problem that i am facing is variance for 4 metrics is coming correct except 1i.e. out of the 2-percentage based metric variance for one is coming correct but other is not though both are using same methods and individually for each version values are coming correct. Unable to find a reason why only one is inconsistent although at individual version level it is coming correct.Please let me know what i am doing wrong.Thanks in advance
Hello! I dropped in a table into another application, and somehow the scenarios are not available to choose. Is there anything I need to toggle on? Thanks for checking! Scenarios shown in the original table: In another board page when I click Scenario:
Month after month, Pigmenauts share challenges, ideas, and solutions that help us all learn and grow together.To celebrate this knowledge sharing, here are May’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. Formula switch depending on Dimension value Question - @Guillermo Puls Cruz:“I have a Transaction List and I want to create a formula that applies logic A when the value in Business Segment Group is value A and uses logic B when Business Segment Group is not value A.” Best Answer - @Min Li:You can tryIF('IWSR - NRR Data'.'Business Segment Group' = Business Segment."VALUE A", Logic A, Logic B) Read the full discussion here: Check overrides easily Question - @Chahat:“It would be great to have a built-in feature that allows users to quickly identify and display only overridden values wit
Hi,I have a metric named current year with year as data type and no dimension. purpose is to automatically update the current year every year. Is this possible to achieve in pigment and how?Thanks in advance
Hi,I am create a P&L where I have the GL rolling up into a P&L line which then rolls up into a P&L category.However, the GL rolls up nicely into the line item but Im struggling to get the line items to roll into the category. Im using metrics to populate my line items rows and dimensions for GL and Category - In the screen shot I want the GL 60110 to roll up to Core Processing and for this to roll up to Revenue. But instead it simply duplicates the Core Processing line.Here are the summary settings - The metrics feeding this table are dimensioned by P&L Line Item (as a dimension), P&L Line item category (property of P&L Line Item) and GLI have mapped GL level data to a line item in a dimension and then mapped this to the individual metrics so I can present it in a table. Please explain how I might be able to achieve what Im looking for.
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