Questions & Conversations

Hi all - I was trying to do something similar to the analysis Actuals vs Forecast as it is shown in the video of this use case.In that example, Actuals and Forecast columns are version dimension, right? How is it possible to do the monthly variance and the YTD variance all in the same table? I did something simliar but in two different tables because in one I need only one month and in the YTD I need several so it’s a different filter How can I link the variance reason to the actual delta (maybe it should be something around the by→ but not sure). Does anyone have experience on doing so? I’m struggling a bit.Thanks!

Is it possible to set up a metric for selecting the Snapshots my boards in an app reference so that i don’t have to change them all manually?

I have a field in a transaction list that returns the Employee ID (data type: Text) and another column that contains the Company ID (data type: Text). I need to concatenate these two fields to create a final Employee ID (e.g., “EMPID–COMPID”). This concatenated field should then map to the Employee dimension.The issue is that I’m unable to tag this concatenated field to the Employee dimension since both source fields are in text format, and I can’t find a way to convert the resulting text into a dimension-compatible value.To address this, I created a concatenated Employee ID Initial (Text) field and added another property called Employee ID Final (data type: Dimension → Employee). I then tried the following formula: Employee ID Final = item(EE_Paylocity_Actuals.'Employee ID Initial','Employee - Final'.'Employee ID'). However, this only works if the Employee dimension is already pre-populated wit

Interested to see if anyone has done this, and curious about their experience so far

Hello everbody,Does anyone know if it is possible to create a dynamic, user-based action button? In my application I have set up a number of different homepages for the different board members in our company. Each one has a different set of dashboards. On each of the dashboards I’ve added a simple ‘home’ button to quickly navigate back to their homepage. However, they do share some of the same dashboards. Is it possible to dynamically redirect to a particular homepage based on the user who clicks the button?Thanks!

I have a Board for a user that has a number of summary tables and a transaction list. I want the summary tables to include all departments but i want to omit a department from the transaction list. currently it out in the view but recently realised that the user can remove that filter.how can i resolve this issue?

Hi, I'd like to merge my Forecast and Actual data into a single table.To do this, I created these metrics:'IsActual Metric':'Switchover date Metric':'Growth Rate Hypothesis''PREVIOUS_(Month)''FCST - Product': which should be my result. But the problem is that I get one result per Version, even though I need to have the 5-month Actual and 7-month Forecast data in the same table. Thank

Is there any way to hide the boards in all blocks section even for Admins ?

 I have a metric which is by Year Dimension, and I have another metric which is by Month in the same table, i would like to have a year selection on the Page that will filter both metrics at the same time, does anyone have a solution or workaround? 

Hi,I’m working on an AI Agent Mission and I want to use variables to make maintenance-free.The mission runs fine in preview mode, however I can’t save it because “2 Blocks or Variables mentioned cannot be found” I narrowed down the issue to the two variables in the instructions. These are dynamic variables. Do you have any idea why I’m not able to save the mission?

Product List Sales Amount Product M-100 100 Product M-200 200 Product S-100 100 Product S-200 200 Product S-300 300 Product M Series 300

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 need your help with a topic regarding data aggregation with their Parent-Child Hierarchy.In my Transactional list, I don't have any lines corresponding to the Parent value "Finance," and for "INC" type accounts, only Gross Sales returns values. However, I would like to display all accounts as shown in the attached chart of accounts:Problem: When I create my metric, the rows (Finance, Operating Income, Gross Profit, Net Income, Gross Income) are empty and do not aggregate with their children, and therefore do not allow for ratio and P&L calculations.Could you help me find a workaround?Thanks a lot

Hi everyone,I’m looking for some advice on a data analysis challenge I’m facing. I have a metric that gives me my actuals each month, and I want to set both my forecast and budget for the upcoming period to match the amount from my most recent actual month.I’ve already tried using functions like PREVIOUS, IF DEFINED, or ‘IF O then 0, ELSE METRIC’ but the size reachs the limit.However, I’ve run into an issue: when the current month’s actual is not defined or is zero, my formula keeps searching backward until it finds the last defined value, and uses that for the forecast.What I want instead is: if the current month’s actual is zero or not defined, the forecast should also be zero or not defined for that month-it shouldn’t go back to the last available value.Has anyone solved this kind of problem? What’s the best way to make sure the forecast only uses the actual value from the immediate previous month, and does

Hi,I want to set a schedule for the Agent Missions I’ve configured, but unlike in the academy demo, I don’t seem to have that option in the App.Any suggestions?Thank you in advance :)  screenshots:Academy   App  

Hi, I'm trying to perform a calculation in a metric that’s part of an iterative calculation. What I want to achieve is to take the value from the last non-blank month in Module A and allocate it to the latest actual month.I’ve tried using the same formula that’s applied in the I02 FY RF metric, but it’s not giving the desired result here. Interestingly, when I use the same formula in a different metric, it gives the correct value.I suspect the difference might be because this is an iterative metric and Month is the iterative dimension. Could you please suggest how I can handle this situation?

Hello,I would like to convert the amounts in my Transactional List into euros.To do this, I created the Tab_Rate metric corresponding to the conversion rate: I also created an Amount metric, which directly reflects the amount in the Transactional List:Now, I would like to create a new metric, Amount converted to euros (target amount):Can you please tell me how to do this? I need your help.

Hello all,I have a quick question regarding Pigment. A user wants to see list dropdown displayed in alphabetical order. I was able to manually sort them via Manage Items → Name->Reorder → Ascending Order, which works initially.However, when the user re-uploads the list with new items, those new entries appear at the bottom, which breaks the sorting.Is there a way to automate the alphabetical sorting so that it's maintained even after list updates?Thanks in advance!Afshan Ahmad

I have a rather large transaction list (roughly 5M rows) with several dimensions.  I need to map the combination of these unique dimensions to assign my data into user managed groupings.  To do that, I need to do a 2 part calculation by first concatenated the various dimensions and then matching it to the grouped dimension.MATCH('_ Subscriber Activity'.'Account Type'.Name &"-"& '_ Subscriber Activity'.'Product Group'.Name &"-"& '_ Subscriber Activity'.'Product Subscribe Group'.Name &"-"& '_ Subscriber Activity'.'Device Sub Cohort'.Name &"-"& '_ Subscriber Activity'.'Device Type Cohort'.Name &"-"& '_ Subscriber Activity'.'Marketplace Cohort'.Name &"-"& '_ Subscriber Activity'.'Customer Subscribe Category'.Name,'_ Product Attributes'.Name) The problem is that I get an error that is: “Product Attributes: Formula timed out (> 3 minutes)”.  I’m not sure how to work around this err

Is there a way to make the dashboard load faster ?E.g. There is a dashboard having a grid with 50 metrics (all of the metrics are with ‘Customers’ dimensionality) and 10 filters on top of the board.If only 1 filter is selected, it doesn’t load the view/grid

Is there a way to retain number formatting in excel when using the Pigment Excel Connector?  I can retain things such as cell borders, colors, etc. but cannot retain number formatting.  Every time I pull data to refresh from Pigment, the number formatting is overridden in my excel workbook.This is not the case with the Google Sheets connector, which does retain number formatting in cells where Pigment data is being imported.  Does this functionality exist for the Excel connector, or is this a feature request?  

Hey Pigment community, I need to create a unique ID in a list by concatenating text values from several other properties. This works perfectly when my new unique ID column is set to the Text type.However, my requirement is for this unique ID to be of the Dimension type. As soon as I switch the column type to Dimension, the concatenation formula stos working, citing a type incompatibility.I've been trying to find a workaround for a while without any luck. Has anyone run into this before or have any ideas on how to solve this?Thanks in advance for your help!Andy

I have an integer dimension by month, vendor, and function that has “1” if that vendor was employed in that specific month. How can I cumulate but reset if the employment is blank? I.e. some vendors are employed for 3 cumulative months, then take a 7 month break, and come back for 2 months so I would want the respective values to show 3 cumulated and then 2 cumulated. Thank you!

Hi,I’d need some help to better understand how i can return per employee the average salary of its departement.Thanks