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Questions & Conversations

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

925 Topics
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925 Topics

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Cindy08Author

asked in Questions & Conversations

Perform an XLookup Equivalent in Transaction list

I have a transaction list with a roster from each month taken on the last day of the month. Sometimes HR would make retroactive changes after the load is done. For example, HR may input a term date on July 1 for someone who terminated June 30. The term date now shows up in the July roster but is missing from June roster. I want to somehow flag that the June roster is MISSING this term date. In the image, Vincent’s term date was captured in July because the term info was processed AFTER the June date was imported. Vincent should have a June term date in the June snapshot, but it is missing instead. In Excel, I could do this:=XLOOKUP(“Snaphot Month”, “Test1 (Term Month)”, “Name”, “Name”, “Term1 (Term Month))This essentially looks up the the employee’s Term month using the snapshot month that is = to the term month (in “Test1”). The result here for Vincent would be blank since there is NO Term month Vincent’s June data. The end goal would to find these discrepancies so that I can go and f

857

1 month ago

lanamaApprentice Author

asked in Questions & Conversations

Build a 12-month actuals baseline using the latest available month values

Hi Pigment Community 👋,I’m working with a table that contains monthly revenue data across several years. My goal is to build a logic that, for each month, returns the latest available revenue value for that specific month, even if it comes from a previous year.🎯 ObjectiveFor each Month (e.g. Jan, Feb, … Dec), I want to retrieve the most recent actual revenue that is available for that calendar month, regardless of the year.Example:Month Latest Revenue Mar Mar 2025 Apr Apr 2025 ... ... Sep Sep 2024 Oct Oct 2024 Nov Nov 2024 Dec Dec 2024 Jan Jan 2025 Feb Feb 2025 So in September 2025, for example, the latest available revenue for September would still be September 2024, if no more recent actual exists for September 2025 yet. 📈 Why I'm doing thisI want to build a metric that compares Budget vs Actuals across future years, but always using the latest 12 months of actual revenue as the baseline.That means I need a view where, for each calendar month, I can

542

1 month ago

ASLAuthor

asked in Questions & Conversations

Automatically deactivate users who leave company

Is there a way to automatically deactivate Pigment users that have left the company?

722

1 month ago

Kelvin ChanAuthor

asked in Questions & Conversations

Sorting Filter Options in Pigment

Does anyone know if I can sort the items in a filter so that my cost centers (or GL account) shows in ascending order? I created a filter for cost center currently but all the available items are listed randomly, I tried sorting the dimension list in ascending order but it doesn’t reflect properly when I use the selectors. Thank you!

312

1 month ago

BasMaster Author

asked in Questions & Conversations

Multi block circular reference

Hi everybody,I am looking for a way to implement a form of circular referencing across multiple blocks. Essentially, I am trying to create a feedback loop like below: This is a snip of an OPEX forecasting model. I want to give the end users the possibility to use the output of a certain forecasting version as the input for a new forecast. That means that users can say: prefill my new forecast with the figures from any of the previous forecasts. I don't think that PREVIOUSBASE() or PREVIOUS() can work, because if I'm not mistaken that only takes the previous value from the iteration dimension. But I want the users to be flexible to choose whatever forecast they want as the base for their new forecast.How can I best go about this? Bas

642

1 month ago

ChahatMaster Author

asked in Questions & Conversations

Conditional formatting for KPIs

Is there an option to apply the conditional formatting on KPIs?

441

1 month ago

EdgarApprentice Author

asked in Questions & Conversations

Cumulate by Qtés

Hello community,I'm looking for a cumulate grouped by Qty. I have a first metric which indicates my need of Qtés per week, and I need a second metric able to detect the week when I exceed the minimum to order. In my example, I have a minimum order of 6. In Line 1 I calculate my requirement per week. (that's done)In Line 2 I want to trigger an order when I've reached at least my minimum order.If I have that, it's already good In an ideal world, I'd have to reduce this quantity to the 1st week, a bit like a moving sum function but with variable parameters. If anyone has an algo idea, I'd be grateful ^^.

752

1 month ago

YaejisMaster Author

asked in Questions & Conversations

IF Cumulative for different scenario

798

1 month ago

Chris MontielApprentice Author

asked in Questions & Conversations

Select specific accounts and create a metric

Hi All, hoping you can help me here … I need to create a metric using just 3 accounts of the GL, I know I can use the filter option but this doesn't work as I need to sum this metric total to other totals from different metrics. Is there a way to pull my GL Actuals asking Pigment to exclude everything but these 3 accounts?

893

1 month ago

KylerGApprentice Author

asked in Questions & Conversations

UKG API Connection

Hello,I need help setting up an API request for UKG. Is there a solution or guide available?

371

1 month ago

YaejisMaster Author

asked in Questions & Conversations

Using IF formula and grab the result from another metric.

Hello! Could you help me with setting up the formula with the given metric/txn list below? Metric: 1.0 [Post Acq.] Amortization Schedule (Forfeit+Current)I created amortization metric for each grants by month. I confirmed this amort. distribution is correct. Transaction List: RSU Accounting DataBelow is the transaction list, providing the grant details for above metric (type, employee termed date, grant vesting month, employee original terminated month). Above metric is also based off this transaction list. With given two blocks, I am trying to show the actual P&L impact for each month. I’ve created the output table via excel below to show the result that i would like to see in metric. Walkthrough: RCA grants are scheduled to vest in 2024–2025 (per Grant/Vesting Date in the Data block), so monthly amortization was occurring prior to resignation, July 2023. IF (Month < Term Month) AND (Month < Vesting Month) → Sum Amortization Schedule (1st table) by RSU# for each month.

621

1 month ago

JessicaAuthor

asked in Questions & Conversations

How to filter a dropdown to hide inactive list items in a table?

How can I filter a dimension dropdown in my table? I created a dependent dropdown but there is still the ability to select “all options”. I still need the user to have read access of all list members in because they are also viewing their previous budget but I want to limit the dropdown because some choices are now inactive.

361

1 month ago

ApurvAuthor

asked in Questions & Conversations

Dependency Circular Issue

Hi everyone, I am working a logic where I need to Input P&L interest value line based on calculation which will refer to P&L Interest line again. Below is example of same with Excel formula, how do I avoid error on P&L Interest line. Thanks.

331

1 month ago

Shane CrinesAuthor

asked in Questions & Conversations

Previous Function Across Multiple Dimensions

I am trying to recreate the below waterfall-type allocation and running into an issue having to use previous() functions across multiple dimensions. I created an example below to recreate what I am trying to accomplish. In the example, I have a certain amount of dollars to spend each month that I need to allocate across various items. I can’t spend more than the amounts on the column header and each item has a certain cost associated with it. I am able to accomplish it with the formula using excel below but when I try to do it in Pigment, I having to use previous on both the month dimension and the item dimension in order to ensure I don’t go over the capped quantity/cost. Anyone have any suggestions?

541

1 month ago

LoganTApprentice Author

asked in Questions & Conversations

Fix Excel Connector Error- "An error occurred (Data Pull)"?

My team has been experiencing issues with the Excel connector lately, receiving this error sometimes when trying to pull data into Excel:“An error occurred (Data pull). Please try again later or contact us”. Does anybody know why this error occurs? Is there a row or data limit when pulling into Excel that we should be aware of?

601

2 months ago

tjain02Author

asked in Questions & Conversations

Connect Pigment to PowerBI

I am trying to export pigment data to PowerBI following the guided steps available on community, but I get an error “404 id not found”. Does anyone know what I could be missing in the setup? I used payload functionality to generate ID for metrics.

261

2 months ago

Spandan98Master Author

asked in Questions & Conversations

Workflow & Approval Dashboards, possible in Pigment?

Hi everyone,I’m designing an approval dashboard and need end‑to‑end visibility on every step of the workflow. When a user clicks “Mark as Done,” I’d like to capture: Who completed the task and at which workflow level Which tasks are still pending and the personas responsible Overall progress and potential bottlenecks across the entire process Can Pigment’s built‑in Workflow feature surface this information (e.g., through metrics, status boards, or conditional formatting)? If so, what’s the recommended setup to track these states in real time?Thanks for your guidance!

471

2 months ago

Cindy08Author

asked in Questions & Conversations

Unable to remove a filter on a board widget (not page selector)

I have a list on a board. I noticed that when I filter directly in the list, there doesn’t seem to be a way to remove the filter from the board view. I have to expand the the list and go directly to the block in order to remove the filter. Is there another way to remove list/table filters when I right click? Currently, it allows me to keep adding filters but not way to remove or edit filters already in place.The example below has a filter on a text column. I do know that if this was a dimension I could add it to page selector but in this case, we have it as text by design.

271

2 months ago

Spandan98Master Author

asked in Questions & Conversations

Unable to Export View or Access Pigment API

Hi everyone,I’m trying to export data using the endpoint https://pigment.app/api/export/view/<view_id> via PowerShell. Despite using a valid API token and correct view ID, I get DNS or connection errors.I’ve tried: PowerShell, Postman, and curl Changing DNS to 8.8.8.8 Running from mobile hotspot and cloud environments Swagger UI — but after authorization, all actions are locked and I cannot trigger export None of these methods are working.Could you please confirm: Are these endpoints operational from India? Are there any region-based restrictions or settings required to enable export? Thanks,Spandan Talukdar

231

2 months ago

ljanowskiAuthor

asked in Questions & Conversations

Max Date in Transaction List

I am trying to identify the most recent date in the transaction list at the vendor, IS0, and Function level. I am using a MAXOF (date) formula and aggregating by desired dimensions. Any idea why this formula isn’t working?

312

2 months ago

MARCO_BMGAuthor

asked in Questions & Conversations

Growth with PREVIOUS

Hi Pigment Community,I want to calculate Growth Rates with the PREVIOUS function, but suddenly it doesn’t work as expected.This is my simple Test Metric:Calculating the Growth with PREVIOUS does not work:However, selecting the previous Year with SELECT does work:I would expect the PREVIOUS function to select exactly the same cell as the SELECT function. Am I doing something wrong here?

881

2 months ago

ApurvAuthor

asked in Questions & Conversations

Dynamic Multiplier based on Year

Hi All,I am working on requirement where the calculation involves a multiplier to be applied on previous years based on year for which it is calculated. Please see screenshot below.I want to achieve the result in B to be dynamic, so it can be calculated until whichever year user decides it needs to stop. Currently I have achieved this by manual multiplier & Select function on Year to offset, but this is limited to years based on offset I define in formula.'Metric A' + 'Metric A'[Select: Year-1]*2 + 'Metric A'[Select: Year-2]*3 + 'Metric A'[Select: Year-3]*4 + 'Metric A'[Select: Year-4]*5 Please advise, if there is a way to make this dynamic.Thanks

642

2 months ago

ryanrOJApprentice Author

asked in Questions & Conversations

Integrate Rippling with Pigment

We use Rippling for HRIS and Payroll. There is no native connector. I am looking for specific guidance and best practices on how to integrate them. I will share this info with IT and my consultant. Thanks.

882

2 months ago

Spandan98Master Author

asked in Questions & Conversations

Dynamic Variables on Scenarios

Hi everyone,Is there a way to add dynamic variable for scenarios. For example, I have 2 scenarios, Actual and Budget and for some boards after the user ticks a Boolean check-box metric I want to show them the budget scenario else the budget scenario will be hidden.Is there a way I can achieve this?Thanks & regards,Spandan

373

2 months ago

ljanowskiAuthor

asked in Questions & Conversations

Count # of direct reports each month

I have a metric called 'EE_Card_Employee Manager' with the following:Dimensions (2): ‘Employee’ & ‘Month’Data Type: Dimension ‘Employee’Currently the metric shows each employee’s manager each month. I would like to create a new metric that counts an employee’s # of direct reports by month. I am using the following formula which is not returning the correct result, can someone please advise?COUNTOF('EE_Card_Employee Manager') [by: -> 'EE_Card_Employee Manager'] [remove count: 'Employee']

231

2 months ago

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