Questions & Conversations

My headcount planning app currently uploads a headcount report on a monthly basis and the forecast basically rolls forward after every new month and the only way I can compare changes over months is to take a snapshot and change the switchover month.How should I approach making this update since it seems like I would have to rework the entire application and add a version to every metric? My current thought is that a budget version is tied to a specific months load, so I can do a mapping for load month → version but does that work?Example:Current monthly data by load monthExpected Result if I want to use June load month for BoD Version. The data from Jul onwards would only use data up to the June load and not use anything beyond that.  Any ideas would be appreciated. Thank you!

Hello Pigment Community,Our organisation is currently undergoing a migration to utilise SQL data warehouses on Databricks, and we're looking to transition our connection from Redshift to Databricks. However, we haven't found a straightforward, out-of-the-box solution to establish this connection.Could anyone from the Pigment team or community members who have faced similar challenges provide guidance on the proposed solution for connecting directly to Databricks? We currently have a workaround involving copying our Data Lake models into S3 and then connecting from there, but we're eager to explore a more direct integration.Thank you in advance!

Hi All,Although PREVIOUSBASE() is replaced by PREVIOUSOF(), why am I unable to see that update in my workspace?I am only able to use PREVIOUSBASE and it keeps throwing me circular reference error.According to this documentation - This should be new interface where we don’t need to select a base metric Instead, while setting up iterative calculation to use PREVIOUSOF, this is my current interface Can someone please tell me how I can start using the new update?

 Hi everyone 👋I’m currently trying to build a formula that returns Actuals across different versions.What I’d really like is to have something like a dynamic SELECT[MONTH - X], so it always pulls the correct month automatically.I already managed to create a working formula above, but I’m not fully satisfied — it feels like there should be a simpler and more dynamic way to achieve this. I  tried as below creating a metric to use as a pointer with SELECT: Month = Technical Metric with the function Edate OR  SELECT: Month - Technical Metric but it didn’t work as expected. When I attempt t

Hi community,I have a transaction list that is being shown in a board as a list widget.It contains some qualitative survey answers, which can be extensive. This generates a bad user experience, as I can’t make the rows taller, and the only way the users can see the full content of a cell is by hovering the mouse on top of it.Is there a “text wrapping” functionality I can apply to expand the text-heavy cells automatically? Or is there a way to make the rows taller that I might be missing?I’m also open for other suggestions on how to handle this so it’s more visually-friendly for my key users,Thank you!Andy

In a transaction list sorted by employee and effective date, how do I create a property that shows the next row's effective date for the same employee (or TODAY() if it's the last row)?"

Hi,How can I do a median in Pigment ?Thanks

 I have the following data format in transaction list: Account Name/code Account Code Quarter Product Name Deal Forecast Amount ABC abc Q2 FY 26 Tupperware

Suppose if a base metrics has Dimensions Product and Month with Data type CountryWe wish to have Target metric with unchanged Dimensions Product and Month but with Data type RegionHow can we get to the outcome in Target Metric

There’s a table with 5 input metrics at dimensionality: “Customers”.For one of the input metric “M1”,‘View cell updates’ is showing no results, even if the value is sitting in “Metric M1” for ‘Customer 1’ row.Does “View Cell Update” work on the values which gets uploaded through a button by uploading the CSV file?

Hi,I am facing an issue with the email notifications triggered when a certain criterion is met. I seem to be receiving the emails as expected but the client I am working for is not receiving them. Could anyone please tell me why this could be happening?Thanks!

Hi,I have a dimension formatted property in a transaction list. I want to restrict the items in the dropdowns based on users. Applying data access rules achieves this only partially it seems. While the users cannot see the items that are not assigned to them once they make the selection from the dropdown (the input simply disappears), while making the selection they are able to see all available items in the list. How can I restrict this?

Hello All,I’m currently trying to create 3-month trailing average for multiple dimensions. The formula worked when I only have 1 version dimension but when I tried to create multiple versions, it collapse. Here is my metrics before adding version Metric 1: Trailing 3 months (Boolean) Metric 2: Trailing 3 months calculationSo, you can see Aug 25 is the trailing average for May through Jul Here is what I attempted to replicate after adding version as a dimension.Version DimensioPeriod Type by Mon

Hi all, I'm importing an employee transaction list with historical employment data using a direct connector to my HRIS. I’m creating a new unique ID property from Employee ID + Effective Date. I ran into the following challenge: my source data sometimes contains two events for the same employee on the same day (e.g., a hire and a no-show termination). My question is: is there an automated method in Pigment to identify and remove all rows that share a non-unique key during an import? I want these conflicting pairs of rows to be excluded entirely and I need the monthly import from my HRIS to run automatically without failing. Any ideas on how to set this up? Thanks!

Hi everyone,I have created two scenarios - Budget & Actuals. Now when I am turning on AI Insights on a metric, its showing details of the default scenario, even though I want insights of the Budget scenario. How can I solve this problem? Why are insights not available on Multiple scenarios?The documentation AI is mentioning that AI Insights can compare 2 scenarios but I am not finding any option to change the scenario for Insights.Please kindly help me out, Thanks!Regards,Spandan

Are there any future plans on the roadmap to create an iOS app? Even just to see boards and do data imports would be sufficient. Thanks!

Has anyone using Sage Intacct ERP with the Pigment connector been able to import year end adjustments for GAAP from the balances table?They come through the Details table fine but in local currency. The Balances table we would expect to see the adjustments as consolidated to the book currency but they dont come through.The API indicates it should be using the setting includereportingbook = true but that doesnt seem to be an option in the connector.Thanks

This was an idea I had when looking for options to integrate Harvest Timesheet data into Pigment and there was no Pigment connector:https://www.dataplan8.com/blog/integrating-harvest-to-pigment-via-apple-shortcuts-part-2

I have a metric called 'Number of departments per supplier' that is dimensioned by Sub-Department and Supplier. When I use 'Number of departments per supplier' [REMOVE: 'Supplier'], I get the total by Sub-Department (without the Supplier detail), which works as expected. But when I use 'Number of departments per supplier' [REMOVE: 'Sub-Department'], nothing is displayed, whereas I would like to get the total by Supplier (with all Sub-Departments aggregated).

Hi,Do you have a best practice to recommend on how to manage interns who are converted to permanent contracts (=CDI in France) in Pigment?Let’s take an example :In my transaction list, I have Employee1 which is intern with an end date on Dec, 31st 2024. He comes back as a permanent contract starting January 1st 2025 (with no end date). In my FTE calculation metric, the term date metric is calculated with :if(isnotblank('Employee Transactions'.'Term Date'[by last:'Employee Transactions'.'[Pigment] Name','Employee Transactions'.'Load Month']),'Employee Transactions'.'Term Date' [by last:'Employee Transactions'.'[Pigment] Name','Employee Transactions'.'Load Month'],previous(Month))The last load concerning employee1 does not have a load date, as he is a permanent contract. However, as I have  “previous month” in my formula, it takes into account an end date. So my Employee1 is counted as 0 on January. Would you have some formulas to

Hi, I am trying to set a logic where there are 2 merit cycles, I want to us Previous(year) but also incorporate that cycle 2 is equal to cycle one and editable in case it isn’t.  

Example:“10/17/2024 14:00:00 -07:00” is a text format; Date with time.I need to extract time from this text format , how to do in Pigment?Also, does it mean 2pm 7mins?Convert text to date&time format

My company went live with V1 of our Pigments budget application.  The way our pigment solution was built, with our Pigment partner implementing with us, is with 5 applications that our users have to navigate between.Reporting Revenue and Cost of Sales Operating Expenses Workforce Planning ForecastingThe solution is good, and we will have changes when we go to version 2.  However, our user feedback is that the navigation is terrible. There is the navigation window that can be structured for navigation sequencing, but there is no great way to build navigation between applications and boards except by using an action widget with an external URL for applications and board.  Though this works, it is impossible to build without it being too busy and clunky at best.Has anyone built a good solution using the widgets to navigate not only between boards, but also between applications?  How did you do it? 

It seems that the provided Lucca connector does not import extendedData when the “types” are complex, making proper data imports impossible in this state.Is there a way to modify/contribute ?