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It's easy to miss updates, especially over a nice summer break. Let's take a look back at the product releases from Q3 FY2022 Table of Contents User Experience Favorites New User Interface Color Upgrades Multiple Selection Boolean Switch Hide Empty Row or Columns Individually Chart Drill Down Conversation upgrades Notification Center Command Palette Add items from Board View Panel Easy Modeling and Reporting List View updates Metric updates Update header labels Formula Free Shortcuts Exclude Modifier Forecast Linear Board Creation Improvements Fast Integrations Import screen updates Dependent Import by Source Delete existing items Google Sheet connector Schedule Imports Big Query & Lucca Data Storage Connector Improvements Secure Data Read only Scenarios Member Page updates Access Rights upgrades Access Rights rules Delete Application disabled Access Rights in Dependency Diagram User Experience Favorites This feature allows you to easily f
Dears, I am trying to get the first Month we have data of a customer to group it by cohort, and I want to add that date as a property of customer.I was able to get that data using the following formula:'Requests MRR BE'.Date[BY FIRST: 'Requests MRR BE'.'Company or Partner Id' ] The problem is that it only works as long as I have sort the date ascending in the transaction list, and I would like to retrieve that data without having to sort my transaction list. Is there a way I can integrate MINOF in a modifier so that instead of the first value it finds it takes the smallest? Thank you very much in advance, Jose
This article will discuss how to create, use, and update Application Variables. This features allows you to create a variable for items and scenarios that can be used in multiple areas, such as page selectors, and updated all at once. What are variables? Common use cases How do you create variables? How do I update Variables? What happens if I delete a variable? What happens if I delete an item used in a variable? What are variables? This functionality allows you to create a custom variable at the application level to be used in Page Selectors, Show Value, as or Calculated Items, that can be dynamically updated all at once. You name a variable, define it with a specific item or scenario, and then use in multiple different page selectors, or calculated items. Then, when its time to update boards or the views they are used int, you update the variable with the new item or scenario and the value changes in every location you used it in. Common use cases Time Dimensions are a com
Hello,I want to use a vlookup on a non-dimension column. Is it possible ?Exemple : Dimension A : I have those 2 columns : I want to retrieve the Manager via the e-mailDimension B : I have my e-mails and my managers. Question : How can I get my managers in Dimension A ?Thank you :)
🙌 You’ve probably seen the news today, Pigment has secured $65M additional funding in an extension to our Series B round!We couldn’t be more excited to be backed by leading and experienced investors Meritech and IVP. Previously, they’ve invested in companies like Snowflake, Tableau, Figma, Discord and many more epic brands! This new funding will help us continue to innovate our platform while doubling down on expanding our presence and customer support across all our regions.THANK YOU for helping us get there. As stated by our co-CEO Eléonore, we would not be here without you!Once again, thanks for the partnership and here’s to a bright future together!
If you find yourself having read all there is to read about Access Rights already knowing about the security panel, knowing there is a difference between permission and access rights (AR), and also knowing you can limit access to Boards… But you’re still wondering, how exactly do I do this?Then this guide is for you! The Example Precautions when working on user management Step 1: Roles & Permissions Step 2: Global Access Rights for business access Step 3: Specific Access Rights Step 4: Board Access Step 5: Make an Admin Board Conclusion The Example We are going to use our kickstarter App - Headcount Planning & Costing. This App provides a readymade structure for you to load your existing employees, manage new positions and is set up to be used by your business users. It contains sensitive data and different user types, making it the perfect example for this user access exercise! Note: if you want this App, ask Support or your CSM to copy it into your Workspace. Precautions w
Hello,I would like to know if you have a best practice to share regarding the recruitment plan.At first we have a line for a recruitment to be done. Once the recruitment is completed, we have the name of a future employee. How do you keep track of that and follow this in the most automated way ? (to avoid duplicates on the actuals and forecast)Thank you :)
Looking to better understand performance best practices in Pigment? We got you covered. Here are some performance optimization tips that all modelers should know.Calculate the minimum number of dimensions necessary 🎯When you're building a calculation, you should consider building at the minimum no. of dimensions necessary.For example, if you're building a Profit and Loss report and you need to see it by Department and Function, but Department is also a property of function, then we don't need to dimension the metrics by BOTH department and function. Avoid doing too much within one Metric 😬It’s good to separate out complicated calculations into multiple metrics. This will benefit application auditability, sustainability and performance. The more calculations you're doing within one metric, the longer it will take to calculate, the harder it will be to read, and the increased chance of that metric timing out in future. A good guideline is that, if you have to copy and paste part of a f
For most finance teams, end-of-year budgeting is the busiest time of year. To help things run smoothly as you use Pigment for your planning, we've compiled 7 ways you can set your team and your users up for success: Ensure all relevant users can access PigmentThis time of year often sees more users accessing Pigment than usual, and we often get support tickets around logging in and access rights. Here's how to prevent this. Brush up on skills with our Pigment AcademyOur self-paced, on-demand Pigment Academy has officially launched! This means it's easier than ever to make sure all your users understand the basics and more. Prepare all required boards for inputDuring budgeting, user input is crucial. Make sure you build and validate all your required boards and prepare them for input before your users need them. Validate user journeys and boards with the people they’re built forNo matter how comprehensive the architecture is, your users need to be able to easily input data
This article discusses how you can hide or minimize Page selectors on widgets and across Boards. Table of ContentsHow does Hide and Minimize work? How do I hide or minimize a page selector. What happens when I minimize a page selector? What happens when I hide a page selector? Can you change a value in hidden page selector? How does Hide and Minimize work?When a block with dimensions in page selectors is displayed on a Board, the page selectors will appear at the top of the board. If they are unlinked, they will will also appear as page selectors on the widget. For both board page selectors and widget page selectors, the display mode allows you to adjust the visibility of these pages selectors. How do I hide or minimize a page selector. When editing a board, either through a new creation or by selecting Edit Board button, you can adjust the display mode of page selectors on the board or on widgets.For BoardsSelect the page options icon on the right side of the page selectors at the
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