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1057 Topics
R
Apprentice Author
RohitDivate_GustoApprentice Author
asked in Questions & Conversations
Has anyone tried integrating CAPIQ with Pigment for public company benchmarking?

Curious to know if there any 1st or 3rd party connectors to get capiq data directly in pigment automatically.It’s not too difficult to upload a CSV on a monthly cadence, but would be great if there was a live connection. The alternative is to send this to an internal DWH then to Pigment, but that might be a lot of internal work from our BI teams.

2811
CamilleMomo
Master Author
Benji
Wallflower
BenjiWallflower
published in Career Forum
The FP&A Jobs Report #72 (Aiven, Deliveroo, Optimizely...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Roles [RESEARCH SERVICES] FP&A Director 📍Washington, US The Urban Institute is a non-profit research organisation focused on conducting social and economic policy research to address urban and societal challenges.  [IT SERVICES & CONSULTING] FP&A Controller 📍Bussy-Saint-Georges, FR TD SYNNEX is a global technology distribution company that provides a wide range of IT products and solutions to businesses.  [RETAIL] FP&A Director 📍Vienna, AT C&A is an international fashion retail chain headquartered in Belgium, offering affordable clothing and accessories.  [RETAIL] Contrôleur de Gestion 📍Lezennes, FR Leroy Merlin is a French multinational home improvement and gardening retailer, offering a wide range of products including building materials, too

670
Benji
Wallflower
Benji
Wallflower
BenjiWallflower
published in Career Forum
The FP&A Jobs Report #71 (Airbnb, Qonto, Bird...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Roles [STAFFING & RECRUITING] Head of FP&A 📍London, UK Camino Search specialises in placing exceptional financial, strategic and commercial talent into high-growth tech and tech-enabled businesses.   [FINANCIAL SERVICES] FP&A Director 📍Remote, US Prosper Marketplace is a fintech pioneer with a mission to advance financial wellbeing by providing affordable financial solutions to consumers across the credit spectrum.  [FINANCE] Interim Head of FP&A 📍Berlin, DE Finatal operates within the recruitment industry, specifically focusing on finance and accounting roles within the private equity and venture capital sectors.  [FINANCIAL SERVICES] VP Strategic Finance 📍Paris, FR Qonto is a French fintech company that provides online business banking services,

1750
Benji
Wallflower
Cat M
Apprentice Author
Cat MApprentice Author
asked in Questions & Conversations
Using IF and AND function together in a formula?

Hi, I want to use the AND function together with the IF function in one formula in a property of a transaction list. Is this possible in Pigment? I can’t seem to get the AND part to be recognised when using it as part of the logical test of an IF statement, the way you can in Excel. In Excel for example I can write an IF statement using AND:=IF(X2>7,"check",IF(AND(E2="Direct",M2="Retail O&O",X2>0),"check","OK")) But in Pigment when I type AND as part of my IF statement, the function doesn’t seem to be recognised and my formula doesn’t work. The text for ‘AND’ doesn’t show up in green the way it does for the IF function (or other functions.) I don’t have any issues using the IF function otherwise, or nesting multiple IFs in a formula, it’s just that I can't seem to use IF with AND. Please let me know if it’s possible, or if perhaps I need to write it in a different way? If not possible I suppose I can create a separate property to do the AND check. Thanks,Cat

3862
Cat M
Apprentice Author
M
Wallflower
mmusabWallflower
asked in Questions & Conversations
Calculating forward sum of values

HiI want to sum the values from my current starting point to the last value available in a metric. As you can see first value is 0.22 and last is -30,993,214 and sum of all those in middle will be 30,669,213 something.that metric called inp_when to sell asset differs for each sage entity asset. How can i go about doing this calc in simple way? I tried moving sum etc but doesnt work. 

5164
M
Wallflower
E
Master Author
ElodieMaster Author
asked in Questions & Conversations
Modeling lock budget

Hello,I have created the budget based on historical data (budget version based on actuals version up to a switchover date), but at each closing period and when we import the new data, the historicals can vary so it makes my whole budget move… The uploaded data for the actuals is imported into several transaction and dimension lists.It is not optimal as the budget should be closed as of now and not moving. Has anyone encountered the same issue? The idea would be to be able to use the budget version in comparison tables so it needs to be fixed in the app.Hope this makes sense!Thanks,Elodie

64911
E
Master Author
M
Trendsetter
MKSMPBTrendsetter
asked in Questions & Conversations
Applying a specific months value to all months in a year

Hey,I am trying to reference the headcount for December and apply it to all months in the relevant financial year as part of a calculation. i.e if head count in Dec 24 in 100 and Dec 25 is 150, the formula would show 100 for all months in 2024 and 150 in all months of 2025.Has anyone done anything like this before and found a solution? Thanks! 

3001
francois
Employee
J
Trendsetter
Jose RamonTrendsetter
posted in Career Forum
Financial Analyst | Reporting (m/f/d) at Uberall

Hello Group! 🌟 Opportunity Alert at Uberall 🌟 We're on the lookout for an FP&A Analyst to join our vibrant team in the exciting SaaS startup world, on a 10-month maternity cover contract with great potential for subsequent permanence and growth within our FP&A team. This is a fully remote position 💻  in Spain-EU! 👉 Interested? To learn more and apply, visit our site: https://jobs.eu.lever.co/uberall/461f80c2-9613-44f4-ba19-a6ec238fe23eDon't miss this chance to grow professionally and be part of our thrilling journey at Uberall. If this role isn't for you but you know someone perfect for it, please share this opportunity! 🚀

1710
J
Trendsetter
Y
Master Author
YaejisMaster Author
asked in Questions & Conversations
Saving calculation

Hi! Can someone please help with setting up the formula for below? Thanks in advance!----Dates:Given Data (yellow highlighted) Question: I am seeing for formula to get the result below yellow highlighted row, “Result”.  The calculation starts from 3rd months from the start date, 10/31/2022. So it needs to calculate “January value 18,792 minus start date value 18,792. The result for 2023 Jan is zero. Then, calculation is same concept but moves forward. It’s always deducting the start date value, 18,792.  For July 2023, calculation is July 2023 19,355 minus the start date value 18,792, resulting 564.The calculation should stop in Bridge end date, 12/31/2023.   Thank you!

3953
Y
Master Author
P
Trendsetter
PaylwardTrendsetter
asked in Questions & Conversations
Demo Ideas

Hello, I have gone through all of the available training and videos for Pigment modules and setting up Demos. I would like to know if there are any additional Demo resources and data I can use to test my skills.

2652
KarlW
Community Manager
Benji
Wallflower
BenjiWallflower
published in Career Forum
The FP&A Jobs Report #70 (Circle, Tide, OpenAI...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Roles [FINANCIAL SERVICES] Head of Strategic Finance 📍LA/NY, US Circle helps businesses and developers harness the power of stablecoins for payments and internet commerce worldwide.  [FINANCIAL SERVICES] FP&A Director 📍London, UK Tide is a financial technology company that provides business banking services tailored for small and medium-sized enterprises (SMEs). Head of FP&A 📍Uusimaa, FI Finatal is a UK-based recruitment consultancy firm specialising in finance and accounting roles within the private equity and venture capital sectors.  [MANUFACTURING] Head of FP&A 📍Augsburg, DE KUKA is one of the world’s leading suppliers of intelligent automation solutions, offering customers everything they need from a single source.  Hiring? Submit a job!Other Ro

870
Benji
Wallflower
C
Wallflower
Carolina LeeWallflower
asked in Questions & Conversations
Balance Sheet: Net Income

Which formula can I use for Net Income at my balance sheet in the begging of the year where I need to transfer all Net income to Retained earnings / losses and start accumulate again? See below an example. I read this article below but I couldn’t understand: 

4684
P
Trendsetter
M
Wallflower
mmusabWallflower
asked in Questions & Conversations
Repeating set of values until the a certain condition

Hi TeamI have a calc which uses Year dimension and the year starts from 1 to 20. There is an assumption metric which defines what year the crops will be harvested. So lets say currently the assumption is year 6 in which the crops will be harvested, then from that year onward second rotation will start and then follow similar process until Year 6 where it again will be harvested and planted again.So as an example in excel, you can see from FY19 the year starts as 0 as that is where initial plantation happen. Then it counts from Year 1 to 6 and then at Year 6 which is equal to our assumption metric (Year 6) as well, it stops and then a new cycle starts from 0 to 6 all over again. How can we built something like this easy way? I have tried thinking of using MOD in which lets say in our Year dimension, we have count column as well that goes from 1 to 20 . So what i am doing is saying if Year.Count/Assumption metric =0, then mark it as harvest year.  Now how can i get it to count and reset

1861
Issam Moalla
Employee
P
Wallflower
ParapebuneWallflower
asked in Questions & Conversations
How to create a weighted distribution

Hi!I have a sales volumes metric with dimensions Category, Channel, Product and Month.Data was imported from a transaction list.I want to adjust this with some volumes that are manually input by user per channel, but I want to spread this values on every product using the same weighted distribution per category and month as the initial data. For example, if on month Jun, on a product, the volume was 15% of the total, I want to add on that product for Jun 15% of the manually added volume.How do I achieve that?Thanks in advance!

1961
S
Wallflower
M
Wallflower
Moosa MalickWallflower
asked in Questions & Conversations
Removing Blanks in Transactions List

Hi,Is there a way to remove blank cells in the grid of a transactions list. I am applying a filter to the transactions list which gives me blank rows which I want to get rid of. Thanks

5054
M
Wallflower
M
Wallflower
Moosa MalickWallflower
asked in Questions & Conversations
Filtering a dimensions list based on another dimensions list.

Hi,Is it possible to filter a dimensions list based of another dimensions list e.g. if I want to just filter for Revenue, can I filter based on the classification field which comes from another dimensions list.

1271
Nathan
Employee
E
Author
ELeff_AccAuthor
asked in Questions & Conversations
Compile Commentary from different tables

Does there exist a way to take the commentary (a metric of type text) from across two different tables? For instance, commentary about an Opex Expense related expense, for example Travel Expense (table 1) and Employee Expense (table 2).  Each table has a different set of metrics and each allows for text entry to supplement the expense to provide additional detail.  Downstream the request is to compile all expenses in a FPA view of all expenses entered across the company and then additionally to include the expense detail (text) with the relevant expense lines.  Bringing the data from the two different tables is no issue as we can use the “+” operand to include data from both tables.  This presents an issue when attempting the same with Text as the metric type of text does not accept Text as an arithmetic operand.  I attempted to utilize & but that did not align properly to the relevant line items being planned.  Curious if anyone else has come across this...

2173
E
Author
D
Master Author
DastanMaster Author
asked in Questions & Conversations
Dynamically Aggregate items in Chart views

 Hi Pigment friends, I wonder if there is a way to dynamically aggregate calculated values when using multiple items in a dimension? I am sure my question is confusing, so hence, I will give an example.We are presenting Average Contract Value (ACV) in each segment throughout the year on a monthly basis (we have 3 segments):Each node in the chart is the ACV and all segments are currently selected. The thing is, when we want to represent aggregated ACV with all segments, we need to create a separate chart: The downside of this chart is that we cannot dynamically add/combine/remove segments, because it will start summing them up, instead of showing ACV of combined segments. For instance, if I select Small customers ACV ($500) and Medium customers ACV ($1000), and we have 10 small customers and 5 medium customers, the average aggregated ACV should be: (10 * $500 + 5 * $1000) / (10 + 5) = $667. With aggregated chart, it will sum $500 and $1000 and show $1500 as total ACV, if Small and Mediu

3692
D
Master Author
Benji
Wallflower
BenjiWallflower
published in Company News
Pigment recognized in 2024 Gartner® Market Guide for Cloud Extended Planning and Analysis Solutions

“Gartner FP&A Leaders’ Priorities for 2023 found that 76% of FP&A leaders will integrate financial planning with other enterprise planning. This is one of the top priorities for FP&A leaders and is of similar importance to planning and sequencing finance transformation activities” leaders – “by 2025, more than 60% of planning solution initiatives will be driven by xP&A requirements.” Pigment has been recognized in the report as a Representative Vendor in Cloud Extended Planning and Analysis Solution Functionality. What’s in the Market Guide?An xP&A definition and market description: why it’s a priority for enterprises and how it differs from integrated financial planning Analysis of the market direction - where Gartner expects xP&A to go next Recommendations for application leaders to effectively utilize cloud xP&A Capabilities to consider when evaluating xP&A platform solutions A list of Representative Vendors Read the Market Guide Gartner, Market Guide

3560
Benji
Wallflower
Benji
Wallflower
BenjiWallflower
published in Career Forum
The FP&A Jobs Report #69 (Matillion, Glean, Poolside...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive Roles [SOFTWARE] Head of Finance 📍Remote, EMEA Poolside is building the world's most capable AI for software development & the applications to unlock the potential of developers.  [HIGHER EDUCATION] FP&A Director 📍Paris, FR OpenClassrooms has become one of the largest online education and training platforms in Europe.  [SOFTWARE] Head of FP&A 📍London, UK [SOFTWARE]   Quadient specialises in customer experience management and business process automation.  [SOFTWARE] FP&A Director 📍San Francisco, US Iterable is the top-rated AI-Powered Customer Communication Platform.  Hiring? Submit a job!Other Roles [SOFTWARE] FP&A Manager 📍Manchester, UK Matillion is a cloud-native data integration platform facilitating ETL processes for or

1650
Benji
Wallflower
P
Wallflower
ParapebuneWallflower
asked in Questions & Conversations
Manual Input Board

Hi! I have a numeric metric of volumes of selling items with dimensions: item, channel, category, monthFor this metric I have some volumes imported from a transaction list. Apart of these volumes I want to use an input board which allows me to manually input extra volumes per item/channel/category/month which will finally add to the imported volumes.In the board, the input widget should show all the items that were manually input and should have the option to input a new volume based on the dimension selection.How do I  do that?Thanks in advance!

4065
Issam Moalla
Employee
D
Master Trendsetter
dariousMaster Trendsetter
asked in Questions & Conversations
Calculating Adjusted Average by Month on various Dimensions

Hello Pigment Community!I hope this post finds you well. I'm currently working on enhancing my model's performance by calculating an adjusted average by month for deal completion times. While I've successfully calculated the average number of days for deal completion in a straightforward manner, I'm now facing challenges taking it to the next level. I'm reaching out to this community for assistance, and I would greatly appreciate your input and expertise.Current Solution:In my current approach, I utilize a transaction block named "All Deals," containing two columns - 'create date' and 'close date.' Using the 'DAYS' pigment function, I calculate the difference between these two dates. Then, using Excel I compute the 1st and 3rd quartiles using the excel function “QUARTILE.INC”. I then calculate the the Inter-quartile range (IQR), which I use to calculate the upper and lower bounds for my data. I then manually input the upper and lower bounds in my pigment solution to exclude outliers an

4601
Issam Moalla
Employee
J
Master Trendsetter
JoseMaster Trendsetter
asked in Questions & Conversations
Getting the seasonality for FORECAST_ETS function

Dears,I have the historic sales per month, and we have strong seasonality, but also and upward trend. I would like to use the FORECAST_ETS function, however, I don’t understand how to get the value of seasonality. For example I know every July and August we have a drop and then it gets higher on September. In this case the seasonality would be 12? If I want something more exact can I use Python and then get the equation and plug in pigment?  For calculating a better seasonality number, alpha, beta and gamma, is there a way to get those numbers in Pigment, or I need to have another application, such as Python or R? Thanks in advance! Jose

5502
Jurgen Maas
Master Trendsetter
L
Author
Lester ChowAuthor
posted in Questions & Conversations
How are you all doing budget transfers it doesn't seem to exist as a function

We can’t edit snapshots and scenarios always have a risk of changing if underlying metrics change. How do you all do budget transfers? ie. I need to move a headcount from marketing to finance, how would I do this? And I would want all the related headcount costs to move too in the snapshot.

1511
Jurgen Maas
Master Trendsetter
K
Apprentice Author
kristian.bartelApprentice Author
asked in Questions & Conversations
Budget Scenario or Version?

Not sure if this exact topic shows up elsewhere, but after some digging, I was still interested in clarifying best practice for budgeting in Pigment (scenario vs. version). I found this in the responses of a similar post:  For versions vs scenarios, this is a hot topic. We are right at the moment where I would suggest to use scenarios. Knowing there is currently a constraint: one scenario cannot reference another via a formula (we are working on it though). besides that, it behaves mostly the same as using a standard dimension for versions, except that you can easily compare to snapshots (thus fixing your numbers). With my limited understanding it seems like scenarios are preferable in that they respond to changes in the model over time (i.e. if there’s a change in dimensionality in a metric, the new dimensionality is accessible through your budget scenario), and they are very visible when selecting “scenario” in pages or elsewhere. However, given that the nature of a budget is static,

5852
Jurgen Maas
Master Trendsetter

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