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806 Topics

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Trever LeavenworthSeasoned Pigmenteer

asked in Questions & Conversations

Multiple PREVIOUS functions

Hi everyone! I’m using a Versions Dimension to allow for Actual + Forecast monthly planning. 1+11, 2+10, 3+9, etc. For metrics with manual inputs, I’m wondering if there’s a way to have the formula statement be:If the prior month is defined, default to that value. Otherwise, default to the prior version. The idea would be that as I change versions, my inputs would carry to the next one. However, if in a later version I change the input for a month, that new input would propagate across all the future months in that version. I tried a few versions of an IF statement using ISDEFINED, etc. but no luck. Thanks!

3844

1 year ago

abhilashsawlaPigment Academic

asked in Questions & Conversations

How to turn off Share Toggle in Scenarios

Hi, Please let us know how to turn of Shared Scenarios.

16310

1 year ago

Trever LeavenworthSeasoned Pigmenteer

asked in Questions & Conversations

Change Total Aggregator Label

Hi everyone, I’m wondering if there’s a way to update the Aggregator label. For example, if I add an aggregator AVERAGE, the additional row added still says “Total”. It would be helpful if it would show “Total Average” or just “Average” depending on what aggregator option I’ve selected.

602

1 year ago

KarlWCommunity Manager

published in Career Forum

FP&A Jobs #21 - Mar 2ndjobs

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 ThursdayWant to submit a job for next week? Share here! Executive positions 1️⃣ FEATURED 🌟 [SOFTWARE] Director of GTM Finance @ Figma, the design platform for teams who build products together.Drive cross-functional alignment in GTM strategy across Finance, Sales and Marketing in close collaboration with the CFO, CRO, and CCO. Prepare and deliver management presentations for leadership to analyze results and present forecasts, build narratives that describe business strategy and performance, assess business risk and operating health, and align cross functional teams to effective solutions.📍 SF/NY or Remote, US 2️⃣ [CONSULTING] Director FP&A @ RGP, a next-gen global project solutions consulting firm.You will be responsible for leading the Company’s annual budget and ongoing forecast process and providing financial analysis, decisio

1010

1 year ago

Trever LeavenworthSeasoned Pigmenteer

asked in Questions & Conversations

Chaining dimension properties across dimensions

Hey everyone, I have a transaction list of revenue by month by User ID. My User ID dimension has the property “Employer”. My Employer dimension has the property “Parent Company”. I want to create a metric with dimensions Months and Parent Company to sum the revenue from my transaction list. How do I chain the dimension properties in the by sum statement? I need to go from User ID > Employer > Parent Company across multiple dimension lists. Thanks!

1191

1 year ago

aufdenkampSeasoned Pigmenteer

asked in Questions & Conversations

Scenarios no longer available as Page option in Metric after removing from Pages

We had removed Scenarios from the Pages in some blocks (because we weren’t utilizing them yet) and now we can’t find an option to add Scenarios back to Page in the Pivot. We can add them as columns/rows, but the Pivot interface doesn’t allow us to move Scenarios to Pages only. How can we get Scenarios back in our blocks as only a Page selector?

602

1 year ago

KarlWCommunity Manager

published in Career Forum

FP&A Jobs #20 - Feb 23rdjobs

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 Thursday🎤Join Finance leaders from Figma, Looker, Dropbox, Tableau, Netflix, and more… during Pigment's FP&A week from March 27-31st.👉 Register here 👈 Executive positions 1️⃣ FEATURED 🌟 [SOFTWARE] Director of GTM Finance @ Figma, the design platform for teams who build products together.Drive cross-functional alignment in GTM strategy across Finance, Sales and Marketing in close collaboration with the CFO, CRO, and CCO. Prepare and deliver management presentations for leadership to analyze results and present forecasts, build narratives that describe business strategy and performance, assess business risk and operating health, and align cross functional teams to effective solutions.📍SF/NY or Remote, US 2️⃣ [FINTECH] Director, FP&A @ Figure, transforms the trillion-dollar financial services industry using blockchain technology.You wi

530

1 year ago

CBGongBudding Pigmenteer

asked in Questions & Conversations

Auto refresh Google Sheets connection export

Is there any way to auto refresh the data connection from Pigment to Google Sheets on a daily basis?

662

1 year ago

ElodieSeasoned Pigmenteer

asked in Questions & Conversations

Best practices for budget/forecast

Hi everyone!I have to remodel our Budget application because a lot of our processes have changed since we built it with the Pigment team 😊Can you please share with me your best practices for building such applications?I am especially wondering about the use of scenarios, versions, switchover date, etc.We usually do a budget once a year and then review it with a forecast at least once every quarter. Should I create 2 separate applications for this purpose? Can I condense all the information in one application?Thanks for your help!

4892

1 year ago

KhadijaFrequent Reader

asked in Questions & Conversations

Add a dimension in transaction list

I am trying to say that if this property on this dimension list is blank, then just insert me an item from another dimension list.But I get this and I tried to change the property type but it still gives me the same error message: “Expressions are incompatible and cannot all be converted to Text”

2682

1 year ago

AlexandreSeasoned Pigmenteer

asked in Questions & Conversations

Variation from Last Year Month

Hello,I want to compare Jan 23 vs Jan 22, Feb 23 vs Feb 22, etc until Dec 23 vs Dec 22 with Calculated Item but from what I see, I have to do it manually (12 times for each Month) to do it.Is there an automatic method to do it on every months ?Here is a picture of what I want : Thank you for your help :)Alexandre

1995

1 year ago

Trever LeavenworthSeasoned Pigmenteer

asked in Questions & Conversations

Managing Historical Data

Hi everyone! I didn’t find a discussion on this: What are best practices for updating your actuals monthly and maintaining the historical data? Do you just add new data to the same transaction list and it expands over time? Do you at some point consolidate historical data? Thanks

1072

1 year ago

MKohliSeasoned Pigmenteer

asked in Questions & Conversations

Multi Dimension Pivoting on Single Source Dimension

Hi Community - I've noticed that if we have a multiple properties of an existing dimension mapped to a single dimension I'm unable to pivot the data multiple ways.Is there a setting or adjustment that can be made so both can be displayed or is this a new request for the Product team.Example: We have a global account id called Global ID and we have proerties mapped to it related to the different product cohorts of that customer (Global_Cohort , Product1_Cohort, Product2_Cohort, Product3_Cohort ) which are all aligned to a single dimension Cohort_Months . When pivoting my data or adding it as a page selector I can only choose one of them and then am unable to choose another even though the Product1_Cohort is a different value vs Product2_Cohort. So if I want to show a matrix of this data I cannot do it. Have you encountered this issue before? Is there a solution beyond creating multiple Cohort_Months dimensions for each product?

1722

1 year ago

VmanekNewly Minted Pigmenteer

asked in Questions & Conversations

YTD in KPI view

Hello, I want to show a YTD view for a KPI where it sums each month automatically. For example, in January I would be able to see budget vs actual and in February it would be Jan + Feb and so on. Is there any work around for this? This is the current KPI view that I have but I have manually filtered on the month. The view doesn’t work if i choose another month.

2024

1 year ago

adhainOccasional Observer

asked in Questions & Conversations

Notification when a change is made

Hi All!Is there a way someone can get notified when a change is made automatically?In headcount planning, we want the HR director to be notified when someone has requested a new head. I appreciate there’s the option of writing a comment, but wondered if theres an automatic way?Thanks

953

1 year ago

Trever LeavenworthSeasoned Pigmenteer

asked in Questions & Conversations

View Actuals + Forecast one table

Hi Pigment Community! I wasn’t able to find a prior thread on this: What’s the best practice to show Months of Actuals and Forecast together based on the Switchover Date? e.g. I have 6 months, and 4 of them are actuals. I want to show the month and period type in the column titles, then my data: Sep 23 Oct 23 Nov 23 Dec 23 Jan 23 Feb 23 Actual Actual Actual Actual Forecast ForecastRow 1 ### ### ### ### ### ###Row 2Row 3etc.

3166

1 year ago

DmitriiSeasoned Pigmenteer

asked in Questions & Conversations

What is your preferred way to export reports to PDF?

Hi everybody, I’m sure, I’m not the only one, who wants to export reports sometimes.Options:Boards are good candidates for it, but there is no export functionality (why?). Metrics/views are good too, but you cannot export multiple views to one Excel or PDFWhat are you ways to export reports to files? Please share your ideas.

2214

1 year ago

KhadijaFrequent Reader

asked in Questions & Conversations

Fill date informed before a date

Dear community, I hope this you’re all well. This is the metric I want to fill my dimension property with:My quest is: I want it to give me the last client type filled before January 23My metricCan you please help me with this?

794

1 year ago

KhadijaFrequent Reader

asked in Questions & Conversations

Limit to property

Dear community, is there any way I can bring values from a metric’s property to another property in a dimension that takes a value from a line all while specifying the property not to go beyond to make sure it takes the one before the current month? P.S: I tried to use Remove LASTNONBLANK and it didn’t solve what I wanted.

3822

1 year ago

JoshBudding Pigmenteer

posted in Questions & Conversations

Show aggregate values in Chart Views

I would like to be able to show Aggregate (aka SUM or AVERAGE) values in charts on Tables or Metrics. When creating an aggregate field in Pigment on the Grid View, you can see Totals or when using Show Value As you can see items like Revenue per customer (Revenue and # of Customers are two separate metrics). However, when moving to Chart View the aggregate values are not visible in the Chart View

2043

1 year ago

KarlWCommunity Manager

published in Career Forum

FP&A Jobs #19 - Feb 16thjobs

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 Thursday🥳We’re very happy to share that we reached +1000 subscribers to the newsletter last week. We wanted to say a big thanks to all our subscribers and people involved in this project - we didn't expect such traction and impact on the community when we started the project.A few highlights on the subscribers:1,018 talents and hiring managers from top tech companies (Stripe, Intercom, DoorDash, LinkedIn, Aircall, Google...) and Enterprise (H&M, Ikea, Deloitte, Philips, AB InBev...) A good mix of seniority: 26% of Leaders, 29% of Managers, 10% of Analysts From all over the world: 42% in EMEA, 40% in the US We’d love to have your support to grow the community and reach new milestones together - any Linkedin posts promoting the newsletter would be much more appreciated. Example of post (thanks Asif!)Now, on with the show! Executive

720

1 year ago

Guillermo PulsBudding Pigmenteer

asked in Questions & Conversations

Input templates

I’m trying to create a template where people can introduce cost by supplier.How can I insert new lines for a preset table or metric? I tried to do so in the spreadsheet functionality bet it’s greyed out. Thanks in advance,G

4152

1 year ago

StefEmployee

posted in Questions & Conversations

Converting a number formatted date to a normal date format

Sometimes the data that you upload in Pigment just isn't perfect. And that's ok, because nobody is perfect!In this article, I want to show you how you can convert a numeric date format (usually from Excel) to a date in Pigment. This date can then be used to convert to another time dimension like a month, a quarter or a year. All credit to @Remi for coming up with this methodology.Maybe you recognize this format below from your work in Excel, sometimes your date shows as a number.Example from Excel When your import file contains this number formatted date, there is an easy way to convert it in Pigment without first going back to Excel. As the number format in Excel is basically a calculation of a set start date (1-1-1900) + a number of days, we can use this same calculation to retrieve the date from the number. Use the Date formula to calculate your result as in the example below. Date(1900,1,1) + Date Formatted Number -2 Date conversion example (dates in MM-DD-YYYY) The reason for the

4191

1 year ago

Trever LeavenworthSeasoned Pigmenteer

asked in Questions & Conversations

LASTNONBLANK to return dimension from target metric?

Hi Pigment team! I’m trying to set up some cohort modeling for launches. I have an input metric, of dimensions [Partner] and [Cohort Month], where Cohort Month is a 0-indexed integer list. The inputs are the number of live clients in that month (it’s chunky, usually a piecewise rollout for the first 3-6 months). Let’s say partner A’s launch is coming up. Launch month is Cohort Month 0: 0 : 1 : 2 : etc. Partner A 100 500 1000 etc. I want to know when to switch from this manual input metric to my growth curve assumption for the forecast, so I have to map these cohort months to calendar months. I think the best way to do this is to have a mapping metric which returns the lastnonblank [Cohort Month] as an integer from the input metric outlined above. I can then use TIMEDIM to add that number of cohort months out from the launch m

3212

1 year ago

AlexandreSeasoned Pigmenteer

asked in Questions & Conversations

Manage EUR cst & FX columns in Transaction List

Hello, In my Transaction List, I have a column called EUR CST that I calculate from a variable FX column. However, this EUR CST is associated with rates for the year 2022.We have just received the first figures for 2023, but we are now using a different rate (the rates are in a transaction list, with two columns: rate 22 and rate 23).What is the best way/best practice to switch to rate 23 for the 2023 figures?However, I would like to avoid doing this every year (in 2024, it would be nice if it automatically switched to the 2024 rate). Is there a way to do this? Because all my metrics depend on this column.Thank you,Alexandre

1121

1 year ago

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