Skip to main content

Explore the Community

Connect with other users, discuss how you're using Pigment, and get inspired

845 Topics
KarlW
Community Manager
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

560
KarlW
Community Manager
C
Budding Pigmenteer
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? 

692
C
Budding Pigmenteer
E
Seasoned Pigmenteer
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!

5042
Nathan
Employee
K
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”

2892
abhilashsawla
A
Seasoned Pigmenteer
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

2005
A
Seasoned Pigmenteer
Trever Leavenworth
Seasoned Pigmenteer
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

1112
francois
Employee
MKohli
Seasoned Pigmenteer
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?

1842
MKohli
Seasoned Pigmenteer
V
Newly Minted Pigmenteer
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. 

2114
Nathan
Employee
Trever Leavenworth
Seasoned Pigmenteer
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.

3246
Oliver
Newly Minted Pigmenteer
Dmitrii
Seasoned Pigmenteer
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.

2264
Dmitrii
Seasoned Pigmenteer
K
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?

814
K
K
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. 

3912
francois
Employee
J
Budding Pigmenteer
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

3183
V
Budding Pigmenteer
KarlW
Community Manager
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

730
KarlW
Community Manager
Guillermo Puls
Budding Pigmenteer
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 

4222
abhilashsawla
Stef
Employee
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

4551
abhilashsawla
Trever Leavenworth
Seasoned Pigmenteer
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

3412
Trever Leavenworth
Seasoned Pigmenteer
A
Seasoned Pigmenteer
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

1141
Keiran
Community Manager
S
Newly Minted Pigmenteer
Suzanne BNewly Minted Pigmenteer
asked in Questions & Conversations
Error message "A Dimension List must have a unique Property"

Hello ! Sorry my question might be really easy here but I am just a beginner. When trying to map my imported CSV, I have the error message “A Dimension List must have a unique Property".Do you know which error I have made? 

2113
S
Newly Minted Pigmenteer
Sam Gale
Just Arrived
Sam GaleJust Arrived
posted in Company News
Win $50 in celebration of our Community birthday!

The Pigment Community is officially 1 year old!! 🥳   In that time, we've seen lots of great questions and discussions pop up, like these from February so far:   What is your preferred way to export reports to PDF? Filtering Views - When can you filter by properties? What change management resources would you like to see?   To celebrate, for every answer on a community question between the 14th and 28th of February, you'll be entered into the draw. On the 1st of March, we'll select 3 people randomly to win an Amazon voucher for $50 USD, £50 GBP or €50 (depending on where you're based).   Answer 20 questions? That's 20 entries. Question already been answered? That's okay, leave your two cents. In fact, if you leave your two cents 20 times and win $50, that's a whopping 12,500% ROI 😎 The rules: - You must be a Pigment customer or partner. - Only answers to questions asked by others (i.e. not you) will be counted. - Only one answer per question per per

710
Sam Gale
Just Arrived
P
Just Arrived
PrabhatJust Arrived
asked in Questions & Conversations
IP Address of Pigment Servers - For access to Snowflake

Hi Team,What is the IP for pigment servers that are used to send requests to Snowflake. Our snowflake is gated with IP addresses and we need this to allow access to the pigment tool.

1713
Pierre
Community Manager
S
Newly Minted Pigmenteer
SaiNewly Minted Pigmenteer
asked in Questions & Conversations
Filtering Views - When can you filter by properties?

Hi! For creating filtering views, why aren’t some dimensions allowed to be filtered by properties? For example, I have a dimension in my data hub for balance sheet accounts and some additional properties within that dimension, but I’m unable to filter by those properties. What I can do instead is add BS_Accounts → Property as a filter on the right-side bar, and restrict it to what I want to filter Filtering View unable to select “Property” for Dimension “BS_Accounts”: Filtering “BS_Accounts” Via Pages in Sidebar and Restricting Dropdown List: 

3525
S
Newly Minted Pigmenteer
Marina
Budding Pigmenteer
MarinaBudding Pigmenteer
asked in Questions & Conversations
Filtering all metrics of a table

Is there a way to filter from the view all metrics in 1 filter to exclude zero values from a table? If there is a table with a lot of data & we want to connect it to a gsheet, having many rows with zero values slow down things. 

2522
KarlW
Community Manager
KarlW
Community Manager
KarlWCommunity Manager
published in Career Forum
FP&A Jobs #18 - Feb 9thJobs

A reminder of what you get with the Pigment weekly jobs newsletter:  Around 10 fresh job offers  From top companies from all around the world  Every Thursday  You can subscribe to the Jobs Newsletter by clicking here 💌Executive positions  [MOBILITY] Vice President Controlling @ FlixMobility, the market leader operating an international long-distance coach service offering an extensive route network through Europe and now North America, and Brazil.This role will lead the Flix Controlling department and report to the Group CFO. You will develop and grow the FP&A function across the unit economics, metrics and drivers that are key to the Flix business model, supporting decision making across all functions of the business. Munich, DE  [SOFTWARE] VP of FP&A @ Bloomreach, the world’s #1 Commerce Experience Cloud.You will own the global Financial Planning and Analysis team and scale it with the growth of the Company. As the VP of FP&A, you will be the key driver and enabler i

750
KarlW
Community Manager
P
PriyaKeen Learner
asked in Questions & Conversations
Roundup Function is not working properly

Without Round Up we were getting the value as 6.40 in june 23 in Black (Dimension list item) after round up we are getting 8 in june 23 but the value should come as 7. This is one example we are showing here but there are multiple errors. we are attaching the screenshot for the same

781
francois
Employee

Badge winners

  • Rare Author
    RoryChas earned the badge Rare Author
  • Pigment Modeling Fundamentals Certified
    Imane El Ouazzanihas earned the badge Pigment Modeling Fundamentals Certified
  • Pigment Like a Pro
    Imane El Ouazzanihas earned the badge Pigment Like a Pro
  • Read and Interpret Formulas Certified
    geoff_chovazhas earned the badge Read and Interpret Formulas Certified
  • Pigment Modeling Fundamentals Certified
    RAMZIhas earned the badge Pigment Modeling Fundamentals Certified
Show all badges
Terms & ConditionsCookie settings