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944 Topics
A
adhainOccasional Observer
asked in Questions & Conversations
Best way to Build out Commissions

Hi AllIm trying to build out the company commissions based on NRR.I want to be able to calculate the corresponding commission % based on the NRR we have forecastedSo each NRR% is equivalent to a Commission %. eg. 80-85% NRR = 0.05% commission. 86-90%=0.1% Commission and so on.There are 8 bandings, so If statements seems quite long winded, but possible that way. Wondering if someone can think of an easier way?Thanks! 

1351
Nathan
Employee
K
Budding Pigmenteer
keerthanarameshBudding Pigmenteer
asked in Questions & Conversations
Count of a specific vendor

Hi!I’m trying to count all the “No Vendor Name” entries from my transaction list but keep getting this error that the Property is not unique. Final Vendor Name property in the transaction list cannot be unique since there are multiple transactions under the same vendor.IF('PL GL Data'.'PL Cat 1'='PL Cat 1'."Non-Headcount Costs",COUNTALLOF('PL GL Data'.'Final Vendor Name'."No Vendor Name")) Can anyone please suggest any modifications in my current formula or any other way to count this specific “No Vendor Name” from the transaction list.Thank you!

1934
Benoit
Community Manager
G
Budding Pigmenteer
gabmactavishBudding Pigmenteer
asked in Questions & Conversations
Adding comments in the margin of your P&L

Hello Pigment Community,We have replicated our monthly reporting pack in Pigment, which was previously in Google Sheets. One key function (and final touch) that would make it identical to our files in Google Sheets would be the ability to add comments in the right hand margin for each income statement line of our variance analysis.I’ve reviewed Pigment’s commenting functionality, which works well, but is not suitable for our use in this instance. We’re really set on having the comments visible, and being able to archive them. Here’s our specific requirements:Be able to archive comments by period, version (actuals vs. forecast, actuals vs. budget, etc.), and by income statement line.  For example: Imagine I am reviewing the May 2023 Actuals vs. Budget Income Statement variances. I comment to the right of the Revenue line “Revenue underperformed due to X, Y, Z. If in a year’s time, I filter on the month of May, for the May 2023 Actuals vs. Budget Income Statement, I’d like to be able to

70811
Nathan
Employee
V
VianneyOccasional Observer
asked in Questions & Conversations
Modify a calculated item directly from the dashboard

Hello Pigment community, I am trying to compute a table showing in a column the YTD revenue, but the YTD can not be fixed on a specific month but be variable (if we want to see the YTD for 2 months ago for example).  The only way i saw how to do a YTD revenue is to use a “cumulate” in the calculated items, when i add a calculated item on the dimension “month”. But if i want to change my month from the “current month” to another month, like two months ago, i will have to go back to the calculated item in the pivot.  Is there a way to change the “item” in “calculated item” easily directly from the pages of the table, so that we can change it directly from the dashboards ? Or if this does not work like that, is there a way for me to be able to get a YTD computation that can be edited directly from a dashboard ?  Thanks a lot for your help !  

2014
Fabien
Employee
Benji
BenjiPigment Academic
published in Career Forum
FP&A Jobs #36 - June 19th (Spotify, HelloFresh, Ramp...)

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 positions1️⃣ [TECHNOLOGY, INFORMATION & INTERNET] Director of Corporate Finance @Mews, a hospitality management cloud that empowers the modern hotelier to improve performance.First things first: you want to know what you’re actually applying for. It’s impossible to capture every nuance of a role – especially at a rapidly growing company like Mews – but if we had to distil it down to a job description (which we do because this is a job description), it would be this: This role requires a highly experienced Corporate Finance professional with a proven track record of success in supporting a rapidly growing company through significant transformation. This specific pathway is within Finance and will be primarily based from our Prague, Amsterdam, or London, on a Hybrid and or Remote basis.📍Remote, EU 2️⃣ [FINANCIAL SERVICE

980
Benji
G
Budding Pigmenteer
gabmactavishBudding Pigmenteer
asked in Questions & Conversations
Adjusting fields in an automatic import (tips and pitfalls)

Hello Pigment Community,We have an automatic import set up connecting Pigment to our accounts in Xero. See below screenshots for a visual.For one of our legal entities, we do not have the “Department” field set up in Xero, but we need it in Pigment. As such, I’ll need to assign a “Department” to each transaction line of the import. As you can see by the screenshots, currently the departments are automatically being set to “blank”.For my purposes, I think the quickest way to achieve the department assignation would be to go line by line in my import and manually assign a “Department”. This entity is being phased out, so this is a one time clean up job, so happy to do (a bit of) manual work in assigning the departments as opposed to setting up a more permanent mapping logic.My questions/concerns:If I spend the time to do this, will future instances of the data import “wipe” these manual assignations I’ve made? To encapsulate my question, is there any tips & tricks, or maybe any pitfa

1525
francois
Employee
L
Newly Minted Pigmenteer
lpaulNewly Minted Pigmenteer
asked in Questions & Conversations
AVG by one dimension

Hi, I am trying to find a quick way to get an AVG of 1 out 4 dimensions in the metric and use it for the further calculations. I have data based on cohort, with Cohort Month (on rows) and Cohort Age (on collumns). I would like to take and avg of cohort months and only have Cohort Age Dimension in. I was trying AVGOF formula with exclude modifier but that did not work. Also, BY AVG: CohortMonth, but that keeps the metric in. Any suggestions? 

2882
L
Newly Minted Pigmenteer
abhilashsawla
abhilashsawlaPigment Academic
asked in Questions & Conversations
Permission Function

I found Permission Syntax on community is permissions("{\"openBoard\": true , \"postConversation\":true }")OpenBoard allows us to open the Board and postConversation allows us to comment on Board.But I would like to know, if we would like to allow end user to configure board than what we need to write code in permission function.

1752
abhilashsawla
G
Budding Pigmenteer
gabmactavishBudding Pigmenteer
asked in Questions & Conversations
Failed Import - CSV Data Type - "Transfer didn't successfully complete"

Hi Pigment Community,We have daily scheduled imports that are uploaded automatically from an API connection with Xero.I’ve never had an issue with them for many months, but all of a sudden 3 of them had error messages this morning.Any troubleshooting ideas to resolve this? Screenshots of the specific error message below.Thanks,Gab3 out 5 imports failed The error message I’m getting 

1293
Nathan
Employee
K
Budding Pigmenteer
KarlBudding Pigmenteer
asked in Questions & Conversations
Lookup between two transaction lists

Hi, I have two transaction lists:TBL_employees - a transaction list that includes information relating to each employee at the end of each monthTBL_accounting - a transaction list that includes all the journal entries from our accounting softwareIn the TBL_accounting we have a dimension called EMPLOYEE_ID, this dimension contains the ID of an employee for all journal entries that relate to a specific employee (ex. salaries), and a dimension MONTH that contains the month of the journal entry.In the TBL_employees we have the same two dimensions - EMPLOYEE_id and MONTH as well as a dimension called EMPLOYEE_category which specifies if the employee is a manager or an individual contributor.What I want to do is add the dimension EMPLOYEE_category into TBL_accounting using the EMPLOYEE_id and MONTH dimensions as filters but I can’t find a formula that works.The challenge is that the EMPLOYEE_category can vary for the same EMPLOYEE_id depending on the month (ex. an employee being promoted), s

3599
K
Budding Pigmenteer
Jan Veerman Planadigm
Jan Veerman PlanadigmFrequent Reader
asked in Questions & Conversations
What is the easiest way to check connectivity between Models

If you create 3 Models, what is the easiest way to check which Dimensions, Metrics from one Model are used in another?Case: a copy has been made of a working Model and updated. Too many updates have been made and we want to make the copied Model the new Model, but we need to check which Blocks to reconnect. What is the best way to do that? Dependency Diagram in combination with Settings > Libraries? Or is there a quicker way?

1413
Gawain
Community Manager
Benji
BenjiPigment Academic
published in Company News
Pigment has secured $88M in Series C funding! 🎊News

 In case you missed it - we’ve announced that Pigment has raised $88M in Series C funding! The round was led by ICONIQ Growth, who’ve also invested in other iconic brands like Zoom, Airbnb, Gitlab, Snowflake and more. This new funding will enable us to keep investing in product innovation - such as AI, automation and more functionality to serve the increasing number of applications Pigment can serve. We will also scale our support and experience teams to keep serving our global community.  Thank you for your support and trust. We are proud and grateful for this community’s support. Looking forward to sharing many more milestones together ❤️ Best wishes, the Pigment team 

2910
Benji
Elliot
Community Manager
ElliotCommunity Manager
posted in Questions & Conversations
Exporting CSV Files from Pigment and Transforming them in Excel

    The purpose of this article is to explain how you can export CSV data from Pigment and transform it into Excel so that the data is separated into columns.When you export data from Pigment, data is separated by semicolon. If you are planning to use the data in Excel, this is not very useful as all of your data grouped in a small number of columns. As a result we need to perform transformation on the extract before we can use the data.Steps to transform the data in ExcelTo transform the data in Excel, you should follow the steps below: Download CSV on Pigment   Open a new Excel workbook    Select “Get Data” -> “From File” -> “From Text/CSV”  Select the exported file (the one that was downloaded from Pigment)   Change the delimiter to semicolon if not selected automatically. Press Load Your data should now be loaded in a format that can be used for Excel analysis    

1330
Elliot
Community Manager
A
Newly Minted Pigmenteer
anjanaNewly Minted Pigmenteer
asked in Questions & Conversations
Summing sprcific values

HelloI am trying to pull data on one dashboard from another , where I am trying to sum up 2 specific accounts. This is the formula I am using : 'Data - Monthly - Final'[filter: 'CoA & Function'.CoA = CoA."30012" AND 'CoA & Function'.CoA = CoA."30011"] What is wrong here? The amount come up blank. When I remove the text post “30012” I get the numbers for 30012. Is AND not something I should use here?

962
A
Newly Minted Pigmenteer
Benji
BenjiPigment Academic
published in Career Forum
FP&A Jobs #34 - June 2nd (Asos, Brex, Forto...)

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 positions1️⃣ [TRANSPORTATION & LEISURE] Finance Director @Forto, whose platform technologies address the entire process stream, delivering a highly transparent, frictionless, and sustainable digital supply chain.Forto is looking to appoint an exceptional and ambitious Leader for its Global Finance function to join an already highly accomplished team. The company is seeking an entrepreneurial, hands-on financial leader who can operate at pace and will play a key role in the global scale-up journey as they work towards an IPO. This is a fascinating point at which to join an already successful business in a rapidly growing market with a proven model, a strong brand, and IPO ambitions.📍Berlin, DE 2️⃣ [INTERNET PUBLISHING] VP of FP&A @Later, the leading social media marketing and commerce platform that helps small busi

1340
Benji
N
Budding Pigmenteer
Naomi VriendBudding Pigmenteer
asked in Questions & Conversations
Bamboo HR integration error: "Report does not exist"

Hi Pigment Support, I’ve integrated Bamboo with our workforce planning app via API Token.However, when I try to import a report get the error “Report does not exist”.I know the report exists in Bamboo, and I have double checked the report ID which is definitely right.We have also integrated Bamboo with other services we use without issue.Any hints on how to fix this?Thanks!Naomi

1834
Fabien
Employee
M
Just Arrived
Mor KebeJust Arrived
asked in Questions & Conversations
reate the Bonus per month Metric

 Month is supposed to be a list demension but if i write t the formula it came like a function.Thats why the formula is false 

1211
Benoit
Community Manager
A
Anas TahriOccasional Observer
asked in Questions & Conversations
HINT feature ON by default

Hello, Is there a possibility to have the Hint feature enabled by default or a conditional format that highlights cells where end users can manually make changes? Thanks in advance,Best,Anas

2501
K
Newly Minted Pigmenteer
D
Newly Minted Pigmenteer
Daniel CicakNewly Minted Pigmenteer
asked in Questions & Conversations
Salesforce Import Amount Fields

Hi Community,we just started to push Salesforce Data into Pigment.Currently we face the issue, that our Salesforce amounts  (Type currency) cannot be imported into Pigment as number, due to the currency symbols.Is there any workaround instead of converting all Salesforce amount currency fields into number fields? (we have a lot)Thanks,Daniel

2262
D
Newly Minted Pigmenteer
abhilashsawla
abhilashsawlaPigment Academic
asked in Questions & Conversations
How to define Security Read & Write Access

Hi,I have two applications. Hub (All Dimensions and Security Role.) Budgeting (All Calculations)I want to know how I can define security in budgeting application by using of Hub application role dimension.

4032
abhilashsawla
nancy
Seasoned Pigmenteer
nancySeasoned Pigmenteer
asked in Questions & Conversations
Boolean security

Hi Team,Can anyone help me to define security for a Boolean.In my use case there is a requirement that user can select only one scenario (3 scenarios created in a dimension) for each country and product family. Thanks in advance  

3131
Benoit
Community Manager
A
Budding Pigmenteer
AhmedBBudding Pigmenteer
asked in Questions & Conversations
Pushing Data from Gsheet to Pigment

Hi here,The possibility to Push Data from Gsheet to Pigment is very useful, thanks.However, when pushing the informations, it seems that the line are being added to the previous lines and not replacing them.For example, if someone is reviewing his budget in Gsheet and we want to push the information in Pigment, new figures will be added the previous pushed figures.Is there a way to “update” the Named_Range and not adding it? Thanks

1784
Benoit
Community Manager
Benji
BenjiPigment Academic
published in Career Forum
FP&A Jobs #33 - May 26th (Zalando, Moonpay, Deliveroo, Brex...)

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 week +  Upcoming FP&A EventsExecutive positions1️⃣ [TECHNOLOGY, INFORMATION & INTERNET] Head of Financial Reporting @THG, a fast-moving, global technology business that specializes in taking brands direct to consumers.You will be reporting to the Group Financial Reporting Director and support across our financial reporting and Group finance function. You will have a strong financial reporting skill base, able to support across UK and global compliance, lead the THG PLC Group audit along with supporting on one-off projects as they arise. Sitting at a Group level, you will see all divisions of the business and work closely with our commercial teams, tax, treasury, and investor relations, you will therefore be someone who is personable and keen to build strong relationships and networks across the business. You will have strong pro

2960
Benji
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Find certain text and exclude

Hello!Can someone please help me to upgrade the following formula?I would like to add following statement: “If there’s [N/A] in the job name, (blank) result in the ‘Model FCST Month Dimension’ property.IF(ISBLANK('[FCST] Greenhouse List'.'Start Date (Offer) Dimension'),IF(ISBLANK('[FCST] Greenhouse List'.'Manual Input'),'[FCST] Greenhouse List'.'Forecast Start Date Dimension','[FCST] Greenhouse List'.'Manual Input'),'[FCST] Greenhouse List'.'Start Date (Offer) Dimension')Thanks in advance!!   

4933
Y
Newly Minted Pigmenteer
B
Budding Pigmenteer
BenedikteBudding Pigmenteer
asked in Questions & Conversations
Filter function for multiple contitions

Hi, I am looking for a way of using the filter function with two conditions. Example: Looking for a sum of specific accounts and cost centers. lets say for accounts: 400,401 and 406 and from cost centers 21;1000;1150;1321;1400;2321;2400.I am already using the filter to look for the sum of the accounts, but found out that I need it on specific cost centers as well Any ideas how to solve this? :) - Benedikte

2104
B
Budding Pigmenteer

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