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881 Topics
Regina Croda
Employee
Regina CrodaEmployee
posted in Questions & Conversations
Dresner EPM end-user survey

Dear Pigment Community,I hope your week is starting off well! I am Regina, on the Product Marketing and Analyst Relations team and I wanted to share with you something we’re working on. We are currently participating in Dresner Advisory Services Wisdom of the Crowds EPM market study, to help them create a holistic view of the EPM market. We would be hugely appreciative if you participated in their end-user survey to share your Pigment experience.If you’re up for helping us, please take five minutes to share your experience with Pigment, by Friday, March 31, 2023. You only need to complete the sections relevant to you, and you can skip areas which aren’t applicable. As a thank you for your time, Dresner will send you a complimentary copy of its research findings once the research is published this summer.Take end-user survey hereThank you!!Regina

490
Regina Croda
Employee
nancy
Seasoned Pigmenteer
nancySeasoned Pigmenteer
asked in Questions & Conversations
Webinar access not available

Hi Team,I was trying to view “Build collaborative sales planning and forecasting models” webinar on community but it seems like i donot have access to view it as i am unable to see any link which can run the webinar for me. Kindly help me with the issue 

695
KarlW
Community Manager
A
Seasoned Pigmenteer
AlexandreSeasoned Pigmenteer
asked in Questions & Conversations
Retrieve User name

Hello,It there a way to retrieve the User name from “User” ?Thanks 

3082
A
Seasoned Pigmenteer
KarlW
Community Manager
KarlWCommunity Manager
posted in Company News
Congrats to our most active Top Modelers from Q4 2022!

Every quarter we award our most active users of Pigment with the Top Modeler badge.Top Modeler Q4 2022 BadgeWe’re delighted to announce the recipients for Q4 (closing out 2022!) as:@Eda, @Yannick, @Rares,  @aufdenkamp, @rschimm, @Anne-Laure, @Cécile,  @venitiav,  @LEO E,  @Antoine,  @ClementineEv,  @Anthony,  @Omer Nahum,  @JSU,  @ostaiger,  @Steven Congar, @JuliaSp  🏆🏆🏆Thank you for your commitment and exploration of Pigment! We’re excited to hear more about how you’re using Pigment at your organisation. 👏

8286
abhilashsawla
KarlW
Community Manager
KarlWCommunity Manager
published in Career Forum
FP&A Jobs #22 - Mar 9thjobs

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 Executive positions1️⃣ [SOFTWARE] Director of Group FP&A @ RWS, the world's leading provider of technology-enabled language, content management, and intellectual property services.You will work across group finance and the wider business to deliver world class commercial finance reporting, planning and analysis which supports the Senior Leadership team of RWS in making better informed commercial decisions. You will lead the Global planning, budgeting and forecasting processes. Establish the FP&A finance team operating model to deliver efficiency gains and create capacity for enhanced strategic performance reporting to support decision making.📍 Maidenhead, UK 2️⃣ [FINTECH] Director of FP&A @ Chargebee, subscription billing and revenue management platform.To lead development of the annual expense forecasts for company’

680
KarlW
Community Manager
E
Seasoned Pigmenteer
ElodieSeasoned Pigmenteer
asked in Questions & Conversations
Turnover cohort

Hello,I am trying to create a metric that shows the month tenure by employee in a cohort, with the cohorts in rows and the month cohort dimension in columns (i.e. M+1, M+2, M+3, etc.). For example, an employee who arrived in May 22 is part of the May 22 cohort and if he leaves in September 22 it would put a 1 in the column "M+4" for the row "May 22".I have an “Employee” dimension with a property for the cohort (for example May 22) and a property for the number of months of employment (for example M+4).Could you please help me to build in the best way the described metric?I hope my request is clear enough!Thanks! 😊

2482
E
Seasoned Pigmenteer
Trever Leavenworth
Seasoned Pigmenteer
Trever LeavenworthSeasoned Pigmenteer
asked in Questions & Conversations
Best Practice: Metric to Chart of Accounts

Hi! Hoping some of you can share some best practices for mapping a metric’s results (for example, a forecast metric of revenue with dimension Month) to a chart of accounts (for example, account 4000: Revenue). I know I could use lots of IF statements on a metric that has dimensions Month and IS_Accounts, but that seems fragile? I haven’t seen another way to directly associate a metric’s result to a chart of accounts line though. Any advice? Thanks!

1453
Nathan
Employee
A
Newly Minted Pigmenteer
AdelgoNewly Minted Pigmenteer
asked in Questions & Conversations
Block Expand option in the board

Hello,Is it possible to block the expand option in the board access rights ?ThanksAdèle

1073
Chris
abhilashsawla
abhilashsawlaPigment Academic
asked in Questions & Conversations
Timeout Issue during import

Hi,I would like to know when we get timeout issue during Data import and how to solve it. 

1668
abhilashsawla
abhilashsawla
abhilashsawlaPigment Academic
asked in Questions & Conversations
During Formatting selected Dimension Property getting unselected automatic

Hi Pigment Team,We are trying to format Dimension Property, but it is getting unselected automatically. Please resolve this bug as soon as possible. Recorded video link is given below for your immediate reference. OneDrive (live.com)

502
abhilashsawla
Trever Leavenworth
Seasoned Pigmenteer
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!

3964
Trever Leavenworth
Seasoned Pigmenteer
Trever Leavenworth
Seasoned Pigmenteer
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.

692
Trever Leavenworth
Seasoned Pigmenteer
KarlW
Community Manager
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
KarlW
Community Manager
Trever Leavenworth
Seasoned Pigmenteer
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!  

1231
Trever Leavenworth
Seasoned Pigmenteer
aufdenkamp
Seasoned Pigmenteer
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
aufdenkamp
Seasoned Pigmenteer
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? 

812
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!

5252
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”

3272
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

2025
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

1132
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?

1912
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. 

2144
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.

3386
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.

2364
Dmitrii
Seasoned Pigmenteer

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