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780 Topics

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TeeEllNewly Minted Pigmenteer

asked in Questions & Conversations

Find latest date in date list metric

Hi! I have a metric called “launch dates” with different project names. Project | Launch DateOne 7/1/2022Two 7/15/2022Three 8/1/2022Four 12/10/2022 From this metric (all the values are *date* type), I want to pull the latest date (in this case, 12/10/2022) into a new metric (LatestLaunchDate) to use it in a calculation. A simplified version of what I’m thinking would be:=IF(Month.Year > LatestLaunchDate, 1, 0) For any month prior to and including the month with the LatestLaunchDate, one calculation would apply. For any month after the LatestLaunchDate, a different calculation would apply. I tried a few versions of the MAX and BY MAX modifiers/functions but didn’t get the result I wanted.

1502

2 years ago

MarinaBudding Pigmenteer

asked in Questions & Conversations

Moving sum fixed start date, dynamic end date

Hello! I would like to calculate a movingsum formula where the starting month is always fixed (eg Jun 18) but the last month is always the current month. So for Mar 22 I would like the cumulative sum from Jun 18 to Mar 22 but for Apr 22 I would like the sum from Jun 18 to Apr 22. How can I do this?

3907

2 years ago

MKohliSeasoned Pigmenteer

asked in Questions & Conversations

Challenges with Application Duplication

Wondering if anyone has encountered some of the same issues I have after duplicating an application and found ways to resolve them.1. The duplication process has been complete for over a day and I still see [PARTIAL] on the new application. Is this something to be worried about? After duplication my new application has an error related to the User Roles metric which has limited details on how I might fix the problem. Not entirely sure why this error would appear since the application is an exact copy of an existing application where everything works. New ApplicationOld Application

1772

2 years ago

MarinaBudding Pigmenteer

asked in Questions & Conversations

Conditional formatting - color scales

Is there a way to use conditional formatting color scales without defining min & max manually? It would be nice if Pigment could identify automatically the lowest & highest value within the desired range and update the formatting respectively. Thanks

1491

2 years ago

DastanSeasoned Pigmenteer

asked in Questions & Conversations

Does Pigment support ChartHop integration?

Hi Pigment team, Does Pigment support ChartHop integration? ChartHop is not listed as one of the available tools for integration. Is there a way to create such integration? Best,Dastan

651

2 years ago

DastanSeasoned Pigmenteer

asked in Questions & Conversations

Showing Revenue as % of itself (100%) in the tables

In the table, when showing metrics as % of Revenue (in P&L tables for instance), how can we show Revenue as % of itself (100%)? When choosing % of metric, we cannot choose the metric itself from the available options.

1485

2 years ago

Jan VeermanBudding Pigmenteer

asked in Questions & Conversations

PREVIOUS does not work according training/ video material

When I follow the training materials and the training videos provided, I have to create the FORECASTED REVENUE metric. When I enter the formula, it accepts the syntax of the formula (no errors), but does not show data in the forecasted months (Oct - Dec).Formula I use:IF('Period type'.Name."Actual", Revenue[REMOVE:Team, Account], PREVIOUS(Month)*(1 + 'Growth Assumptions')).Data for Actual month are populated like the video example, but there is no data. And the Growth Assumptions is populated with the growth percentages.

3329

2 years ago

Jan VeermanBudding Pigmenteer

asked in Questions & Conversations

FILTER does not work according training video/ material

When I follow the training materials and the training videos provided, I have to create the REVENUE metric. So far so good, but when I enter the FILTER part in the formula, it does not accept it.My formula: Transactions.Amount[FILTER: Transactions.Account.Category = "Revenues"][By: Transactions.Account, Transactions.Country, Transactions.Month, Transactions.Team] Error message: Error: Expressions are incompatible and cannot all be converted to Dimension ('Data Hub - JV'::'Account Category')Can someone support me to guide me what I do wrong?

1963

2 years ago

DastanSeasoned Pigmenteer

asked in Questions & Conversations

Does Pigment support ChartHop integration? (In Q&C group)

Hi Pigment team, Does Pigment support ChartHop integration? ChartHop is not listed as one of the available tools for integration. Is there a way to create such integration? Best,Dastan

1192

2 years ago

ChrisEmployee

asked in Questions & Conversations

This cell is an aggregation. Only underlying data can be edited

Hey,I am trying to input into a cell, I keep getting the following error. Any idea what is causing this? Thanks in advance!

3293

2 years ago

SamuelJust Arrived

asked in Questions & Conversations

Round Function

Hi all, I wanted to ask a question about the round function. If i try to round 4.5, why does Pigment gives me back 4 as a result?In excel instead it gives me 5 (and this is what I would like to obtain)I don’t want to use the Roundup function because if I have 4.4 I want the result to be 4.

2242

2 years ago

NatalieEmployee

posted in Questions & Conversations

Naming conventions for tables and charts versions

When saving different versions of tables/charts, what are some good rules of thumb on how many to save and how to name them? I am trying to avoid saving too many so it doesn’t become overwhelming when I select the view for the boards. Wondering what the best practice is with the naming conventions and what works for different users.

1441

2 years ago

NatalieEmployee

posted in Questions & Conversations

Folder organization good examples

Hi, I’m looking for best practices of organizing folders in a way that is clear and not cluttered. Please share what you are proud of and what worked for you.

9111

2 years ago

MKohliSeasoned Pigmenteer

asked in Questions & Conversations

Accessing Dimension Value From a Metric

Is there any way or structure for me to access the value of a dimension from a Metric?Ex. I have a Number metric that has ARR dimensioned by Customer ID and Month. I would like to find the first month a customer had an ARR value. How would I be able to access the value of the Dimension. When using firstnonblank I only am able to get the value of the Metric and cannot access any of the dimension attributes.

2123

2 years ago

Mohamad MookhithJust Arrived

asked in Questions & Conversations

Best way to share reports with several people

What would be the best way to share reports with several people, with each having a different filter applied? An example is if we have 50 site managers and each manager should see a report for their site only with site being a filter/ field within a current report.

1081

2 years ago

CamilleMomoSeasoned Pigmenteer

asked in Questions & Conversations

Best Practice : Associate a metric with a dimension ?

For example if I have several metrics corresponding each to an allocation rule, and I want to define the allocation rule to be used for each entity of a company.Is there a best way than using a SWITCH statement to associate a metric with a dimension.In my example : SWITCH(Entities.Allocation Rule, “A”, ‘Allocation - A’, “B”, ‘Allocation - B’, ...)It is not totally optimal because I have to update the formulas each time an allocation rule is added.Thanks in advance !

2463

2 years ago

markdeprezJust Arrived

asked in Questions & Conversations

VISUAL HINTS

Is there a way to have the visual hint ON by default?

2861

2 years ago

Chelsea

posted in Questions & Conversations

Congrats to our newest Level 1 certified Modelers!

Join me in congratulating @Alix Noyon, @Camille Moreau, @Laure Vinot, @dktodinov, @Dastan, @Konstantin Dzhengozov, @Mohamed Iraqi, @Axelle Cazalets, @Jason, @Mat, and @VyPigmenton becoming our newest Level 1 certified Modelers today! 🥳🥳🥳

894

2 years ago

Jose RamonOccasional Observer

asked in Questions & Conversations

Add "Last Date|Time Updated" to Boards

Dear community,How could we add “Last Date|Time Updated” to our Boards?“Last Date|Time Updated” = the last time the transaction list (data source of the board) was refresh/uploaded.The idea is to provide visibility to the final user of the board about how “fresh/updated” is the data in the board.Thanks.

1611

2 years ago

Venkata BiradarJust Arrived

asked in Questions & Conversations

Calculating YTD

Hi, I'm trying to build YTD formula that is based on switch over data. For example if the switchover date is November, I would like to sum January-November numbers. What is the easiest way to do that? I tried to use the YEARTODATE formula, but it's not what I am looking for, as it's adding to each month the sum of the previous months.

5212

2 years ago

EléonoreEmployee

posted in Questions & Conversations

Welcome to the Pigment Community!

Hi Pigment People!I’m so delighted you’re here reading this. Ever since Romain (co-CEO and CTO) and I started our journey to create Pigment, we wanted to ensure what we built was powerful, flexible and easy to use. We’re still on that journey but you’ve all been crucial to where we are today.We’re going to stick around in this Community with you all (hopefully you’ll pop in often) to ensure that we stay true to our values and vision. It means a lot to be able to work with folks like yourselves who have a similar vision to us and understand how Pigment can help you and your own organisations. By coming here, I hope to get plenty of signals and feedback on how we’re doing there. If there are more articles or ideas that you would like to see, just start a discussion!It would be really cool if you introduce yourself in Rebe’s thread here. I’m looking forward to learning and sharing with you all — Romain and I, along with the whole Pigment team intend to be frequent contributors (you’ll see

840

2 years ago

Roy StoleroBudding Pigmenteer

asked in Questions & Conversations

CAGR Function

Hello,Is there a formula that outputs cumulative average growth rates of a certain set of numbers? For example, an output of the last three months' revenues average growth rate could help model the rolling forecast (getting the trend is sometimes better than getting just the average).Does that make sense?Roy,Melio

6272

2 years ago

Carolina LeeBudding Pigmenteer

asked in Questions & Conversations

YTD with Table

I create a table to join some information and create a Full P&L per month. I want to use the formula YearToDate, it it possible? How can I do that?

5031

2 years ago

Carolina LeeBudding Pigmenteer

asked in Questions & Conversations

Filter 2 items

I want to filter 2 itens of a dimension (SG&A and R&D), how can I do that?The formulua I created is this below, but I don’t know how to add another item with SG&A.[filter: 'P&L type'= 'P&L type'."SG&A"]

3872

2 years ago

Nicolas GenotJust Arrived

asked in Questions & Conversations

Unable to filter data

Hi,I've been using filter to filter data in my view but when I do a calculation with the filtered dimension in a table, the value calculated seems to be taking into account the value of the filtered elements as well? Can I fix this or do I have to create a new dimension with different structure in order to get correct numbers?

2001

2 years ago

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