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941 Topics
agnar
Seasoned Pigmenteer
agnarSeasoned Pigmenteer
asked in Questions & Conversations
Flipping a metric around

I think this is a simple problem, but it probably isn’t. I have a metric (Metric - Is locked) of type: Dimension (Locked) with only Yes or No as options. Dimension: Version Metric: Yes/No Actuals Yes Plan Yes Forecast No  Can I easily flip this around to show the inverse of the metric (here using firstnonblank)?Dimension: Locked Metric: Version Yes Actuals No Forecast  

983
Stef
Employee
S
Budding Pigmenteer
Steven CongarBudding Pigmenteer
asked in Questions & Conversations
Merit Increase - Setting an effective date by year

Hello Pigment Community, I need your help on calculating merit increase for existing employees. To give you more context, our merit increase calculation is made of:1. The annual package of an employee → this is the basis for our calculation. 2. The merit increase % : it will be applied to the annual package and is cumulative through the years. 3. The merit increase eligibility: we calculate it based on the start date of the employee. 4. The timing / effective date of the merit increase: it is the month the merit increase will be effective.We are currently stuck on the last part, which is the timing of the merit increase.I will explain quickly each component below and will explain more in details why we are stuck on the effective date and what we try to achieve.  1 : The annual package of an employee.Let’s say we have an employee making 40,000 EUR a year. We have a metric in which we have 40,000 EUR on every month for this employee.  2 : The merit increase %.It is defined by year and it

2213
S
Budding Pigmenteer
Guillermo Puls
Budding Pigmenteer
Guillermo PulsBudding Pigmenteer
asked in Questions & Conversations
Cumulate function on Metrics and Filters.

Hi Pigment community, My case description:I have 3 Transaction List [TL], which have accounting transactions, I added to those list identical dimension.Then I have created a “Staging Metric” that’s adding up for 3 [TL] the column “USD Net value” (number property), on the following dimensions [by: Company, ‘Company and Account’, Month]Note: ‘Company and Account’ dimension is the lowest level and from where stem the Reporting dimensions (Level 1, Level 2, Level 3).The metric aggregates well, and adds up the transaction values at each reporting level and at each time level (month, year, quarter).Then I want to create a metric that does the cumulative for “USD Net value”, so I can get the values for the “Balance Sheet” cumulating on a monthly basis. I use the following syntax:Cumulate('Staging Metric'[Filter:'Company and Account’.Report = Report."Balance Sheet"],Month) Cumulate('Staging Metric',Month)The formula works well when showing Month Dimension in the columns The problem: When showi

7683
Matt D
Employee
nancy
Seasoned Pigmenteer
nancySeasoned Pigmenteer
asked in Questions & Conversations
Best Practice for mapping dimensions

Hi Team, It would be a great help if you suggest some best practice to map dimensions in a dataset so that it consumes less space and time moreover data will look more clean and easy to read in pigment.  Thank You!!

5415
Stef
Employee
A
Seasoned Pigmenteer
Alix NoyonSeasoned Pigmenteer
asked in Questions & Conversations
Create a table with manual inputs

Hello community :)  I have a dimension with all my employee (including externals),their start/end dates and others. Looks like this:  To create my forecast on my externals: i want to have a table aside with manual inputs for costs that i can update for each month. I do not want to compute costs by multiplying FTE according to start/end date. At resulats, i would love a metrics with my externals (job_id), costs (than i can enter manually) and months. Then i could add this metrics to my permanent employee cost metrics since i would have the same dimensions (job_id, employee, month.how can i do it ? Thanks a lot :) 

4294
A
Seasoned Pigmenteer
E
Just Arrived
ECOJust Arrived
asked in Questions & Conversations
Import from Pigment to Google Sheet without creating new lines and columns

Hello,I need to make multiple different imports from Pigment to Google Sheets within a preset presentaion frame (namely, fixed row titles and fixed column titles). But instead of filling the existing available empty cells of the sheet under those row and colum titles, the import seems to be inserting new rows and new columns (as many as the total surface of the import) between existing rows and columns. Can you please help me solve this ?ThanksErwan 

4012
KarlW
Community Manager
Guillermo Puls
Budding Pigmenteer
Guillermo PulsBudding Pigmenteer
asked in Questions & Conversations
Populating a Column in a Transaction list from a Metric

Hi Pigment community, I have a Metric ‘FX rates’ that contains the Conversion rates cut by three dimensions: ‘Currency’, ‘FX Type’ and ‘Month’.Also I have a Transaction List that contain the above dimensions (as dimension property). I’m looking to populate a column in the Transaction List that delivers the ‘FX rates’ value correspondent to the row value combination for the three dimension. What would be the best formula structure to approach this task? Thanks in advance :D

2431
francois
Employee
A
Anonymous
published in Career Forum
FP&A Job #13 - 5th Jan

Executive positions1️⃣ [FINTECH] Head of Financial Planning Analysis @ Moneyfarm, an online investment advisor and one of the largest digital wealth management companies in Europe.Lead end-to-end planning, budgeting, forecasting and reporting cycles, preparing timely and accurate information and insights to the CFO & Exco. Build strong working relationships with corporate controllership and collaborate to deliver structured, high quality accurate financial reporting on the basis of streamlined processes.📍 Milan, IT 2️⃣ [MANUFACTURING] Head of Financial Planning and Analysis @ Dyson, designs and manufactures household appliances such as air purifiers and hand dryers.you will own the delivery of accurate, timely and insightful performance analysis of Dyson’s month end financials and budgeting/forecasting, to the CFO and the wider Exec. You will be instrumental in putting together the global picture and implementing best practice, working closely with stakeholders across multiple glo

2200
A
A
Seasoned Pigmenteer
AlexandreSeasoned Pigmenteer
asked in Questions & Conversations
Try to do the equivalent of vlookup

Hello,I want to use a vlookup on a non-dimension column. Is it possible ?Exemple : Dimension A : I have those 2 columns : I want to retrieve the Manager via the e-mailDimension B : I have my e-mails and my managers. Question : How can I get my managers in Dimension A ?Thank you :)

13049
Guillermo Puls
Budding Pigmenteer
S
Newly Minted Pigmenteer
SHUANGNewly Minted Pigmenteer
asked in Questions & Conversations
User Management

 Is there a way to delete users instead of just deactivating? I don’t see an option as primary owner.  Related: I believe currently transfer application can only be done by current owner, can the workspace owner transfer application ownership?  

3552
francois
Employee
Guillermo Puls
Budding Pigmenteer
Guillermo PulsBudding Pigmenteer
asked in Questions & Conversations
How to populate a dimension column from a formula

Hello community, I’m trying to populate the very last column of the below Transaction list, which is set as dimension, which is already defined. I could populate the column line by line by selecting the values from the dropdown but there are lots of lines.  That’s why I’m trying to use a formula to populate the dimension via formula.The formula should bring the text from the Entity column (set as a dimension) and concatenate with the result with an if statement aiming to provide “Account code” text column (circled) in case it’s’ populated, or in case “Account code” is blank provide the “Account name” text column (highlighted in blue)if (Transactionlist.AccountCode = “”,Transactionlist.AccountName,Transactionlist.Accountcode) The result should be: Entityname2202 or EntitynameBankThanks for your help.

3362
Guillermo Puls
Budding Pigmenteer
agnar
Seasoned Pigmenteer
agnarSeasoned Pigmenteer
asked in Questions & Conversations
Joining/appending transaction lists

Is there a way to create a metric that joins/appends values from two separate transaction lists? List 1 would for example be most popular colour by product and month in 2022 and List 2 would have most popular colour by product and month in 2023. In my metric I want to join the two into a single metric.The values are dimensions, i.e. not amounts. Using a + works when working with amountsList1.Quantity[by lastnonblank: List1.ProductID, List1.Month]+List2.Quantity[by lastnonblank: List2.ProductID, List2.Month]but doing this with dimensions gives me an error:Error: Arithmetic operators only accepts same type arithmetic inputs after implicit casting, received Dimension (Competence) operandsThe reason I’m not using the same list for everything is due to List 2 having additional data that wasn’t available when we built the original model, and it having an automated import. And I’m trying to find shortcuts to avoid having to rebuild everything :) 

2651
francois
Employee
A
Anonymous
posted in Company News
Congratulations to our top Community contributors of 2022!

Congratulations to our top Community contributors of 2022! 😀We value every single one of our Community users, however we would like to take this opportunity to say a massive THANK YOU to these users in particular who have really helped drive activity and conversations on our platform. Our Community has only been live for about a year, and without you, it would not be where it is today. @Sofia Costa @CamilleMomo @Roy Stolero @rschimm @Alexandre @MKohli @Dastan @Adelgo @agnar @Megan Richards @Jose @Carolina Lee @NicoLec @Alix Noyon @Marina Happy New Year everyone! We can’t wait to see what we can all achieve in 2023 :)

6204
Benoit
Community Manager
A
Seasoned Pigmenteer
Alix NoyonSeasoned Pigmenteer
asked in Questions & Conversations
Simulation tab

Hello community!I want to create a simulation tab to test several employee cost before hiring someone. Concretely, I want to create this knowing that company is a dimension, fix and var are manual inputs, currency is a dimension and total gross will be a formula according to what have been entered in company, fix, variable and currency. Thanks a lot! 

7568
A
Seasoned Pigmenteer
C
Seasoned Pigmenteer
Chelsea
posted in Questions & Conversations
Congrats to our newly-certified Pigmenters!

Join me in congratulating @Keiran, @markdeprez, @Jake, @CamilleMomo, and @Tess.Hunt on becoming our newest additions to the Modeling Fundamentals Certified club! 🥳🥳🥳 Interested in earning that badge for yourself? Check out the certification quiz on Pigment Academy for all the details.

64020
A
MKohli
Seasoned Pigmenteer
MKohliSeasoned Pigmenteer
asked in Questions & Conversations
Add Text Items to a Dimension List

I’m wanting to add some list items I generate based on a formula into a dimension list automatically.The Item function allows us to search and return a dimension if it exist in a list but I’m wondering how instead of returning BLANK I would be able to automatically add a missing item into the dimension.Some context: Pulling data from multiple sources which may have the same Primary Key therefore in Pigment I would like to Concatenate the Data Source Name to the ID and add it into a Global dimension we maintain.Ex.Global Dimension is IDsData Source 1 IDs1 2 3 4Data Source 2 IDs2 4 Processing I would like to do in pigment is to add Data Source 1 and 2 IDs to the global dimension so the output would be:DS1-1 DS1-2 DS1-3 DS1-4 DS2-2 DS2-4

4621
Gawain
Community Manager
C
Just Arrived
CamilleBJust Arrived
posted in Questions & Conversations
Best practice for tracking recruitment goals

Hello,I would like to know if you have a best practice to share regarding the recruitment plan.At first we have a line for a recruitment to be done. Once the recruitment is completed, we have the name of a future employee. How do you keep track of that and follow this in the most automated way ? (to avoid duplicates on the actuals and forecast)Thank you :)

1421
Gawain
Community Manager
J
Jose RamonOccasional Observer
asked in Questions & Conversations
Add Corporate Logo to Boards

Quick question:Is there any option to add our Corporate Logo to the Boards?Thanks

4024
KarlW
Community Manager
A
Anonymous
published in Career Forum
FP&A Jobs #12 - 15th Dec

Executive positions1️⃣ [SAAS] Head of FP&A @ mParticle, a customer data platform for every screen, built with Privacy by Design.Partner with and build strong relationships with business partners across the organization; working closely to develop and translate financial forecasts and operational metrics into actionable guidance that assists with decision making. Proactively identify areas for business improvement and produce persuasive, data-driven arguments to support good decisions.📍 Remote, New York, Seattle, San Francisco, US 2️⃣ [SAAS] VP, Finance - Financial Planning & Analysis @ PagerDuty, a cloud computing company specializing in a SaaS incident response platform for IT departments.Maturing and evolving the FP&A function to become proactive, predictive and insight oriented, enabling our business leaders to make strategic decisions and grow our business. Selecting and leveraging the latest technology and automation capabilities to ensure that standard reporting and

390
A
A
Anonymous
published in Career Forum
FP&A Jobs #11 - 8th Dec

Executive positions1️⃣ [SAAS] VP of Strategic Finance and FP&A @ Choco, the largest free ordering platform connecting restaurants and their suppliers.As VP of Strategic Finance and FP&A, you will take on and build out strategic analysis across multiple product lines, geographies, monetisation initiatives and competitive landscapes. You will report directly to the CFO with very high visibility across the organization. 📍 Berlin, DE 2️⃣ [LUXURY] Senior Director, Financial Planning + Analysis @Louis Vuitton, a French high-end luxury fashion house.You will play a critical role in the development and implementation of financial, strategic and growth objectives aimed to provide long term profitable growth for the company. As Senior FP&A Manager you will develop and lead an impactful strategic finance team.📍 Oakland, US 3️⃣ [SAAS] Director, International Finance @LTK, the largest global influencer marketing platform.As Director International Finance you are responsible for suppor

1000
A
Trever Leavenworth
Seasoned Pigmenteer
Trever LeavenworthSeasoned Pigmenteer
asked in Questions & Conversations
Cohort framework & Previous question

Hey everyone! I’m trying to create a cohort framework in the backend of the model. To do this, I’m using my Datahub::Month dimension and my Revenue app::Cohort Months dimension. It should generate something like:                    0             1             2Jan 23    Jan 23     Feb 23    Mar 23Feb 23   Feb 23     Mar 23    Apr 23Mar 23   Mar 23     Apr 23    May 23 and so on. Is this the best practice to enable cohort logic for things like churn? To create my Cohort Months dimension, I can manually type integers 0 through 60 for example, but is there a way to use PREVIOUS() to just increment 1 each row to do this? Screenshot:  

1935
Ben A
Employee
A
Anonymous
published in Career Forum
FP&A Jobs #10 - 1st Dec

Executive positions1️⃣ [SAAS] Director of Financial Planning and Analysis @ Superside, an always-on design company that delivers great design at scale to Enterprise teams.Reporting to the CFO, you will lead a team that supports the long-term strategic planning of Superside and helps all of our business areas with financial analysis & planning.📍 Fully remote 2️⃣ [BIOTECH] Director, Financial Planning & Analysis - Customer @ Sarepta Therapeutics, a medical research and drug development company.The Director, Financial Planning & Analysis (FP&A) serves as the lead partner between Finance and the Sarepta Customer Organization. This position provides critical financial input for strategic and operational business decisions and processes, challenging or advocating as appropriate, with a focus on revenue forecasts and operations, cashflow and profitability.📍 Cambridge, MA 3️⃣ [ENTERTAINMENT] Director, FP&A, Digital @ Wizards of the Coast, a family of studios specializing

470
A
E
Seasoned Pigmenteer
ElodieSeasoned Pigmenteer
asked in Questions & Conversations
Delete items in a Dimension

Hello Pigment Community!I would like to delete an item in a Dimension (which has been created by an error in the settings when importing data), but because this Dimension is used by several blocks, I don’t want to delete data in these other blocks. Could you please help me to find a way to see if said item is used by other blocks and if I can simply delete the line containing the wrong item in the Dimension?Thank you! 😊

3392
E
Seasoned Pigmenteer
A
Anonymous
published in Career Forum
FP&A Jobs #9 - 24th Nov

Executive positions1️⃣ [FINTECH] Director, GTM FP&A @ Human Interest, levels the playing field on retirement by making employer and employee retirement savings more intuitive, more affordable, and more inclusive.Be the FP&A lead supporting our Revenue teams, own financial and headcount planning, performance reporting, and be the primary finance partner to the CRO. Lead the monthly, quarterly, and annual FP&A processes for the Revenue organization, including management reporting, variance analysis, forecasting, and scenario planning.📍 Remote, US 2️⃣ [B2B SaaS] Vice President, FP&A @ Datadog, cloud-scale monitoring and security for metrics, traces, and logs in one unified platform.Lead and build a best-in-class FP&A team that can strategically think through setting up our financial processes and tools for the future, as well as create proactive working partnerships with budget owners to ensure smooth financial operations📍 New York, NY Hiring? Submit a job!Other posi

400
A
Dominick Gonzalez
Dominick GonzalezOccasional Observer
asked in Questions & Conversations
Referencing objects

Hello Team,Is there a way to reference an object(from a transaction list) within a metric without having it auto aggregate? See screenshots for reference.  

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Dominick Gonzalez

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