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I have not been able to map items in another dimension.My current situation is this one:however when I look at metrics I cannot seem to find them mapped!Could you please give me some suggestions? Where do i need to click?
A quick reminder of what you get in the full newsletter:👉🏾 Around 10 fresh job offers 👉🏻 From top companies worldwide 👉 Every week 🗓️ Upcoming FP&A events 🔎 Pigment Finds of the WeekYou can subscribe with this link: The FP&A Job Report Executive positions1️⃣ [STAFFING & RECRUITING] Head of FP&A @Michael Page, professional services recruitment.You will provide FP&A support to the senior management team, to include the CEO, working closely with senior business stakeholders to help drive deeper understanding of pipeline, revenues, profit, cashflow and customer profitability. As a senior member of the leadership team you will be expected to provide timely and accurate management information to enable the team to make appropriate business decisions. You will have one direct report as part of the team, and you will be responsible for their continued development and learning. This is a high-profile role within the business with the need for technical expertise, ag
Hello,Can you please help me with this question?I want to do a formula using IF or many IF condition.I am working with a block having months in columns and currencies in rows.Explanation: My formula is suppose to say if at the level of dimension month we select let’s say February month, I am suppose to obtain in January and february each actual rate and for the rest of the months, having february rates. And I am suppose to have the same logic if I select any month.Waiting for your response.Thanks.
Hi Pigment team! I am trying to setup a reallocation logic. Can you please help with creating the formula? Right now, the total cost $1,517,587 is booked all in US (screenshot 1), but I want the cost to be re-allocated to international countries (screenshot 2). You will see the total still matches with screenshot 1. For my another metric for reallocation, what is best way to create a metric to show a table as screenshot 3? Thanks in advance for reviewing!
HiWe have Two Applications.Hub BudgetingIn Hub Application, we have defined all roles and its permission & Access Write.Following Roles, we created in Hub Calculation.Requirement:CEO Role only can open and comment Cost Summary and Final Reporting P&L Board in Budgeting Application.To Fulfil that requirement, we have created a Metric in Budgeting Application for Board Permission. In Board Access Configuration, This Board Permission: CEO Metric is defined for following boards. On Board also, we defined that Board Permission: CEO Metric for that Board. After defining that Board Permission, we are not able to achieve my requirement and all roles are able to access that board.Please let us know, if we are doing anything wrong and any best practice and Solution for the same.
Can I set an object at aggregated level to be equal 1000 using a formula example‘Salary(euro)’ = 1000
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!
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!
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 !
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
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
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?
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.
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
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
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?
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
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
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?
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
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
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
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
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
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.
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