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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!

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

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)

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!

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.

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

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!  

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?

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

Is there any way to auto refresh the data connection from Pigment to Google Sheets on a daily basis? 

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!

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”

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

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

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?

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. 

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.

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.

Dear community, I hope this you’re all well. This is the metric I want to fill my dimension property with:My quest is: I want it to give me the last client type filled before January 23My metricCan you please help me with this?

Dear community, is there any way I can bring values from a metric’s property to another property in a dimension that takes a value from a line all while specifying the property not to go beyond to make sure it takes the one before the current month? P.S: I tried to use Remove LASTNONBLANK and it didn’t solve what I wanted. 

I would like to be able to show Aggregate (aka SUM or AVERAGE) values in charts on Tables or Metrics. When creating an aggregate field in Pigment on the Grid View, you can see Totals or when using Show Value As you can see items like Revenue per customer (Revenue and # of Customers are two separate metrics). However, when moving to Chart View the aggregate values are not visible in the Chart View

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🥳We’re very happy to share that we reached +1000 subscribers to the newsletter last week. We wanted to say a big thanks to all our subscribers and people involved in this project - we didn't expect such traction and impact on the community when we started the project.A few highlights on the subscribers:1,018 talents and hiring managers from top tech companies (Stripe, Intercom, DoorDash, LinkedIn, Aircall, Google...) and Enterprise (H&M, Ikea, Deloitte, Philips, AB InBev...) A good mix of seniority: 26% of Leaders, 29% of Managers, 10% of Analysts From all over the world: 42% in EMEA, 40% in the US We’d love to have your support to grow the community and reach new milestones together - any Linkedin posts promoting the newsletter would be much more appreciated. Example of post (thanks Asif!)​Now, on with the show! Executive

I’m trying to create a template where people can introduce cost by supplier.How can I insert new lines for a preset table or metric? I tried to do so in the spreadsheet functionality bet it’s greyed out. Thanks in advance,G 

Sometimes the data that you upload in Pigment just isn't perfect. And that's ok, because nobody is perfect!In this article, I want to show you how you can convert a numeric date format (usually from Excel) to a date in Pigment. This date can then be used to convert to another time dimension like a month, a quarter or a year. All credit to @Remi for coming up with this methodology.Maybe you recognize this format below from your work in Excel, sometimes your date shows as a number.Example from Excel When your import file contains this number formatted date, there is an easy way to convert it in Pigment without first going back to Excel. As the number format in Excel is basically a calculation of a set start date (1-1-1900) + a number of days, we can use this same calculation to retrieve the date from the number. Use the Date formula to calculate your result as in the example below.  Date(1900,1,1) + Date Formatted Number -2 Date conversion example (dates in MM-DD-YYYY) The reason for the

Hi Pigment team! I’m trying to set up some cohort modeling for launches. I have an input metric, of dimensions [Partner] and [Cohort Month], where Cohort Month is a 0-indexed integer list. The inputs are the number of live clients in that month (it’s chunky, usually a piecewise rollout for the first 3-6 months). Let’s say partner A’s launch is coming up. Launch month is Cohort Month 0:                             0           :           1           :             2          :          etc.            Partner A           100                   500                    1000                  etc. I want to know when to switch from this manual input metric to my growth curve assumption for the forecast, so I have to map these cohort months to calendar months. I think the best way to do this is to have a mapping metric which returns the lastnonblank [Cohort Month] as an integer from the input metric outlined above. I can then use TIMEDIM to add that number of cohort months out from the launch m