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Questions & Conversations

Got a question about your models? Want to start a discussion? It's here!

626 Topics
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626 Topics

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Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Count if on a text value

Hi,I have a metric “ Partner status” with 3 dimensions: Client, version and MonthThe data type of metric is a dimension named“ Status”Status= “Active, inactive, onboarding,onboarding stuck”Based on this metric I would like to count the number of value of each status by month in an other metric.Thanks for your help

8 months ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Custom query Salesforce import

Hi!I would like to do an import of a Salesforce report with 13000 lines.To do so I need to use the custom query import mode.The problem I have is that i need to use some fieds located in Opportunity table and other in Lead table.I wrote :Select Field A, Field BFrom Lead , Opportunitybut it is not working. Can you help me ?Thanks

8 months ago

Brian LeseJust Arrived

asked in Questions & Conversations

Looker Webhook Import Issue

I am attempting to import data from Looker via webhook but am receiving a CSV Format & Mapping error each time. I have the saved import configuration ID correct in the webhook address, but when importing, it seems like Pigment does not recognize the column headers. I was careful to import the same exact CSV when setting up the configuration, it should have the same headers. Would anyone be able to advise on this?

8 months ago

LoliNewly Minted Pigmenteer

asked in Questions & Conversations

Lock the App new feature

Hello, this new feature, I’ve tried it in one of the apps in which I’m a security admin, but it is not working, I have the message I send attached Could you please help? Thanks!!

8 months ago

connorsmithBudding Pigmenteer

asked in Questions & Conversations

Scenario Display Names

Hello there! Is there any functionality to edit display names of Scenarios in Pigment? (Or any work arounds)Here is the situation: I’m working on a BvA (comparing Actuals vs. Plan). In order to show my Actuals data I am using the “Current Forecast” scenario (because the Current Forecast scenario always has the latest and greatest actuals). However, when I put the BvA together the title of the scenario is “Current Forecast” and I don’t see any way to change it to “Actuals”Questions:1) Is there functionality to edit display names of Scenarios in Pigment?2) Is it general best practice to have a “Actuals” scenario (fully dedicated to only showing Actuals data)

9 months ago

OttJust Arrived

asked in Questions & Conversations

How to Pivot Transaction List?

It seems that Transaction List do not have Pivot possibility? Is it still possible and I can’t find it or do I need to create a Table from that Transaction list and Pivot it there?

9 months ago

anjanaNewly Minted Pigmenteer

asked in Questions & Conversations

UPDATE a formula

9 months ago

ZaneOccasional Observer

asked in Questions & Conversations

Best practices for exports

We have the Snowflake connector already set up to bring data into Pigment, however we’re now looking to export data from Pigment back into Snowflake for reporting. I’m wondering if this is possible to automate (I didn’t see any Pigment->Snowflake functionality mentioned here) - ideally I can set up a table with a few metrics that is exported to Snowflake monthly. Thanks in advance!

9 months ago

Olivia Van Gerven

asked in Questions & Conversations

Look up certain symbol in text

Hello, I have a dimension list with 1 column where all items are in the following format: XYZ or XY/ABC. I would like to add now a second column that will have 2 possible values: Product A or Product B (TEXT). -If you detect a “/” in the cell, please say Product A-If not, please say Product BI believe it is a variation of using if contains/mid.. however, I do not find the right formula. Would it be possible to help? Thank you very much!

9 months ago

Nada HJust Arrived

asked in Questions & Conversations

I can't retrieve my metric in other blocks

Hello everyone,I have created a metric to retrieve the current version i am working on, and it is based on my dimension Version. But when I try to retrive it in other blocks (like in a transaction list) I have this error : Dimension error: the Dimensions of the formula and the current Metric structure are not compatible. Can't implicitly remove Version Dimension(s) on non numerical Metric. how can I solve this issue?Thanks in advanceNada

9 months ago

ZinebLAGHZAOUINewly Minted Pigmenteer

asked in Questions & Conversations

Parallel Hierarchies

Hello everyone,Could you please tell me if we can easily implement parallel hierarchies or not?Thanks 😀

9 months ago

AnjaNewly Minted Pigmenteer

asked in Questions & Conversations

Have the maximum values depending on the dimensions

Hello,I have a transaction list with month, employee, role and value like this : Month Employee Role Value oct-23 1000 RA 12 nov-23 1000 RA 23 dec-23 1000 RA 12 oct-23 1001 RB 34 nov-23 1001 RB 32 dec-23 1001 RB 21 oct-23 1002 RA 45 nov-23 1002 RA 67 dec-23 1002 RB 54 oct-23 1003 RB 32 Each column (whitout value) is connected to a dimension. I would like to have the max of a value by role but I would like to can change the month.Ex : If I select no month in the table(or all), I would like to see : RA 67 RB 54 And if I select nov-23 : RA 67 RB 32 Same things if I select oct-23 and nov-23 : R

9 months ago

ELeff_AccBudding Pigmenteer

asked in Questions & Conversations

Filtering dimension selections

Is there existing functionality to facilitate the filtering of a dimension input metric, say on a Department dimension, whereby subsequent selections would then be filtered based on only valid intersections that apply? I currently have two input metrics, one by dimension Department and the other by dimension Position. Is there a way that when the selection is made for Department, say “Accounting”, only the relevant Job Positions are now available within that dimension drop-down, so that something like Job Position “Legal Analyst” isn’t a viable option?

9 months ago

KylaBudding Pigmenteer

asked in Questions & Conversations

Customizing and multi-dimensionalizing Unique IDs

Hi Pigment Community, We have a dimension list that generates unique IDs for potential hires before they go through our formal requisition process. Curious to know:1. Is there a way to customize unique IDs so they follow a specific nomenclature (i.e. TBH - 001)? Would concatenating them be the best approach? 2. Is it possible to generate unique IDs based on a dimension? For example, if we created a “to-be-hired” role under Department A, it would generate unique ID #1. If we created a “to-be-hired” role under Department B, it would generate unique ID #2 since unique ID #1 is already in use elsewhere. Currently, both roles are tied to unique ID #1. Ideally, we would want to associate properties to these unique IDs as well.

9 months ago

JoseSeasoned Pigmenteer

asked in Questions & Conversations

Using something similar to the formula Today() in Excel

Dears, I am trying to filter by the current month in each of the metrics, I would use TODAY() function in excel, but since there is no function like that on Pigment. As a workaround I created a metric that I called Current Date (Month Dimension) , which I will update monthly, so that I can filter by that metric and automatically update all the other metrics. IF('MRR Be Churn Analysis'=1,TRUE)[FILTER:'Data Hub'::Month='Current Date'] However, I did not work, do you have any suggestion or guidance? Thank you very much in advance! Jose

9 months ago

LoliNewly Minted Pigmenteer

asked in Questions & Conversations

Weighted average

Hi!If I have this info in several rows, as a list of transactions:One column with the amount in a local currency One column with the amount in EUR One column which tells me the month of the transactionHow can I calculate the FX rates per month, as a weighted average (not the simple average, but the average taking into account the weight of each transaction in the total amount of that month)?Sorry maybe is so obvious how to do it, but I don’t know, I know how to do it exporting the transaction list and calculating it in the file but...not sure how to calculate it directly in Pigment, which is what I would like to do better. Thank you!

9 months ago

Roy StoleroBudding Pigmenteer

asked in Questions & Conversations

Period Type in Different Scenarios

Hi Team,We have been trying to figure out how to visualize and separate actuals and forecast data when sharing rolling forecast scenarios with budget owners and other users, mainly because non-FP&A users are not familiar with the switchover date workflow. We bring this up because the period type is a cross scenario setting, and we set different switchover dates for different scenarios so it won’t help.What’s the best practice? Roy and the rest from Melio :)

9 months ago

M_OlivierNewly Minted Pigmenteer

asked in Questions & Conversations

Dashboarding

I want to make a welcome message for my dashboard but I want it to be big enough to be used on my dashboard.Any help would be appreciated.This is how it looks like right now.

9 months ago

Grégoire LeveilléNewly Minted Pigmenteer

asked in Questions & Conversations

Keeping only the first non blank value of a metric

Hello Pigment Community, I want to have a metric that has clients in lines and months in columns and that is filled with 1 only for the first month the client bought a thing. So in the end, on each line there should be only one 1 in the month of the first buy. For the moment I created a metric with clients in line and months in columns that is filled with 1 for all the months when the client bought a thing. My idea was to use this metric and the firstnonblank modifier but it does not work… Could you help me please ?

9 months ago

dariousKeen Learner

asked in Questions & Conversations

Inconsistent Results in Pigment Math Output - Seeking Insights and Resolution

Hi Pigment Community,I am reaching out to bring attention to an issue I've been encountering with Pigment, particularly in relation to the mathematical output it provides. While Pigment generally performs as expected, I have noticed instances where the results are unexpectedly incorrect.To provide clarity, I have attached screenshots displaying the metrics and their corresponding outcomes. I've highlighted the specific instances where Pigment has generated results that deviate from the anticipated values. It's worth noting that there are occurrences where the formula yields accurate results, but the inconsistency raises concerns about best practices and how formulas work. My hope is that you can help me understand the root cause of this issue and provide insights to correct this issue. I appreciate any assistance you can provide in shedding light on why Pigment might be producing these unexpected results. Additionally, I am keen to learn any best practices or recommendations to avoid s

9 months ago

mamoudJust Arrived

asked in Questions & Conversations

Intercompany

What are the best pratices for intercompany process (Eliminate inter-company transactions )

10 months ago

Dave LNewly Minted Pigmenteer

asked in Questions & Conversations

Excel connector - retain formatting?

Is there a way to retain number formatting in excel when using the Pigment Excel Connector? I can retain things such as cell borders, colors, etc. but cannot retain number formatting. Every time I pull data to refresh from Pigment, the number formatting is overridden in my excel workbook.This is not the case with the Google Sheets connector, which does retain number formatting in cells where Pigment data is being imported. Does this functionality exist for the Excel connector, or is this a feature request?

10 months ago

dariousKeen Learner

posted in Questions & Conversations

Automated Forecast (Item Variable vs Period type filter)

Hi Pigment Community,I’m currently working on building a conversion rate forecast in pigment and wanted to hear your thoughts on my calendar setup. Context: In our forecast model we are interested only in the current year and previous year. Information older than that is not being included in our forecast, visually and mathematically. Thus, I wanted to have an automated rolling calendar on an annual basis. This way if we are in Oct 2023 my model will show Jan 2022 - Oct 2023, rather than Oct 2022 - Oct 2023.I know that in pigment you can use item variables to easily update variables, such as year, for all views in a model. However, I have opted for a different solution. Instead I have tweaked the ‘Period type’ dimension to include a 3rd item called ‘Actual old’. I then filter my metrics on all data where period type does not equal ‘Actual old’. Additionally, my period type is decided by my switch date, which is automatically chosen based on the max date in my data transaction.Current p

10 months ago

AdamBudding Pigmenteer

asked in Questions & Conversations

MOVING...MULTIPLICATION

Dear All, How to construct a formula for moving multiplication? Similar to MOVINGSUM but with * rather than + ;)The input is a % movement in given month as per below and I need to construct a compound growth rate. I.e. in 2028 it is 0.9438 (1.3*0.6*1.1*1.1) Regards,Adam

10 months ago

dariousKeen Learner

asked in Questions & Conversations

Count Blank over Count All with Dimensions

Hi Pigment Community, I am trying to create a KPI that tracks the ratio of blank cells to filled cells for a column in a transaction list. In addition I want this KPI to be dimensioned so that it can be affected by the page filters, however I can’t seem to figure out a solution and was wondering if any of you had a solution for me. So far I have attempted 4 different solutions, however none of them have given me exactly what I am looking for. Below I have provided screenshots of the different parts that contribute to my problem. As I have tried different solutions and none of them have worked I have provided information for each formula, as I don’t understand why each one gives me a different output. My end goal is to have the proper ratio of (all blanks) / (all blank + nonblank) which can be filtered by dimensions using the page option. Specifically: year, deal status, and HB - Deal Owner. Extra info:All deals - total row count = 5,504All deals.segment = blank = 292Ratio = 292 / 5504

10 months ago

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