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Questions & Conversations

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

634 Topics
1,711 Replies

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634 Topics

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Antoine-2Newly Minted Pigmenteer

asked in Questions & Conversations

Merge 3 text metrics into One

Hello,I have 3 text-type metrics with the same dimensions, and I would like to combine these 3 metrics into a single text-type metric.In this new metric, I would like to add a category dimension to be assigned to each of the values from the original metrics.Please let me know if I'm not clear enough!!Thank you for your help :) A basic example below :

2355

8 months ago

Antoine-2Newly Minted Pigmenteer

asked in Questions & Conversations

Filtering and Pivoting Monthly Data

Hello,I need help retrieving information for a metric of the monthly type. This metric consists of 3 dimensions (operation, cohort, month). I would like to retrieve in which cohort the operations are in December '23. And thus obtain a cohort type metric with the operation as its dimension.For exemple for this operation, I like to retrive the M+106 cohort. Thanks for your help.:)

741

9 months ago

Olivia Van Gerven

asked in Questions & Conversations

Count number of characters

Hello, I have a column with IDs that either have X, either have Y number of characters. The characters are a combination between letters and numbers. I would now need to find a way to single out all the IDs with X number of characters. I was thinking of creating a 2nd column that gives me 1 if the column has X characters, 0 if Y characters. However, I am struggling to find a way how to count. Is this possible? Thank you very much in advance

1202

9 months ago

YuriPinchukNewly Minted Pigmenteer

asked in Questions & Conversations

assign one dimension to another (resources to project tasks)

Hi! I’m working on a model for a company with project-oriented business.I need to allow users to create planned projects from scratch. Every project is dimensioned with Project Task (child of Project dimension), Resource (independent dimension - all resources are available for all projects) and Date (month) and Metrics - workload (hours).First, a user should create project structure by creating Project Tasks within the Project, then assign the Resources to every Project Task and then fill the workload metric.I want user to work on a table like at the image.My question is how to give the user an ability to assign Resources (one or more) to the given Project/Project Task. Thanks a lot!

1783

9 months ago

DmitriiSeasoned Pigmenteer

asked in Questions & Conversations

Multiple dependent dropdowns in one dimension

I have a dimension that has 6 fields = 3 pairs of two dimensions.Dimension: GL accountPairs: Lower account group → Upper account groupPairs are different because account grouping can be done differently for different reporting formats. I am abel to set up dependency for 1 pair. But I cannot use the same metric for another pair. As a result, I need to create duplicate metrics for dependencies for other 2 pairs. Is there a cleaner approach?

1301

9 months ago

DmitriiSeasoned Pigmenteer

asked in Questions & Conversations

Dependent dropdowns - building boolean metric?

Can somebody assists me with a formula for a Boolean metric required for the dependent drop-down, when I want to connect Type of report with Account groups: The formula below is incorrect and cannot wrap my head around how to make it by dimensions.

1742

9 months ago

connorsmithBudding Pigmenteer

asked in Questions & Conversations

Scenarios: Override a Scenario with a Different Scenario

Hello! Is there functionality to ‘override’ a scenario with all of the inputs from a different scenario?In my case,I have branched off a ‘New #1’ scenario from my ‘Current’ scenario. I have changed some of the inputs in the ‘New #1’ scenario so that these 2 scenarios are different. Now and I am wondering if there is a way to merge the ‘New #1’ scenario back to be an exact copy of the ‘Current’ scenario?

1921

9 months ago

LoliNewly Minted Pigmenteer

asked in Questions & Conversations

Images Widgets - Google Drive images

HiI’ve seen the new images widget option you launched recently. That’s great, thank you! But: how can I add images from my desktop or from my Google Drive?If I want to add e.g. our logo from our official source, I need to take the official one we have in Drive, but that URL or pasting it into my desktop, is not working. It just works with a web page in my browser (but I can’t use that one as is not with the quality I want or not coming from our official sources) Thank you!!

2921

9 months ago

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

3521

9 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

2552

9 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?

2881

9 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!!

1724

9 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)

2645

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?

1581

9 months ago

anjanaNewly Minted Pigmenteer

asked in Questions & Conversations

UPDATE a formula

3048

10 months ago

ZaneFrequent Reader

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!

2053

10 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!

1683

10 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

1401

10 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 😀

2854

10 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

1412

10 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?

1963

10 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.

2245

10 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

7408

10 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!

6627

10 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 :)

9659

10 months ago

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