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634 Topics
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634 Topics

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AhmedBBudding Pigmenteer

asked in Questions & Conversations

Allocate values to the following months

Hello to all Pigment enthusiasts,To estimate my number of Headcounts over the coming months (Forecast), I'm taking the Headcounts on an HR board (here with Position ID with Contract) that you see on the lines in this metric.(Dimensions: Position ID, Month, Period Type) I'd like to be able to push the values over the following months. Concretely, even if the person (PO 312) is recruited in March 2024, he must be present in all the following months and therefore should have 1 in April 2024, May 2024…Many thanks for your help

1392

11 months ago

YaejisNewly Minted Pigmenteer

asked in Questions & Conversations

Sort by metric result highest number

Hello!Can someone please help how I can sort by highest number? I would like to sort the vendor name by 2023 Total amount. Thank you!

1664

11 months ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Formula retrieving not the full data

Hi, I have the below formula but my formula is only showing the clients for which the “Year of contract signature” is FY23 but is not displaying the contract signed in FY22,FY21… and cohort client type = “On Onboarding”)Thanks for your help,

864

11 months ago

ElodieSeasoned Pigmenteer

asked in Questions & Conversations

Tenure cohort calculation

Hello,I am trying to create a metric with the number of sales by seniority in month.I have a metric with the number of new hires and a tenure cohort dimension made up of 0, 1 and 2+ months. For example if I have 2 new hires in September 2023, I want to see 2 in the “0” line in Sept-23, then 2 in the “1” line in Oct-23 and 2 in the “2+” line in Nov-23.I hope this is clear enough! Thanks!Elodie

1602

11 months ago

JoshBudding Pigmenteer

asked in Questions & Conversations

As of Date for KPI

How do you create/show a date as a KPI. I want to show the last day of actuals for a data set and bring that into a board as a KPI. Is that possible?

6175

11 months ago

OyvindBNewly Minted Pigmenteer

asked in Questions & Conversations

How to use equivalent of PREVIOUS() on dimension

Hi!I want to add “Weeknumber” to my “Day” dimension.Since WEEKNUM() is not available, I want to use the equivalent of SHIFT/PREVIOUS to calculate the weeknumber.I have a dimension called Weeknumber (1-53), and would like to do something along the following line, in order map Days → Weeknumbers: //Check if first day of year, IF(LEFT(Day.'dd-MM-YYYY',5)="01-01" ,ITEM(1,Weeknumber.Week),// Else: check if workday = Monday then add 1 to week countIF(Day.'Day of Week' = 'Day of Week"."Monday",PREVIOUS(Day.Weeknumber)+1,//IF NOT Monday, then keep current weeknumPREVIOUS(Day.Weeknumber))However, both PREVIOUS and SHIFT does not seem to work. Is there a workaround?

1902

11 months ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

How to calculate the Variation % of two calculated items

Hello,In the table below i would like to to calculate the Variation % between YTD actual and YTD RF which are 2 calculated items ? Thanks for your help

1071

11 months ago

kristian.bartelNewly Minted Pigmenteer

asked in Questions & Conversations

Metric with Data Type Dimension (Month) to Boolean Metric

Hello,I have a metric where the data type is the month dimension and am struggling to figure out how to convert it to a Boolean metric with month as a dimension of that.The first metric is an assumed/forecasted launch date for each customer (ignoring that these are old customers and therefore in historical periods). With the second metric I am trying to convert that assumed launch date to a Boolean where any month is “TRUE” that is greater than the assumed launch date in the first metric. For example, the first line here would correspond with an assumed launch date of Aug-23, the second line with an assumed launch date of Jun-23 and so on (also ignoring that these are historical periods). I’ve been spinning my wheels on this for a bit and don’t see any articles on data transformation from metrics with a data type being the month dimension. But essentially I am trying to transform these into a Boolean metric with the month dimension (rather than it as a data type) so that the forecasted

2812

1 year ago

Justin GrooverSeasoned Pigmenteer

asked in Questions & Conversations

Challenges with Calculated Items & Aggregators with YoY Calculations

I am trying to create multi year P&L views, with months in the columns. After the last month of the year, I want to show the annual total, YoY $ value, and YoY % change. (Months->Annual Total->YoY $ change->YoY % change). The challenges I’m encountering are as follows - example with numbered notes shown in snippet below:Inability to choose position of aggregators. Pros of using aggregators vs calculated items are that gross margin % calcs roll up correctly, and the values are retained when I collapse the months and only want to show the annual total. Gross margin % calculated items roll up incorrectly. It displays the sum of the months’ percentages, rather than the annual gross profit value divided by the annual revenue value. Pro of calculated item is ability to choose column positioning. Is there any way to hide a value in a calculated item? The YoY % calculation displays a nonsensical value when calculating against % margin values. Only workaround I’ve curren

5759

1 year ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Org chart icon not displaying

Hello,I don’t see the format Org chart icon (see first screenshot)Maybe i am missing a metric or something else. Here the current structure of my table:Employee is on the left side.Thanks for your help,

1371

1 year ago

Bill LustgartenNewly Minted Pigmenteer

asked in Questions & Conversations

Calculating directly in a table?

Hello. I have created a table with multiple metrics. The calculations work currently, except the percentages are aggregating or calcing oddly when I display the table. When we’re looking at data at NOT the lowest level, the % is incorrect.In the screenshot below, I basically want the Account Churn % to display Churned Accounts / Active Accounts BOP. So 1%, 4%, 5% etc. I looked into Calculated Items, but doesn’t seem like that would work in this case. Am not looking to alter the metric itself, but rather to add a row for display purposes only.Thanks.

2583

1 year ago

Vamsi KakiJust Arrived

asked in Questions & Conversations

Inbuilt Pigment Application

Hello,Does Pigment Academy has pre-built applications which can be downloaded and use for practice purpose?Thanks,Vamsi

1351

1 year ago

YaejisNewly Minted Pigmenteer

asked in Questions & Conversations

difference vs last 4 years ago

Hello,I am trying to get current month vs 4 years before same month variance. Can you please help?I tried using the offset calculation to offset by 48 months ago, but it is giving me 4 years ago value rather than the difference. So, Aug 23 is 10.9 and Aug 19 is 9.5. So I need to get the result of 1.4 in a new column. Thanks in advance!

881

1 year ago

rykasaNewly Minted Pigmenteer

asked in Questions & Conversations

Load specific accounts from Quickbooks

Is it possible with the Quickbooks integration to only load specific accounts from the Income Statement? For instance, I only want to import revenue accounts into a block. Is that possible?

982

1 year ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Internal mobility between teams

Hello,I would like to correct the below formula so I can have the team of each employee by month based on his entry date and exit date with no time limitation.The way the formula is currently it does not take into account the fact that I have 2 lines in my transaction list for an internal mobility. It only take into account the latest subteams.Here is an example:‘Dataload HR tool - Employee.’ is my transaction list with all the info by employee.Currently for this employee, i have the following result.But it should be “Finance & Planning” team until jan 24 and from Feb 24 until the end “Product data” The data will be updated each month on the latest version of the ‘Dataload HR tool- employee’. Thanks for your help

1922

1 year ago

Mitch MaxJust Arrived

asked in Questions & Conversations

Excel Connector questions

Great to see this new functionality! 2 questions:Is there a way to preserve formatting in Excel (i.e., to refresh data in a report) I cannot see an option to “push” data, only to pull. What am I missing?Thanks!

3112

1 year ago

Kamya NJust Arrived

asked in Questions & Conversations

Download Academy template apps

How can I download Academy template apps into my company's workspace?

1941

1 year ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Count of FTE with internal mobility

Hello, I did the below formula in order to count the number of FTE. It’s works well except for the internal mobility where it counts 0. One of the employee concerned by this case is the below employee: What do i need do to in the formula to take into account the internal mobility ?Thanks in advance

2533

1 year ago

Vamsi KakiJust Arrived

asked in Questions & Conversations

How to create Dimension list and Transaction List?

Hello, How to create a Dimension and Transaction list?and also How to create properties in the lists. Thanks,Vamsi

1561

1 year ago

rykasaNewly Minted Pigmenteer

asked in Questions & Conversations

Employee images from BambooHR

We have employee images stored in BambooHR. Is there a process for downloading those images so that we can upload them into Pigment for the org chart feature? I’m not able to download it through the integration. If not directly through the integration, how can I do this?

2791

1 year ago

Lester ChowNewly Minted Pigmenteer

asked in Questions & Conversations

How do you count unique months in a metric?

How do I get a unique count of months in a metric in a view?For instance, I have Revenue (Dim: Month): Jan23 : 10Feb23 : 15Mar 23 : 20 I’m looking at this metric in a quarterly view, Month > Quarter and I want to annualize this number. So the math would be (10 + 15 + 20) * 12/(3) (3 months in this time frame). I want this to recalc when I view it from a yearly perspective so it would be 12 months. Any ideas on this? I tried doing Revenue [REMOVE COUNTUNIQUE: Month] but that just found the number of uniques in my Month Dim List and multiplied by that.

1531

1 year ago

OliverNewly Minted Pigmenteer

asked in Questions & Conversations

Collapse columns total remains empty

Hi, I have an issue regarding the behaviour of the new expand/collapse columns feature.When I have a summary set to the dimension I want to collapse (Month>Year : LAST for example). If I collapse this dimension the Total column remains empty while it is well displayed when expanded.Do you know why and how to solve this? Thank you

42642

1 year ago

EmiliaJust Arrived

asked in Questions & Conversations

Formula timed out

Hi,Could you please tell me what Formula timed out does mean and how it can be sorted?Thank you!

2671

1 year ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

# deals signed per month

Hello,I would like to create a metric that count the number of deals per month depending on the dimension below. In order to do so we should use “ ID prm client and “date of first contract signature” from the below dimension.How can i do that ?Thanks for your help.

1526

1 year ago

Guillermo PulsBudding Pigmenteer

asked in Questions & Conversations

The latest Month

Dear Community, I have a transaction List and have a Property which Type is Dimension (Month) Text.I’m looking to create a metric that tells me the latest month on that property. How can I achieve that? Thanks in advance :D

2603

1 year ago

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