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  • 841 Topics
  • 2,266 Replies
841 Topics
K
Budding Pigmenteer
keerthanarameshBudding Pigmenteer
asked in Questions & Conversations
IFBLANK function for metrics

Hello,I want a metric to have another dimension which can be mapped based on 2 separate criteria.So I created 2 metrics separately with their respective criteria by using BY modifier to map the dimensions.And finally I wanted to combine them together so I used IFBLANK to use either one way to arrive at the final mapping.But the final metric seems to be duplicating some of the mappings and arrives at incorrect results. My goal is to have the metric values to be mapped to the second criteria only if it was not mapped through the first one.How can I implement this in a metric formula?IFBLANK has been working great for transaction list blank items, what would be the similar alternative to be used for metrics?

1654
Lehtohen
Budding Pigmenteer
K
Budding Pigmenteer
keerthanarameshBudding Pigmenteer
asked in Questions & Conversations
Use BY modifier in a metric and retain both the dimensions

I have a metric with “Vendor”, “Sub Department”, “Entity”, “Expense Type” and “Month” as the dimensions.I want to add another dimension “KPI Group” to this metric based on “Vendor” and if its blank then based on “Expense Type”Vendor and Expense Type dimension has the link to KPI Group in their respective dimension list. So when I use [BY: ‘Vendor’.’KPI Group’] or [BY:’Expense Type’.’KPI Group’] this results in the the Vendor and Expense Type dimension getting converted to KPI Group. Instead I want to populate the respective KPI Group based on Vendor or Expense Type and arrive at a metric that contains all these 3 dimensions (Vendor, Expense Type and KPI Group) along with the remaining Sub Department, Entity and Month.How can I arrive at the above mentioned dimension structure for the metric?

1732
K
Budding Pigmenteer
O
Newly Minted Pigmenteer
Oscar SalazarNewly Minted Pigmenteer
asked in Questions & Conversations
Trying to figure out how to use Exclude and Previous functions

Hi,In the picture below I´m currently using the formula: 'First Time Borrower'[by constant:Month."Jan 24"]*'Retention Curve'My First issue is that the multiplication of “first time borrowers” by “retention curve” in Jan 24 works perfectly, but for Feb 24 I need that the retention curve percentage used for the multiplication, starts with Jan 24 and not Feb 24, I mean the percentage for the formula in Feb 24 should de 100% that belong to Jan 24 and not the  82.76% that belongs to Feb 24. I tried using the “previous” function but it keeps telling me there are errors. My second issue is that I´ve been trying to use the exclude function in orden to have the final view as the picture below:I´m trying tu use Exclude to recreate the blank cells. For intersections Feb 24 and Feb 24 I use the formula:  'First Time Borrower'[by constant:Month."Feb 24"]*'Retention Curve'[EXCLUDE:Month."Jan 24"]But when I try the same formula in the next line (Mar 24) but try to include Feb 24 into the exclude func

1172
O
Newly Minted Pigmenteer
N
Newly Minted Pigmenteer
newtopigmentNewly Minted Pigmenteer
asked in Questions & Conversations
Undo action in Pigment?

Is it possible to reverse a change in Pigment ? I deleted a block accidentally and the block was being used somewhere and I did not get any warnings before deleting. Now I have errors. - Is it possible to undo a deletion ?

2462
Thu Mai
J
Newly Minted Pigmenteer
JoannaNewly Minted Pigmenteer
asked in Questions & Conversations
Rounding to nearest ten or hundred

I want to round to the nearest ten or hundred. Example: 223,453 --> 223,450 or 223,500. I tried the round formula but it didn’t work.

892
J
Newly Minted Pigmenteer
O
Newly Minted Pigmenteer
Oscar SalazarNewly Minted Pigmenteer
asked in Questions & Conversations
I´m new to Pigment and need help to set up a formula

I started using Pigment 3 days ago and I´m trying to figure out how to recreate an Excel formula in the platform.The excel formula I have is the following:=INDEX($B$6:$M$6,MATCH($A9,$B$5:$M$5,0))*C$7 Basically my issue lies in he part of fixating the formula to one single cell. the multiplication brings the correct result for the first cell in the Table I created, but the formula replicates to all cells in the row and I haven´t been able to figure out how to fixate the first part of the formula in order for the multiplication to only change cells for the last part of the formula (*C$7).Can anyone share some guidance please?

1653
O
Newly Minted Pigmenteer
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Get rid of colors of a metric of dimension data type in a table

I have a formulated metric of the datatype: Dimension and when using this metric in a table, the values are coming correct but these values are colored (multi) because it’s  a dimension metric . Since this metric is used in multiple tables . Is there any way by which I can get rid of the colors of this metric in a specific table?

1305
CDALMAY
Louie
LouieKeen Learner
asked in Questions & Conversations
Dimension lookup

Appreciate your assistance here.... The left screen is the CVS loaded PnL Acct dimension and the right screen is NetSuite Integration. The Coln dimension 'FP&A Category Override' is a user manual input. Is there a way I may do a 'vlookup' in the new table so that we don't have to manually map it again. 

1842
Nathan
Employee
S
SuzzyOccasional Observer
asked in Questions & Conversations
How to make negative amount zero

Hi Team, I have an existing formula for moving average, however I want to add another condition that if the moving average is negative, then the result should be zero.This is my formula right now:IF(Actual?,MOVINGAVERAGE('Actual',3),PREVIOUS('Month))Can you help me how can I add my new condition in this formula? Thank you!

901
sethbradley
V
Budding Pigmenteer
venitiavBudding Pigmenteer
asked in Questions & Conversations
Interns who are converted to permanent contracts

Hi,Do you have a best practice to recommend on how to manage interns who are converted to permanent contracts (=CDI in France) in Pigment?When a trainee is converted to a permanent contract, he keeps the same ID in Workday, which means that when Workay connects to Pigment, and as we base Pigment with the IDs : Pigment doesn't “see”that he no longer has an end date that he has changed contract type that he has a different salary and Pigment doesn't count him as a headcount. My temporary solution is to change the intern’s ID (so I have 1 ID for the intern and 1 ID for the same guy with a permanent contract) but this is very manual, so I was wondering if you had any advice.Thanks

911
Lehtohen
Budding Pigmenteer
V
Newly Minted Pigmenteer
VikatzenNewly Minted Pigmenteer
asked in Questions & Conversations
SaaS Revenue Model

Hi All, I want to start building a simple saas revenue model in Pigment, with basic assumptions such as type of subscription, cost, number of new customers, churned customers, cohorts, cohorts age, retention rate, etc.Looking for ideas and suggestions from the community of where to start, what kind of recommendations you have, which metrics/dimensions should I use. Any recommendations or examples would be highly appreciated!!  :) 

1531
Benoit
Community Manager
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Filtering based on two text properties in dimension list.

In a dimension list, if we have a property of Text format, the only filtering options are:Is Not Contains is not blank is blank does not contain isRequirement: If I have two properties ; both of them are of text format, there should be an option to filter the dimension list based on these two properties i.e. Property 1 != Property 2.I believe, although we can create another property in the dim list for validating this with the above formula, but it would be great if we can have a filter for the same.

541
CDALMAY
S
SuzzyOccasional Observer
asked in Questions & Conversations
Formula for average of specific months

Hi Pigment Community! I’m trying to create a Metric wherein if Actual Months, it will get the Actuals Details, while if Forecast Months (starting January 2025) it will get the average of January to September 2024 Actuals. Then for October to December 2024 it should be zero or blank. What is the best formula for this?For context:January to September 2024 - from my Actuals metrics October to December 2024 - zero January 2025 onwards - average of January to September 2024 I also set up a boolean for the months of 2025This is my initial formula:IF(Actual?, ' Actuals' , (IF('Month.’2025’,…. I should put here the formula for the average, then if it is not 2025 it should be zeroThank you in advance for your help! 

1251
Lehtohen
Budding Pigmenteer
S
SuzzyOccasional Observer
asked in Questions & Conversations
Combining Actuals and Forecast with Different Dimension

Hi! I’m currently working on a table where I need to combine my Actuals and Forecast. For context, these are the dimensions available:ActualsVendor GL Account Country Currency MonthForecastVendor Name GL Account Country Currency  Month Project DetailsI’m having an issue because when I combine them, the Project Details dimension is being applied to every Vendor in my Actuals. Is there a way that I can combine them without removing the Project Details? We still want to see it especially if we don’t have an actual vendor yet. Thank you in advance for your help!

1001
Lehtohen
Budding Pigmenteer
S
SuzzyOccasional Observer
asked in Questions & Conversations
Combining Actuals and Forecast with Different Dimensions

Hi! I’m currently working on a table where I need to combine my Actuals and Forecast. For context, these are the dimensions available:ActualsVendor GL Account Country Currency MonthForecastVendor Name GL Account Country Currency  Month Project DetailsI’m having an issue because when I combine them, the Project Details dimension is being applied to every Vendor in my Actuals. Is there a way that I can combine them without removing the Project Details? We still want to see it especially if we don’t have an actual vendor yet. Thank you in advance for your help!

1435
S
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
How to identify duplicated unique items on a Dimension List?

Hello Pigment!We have a board where the end user can create new items using the 'Add List Item' action. If the user creates an already existing name, is there a way to identify which items are duplicated? or even avoid this? The alert in the app only directs me to the list but not to the duplicated itemsRegards 

741
CDALMAY
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
Axis labels: any way to improve them?

Hello Pigment!I am currently working with some charts for a board, but I encountered a issue: the axis labels are showing very random values, based on the values I have available: “95,671,103”? why not 95,000,000/96,000,000?“86,103,993”? why not 85,000,000/86,000,000?My first solution was to set the left axis labels to millions, so the information would be clearer:The problem occurs when I apply filters or use the selectors on my board and my values drop below millions; it shows decimals or even just 0: Is there a way to make it dynamic and recommend more appropriate values?Thanks in advance 

3921
Andrea
Community Manager
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
CUMULATE on Multiple Dimensions (Using "on" operator), based on Ranking Metric

Hello Pigment!We trying to cumulate values on 1 metric based on ranking, but this metric has 2 dimensions on its structure (Customer, Region), so we have the Ranking Metric and To Cumulate Metric, ex: Region (Dimension) Customer (Dimension) To Cumulate (Metric) Ranking (Metric) Cumulate on Rank (Metric) 1 C1 50 5 148 2 C2 20 2 30 3 C3 30 3 60 1 C4 80 6 228 2 C5 110 9 513 3 C6 90 8 403 1 C7 85 7 313 2 C8 38 4 98 3 C9 10 1 10 The current issue its if we try to do that using CUMULATE, we can only set the accumulation through 1 dimension (either Customer or Region) and using 2 cumulates at the same time seems not to be the solution so farAny recommendations? Regards,Agarneri

1032
A
Seasoned Pigmenteer
M
Newly Minted Pigmenteer
Moosa MalickNewly Minted Pigmenteer
asked in Questions & Conversations
Locking Version

Hi,I am trying to build a forecast in Pigment which can have multiple versions. Is there a way, we can lock formulas in versions? I know there is a scenarios feature, in which we can have formulas for different scenarios. Are scenarios the preferred way of versioning in Pigment?  Thank you

2775
Lehtohen
Budding Pigmenteer
CDALMAY
CDALMAYKeen Learner
asked in Questions & Conversations
Change in Fiscal Year once live

Hi community,Has anyone successfully changed the fiscal year for a customer after they've been live for some time?I have a customer who has been live for two years with a fiscal year aligned to the calendar year. However, starting next year, they are shifting to a fiscal year that begins in February. This means Fiscal Year 2024 will run from 01/01/2024 to 01/31/2025, creating a 13-month fiscal period.As a workaround, I considered manually updating the mapping between months and fiscal years to set January 2025 as part of FY24. However, these properties are protected, so I'm looking for alternative solutions until this feature is implemented.I want to keep the past fiscal periods unchanged, so FY23 should remain as 01/01/2023 to 12/31/2023.Thanks for the any suggestions or ideas.

660
CDALMAY
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
It is possible to rename selector/slicers on boards?

Hello Pigment,We name lists and their properties according to a specific nomenclature based on the purpose of each list. For example, if we have 2 lists of "Master Data," the first list is called MD01 Master Data List 1, and the second would be named something like MD02 Master Data List 2 and so on.The problem is that these names are not very attractive for the front end. However, on the back end, they are crucial due to the structure of our apps. In the slicers or selectors, the list name with its nomenclature appears, and it’s even more cumbersome if we are using any property of the list as another selector. For example:Selector 1: MD01 Master Data List 1: (ITEM)Selector 2: MD01 Master Data List 1 > MD02 Master Data List 2: (ITEM)Is there a possibility to rename them?Thanks in advance.Agarneri

482
A
Seasoned Pigmenteer
D
dariousKeen Learner
asked in Questions & Conversations
Aligning Metrics Across Applications: Handling Different Time Dimensions in Pigment

Hi Pigment Community!I'm currently facing a challenge and would appreciate your advice.The Issue:I need to combine two metrics from different applications to create a comparison view for my users. Here’s the setup:App 1: Holds the visual displayed to users and includes a metric titled “Actual & FCST # SQL -> SQP - NBiz.”App 2: Contains a metric titled “# FCST SQL by SQL date - NBiz.” This metric has been shared with App 1, so I can access it there.The problem arises when I try to bring these two metrics together. Since the applications have different time dimensions, I end up with two sets of time dimensions in my final metric, causing the values to not calculate correctly.Additional Context:I've separated the time dimensions in these applications because they have different period lengths.However, the specific data I want to combine should fall under the same period of time.Possible Solutions:I’m considering using the remove modifier or specifying [by: month] to align the metri

1401
CDALMAY
B
Budding Pigmenteer
BenedikteBudding Pigmenteer
asked in Questions & Conversations
Apply default formatting specified to a role

Hi,I am looking for a solution to create a default filter specifically per user. Today we work across different countries and would like to set default filter per board per person so that Person A see country “Finland” as default and Person B always see country “Germany” in the same board. Any suggesting on how I can implement this?Would really appreciate you help on this topic:)Kind regards, Benedikte

782
B
Budding Pigmenteer
P
pigment_enthusiastKeen Learner
asked in Questions & Conversations
Updates/ History for formatting

Can we see the history/updates of following:formatting done on table’s metrics Aggregators applied on tables

1361
CDALMAY
R
Newly Minted Pigmenteer
Ramana ReddyNewly Minted Pigmenteer
asked in Questions & Conversations
Transactions Bulk Delete

Hello Everyone, I am new to Pigment and started with training recently. I came across a scenario where I had to delete a few items from the transaction list and realized the only option we have is manually selecting them and delete. Is there any way/action that we can create pointing to a Boolean metric which holds TRUE for delete items (with a formula) and whenever we run that action, it will delete those specific items (We can think of deleting a specific months data)Please suggest.Thanks,Ramana 

1312
R
Newly Minted Pigmenteer

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