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Questions & Conversations

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

913 Topics
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913 Topics

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NachoApprentice Author

posted in Questions & Conversations

Build BP from growth assumptions

I’m trying to start making hypotheses for next year's BP based on percentage growth.I started with Revenue but I find myself with the following problem that I am not able to solve.I simply want to formulate that the Revenue, for example, of January 2024 is that of January of the previous year * % growth. This % I have entered into a metric that I have created where I have put a % growth for each month of the year 24. However, I do not want the Revenue metrics already established in Pigment to vary or be modified, since they are the ones that give us our Revenue figures for different versions (actuals, forecast, target, etc.).Basically, what I want is to filter the information to which I want this % of growth to be applied, which in this case is only for the year 2024

3831

1 year ago

PaylwardTrendsetter

posted in Questions & Conversations

Advanced Modeling Skills

Hello,I am working on a business case where I need to take the data and create some sophisticated business items. I want to see the forecast at different levels by who is inputting it and how to confirm the forecast is done. Here are some of the things that need to come out of the data that is provided.Alignment between top-down and bottom-up revenue targets. Consistent driver-based approach to cost planning, particularly around travel costs. Showing if forecast has been entered and how to change/override that number.Any help would be great.

1361

1 year ago

Not Jeremy SternAuthor

asked in Questions & Conversations

Aggregate vs. Import for Parent/Child Dimension Relationship

We have two dimensions that have a parent/child relationship - L0 Company and L1 Parent Company. For the exercise, here are some details:L0 has 500,000 items, L1 has 400,000 items This property will be upstream of a fairly complex cohorted revenue model Both dimensions are provided to us from Snowflake The date formatted property “First ARR Date” exists at the L0 Company levelWe need First ARR Date in L1 Parent Company in Pigment, what is the preferred way to do this to maximize performance?Aggregate from L0 to L1 in Pigment using a BY MIN Aggregate in Snowflake & import the First ARR Date into both our L0 and L1 dimensions A third option?Further, would the right way to do this change if the balance of list items between lists changed?

2203

1 year ago

AdamMaster Trendsetter

asked in Questions & Conversations

Picking a dimension property dependently on scenario

Hi Pigment Experts, I have the following challenge. I have two properties in a an Employee dimension list (Department_Apr and Department_Mar). Employees may move between departments and these properties are reflecting that. Then I have a metric by Employee which I want to pivot by Department. I use the formula below and it works well. My question is is there a way to write formula so the metrics is either by Department_Apr or Department_May dependently on a Scenario i.e. dependently on input to another metric? The way it works now is that Department_Apr or Deparment_Mar are hardcoded but how to make these values a variable? if('Is Forecast (Headcount)', '361. Total Headcount Cost - A+F') [remove: '01. Payroll Waterfall', '01. Headcount Cost Account'][select: '01. FinType'."P&L"][select: '01. Version' = 'Version Push'] //."Mar Month End"][filter: '01. Employee ID'.OperRepairs = '01. Operations/Repairs'."N" and '01. Employee ID'.RetailTR = '01. Retail Branch / TR'."N"][by: '01. Emp

1191

1 year ago

AlexandreMaster Author

asked in Questions & Conversations

Top Decliners / Top Growth

Hello,I have this Table with 2 differents metrics (volumes L3M and volumes L6M to L3M) with Var and Var (%) as duplicates of volumes L3M. I analyze it month by month (basically the last month). I would like to have 1 view with top Decliners on the current month (automatically done each month), i.e the doctors who have the worst Var (%) (top 20) In another view I would like exactly the same but the best Var (%) (top 20).It seems impossible to do it with table view… Can you help me please ? Thanks

4521

1 year ago

dariousMaster Trendsetter

asked in Questions & Conversations

Replace Blank Transaction List with Dimension

Hi Pigment Community!I am struggling with a problem and was wondering if any of you could help me solve it. The Issue: I'm working with a transaction block imported from Excel in Pigment, and unfortunately, not all the data is filled in. Specifically, I'm dealing with the Country/Region column in my All Deals transaction block. This column is dimensioned by Country Mapping, which, in turn, is connected to the Country dimension (screenshots attached for context). The snag I'm hitting is figuring out how to apply a formula that allows me to specify what information from my dimension to use when populating blank cells.The Goal: I aim to create a function in my Country/Region column that fills in blank cells with the dimension "Missing Data" for easy identification later on. The idea is to check the cell contents – if the cell is blank, I want to populate it with 'Missing Data,' sourced from my Country Mapping dimension. If the cell is not blank, I want to leave it unchanged. For instance,

6263

1 year ago

NakulApprentice Author

asked in Questions & Conversations

Closing and Opening Balance

Need help on how to pull in previous month closing balance in Opening Balance Metric. Closing Balance refers to the Opening Balance. Basically Circular Ref, and just for ref need function similar to previous of Anaplan

1842

1 year ago

Cedric LJMaster Author

asked in Questions & Conversations

Combine Previous(month) and BY modifier

Hi,In the below metric with 2 dimensions Month and Version, I try to combine a Previous (Month) and a BY.For now I have the error formula is invalid.The trick I found (please see the second screenshot) is to create a second metric “Other cash test” so I can apply BY .Thanks for your help,

1603

1 year ago

MKSMPBTrendsetter

asked in Questions & Conversations

How to align a property in one dimension with another dimension

Hi, I am looking to combine a transaction list (actuals) with a forecast metric using a cost centre dimension.I have the cost centre dimension in my transaction actuals but in the forecast it is a property in another dimension (property type is dimension and selected as the same one in the actuals). What function should i be using in my formula in order to bring both in combined at the cost centre level?

992

1 year ago

HarshilApprentice Author

asked in Questions & Conversations

Show scenario variance and YoY variance in the same table

How can I show the scenario variance and YoY variance in the same table? I’d also like to be able to collapse month » quarter » year as needed. Currently, it’s showing YoY columns for all scenarios. Also, is there a way to restrict which metrics a calculated item pertains to? Lastly, is there a way to hide columns in a table? Thanks!

2012

1 year ago

KevinMaster Author

asked in Questions & Conversations

Chart Legend Not Displaying Bottom Center

I am unable to properly display the metric in a chart legend below the line chart. The first screenshot has the legend in the bottom right and everything is fine. But when I moved it to the bottom center, the second value is not displayed. This chart is in a second view with one of the metrics hidden so perhaps that is causing the issue. But clearly the data is being displayed as needed but without the proper legend text. Any help to fix this would be much appreciated.

892

1 year ago

Chris EApprentice Author

asked in Questions & Conversations

NetSuite Balance Sheet - Month over Month Historical

I am trying to rebuild our Balance Sheet reporting from NetSuite into Pigment using a Saved Search. However, because our Balance Sheet is consolidated between entities that use different currencies, the Saved Search transaction amounts do not match the reported amounts in NetSuite by period. This seems to be a difference in currency exchange rate methodologies between the way the Saved Search pulls FX (by transaction) and the way the Balance Sheet report pulls FX (by reporting period). Has anyone been able to solve this and pull in historical Balance Sheets month over month to match the reporting?

4971

1 year ago

Cedric LJMaster Author

asked in Questions & Conversations

Exclude all the accounts starting by 5123xxxx

Hello,What formula can I use in order to Exclude all the accounts starting by 5123xxxx ?Thanks for your help,

1458

1 year ago

YaejisMaster Author

asked in Questions & Conversations

Color formatting

Hi! Is there a way I can change the color setting such that Unbilled and Billed dimensions are in different colors? Thanks in advance!!

7275

1 year ago

jameslApprentice Author

asked in Questions & Conversations

Balance Sheet

Hi,I am trying to build a balance sheet in Pigment.My saved search in Netsuite lists all transactions but, to show the balance, I need to sum all of the transactions from all previous months. How do I do this in Pigment?Alternatively, given I don’t actually need balances broken down by transaction in Pigment, would I be better off to try and find a way of extracting balances from Netsuite so that I can use those? (though I am not sure how I do that so any idea on that gratefully received too)

1871

1 year ago

keerthanarameshAuthor

asked in Questions & Conversations

Breakdown by same dimension

I was able to Breakdown by Department>Internal Group property for one metric in a table but I’m not able to Breakdown by Department again for another metricI’m able to breakdown by department in either of those metrics but not both. I’m using breakdown option at various places in this table which allows the same dimension to be broken down among different metrics multiple times but not this one specifically. What could be the reason for this?

2742

1 year ago

DmitriiMaster Trendsetter

asked in Questions & Conversations

Scenarios in security metrics?

I have an app with scenarios. Scenarios are enabled:But when I create a metric in security folder, there are no scenarios and values are propagated to all scenarios. But I want to lock/unlock write rights for specific scenarios, so I need scenarios on the security folder too. If I move the metric outside the security folder, the scenarios appear, but then this metric cannot be used in the access rights rules (which is not intuitive).Any tips, thoughts?

2295

1 year ago

AdamMaster Trendsetter

asked in Questions & Conversations

NETWORKDAYS function

Hi, I struggle to understand how NETWORKDAYS function can be used. I read the help page for the function but in vain. I want to get number of working days in Jan 2023 (ignoring holidays). My formulas is:NETWORKDAYS(date(2023,1,1),date(2023,1,31),'01. Day of week'.Working = true)where Day of week is a dimension I created (below). I am getting 150 as the result of the formula which is obviously wrong. Help please :)

5165

1 year ago

erikausenAuthor

asked in Questions & Conversations

Repeat row labels

Hi! In the layout selection I can only choose to display grid as tabular or tree. However, both options are grouping the row labels. Is there a way to select Pigment to repeat the row labels?

2162

1 year ago

ybengellounWallflower

posted in Questions & Conversations

Help content unavailable

HelloJust to let you know that there’s an issue concerning the help content related to creating a transaction from an import. Check the printscreen below.The redirection button redirects nowhere in typeform.

842

1 year ago

OlaMaster Author

asked in Questions & Conversations

Conditional recipients and Scenarios

I have configured an Automation that triggers in my scenario “Forecast”. The automation contains a conditional recipient, but the issue is that the recipient is defined by my metrics value in scenario “Baseline” instead of the value in scenario “Forecast”. Is this the way it is supposed to work or is there any way around it?

2161

1 year ago

Sean R.Apprentice Author

asked in Questions & Conversations

SCIM and User Creation

Will manual user creation/invitations be made unavailable for users inside the domain when SCIM is enabled?Current security/administration issue we are facing:Security Admin Role is being overly used and assigned for the impersonation feature. This is used for troubleshooting issues with Clients/Users for application/model building. Is it possible to change the level that requires this access in the future? With SSO enabled we still have users attempting to invite or manually create users with internal Domain accounts.We need to confirm that the SCIM security constraints are not circumvented with users being able to create/invite internal domain users.

3422

1 year ago

YaejisMaster Author

asked in Questions & Conversations

# of months in between two dates

Hi Pigment team, Is there a way to get difference of the two dates in # of months?Normally in excel, following is usedDATEDIF(EOMONTH(A date cell,0),EOMONTH(B date cell,0),"M")For example, the # of months in between 1/31/2017 & 2/29/2016 will be “11”. Thanks in advance for looking into it!

3862

1 year ago

DastanMaster Author

asked in Questions & Conversations

Trend Line

Hi Pigment Community, Is there a way to insert a Trend Line on a chart similar to Excel? For instance, here I have a chart, which is trending slightly upward.

2082

1 year ago

Cedric LJMaster Author

asked in Questions & Conversations

Building a balance sheet in pigment

I am trying to build a balance sheet but I did not find any article about it.So i create a saved search in netsuite that is linked to metric in Pigment by using a transaction list.I’m trying to display data for multiple periods ( ex: dec 21, dec22...) in the same metric but looks like i have to create different transaction lists for different periods and then create a table to aggregate all the periods.Happy to have your insight on the most efficient way to build a balance sheet,thanks

3341

1 year ago

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