Questions & Conversations

https://boards.greenhouse.io/gusto/jobs/6286911We have been customers for 1+ year and have already done the implementation. We love the tool a lot! We have a lot of net new builds and enhancements we want to do, so plenty of interesting problems to tackle. Gusto is $10b private SaaS company on the path to IPO, so a very exciting place to be and this role will directly report to me in Finance.Additional details:NYC based → we have most of the team there, so would like someone 3 days in office. We have relocation benefits. Level → flexible based on experience Visa Sponsorships → TBD, if we find a great candidate, we might sponsorApply on the link above AND directly email me at rohit.divate@gusto.com Thanks!

I’m wondering if it’s possible to send out a notification to multiple users when a successful data import has been completed? Ideally by e-mail or through Slack. In my experience so far only the user that initiated the data import receives the notification.

Hi Team, Could you please explain me about the error “Maximum Cardinality Exceed” and how can we resolve it? thank you all in advance

The hire date for EE00001 is 10/01/2022, but when I apply the formula, it shows as January 2023. Am I missing something?EE_Load_HRIS:   

Hello. I have imported a transaction list into Pigment that has two date dimensions. One is “Month” and is = to an accounting period. The second date dimension is the “Load Date” added automatically during the import. Each month, I will append to the data list so at the end, this list could have GL data by period for each load month. I am able to sum the data by period OR by load month but I’m not able to say which load I want to use. My current formula is like this:'02. Test Pivoted Push'.Amount[BY SUM: '02. Test Pivoted Push'.Department, '02. Test Pivoted Push'.'GL Account', '02. Test Pivoted Push'.Month, '02. Test Pivoted Push'.Subsidiary, '02. Test Pivoted Push'.Vendor]I want to add in a condition where the results will be based on which load month is selected (something like  ]'02. Test Pivoted Push'.'Load Date'= Set_Last_Opex_Push_Month] where ‘Set_Last_Opex_Push_Month’ will be determined by me. 

Hi Pigment community,I am trying to calculate our revenue per employee metric. The metric should show Rev/FTE by month, and then, when aggregated by quarter, it should take the total revenue for the quarter and divide it by average monthly employees. The issue is that, for quarter it is summing up the total employees instead of taking average. This is what I am getting in Pigment, for instance: But what I want is the following: I tried showing “Total Revenue” as % of metric “Employees”, but even there it is still taking the sum of 3 months employees. I created table with Quarter dimension only, which fixes this, but I wanted to have months there too.

We had to create a workforce roster of all employees with on target cash (or OTE) in local and USD and it was very challenging to do this. Internally, on our team, we tried to troubleshoot it ourselves and spent a few hours with no success. Then we engaged our solutions consultant to do this and it took him 25 minutes to go through the spiderweb of how to take local currency multiplied by current fx rates to get USD. In my past experience using other systems like Adaptive, this would take 3 minutes. I’m bumping this up because I think there is an opportunity to create an easier/more intuitive formula playground or builder for some calculations.

I am trying to consolidate the no. of projects assigned to an employee by below formula:('Assigned Project'[BY COUNTUNIQUE: 'd. Integer','d. Employee'])The metric is of dimensions: Project, Integer, employee .In rows, i have all the dimensions of the metric, but am getting the “1” as the result, and the result is correct if I keep only employees in the rows.I need to fetch the total no. of projects assigned to an employee. (Metric is having 3 dimensions: Project, Integer, employee ). If an employee has total 4 projects assigned, it should show: “4” as the output for that employee instead of “1” value in each of 4 rows.

Hi people, I’m trying to create this metric when I receive the error:   'Budget 2024'.Amount['Budget 2024'.'Load Type'IN ('Budget 2024'.'Load Type'."Budget TopLine",'Budget 2024'.'Load Type'."Budget Other Costs")][BY SUM: 'Budget 2024'.'Country Input'.'Country Pigment', 'Budget 2024'.Month, 'Budget 2024'.Product, 'Budget 2024'.Service, 'Budget 2024'.'Budget Line']+'Budget 2024'.Amount['Budget 2024'.'Load Type'= 'Load Type'."Budget OpEx"][BY SUM: 'Budget 2024'.Month,'Budget 2024'.'Budget Line'][BY: 'Product Input'."TBD", Service.Name."TBD", 'Country Pigment'."Unallocated Country"]  I highlighted in red what Pigment is displaying, but I have no idea what’s going on.  I wil really appreciate any help. 

Hi,I have a metric Project Allotted of data type: Project dimension;metric having dimensions: Employee, Project Role and Integers.how can I fetch the employee name in a metric “Emp” of data type: Employee and with dimensions: Project Role and Project from the above ABC metric and with Lastnonblank integer? 

Hello hello Pigment communityI am struggling over an issue and maybe someone can help me. My goal is here to setup a dashboard to analyse our commercial pipeline. So all the client listed in our pipeline are potentiel leads. We have in this data several columns of date : last interaction date, last modified date, expected close date, etc… with also another column : “extract date” indicating the date of the extract of the whole data. The difficulty is that i cannot link all of theses column with the “Day” dimension in Pigment because i can’t have in the same metric several dimension linked with the “Day Dimension”. Hence i will have to create dimension for all of theses columns, not linked to the “Day dimension”, in order to be able to use them in my metrics. But my question is : if i create a dimension in which my data is several “date”, will pigment be able to recognize and organize it (in a graph for example)

To push data from Google Sheets, must the data sheet be in tabular form? When we perform a manual csv file import directly to a transaction list, one of the options under “data layout” is to select “flat” or “pivot”. However, with the push feature, are we limited to just a flat file layout?

We are trying to create a Income Statement for actuals vs Budget and previous years (PY in the table below) value. Showing both monthly value and YTD. We have our metrics on the rows in the table below. YTD is created as a calculated item using Cumulate and all PY columns are also created as calculated items, using an Offset on version Actuals. The problem is that I can’t get the column to the very right “Var PY %” to show the right value, no matter how I define the calculation priority. If I put it before YTD it is blank and if I put it after YTD it calculates the variance as a percentage for each month and then sums all these percentages together which results in a totally incorrect value. Any ide how to set up the calculations to make this work?  

I have a XYZ input metric of data type: Boolean with dimension: Teams andanother metric ABC of data type: number with dimension Manager.I need to create a metric at Manager level with dimension : Manager and data type: number , to fetch the amount from ABC if any of the teams of a specific manager is True.There is already a mapping between manager and teams in the Teams dim list. I tried this formula, but it gives the value even all the teams of a manager in XYZ metric is false. IF(ANYOF('t. XYZ [Input]'),'m. Amount')

Hi Pigment Community,I’m trying to apply conditional formatting to an entire column in a table but not include the Total line, which already has formatting of its own.  Is this possible?Thanks for your help,Tom S. 

I have Services Bookings that I need to turn into Services Revenue over a set of months based on % of completion. Each Services Bookings (ex: $100K) relates to a product (Product A) that has a set number of services hours (ex: 300 hours) that amortize over a set of months (ex: month 1=50, month 2=150, month 3=100). To calculate revenue by month, I need to multiply Revenue $ per Hour ($100K/300 hours) by hours in each month. How do I reference the same Revenue $ per Hour in each of the 3 months? As I book deals over time, each month will have different Services Bookings that will impact the Revenue $ per Hour for that Services Booking Month. 

I have a metric with so many IFs conditions,Out of those, there’s one condition which checks the other boolean metric is False Or Is Blank.ISBLANK(Is active?) : I am using this logic, its giving me the cardinality error.If I am replacing it with Is Active <> TRUE, it doesn’t give the error ; but it checks only the values which aren’t true, i.e. False, and doesn’t checks the Blank values.Any suggestions? to resolve this as I need to check both “((Active? = FALSE) OR ISBLANK(Active?))”

In Pigment, I have tried the below formula for City metric: The source metrics are with dimension: Employees and RoleThe target metric is having dimension: Employees and Month.I’ve tried the above formula, but it’s giving me the same abc value across for employees and for all months.Can anyone assist me with this formula in Pigment IF(ISDEFINED('erCity'.Name[BY TEXTLIST: TIMEDIM('erStart Date',Month)]),'erCity'.Name[BY TEXTLIST: TIMEDIM('erStart Date',Month)],IF(ISDEFINED(PREVIOUS(Month)),PREVIOUS(Month),'erCity'.Name[BY TEXTLIST: TIMEDIM('erPlan Date',Month)])) IF(ISNOTBLANK('Employees by Role'.City[TEXTLIST: 'Employees by Role'.Start Date])THEN 'Employees by Role'.City[TEXTLIST: 'Employees by Role'.Start Date]ELSE IF ISNOTBLANK(PREVIOUS(City)) THEN PREVIOUS(City) ELSE 'Employees by Role'.City[TEXTLIST: 'Employees by Role'.Plan Date]

When we are importing data into a transaction list, and the data contains new dimension list items those are automatically added to the corresponding dimension list. However the new item is only added with the unique ID, and all properties (Name) are blank. Is there a way to get the dimension list name property (text) updated (even for already existing items), similar to when a csv-file is manually imported to a dimension list? Would be really nice to get an answer on this. 

I have a target metric wherein I need to fetch all the project names assigned to a person within 12 months.E.g. If the same project exists for multiple months in the source metric, in the target metric - it should return only the unique ones.I tried this formula, this is working fine and returning all the projects assigned to each person in all the months.But I want to fetch the unique projects.Source Metric has dimensions: project, role, monthTarget metric has dimensions: Project, role.'Project Assigned'.Name[BY TEXTLIST: 'd. Month'][REMOVE TEXTLIST: 'd. Month'] 

I’m trying to publish a metric xyz which is coming from/created in ABC Application (Library → Sharing (ON) for this metric) in my another application PQR, but this isn’t allowing me to do so.Also, I have used this metric in PQR application in various fornulas and it’s taking up the source metric correctly.But when I’m trying to publish this metric on a board in other app- PQR, then in the dropdown, this metric isn’t showing up.

Is it possible to reverse the column order when displaying data in a table for a dimension such as month?For example, I have 12 columns of data by month and would like to display the table from left to right showing Dec-Jan instead of Jan-Dec.

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?

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?

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: