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Questions & Conversations

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

  • 850 Topics
  • 2,279 Replies
850 Topics
R
Newly Minted Pigmenteer
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? 

1152
R
Newly Minted Pigmenteer
C
Seasoned Pigmenteer
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

5962
francois
Employee
K
Just Arrived
Kamya NJust Arrived
asked in Questions & Conversations
Download Academy template apps

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

3871
Benoit
Community Manager
C
Seasoned Pigmenteer
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

3573
C
Seasoned Pigmenteer
Vamsi Kaki
Just Arrived
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

2241
Benoit
Community Manager
R
Newly Minted Pigmenteer
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?  

4601
Nathan
Employee
L
Newly Minted Pigmenteer
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.

1891
francois
Employee
E
Just Arrived
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!

3951
francois
Employee
C
Seasoned Pigmenteer
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.

3356
Benoit
Community Manager
Guillermo Puls
Budding Pigmenteer
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

4143
Guillermo Puls
Budding Pigmenteer
Guillermo Puls
Budding Pigmenteer
Guillermo PulsBudding Pigmenteer
asked in Questions & Conversations
Counting through a Boolean

Dear community, This is a quick one. I have a Boolean metric with one dimension (Employee). The metric shows a list of employees with the tick box marked.I am struggling to generate a KPI that show me the number of employees in the list. What’s the best way to approach this outcome?Many thanks in advance :D Metric: if(Transaction List. Bolean property'[by firstnonblank: Same Transaction List.Employee Name],true) I obtain a list like 

4211
Nathan
Employee
C
Seasoned Pigmenteer
Cedric LJSeasoned Pigmenteer
asked in Questions & Conversations
Average MRR invoiced per cohort

I tried to calculate the average MRR invoiced per cohort but it’s not working.i tried to drill down but dit not find the solution.For example: MRR by cohort for Cohort 14 in jan 23 is equal to 4315€ and '# MRR invoiced by client is equal to 6.The calculation should do 4315 divided 6, but it’s not.Can you help me ?Thanks  

2252
C
Seasoned Pigmenteer
K
Just Arrived
KLIUJust Arrived
asked in Questions & Conversations
Creating Customer Count metric

I want to create a Metric for Customer Count. We have ACV $ and Churn $s, do you know you and/or someone on the Support team can help / work together to make sure I am doing it right? Can we jump on a quick 30min call? TY

2181
Benoit
Community Manager
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
Org Chart Hierarchy setup

Hello!I am trying to build an org chart for my company. Most part is good to go, but I noticed that the “Position <> Manager” metric for Reporting seems to confuse the overall structure at the end. When looking at below snapshot, I clicked the ‘Strategic Finance’ team and employee A” is our CFO. My goal is to show “B” and “C” employees underneath “A” employee only because this flow is for the “Strategic Finance” department, However, it’s showing +6 who are NOT part of “Strategic Finance” department. Is there any way to fix this? Thanks!!   

3614
Y
Newly Minted Pigmenteer
C
Seasoned Pigmenteer
Cedric LJSeasoned Pigmenteer
asked in Questions & Conversations
Last quarter calculated item not displaying the right amount

Hello,I have used the LQ calculated item to create a table but the amount displayed in April 2023 LQ is the amount of jan 23 actual.  Can you help me ? Thanks  

1094
C
Seasoned Pigmenteer
KatieP
Just Arrived
KatiePJust Arrived
asked in Questions & Conversations
Google Sheets Connector & Data imported not matching format or filters set in saved view

When building & refreshing an existing connection to Pigment, the view I have saved does not pull through to google sheets in the format that I saved the view. It also does not pull through all the page filters that I have, specifically the years page filter.This causes the whole import to pull through for all existing years for all scenarios that I am pulling in. It also pulls through all data rows even if there is no underlying data. For example I am pulling a full P&L and instead of pulling through just the Revenue Accounts for Account L1 Net Revenue it also pulls through every Opex, CoR, etc. account L0. This causes a ton of extra useless empty rows in our google sheet. This is a lot to scroll past & causes noise in our workbooks. Is there a better workaround here? Right now I have one tab just for the Pigment connection & then have to manipulate the data on another tab to get the format cleaned up. 

1041
Benoit
Community Manager
Sofia Costa
Budding Pigmenteer
Sofia CostaBudding Pigmenteer
asked in Questions & Conversations
reducing values in a droplist | transaction lists

Hello community, I’m creating a transaction list to be inputted manually by an end user.How can I have a reduce list for a certain dimension?eg: in a country dimension with all countries, the list available needs to be only the European countries. As a workaround I’m creating extra lists to have these sub-lists. But it will not be a very clean strategy in the end. Does anyone have another way to overcome this?Thank youSofia

1925
Chris
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Creating an Identity Matrix

I have a dimension that is a number (30 Day Cohort).  I think I will need an identity matrix for some calculations later in my model.  Is it possible to create a metric that has the 30 Day Cohort x 30 Day Cohort?  Here is a simple example of what it would theoretically look like.I have tried playing around with the Value function to convert to numbers and do some sort of comparison to the dimension but it doesn’t return what I would like:IF(VALUE('30 Day Cohort'.Name)<VALUE('30 Day Cohort'.Name),0,1)[BY SUM: '30 Day Cohort']Any ideas or things to try would be much appreciated.  At the end of the day, the 1s in the matrix will eventually be values calculated from other metrics but I think I need this matrix to do those calculations.  But then again I may not given Pigment’s various functions and how it handles dimensions.  So any and all ideas are welcomed :)  Thank you in advance!

5534
K
Seasoned Pigmenteer
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
How to replicate the MAXIF Excel function

I have a metric that has two dimensions that have pasted values from another source.  What I would like to do is return the last month that there is a value > 0 for a specific row in the metric.  In Excel terms, this would be done with a MAXIF function where I would return the max month with the condition that “Net Installs” is > 0.  From the screenshot below I want to return the month dimension value of Dec 24Can this be accomplished using just the BY modifier and the MAX aggregation method?  Any insights are very much appreciated.  Thank you in advance.   

3512
K
Seasoned Pigmenteer
C
Seasoned Pigmenteer
Cedric LJSeasoned Pigmenteer
asked in Questions & Conversations
Sum of last 12 months before the switchover month

Hello, i would like to do the sum or the average of last 12 months before the switchover month. Thanks for your help

5393
Gawain
Community Manager
K
Budding Pigmenteer
Kamil SobczakBudding Pigmenteer
asked in Questions & Conversations
Aggregation from Month to Quarter > Seasonality in quarter assumption > Distribution back to Month

Hey team, I have an issue to chose the proper modifiers in one of the metric blocks. I have a quota values by month by sales rep and wanted to sum these values into the quarters as a first step. So I’m writing a formula= Metric block with quotas by month [by sum: Month.Quarter]Next step is to use in quarter seasonality which is by Month, see the screenshot below. Total for a quarter is 100%. What’s the syntax to spread quarterly quota value to months ( I was testing add constant but it didn’t work) and then use the in quarter seasonality?  

7684
Gawain
Community Manager
Y
Newly Minted Pigmenteer
YaejisNewly Minted Pigmenteer
asked in Questions & Conversations
NETWORKDAYS formula

Hello,  Can you please help me creating a formula to show net working days for each month?The excel formula will be like this: So far, I created a dimension  I referenced the article here but could not really understand what I should do to get list of working days for each month.  Thank you!

10042
Y
Newly Minted Pigmenteer
K
Budding Pigmenteer
keerthanarameshBudding Pigmenteer
asked in Questions & Conversations
Multiple Break down levels

Hi,What’s the criteria to have a another level of breakdown?I was able to have two levels of break down for one of the metric but for the boxed one “R&D SAAS Total” another level of break down doesn’t show up even though the  dimensions are all different for each level that I wanted to select. Can anyone share what is the rule/condition to be followed for such multiple level of break down in a table?Thank you! 

7504
K
Budding Pigmenteer
E
Newly Minted Pigmenteer
Eva LacauNewly Minted Pigmenteer
asked in Questions & Conversations
Equivalent of vlookup between text format

Hello, can you please help me with this formula ?I would like to do a formula similar to vlookup between Unique item values (text format) of two transaction lists (check if a transaction list contains (or not) the Unique item values of the other transaction list → if Unique ID of TL1 is in TL2 then yes, otherwise no) Is it possible to use vlookup equivalent between text format values, or do I have to create a dimension ? Thanks in advance!

4286
Nathan
Employee
A
Budding Pigmenteer
AhmedBBudding Pigmenteer
asked in Questions & Conversations
Measuring the size of an application

Hello here!I hope that you are well.Please, is there a way to evaluate the size of an application (like Mb for excel) or the number of calculations made in a Metrics? Sometimes, the calculations take time and I would like to know from where I can remove complexity/heaviness. Many thanks

1132
A
Budding Pigmenteer

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