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  • 884 Topics
  • 2,355 Replies
884 Topics
J
Budding Pigmenteer
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?

7025
Chris
O
Newly Minted Pigmenteer
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?

2352
Issam Moalla
Employee
C
Seasoned Pigmenteer
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 

1281
Benoit
Community Manager
K
Newly Minted Pigmenteer
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

4152
K
Newly Minted Pigmenteer
J
Seasoned Pigmenteer
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

8579
S
Newly Minted Pigmenteer
C
Seasoned Pigmenteer
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,

2751
C
Seasoned Pigmenteer
B
Newly Minted Pigmenteer
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. 

3963
Nathan
Employee
Vamsi Kaki
Just Arrived
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

2861
Benoit
Community Manager
Y
Newly Minted Pigmenteer
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!      

1591
Nathan
Employee
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

5972
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?

3981
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

4043
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

2321
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?  

4791
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.

1921
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!

4041
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.

3636
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

4323
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 

4381
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  

2672
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

2231
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!!   

3624
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

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