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

  • 817 Topics
  • 2,202 Replies
817 Topics
Trever Leavenworth
Seasoned Pigmenteer
Trever LeavenworthSeasoned Pigmenteer
asked in Questions & Conversations
Chaining dimension properties across dimensions

Hey everyone, I have a transaction list of revenue by month by User ID. My User ID dimension has the property “Employer”. My Employer dimension has the property “Parent Company”. I want to create a metric with dimensions Months and Parent Company to sum the revenue from my transaction list. How do I chain the dimension properties in the by sum statement? I need to go from User ID > Employer > Parent Company across multiple dimension lists. Thanks!  

1311
Trever Leavenworth
Seasoned Pigmenteer
aufdenkamp
Seasoned Pigmenteer
aufdenkampSeasoned Pigmenteer
asked in Questions & Conversations
Scenarios no longer available as Page option in Metric after removing from Pages

We had removed Scenarios from the Pages in some blocks (because we weren’t utilizing them yet) and now we can’t find an option to add Scenarios back to Page in the Pivot. We can add them as columns/rows, but the Pivot interface doesn’t allow us to move Scenarios to Pages only. How can we get Scenarios back in our blocks as only a Page selector?

612
aufdenkamp
Seasoned Pigmenteer
C
Budding Pigmenteer
CBGongBudding Pigmenteer
asked in Questions & Conversations
Auto refresh Google Sheets connection export

Is there any way to auto refresh the data connection from Pigment to Google Sheets on a daily basis? 

882
C
Budding Pigmenteer
E
Seasoned Pigmenteer
ElodieSeasoned Pigmenteer
asked in Questions & Conversations
Best practices for budget/forecast

Hi everyone!I have to remodel our Budget application because a lot of our processes have changed since we built it with the Pigment team 😊Can you please share with me your best practices for building such applications?I am especially wondering about the use of scenarios, versions, switchover date, etc.We usually do a budget once a year and then review it with a forecast at least once every quarter. Should I create 2 separate applications for this purpose? Can I condense all the information in one application?Thanks for your help!

5572
Nathan
Employee
K
KhadijaFrequent Reader
asked in Questions & Conversations
Add a dimension in transaction list

I am trying to say that if this property on this dimension list is blank, then just insert me an item from another dimension list.But I get this and I tried to change the property type but it still gives me the same error message: “Expressions are incompatible and cannot all be converted to Text”

3532
abhilashsawla
A
Seasoned Pigmenteer
AlexandreSeasoned Pigmenteer
asked in Questions & Conversations
Variation from Last Year Month

Hello,I want to compare Jan 23 vs Jan 22, Feb 23 vs Feb 22, etc until Dec 23 vs Dec 22 with Calculated Item but from what I see, I have to do it manually (12 times for each Month) to do it.Is there an automatic method to do it on every months ?Here is a picture of what I want : Thank you for your help :)Alexandre

2035
A
Seasoned Pigmenteer
Trever Leavenworth
Seasoned Pigmenteer
Trever LeavenworthSeasoned Pigmenteer
asked in Questions & Conversations
Managing Historical Data

Hi everyone! I didn’t find a discussion on this: What are best practices for updating your actuals monthly and maintaining the historical data? Do you just add new data to the same transaction list and it expands over time? Do you at some point consolidate historical data? Thanks

1132
francois
Employee
MKohli
Seasoned Pigmenteer
MKohliSeasoned Pigmenteer
asked in Questions & Conversations
Multi Dimension Pivoting on Single Source Dimension

Hi Community - I've noticed that if we have a multiple properties of an existing dimension mapped to a single dimension I'm unable to pivot the data multiple ways.Is there a setting or adjustment that can be made so both can be displayed or is this a new request for the Product team.Example: We have a global account id called Global ID and we have proerties mapped to it related to the different product cohorts of that customer (Global_Cohort ,  Product1_Cohort, Product2_Cohort, Product3_Cohort ) which are all aligned to a single dimension Cohort_Months . When pivoting my data or adding it as a page selector I can only choose one of them and then am unable to choose another even though the Product1_Cohort is a different value vs Product2_Cohort. So if I want to show a matrix of this data I cannot do it. Have you encountered this issue before? Is there a solution beyond creating multiple Cohort_Months dimensions for each product?

1932
MKohli
Seasoned Pigmenteer
V
Newly Minted Pigmenteer
VmanekNewly Minted Pigmenteer
asked in Questions & Conversations
YTD in KPI view

Hello, I want to show a YTD view for a KPI where it sums each month automatically. For example, in January I would be able to see budget vs actual and in February it would be Jan + Feb and so on. Is there any work around for this? This is the current KPI view that I have but I have manually filtered on the month. The view doesn’t work if i choose another month. 

2224
Nathan
Employee
Trever Leavenworth
Seasoned Pigmenteer
Trever LeavenworthSeasoned Pigmenteer
asked in Questions & Conversations
View Actuals + Forecast one table

Hi Pigment Community!  I wasn’t able to find a prior thread on this: What’s the best practice to show Months of Actuals and Forecast together based on the Switchover Date? e.g. I have 6 months, and 4 of them are actuals. I want to show the month and period type in the column titles, then my data:                  Sep 23                Oct 23               Nov 23              Dec 23                Jan 23                   Feb 23                 Actual                 Actual                Actual               Actual                Forecast                ForecastRow 1        ###                   ###                     ###                  ###                    ###                          ###Row 2Row 3etc.

3526
Oliver
Newly Minted Pigmenteer
Dmitrii
Seasoned Pigmenteer
DmitriiSeasoned Pigmenteer
asked in Questions & Conversations
What is your preferred way to export reports to PDF?

Hi everybody, I’m sure, I’m not the only one, who wants to export reports sometimes.Options:Boards are good candidates for it, but there is no export functionality (why?). Metrics/views are good too, but you cannot export multiple views to one Excel or PDFWhat are you ways to export reports to files? Please share your ideas.

2474
Dmitrii
Seasoned Pigmenteer
K
KhadijaFrequent Reader
asked in Questions & Conversations
Fill date informed before a date

Dear community, I hope this you’re all well. This is the metric I want to fill my dimension property with:My quest is: I want it to give me the last client type filled before January 23My metricCan you please help me with this?

834
K
K
KhadijaFrequent Reader
asked in Questions & Conversations
Limit to property

Dear community, is there any way I can bring values from a metric’s property to another property in a dimension that takes a value from a line all while specifying the property not to go beyond to make sure it takes the one before the current month? P.S: I tried to use Remove LASTNONBLANK and it didn’t solve what I wanted. 

3952
francois
Employee
J
Budding Pigmenteer
JoshBudding Pigmenteer
posted in Questions & Conversations
Show aggregate values in Chart Views

I would like to be able to show Aggregate (aka SUM or AVERAGE) values in charts on Tables or Metrics. When creating an aggregate field in Pigment on the Grid View, you can see Totals or when using Show Value As you can see items like Revenue per customer (Revenue and # of Customers are two separate metrics). However, when moving to Chart View the aggregate values are not visible in the Chart View

3973
V
Budding Pigmenteer
Guillermo Puls
Budding Pigmenteer
Guillermo PulsBudding Pigmenteer
asked in Questions & Conversations
Input templates

I’m trying to create a template where people can introduce cost by supplier.How can I insert new lines for a preset table or metric? I tried to do so in the spreadsheet functionality bet it’s greyed out. Thanks in advance,G 

4402
abhilashsawla
Stef
Employee
StefEmployee
posted in Questions & Conversations
Converting a number formatted date to a normal date format

Sometimes the data that you upload in Pigment just isn't perfect. And that's ok, because nobody is perfect!In this article, I want to show you how you can convert a numeric date format (usually from Excel) to a date in Pigment. This date can then be used to convert to another time dimension like a month, a quarter or a year. All credit to @Remi for coming up with this methodology.Maybe you recognize this format below from your work in Excel, sometimes your date shows as a number.Example from Excel When your import file contains this number formatted date, there is an easy way to convert it in Pigment without first going back to Excel. As the number format in Excel is basically a calculation of a set start date (1-1-1900) + a number of days, we can use this same calculation to retrieve the date from the number. Use the Date formula to calculate your result as in the example below.  Date(1900,1,1) + Date Formatted Number -2 Date conversion example (dates in MM-DD-YYYY) The reason for the

5331
abhilashsawla
Trever Leavenworth
Seasoned Pigmenteer
Trever LeavenworthSeasoned Pigmenteer
asked in Questions & Conversations
LASTNONBLANK to return dimension from target metric?

Hi Pigment team! I’m trying to set up some cohort modeling for launches. I have an input metric, of dimensions [Partner] and [Cohort Month], where Cohort Month is a 0-indexed integer list. The inputs are the number of live clients in that month (it’s chunky, usually a piecewise rollout for the first 3-6 months). Let’s say partner A’s launch is coming up. Launch month is Cohort Month 0:                             0           :           1           :             2          :          etc.            Partner A           100                   500                    1000                  etc. I want to know when to switch from this manual input metric to my growth curve assumption for the forecast, so I have to map these cohort months to calendar months. I think the best way to do this is to have a mapping metric which returns the lastnonblank [Cohort Month] as an integer from the input metric outlined above. I can then use TIMEDIM to add that number of cohort months out from the launch m

3842
Trever Leavenworth
Seasoned Pigmenteer
A
Seasoned Pigmenteer
AlexandreSeasoned Pigmenteer
asked in Questions & Conversations
Manage EUR cst & FX columns in Transaction List

Hello, In my Transaction List, I have a column called EUR CST that I calculate from a variable FX column. However, this EUR CST is associated with rates for the year 2022.We have just received the first figures for 2023, but we are now using a different rate (the rates are in a transaction list, with two columns: rate 22 and rate 23).What is the best way/best practice to switch to rate 23 for the 2023 figures?However, I would like to avoid doing this every year (in 2024, it would be nice if it automatically switched to the 2024 rate). Is there a way to do this? Because all my metrics depend on this column.Thank you,Alexandre

1221
Keiran
Community Manager
S
Newly Minted Pigmenteer
Suzanne BNewly Minted Pigmenteer
asked in Questions & Conversations
Error message "A Dimension List must have a unique Property"

Hello ! Sorry my question might be really easy here but I am just a beginner. When trying to map my imported CSV, I have the error message “A Dimension List must have a unique Property".Do you know which error I have made? 

2383
S
Newly Minted Pigmenteer
P
Just Arrived
PrabhatJust Arrived
asked in Questions & Conversations
IP Address of Pigment Servers - For access to Snowflake

Hi Team,What is the IP for pigment servers that are used to send requests to Snowflake. Our snowflake is gated with IP addresses and we need this to allow access to the pigment tool.

1923
Pierre
Community Manager
S
Newly Minted Pigmenteer
SaiNewly Minted Pigmenteer
asked in Questions & Conversations
Filtering Views - When can you filter by properties?

Hi! For creating filtering views, why aren’t some dimensions allowed to be filtered by properties? For example, I have a dimension in my data hub for balance sheet accounts and some additional properties within that dimension, but I’m unable to filter by those properties. What I can do instead is add BS_Accounts → Property as a filter on the right-side bar, and restrict it to what I want to filter Filtering View unable to select “Property” for Dimension “BS_Accounts”: Filtering “BS_Accounts” Via Pages in Sidebar and Restricting Dropdown List: 

3795
S
Newly Minted Pigmenteer
Marina
Budding Pigmenteer
MarinaBudding Pigmenteer
asked in Questions & Conversations
Filtering all metrics of a table

Is there a way to filter from the view all metrics in 1 filter to exclude zero values from a table? If there is a table with a lot of data & we want to connect it to a gsheet, having many rows with zero values slow down things. 

3682
KarlW
Community Manager
P
PriyaKeen Learner
asked in Questions & Conversations
Roundup Function is not working properly

Without Round Up we were getting the value as 6.40 in june 23 in Black (Dimension list item) after round up we are getting 8 in june 23 but the value should come as 7. This is one example we are showing here but there are multiple errors. we are attaching the screenshot for the same

851
francois
Employee
R
Just Arrived
RaasiJust Arrived
asked in Questions & Conversations
API Docs

Does pigment.app have an api documentation, regarding the usage of api key .i am looking for full api doc that will help me to understand the endpoints and using those with cURL requests

30032
Jennie
Community Manager
A
Anonymous
posted in Questions & Conversations
Few spaces left for the next Customer Connect call! Servicing Executive Stakeholders in Pigment

We have a few spaces left for the next Customer Connect - Servicing Executive Stakeholders in Pigment!Next Monday we’re talking about servicing stakeholders in Pigment. Whether it’s investors, the C-Suite, or an executive sponsor, we want to discuss how you’re approaching this in Pigment. One of our Solution Architects will prepare some questions to help guide the conversation, but it’s an opportunity for you to share your own insights, and get some to help you better serve your own stakeholders.Are you a customer who wants to share and learn from your peers on this topic? Sign up now! 

541
Yohann Bedos
Employee

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