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Questions & Conversations

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

  • 859 Topics
  • 2,297 Replies
859 Topics
R
Newly Minted Pigmenteer
rashiberliaNewly Minted Pigmenteer
asked in Questions & Conversations
Access Rights not working on Transaction Lists

I would like to include a transaction list in a Board. The Board has several other metrics and tables. The Access Rights functionality is working fine for metrics and tables (a user can only see numbers related to their department). However, it isn’t working on the transaction list. The transaction list has Department as one of the dimension.  Am I doing something that is causing this error or access rights just do not work on transaction lists?

1822
R
Newly Minted Pigmenteer
C
Budding Pigmenteer
Carolina LeeBudding Pigmenteer
asked in Questions & Conversations
Modeling by version (Budget and Forecast)

I am modeling our people expenses but I will need that for other modeling. I want to prepare it by version (budget, forecast 1, forecast 2, etc) and I want to let it easier to switch between versions as we need.For that, I am creating thoose metrics:Metric 1: Headcount Starting Point: that is the number of headcount we have just before starting planning the budget or forecast: (configured by: Version, month, cost center and seniority)Metric 2: Headcount addition: that will be where we will input the number of new headcount we are planning to have (configured by: Version, month, cost center and seniority)Metric 3: Total Headcount: Is the sum of  metrics 1 and 2 that gives me the final number of headcount (configured by: Version, month, cost center and seniority)My question is: How can I make sure that metric 3 only picks up data for the appropriate version? And also, how can I change the version it picks up accordingly with our planning time? For example: In November 22 we are going to

5641
francois
Employee
C
Budding Pigmenteer
Carolina LeeBudding Pigmenteer
asked in Questions & Conversations
Calculated item

Calculated item is only possible for columns? I’m trying to compare two rows but this “Add Calculated Items” is showing only in the column. 

4663
Nathan
Employee
Marina
Budding Pigmenteer
MarinaBudding Pigmenteer
asked in Questions & Conversations
Data export with formulas

Hello team! Is there an option to export data from Pigment and be able to trace back the formulas for calculated items than just having plain values?

1031
Benoit
Community Manager
D
Seasoned Pigmenteer
DastanSeasoned Pigmenteer
asked in Questions & Conversations
Filter non-dimension columns

How can I filter ‘Amount’ column, which is a number formatted column, so that it takes only negative numbers?GL.Amount[by sum:GL.Month,GL.Account, GL.'Department Pigment'][Filter : Account.'Account Code'="11010"]In the above formula, I am summing up transaction amounts from “GL” Transaction List  by Month, Account, and Department (which are all dimensions). However, I also want Pigment to take only negative amounts. I tried to paste [GL.Amount < 0] within the filter, but it keeps telling me that the system cannot do that, as GL.Amount is not a dimension but number.

1423
D
Seasoned Pigmenteer
T
Newly Minted Pigmenteer
TeeEllNewly Minted Pigmenteer
asked in Questions & Conversations
Find latest date in date list metric

Hi! I have a metric called “launch dates” with different project names. Project     |     Launch DateOne                7/1/2022Two                7/15/2022Three              8/1/2022Four                12/10/2022 From this metric (all the values are *date* type), I want to pull the latest date (in this case, 12/10/2022) into a new metric (LatestLaunchDate) to use it in a calculation. A simplified version of what I’m thinking would be:=IF(Month.Year > LatestLaunchDate, 1, 0) For any month prior to and including the month with the LatestLaunchDate, one calculation would apply. For any month after the LatestLaunchDate, a different calculation would apply. I tried a few versions of the MAX and BY MAX modifiers/functions but didn’t get the result I wanted. 

1842
T
Newly Minted Pigmenteer
Marina
Budding Pigmenteer
MarinaBudding Pigmenteer
asked in Questions & Conversations
Moving sum fixed start date, dynamic end date

Hello! I would like to calculate a movingsum formula where the starting month is always fixed (eg Jun 18) but the last month is always the current month. So for Mar 22 I would like the cumulative sum from Jun 18 to Mar 22 but for Apr 22 I would like the sum from Jun 18 to Apr 22. How can I do this? 

4357
Nathan
Employee
MKohli
Seasoned Pigmenteer
MKohliSeasoned Pigmenteer
asked in Questions & Conversations
Challenges with Application Duplication

Wondering if anyone has encountered some of the same issues I have after duplicating an application and found ways to resolve them.1. The duplication process has been complete for over a day and I still see [PARTIAL] on the new application. Is this something to be worried about? After duplication my new application has an error related to the User Roles metric which has limited details on how I might fix the problem. Not entirely sure why this error would appear since the application is an exact copy of an existing application where everything works. New ApplicationOld Application 

2142
MKohli
Seasoned Pigmenteer
Marina
Budding Pigmenteer
MarinaBudding Pigmenteer
asked in Questions & Conversations
Conditional formatting - color scales

Is there a way to use conditional formatting color scales without defining min & max manually? It would be nice if Pigment could identify automatically the lowest & highest value within the desired range and update the formatting respectively. Thanks

1681
C
Seasoned Pigmenteer
D
Seasoned Pigmenteer
DastanSeasoned Pigmenteer
asked in Questions & Conversations
Does Pigment support ChartHop integration?

Hi Pigment team, Does Pigment support ChartHop integration? ChartHop is not listed as one of the available tools for integration. Is there a way to create such integration? Best,Dastan

711
C
Seasoned Pigmenteer
D
Seasoned Pigmenteer
DastanSeasoned Pigmenteer
asked in Questions & Conversations
Showing Revenue as % of itself (100%) in the tables

In the table, when showing metrics as % of Revenue (in P&L tables for instance), how can we show Revenue as % of itself (100%)? When choosing % of metric, we cannot choose the metric itself from the available options.

1595
Nathan
Employee
Jan Veerman
Budding Pigmenteer
Jan VeermanBudding Pigmenteer
asked in Questions & Conversations
PREVIOUS does not work according training/ video material

When I follow the training materials and the training videos provided, I have to create the FORECASTED REVENUE metric. When I enter the formula, it accepts the syntax of the formula (no errors), but does not show data in the forecasted months (Oct - Dec).Formula I use:IF('Period type'.Name."Actual", Revenue[REMOVE:Team, Account], PREVIOUS(Month)*(1 + 'Growth Assumptions')).Data for Actual month are populated like the video example, but there is no data. And the Growth Assumptions is populated with the growth percentages. 

3659
Jan Veerman
Budding Pigmenteer
Jan Veerman
Budding Pigmenteer
Jan VeermanBudding Pigmenteer
asked in Questions & Conversations
FILTER does not work according training video/ material

When I follow the training materials and the training videos provided, I have to create the REVENUE metric. So far so good, but when I enter the FILTER part in the formula, it does not accept it.My formula: Transactions.Amount[FILTER: Transactions.Account.Category = "Revenues"][By: Transactions.Account, Transactions.Country, Transactions.Month, Transactions.Team] Error message: Error: Expressions are incompatible and cannot all be converted to Dimension ('Data Hub - JV'::'Account Category')Can someone support me to guide me what I do wrong?

2083
Helen Vuletin
Community Manager
D
Seasoned Pigmenteer
DastanSeasoned Pigmenteer
asked in Questions & Conversations
Does Pigment support ChartHop integration? (In Q&C group)

Hi Pigment team, Does Pigment support ChartHop integration? ChartHop is not listed as one of the available tools for integration. Is there a way to create such integration? Best,Dastan

1272
D
Seasoned Pigmenteer
Chris
ChrisKeen Learner
asked in Questions & Conversations
This cell is an aggregation. Only underlying data can be edited

Hey,I am trying to input into a cell, I keep getting the following error.  Any idea what is causing this?  Thanks in advance! 

4193
francois
Employee
S
Just Arrived
SamuelJust Arrived
asked in Questions & Conversations
Round Function

Hi all,  I wanted to ask a question about the round function. If i try to round 4.5, why does Pigment gives me back 4 as a result?In excel instead it gives me 5 (and this is what I would like to obtain)I don’t want to use the Roundup function because if I have 4.4 I want the result to be 4.  

2542
Keiran
Community Manager
Natalie
Newly Minted Pigmenteer
NatalieNewly Minted Pigmenteer
posted in Questions & Conversations
Naming conventions for tables and charts versions

When saving different versions of tables/charts, what are some good rules of thumb on how many to save and how to name them? I am trying to avoid saving too many so it doesn’t become overwhelming when I select the view for the boards. Wondering what the best practice is with the naming conventions and what works for different users.

1651
Elliot
Community Manager
Natalie
Newly Minted Pigmenteer
NatalieNewly Minted Pigmenteer
posted in Questions & Conversations
Folder organization good examples

Hi, I’m looking for best practices of organizing folders in a way that is clear and not cluttered. Please share what you are proud of and what worked for you. 

14301
Elliot
Community Manager
MKohli
Seasoned Pigmenteer
MKohliSeasoned Pigmenteer
asked in Questions & Conversations
Accessing Dimension Value From a Metric

Is there any way or structure for me to access the value of a dimension from a Metric?Ex. I have a Number metric that has ARR dimensioned by Customer ID and Month. I would like to find the first month a customer had an ARR value. How would I be able to access the value of the Dimension. When using firstnonblank I only am able to get the value of the Metric and cannot access any of the dimension attributes.

2443
MKohli
Seasoned Pigmenteer
M
Just Arrived
Mohamad MookhithJust Arrived
asked in Questions & Conversations
Best way to share reports with several people

What would be the best way to share reports with several people, with each having a different filter applied? An example is if we have 50 site managers and each manager should see a report for their site only with site being a filter/ field within a current report.

1181
Keiran
Community Manager
CamilleMomo
Seasoned Pigmenteer
CamilleMomoSeasoned Pigmenteer
asked in Questions & Conversations
Best Practice : Associate a metric with a dimension ?

For example if I have several metrics corresponding each to an allocation rule, and I want to define the allocation rule to be used for each entity of a company.Is there a best way than using a SWITCH statement to associate a metric with a dimension.In my example : SWITCH(Entities.Allocation Rule, “A”, ‘Allocation - A’, “B”, ‘Allocation - B’, ...)It is not totally optimal because I have to update the formulas each time an allocation rule is added.Thanks in advance !

2663
francois
Employee
M
Just Arrived
markdeprezJust Arrived
asked in Questions & Conversations
VISUAL HINTS

Is there a way to have the visual hint ON by default?

2981
Chris
C
Seasoned Pigmenteer
Chelsea
posted in Questions & Conversations
Congrats to our newest Level 1 certified Modelers!

Join me in congratulating @Alix Noyon, @Camille Moreau, @Laure Vinot, @dktodinov, @Dastan,  @Konstantin Dzhengozov, @Mohamed Iraqi, @Axelle Cazalets, @Jason, @Mat, and @VyPigmenton becoming our newest Level 1 certified Modelers today! 🥳🥳🥳

1024
Rebe
J
Jose RamonOccasional Observer
asked in Questions & Conversations
Add "Last Date|Time Updated" to Boards

Dear community,How could we add “Last Date|Time Updated” to our Boards?“Last Date|Time Updated” = the last time the transaction list (data source of the board) was refresh/uploaded.The idea is to provide visibility to the final user of the board about how “fresh/updated” is the data in the board.Thanks.

1851
francois
Employee
V
Just Arrived
Venkata BiradarJust Arrived
asked in Questions & Conversations
Calculating YTD

Hi,  I'm trying to build YTD formula that is based on switch over data.  For example if the switchover date is November, I would like to sum January-November numbers. What is the easiest way to do that? I tried to use the YEARTODATE formula, but it's not what I am looking for, as it's adding to each month the sum of the previous months.  

5912
francois
Employee

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