Questions & Conversations

I would like to know what is the best practice for Actual , Budgeting and forecasting.Option 1: Create a separate Version DimensionOption 2: Create Scenario for Actual, Budgeting and forecasting

I have created a monthly P&L with Budget vs Actual columns. When I want to see YTD numbers, the total column at the end adds up both Budget & Actual numbers. Is there a way to see the totals for Budget and Actual separately?  

Asking just for knowledge,What maximum size of excel can we import manually in transaction List?If our excel size is more than required size than what solution is available in Pigment.

Hello,I have 2 metrics :Actual with Dimensions : Client, Region, Sales Area, Period Type (Actual) Budget with Dimensions : Region, Sales Area, Period Type (Budget)I want to add these 2 metrics and keep the Client dimension. If I select Budget as Period Type, I just want BLANK for the Client dimension, if I select Actual as Period Type, I want the figures for the client dimension.Is it possible to do it ?Thank you

Hi Everyone, I’m trying to find a more efficient solution to modeling our yields. We have several dimensions by which we measure yields (region, segment, ramp status, etc...) and currently have separate blocks for each measure which can lead to confusion. I would like to consolidate yield calculations into a few blocks and pivot from there on the necessary dimensions. Any ideas on how to best set up yields?

Hello,Is there a way to receive an email if an automatic import with an API fail ?Thanks,Alexandre

Setting up SFTP question → submitted a request for it

Hi Community Members,I would like to know for knowwledge that there is any limitation to create no list properties and no of rows in Dimension and transaction List of pigment.Means:How many no of properties and rows can we create in Dimension and Transaction List?

Hi Pigment Team,Could you please share examples of NPV and XNPV Function in details?

I’m looking to delete scenarios from my application; however, I’d like to retain the data from a child scenario instead of the parent scenario. Is this possible to do?  

Hello,I have 2 Transaction Lists :List 1 : with Doc # (string), Parent Item (Dimension), Product Lvl 2 (Dimension) List 2 : with Doc # (string)None of the Doc # is unique on both Lists.In List 2 I want to retrieve Parent Item following the rule : IF List1.Doc # = List2.Doc # AND Product Lvl 2 = “VPS” Then Parent Item (Dimension)I tried this but doesn’t work and I don’t understand why.  In my screenshot, P&L.Transaction = Doc # from List 2 and Transaction List.Document Numer = Doc # from List 1Thanks for your help ! Alexandre

Hi!I’d like to create a metric to keep track of the number of outstanding customer invoices over time.I have an import from the ERP system with the status of every issued invoice, and the following columns:Customer Number Invoice Date Payment DateThe metric should be of dimension Day, and should return the # of outstanding invoices at any given time.Excel equivalent:1. Generated a sequence of days ( → Day metric in Pigment)2. Use sumproduct formula for the aggregation=SUMPRODUCT((Invoice_Date>=Day)*((Payment_Date>Day))+(Payment_Date=0))What would be the equivalent formula in Pigment for this?

Hello !I have created a table to display our monthly key figures with actuals vs budget. I have added the following columns with the calculated item function: YTD values (with the cumulate option in the calculated item), and variation in € + variation in % for the monthly and YTD values.When my initial data is in number it’s ok, but I don’t know if it’s possible to use the calculated item option for calculating YTD values in % and calculating their variation (for example gross margin % and EBITDA %). Could you please help me to find the best way to calculate these values in my table?Hope my request is clear enough!Thanks,Elodie 

Hello,I need to create a IF condition that shows : IF date 1 > date 2, then blablabla. Date 1 : Current date, it’s a metricDate 2 : Go Live date, it’s a date from a transaction I did this formula :But I have this error. Here is my Month Dimension :  Thanks for your help :)

Hi everyone, I'm facing an issue for creating metrics that are on a "per basis". They're divisions between 2 sums.Those 2 sums (let's say A and B) are defined across the same 6 dimensions, and individually work fine and aggregate as sums on any visualization with them even if I pick let's say 3/6 dimensions in which they existHowever when I create a metric dividing those metrics A and B, we face issues when displaying on a table 3/6 dimensions, because there's no option to define the order of operations, and what happens is:- The table calculates A / B on each combination of 6 dimensions- Aggregate as sum of (A / B) on the table at displayWhat needs to happen is:- Calculate sum of A- Calculate sum of B- Divide sum of A by sum of BAnd we couldn't find a formula to do this, or make explicitly how we want to aggregate.Those are semi-additive measures, and maybe this example on DAX helps:

Dear Pigment Community,I hope your week is starting off well! I am Regina, on the Product Marketing and Analyst Relations team and I wanted to share with you something we’re working on. We are currently participating in Dresner Advisory Services Wisdom of the Crowds EPM market study, to help them create a holistic view of the EPM market. We would be hugely appreciative if you participated in their end-user survey to share your Pigment experience.If you’re up for helping us, please take five minutes to share your experience with Pigment, by Friday, March 31, 2023. You only need to complete the sections relevant to you, and you can skip areas which aren’t applicable. As a thank you for your time, Dresner will send you a complimentary copy of its research findings once the research is published this summer.

Hi Team,I was trying to view “Build collaborative sales planning and forecasting models” webinar on community but it seems like i donot have access to view it as i am unable to see any link which can run the webinar for me. Kindly help me with the issue 

Hello,It there a way to retrieve the User name from “User” ?Thanks 

Hello,I am trying to create a metric that shows the month tenure by employee in a cohort, with the cohorts in rows and the month cohort dimension in columns (i.e. M+1, M+2, M+3, etc.). For example, an employee who arrived in May 22 is part of the May 22 cohort and if he leaves in September 22 it would put a 1 in the column "M+4" for the row "May 22".I have an “Employee” dimension with a property for the cohort (for example May 22) and a property for the number of months of employment (for example M+4).Could you please help me to build in the best way the described metric?I hope my request is clear enough!Thanks! 😊

Hi! Hoping some of you can share some best practices for mapping a metric’s results (for example, a forecast metric of revenue with dimension Month) to a chart of accounts (for example, account 4000: Revenue). I know I could use lots of IF statements on a metric that has dimensions Month and IS_Accounts, but that seems fragile? I haven’t seen another way to directly associate a metric’s result to a chart of accounts line though. Any advice? Thanks!

Hello,Is it possible to block the expand option in the board access rights ?ThanksAdèle

Hi Pigment Team,We are trying to format Dimension Property, but it is getting unselected automatically. Please resolve this bug as soon as possible. Recorded video link is given below for your immediate reference. OneDrive (live.com)

Hi everyone! I’m using a Versions Dimension to allow for Actual + Forecast monthly planning. 1+11, 2+10, 3+9, etc. For metrics with manual inputs, I’m wondering if there’s a way to have the formula statement be:If the prior month is defined, default to that value. Otherwise, default to the prior version. The idea would be that as I change versions, my inputs would carry to the next one. However, if in a later version I change the input for a month, that new input would propagate across all the future months in that version. I tried a few versions of an IF statement using ISDEFINED, etc. but no luck. Thanks!

Hi everyone, I’m wondering if there’s a way to update the Aggregator label. For example, if I add an aggregator AVERAGE, the additional row added still says “Total”. It would be helpful if it would show “Total Average” or just “Average” depending on what aggregator option I’ve selected.