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Questions & Conversations

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

  • 904 Topics
  • 2,403 Replies
904 Topics
T
Wallflower
TeeEllWallflower
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. 

1892
T
Wallflower
Marina
Wallflower
MarinaWallflower
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? 

4427
Nathan
Employee
MKohli
Master Author
MKohliMaster Author
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 

2172
MKohli
Master Author
Marina
Wallflower
MarinaWallflower
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

1701
C
New Here
D
Master Author
DastanMaster Author
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

721
C
New Here
D
Master Author
DastanMaster Author
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.

1645
Nathan
Employee
Jan Veerman
Wallflower
Jan VeermanWallflower
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. 

3709
Jan Veerman
Wallflower
Jan Veerman
Wallflower
Jan VeermanWallflower
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?

2133
Helen Vuletin
Employee
D
Master Author
DastanMaster Author
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

1282
D
Master Author
Chris
Wallflower
ChrisWallflower
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! 

4283
francois
Employee
S
Wallflower
SamuelWallflower
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.  

2562
Keiran
Employee
Natalie
Wallflower
NatalieWallflower
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.

1691
Elliot
Employee
Natalie
Wallflower
NatalieWallflower
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. 

15511
Elliot
Employee
MKohli
Master Author
MKohliMaster Author
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.

2483
MKohli
Master Author
M
Wallflower
Mohamad MookhithWallflower
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.

1201
Keiran
Employee
CamilleMomo
Master Author
CamilleMomoMaster Author
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 !

2703
francois
Employee
M
New Here
markdeprezNew Here
asked in Questions & Conversations
VISUAL HINTS

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

3021
Chris
Wallflower
C
New Here
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! 🥳🥳🥳

1034
Rebe
Wallflower
J
Trendsetter
Jose RamonTrendsetter
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.

1901
francois
Employee
V
Wallflower
Venkata BiradarWallflower
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.  

6033
francois
Employee
E
Employee
EléonoreEmployee
posted in Questions & Conversations
Welcome to the Pigment Community!

Hi Pigment People!I’m so delighted you’re here reading this. Ever since Romain (co-CEO and CTO) and I started our journey to create Pigment, we wanted to ensure what we built was powerful, flexible and easy to use. We’re still on that journey but you’ve all been crucial to where we are today.We’re going to stick around in this Community with you all (hopefully you’ll pop in often) to ensure that we stay true to our values and vision. It means a lot to be able to work with folks like yourselves who have a similar vision to us and understand how Pigment can help you and your own organisations. By coming here, I hope to get plenty of signals and feedback on how we’re doing there. If there are more articles or ideas that you would like to see, just start a discussion!It would be really cool if you introduce yourself in Rebe’s thread here. I’m looking forward to learning and sharing with you all — Romain and I, along with the whole Pigment team intend to be frequent contributors (you’ll see

1160
E
Employee
Roy Stolero
Author
Roy StoleroAuthor
asked in Questions & Conversations
CAGR Function

Hello,Is there a formula that outputs cumulative average growth rates of a certain set of numbers? For example, an output of the last three months' revenues average growth rate could help model the rolling forecast (getting the trend is sometimes better than getting just the average).Does that make sense?Roy,Melio

6772
Roy Stolero
Author
C
Wallflower
Carolina LeeWallflower
asked in Questions & Conversations
YTD with Table

I create a table to join some information and create a Full P&L per month. I want to use the formula YearToDate, it it possible? How can I do that?

5351
Nathan
Employee
C
Wallflower
Carolina LeeWallflower
asked in Questions & Conversations
Filter 2 items

I want to filter 2 itens of a dimension (SG&A and R&D), how can I do that?The formulua I created is this below, but I don’t know how to add another item with SG&A.[filter: 'P&L type'= 'P&L type'."SG&A"]

4022
C
Wallflower
N
Wallflower
Nicolas GenotWallflower
asked in Questions & Conversations
Unable to filter data

Hi,I've been using filter to filter data in my view but when I do a calculation with the filtered dimension in a table, the value calculated seems to be taking into account the value of the filtered elements as well? Can I fix this or do I have to create a new dimension with different structure in order to get correct numbers?  

2491
Katrina
Employee

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