Questions & Conversations

 Hello, Pigmenteers! Many of you have expressed interest getting together to learn from each other and share expertise. This is a poll to find out what topics are of most importance to you as we start to plan our first virtual roundtable discussions. If this is something you’d like to take part in, please take the 2minute survey below. In a couple weeks we will look at your responses and choose our first topics along with potential dates. Thanks in advance and speak soon! 

Can we create charts for Tables with different Metrics as Series of the chart?

 How do I construct my Actual with scenario feature? The source of my actual is a transaction list and when I was using versions I used  the formula below: costs_data.'R$'[BY SUM : costs_data.'Datahub month', costs_data.'N3 - imports'.N3,  costs_data.'Cost center', costs_data.'P&L row Datahub'][BY: Version."Actual"] +-1*'Cost center expenses'.'R$'[BY SUM : 'Cost center expenses'.Mês, 'Cost center expenses'.'N3 - imports'.N3, 'Cost center expenses'.'Cost center', 'Cost center expenses'.'P&L Row'][BY: Version."Budget"]+'Expenses budget input'[BY SUM: Account.N3, Account.'P&L Rows'][BY: Version."Budget"][remove:Vendors] But with scenarios I’m a little confused on how to make that.   

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Hello! We have our reporting per city & city dimension has region as a property. When I am trying to create a report to show margins for example for our group I want to start with the group margin, then the region and then the city. However, the formula which is on a city level doesn’t seem to work for the margin percentages for the region & group. It works only if I create different metrics with different formula on the different level dimension but then my report can’t have the sequence I want. Is there any solution here? Is there a way to fix this with ADD?  

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?

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 ac

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. 

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?

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.

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. 

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? 

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 Application

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

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

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.

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. 

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?

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

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

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.  

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.

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. 

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.

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.