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Questions & Conversations

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

  • 722 Topics
  • 1,934 Replies
722 Topics
Jared Dolich
Seasoned Pigmenteer
Jared DolichSeasoned Pigmenteer
asked in Questions & Conversations
Best Practice Question: List Property or Metric?

When mapping to address mismatched dimensions between source and target is there a best practice to use a list property or metric? Seems to me the list property is the better choice since it’s the obvious place to look which prevents creating duplicates, which of course, can easily become out of sync. If list property is the way to go are there any downsides? Thoughts?

1384
Jared Dolich
Seasoned Pigmenteer
M
Budding Pigmenteer
MukulBudding Pigmenteer
asked in Questions & Conversations
How to dynamically setup historical period based on current date?

I have created a metric. Based on current date it will fetch the current month. I have another metric for defining Historical period. I am trying to drive this by above grid.  However I am getting an error while applying the formula.   What is that I am missing or doing wrong. Please suggest the right logic

1827
Thu Mai
C
Newly Minted Pigmenteer
CindyNewly Minted Pigmenteer
asked in Questions & Conversations
Search Update History by block and GL?

The update history is a fantastic feature. Recently my team had asked me to find who changed something and it was very cumbersome having to comb through the block when I’m looking for changes that ultimately impacted just one GL account. Is there anything on the pipeline that would allow us to search by block by also by GL? 

950
C
Newly Minted Pigmenteer
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Assigning Dimension to Metric Calculation

I have various forecasts and weights that are derived in different models and need to piece together a daily forecast.  Long story short, what I have below is the daily forecast but is set up by the date the week starts and the day of the week.  I need to “convert” that all into one metric with just the day dimension.I have created another metric that has the same dimensions but the result is itself the day dimension.And so what I want to do is somehow assign the values in the first metric to the day dimension in the second metric.  The block is fully aligned but I am not sure how to code this properly.   I’ve played around with the BY modifier but I just can’t seem to get this working.I10[BY CONSTANT: I11]Any sort of modifiers I throw on just give me one row for the day of the week.  Any tips you have would be greatly appreciated.Thank you

1371
K
Seasoned Pigmenteer
M
Just Arrived
matt.tafesseJust Arrived
asked in Questions & Conversations
Add 'previous' function to equation

Hello - I’m looking to add a previous function to the below equation“if('Is Forecast?',('Go Forward Cohort'[select:'Go Forward LTV Driver'."Borrower Retention"][BY:->'Map to Cohort Month']),(('2.002 Cohort View - Borrower Retention Lookup')))”I believe this formula works similar to excel where the data is either coming from the ‘Go Forward Cohort Metric’ or the ‘Cohort View Metric’ depending on the ‘Is Forecast’ boolean. I want the previous function to pull the last row of data thats a result of the if statement. Thanks in advance

1210
M
Just Arrived
N
Just Arrived
NipsaJust Arrived
asked in Questions & Conversations
Version Locking

Hi Team,We have a requirement of locking our Versions for any more inputs. Do we have Version Locking capability or Cellular Level Access restriction capability in Pigment?Any leads will be appreciated.Thanks,Nipsa

3332
Benoit
Community Manager
abhilashsawla
abhilashsawlaPigment Academic
asked in Questions & Conversations
How create current date matric, which fetch current date automatically?

I want same feature like Today() in Excel.

57710
CDALMAY
C
Newly Minted Pigmenteer
ChediNewly Minted Pigmenteer
asked in Questions & Conversations
Text function to remove multiple parents from a level 0 sub-account in GL metadata

Hi. I’m new to Pigment so hoping someone has solved this problem before.Has anyone been able to parse out the rightmost X number of characters that appear after any number of colons in a dimension member? e.g. [60001 Personnel Costs : XYZ : ABC: Salaries and Wages] should return [60001 - Salaries and Wages], where XYZ and ABC are illustrative of potential sub-accounts that need to be removed.

1312
C
Newly Minted Pigmenteer
M
Budding Pigmenteer
MukulBudding Pigmenteer
posted in Questions & Conversations
Bills of Materials Management in Supply Chain Use Case.

Hi , I am looking to figure out a solution for BOM Management in Pigment. Background:I have 2 columns in source data, one for parent and one for children.I want to create a hierachy using these 2 columns. The catch here is, parent can be a children or children can be a parent. Let me know if anyone is interested to work on this challenge with me. 

1324
M
Budding Pigmenteer
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Reader Role - Can't View Boards

I have created a group and have added members with access to a handful of applications.  For the time being, I have assigned them the reader role.  However, I can not get them to see the boards.  The screenshot below is from me impersonating one of the users.  I’m stuck on what to do next.  Do I need to go through and change permissions to each of the boards?  Or even each of the blocks?  Is there a quick way to have them see the boards?  Do I need to edit the reader role and change permissions there?  I have read through several articles and I can’t match the instructions to my workspace.  Any help or insights would be much appreciated.Kevin 

1154
K
Seasoned Pigmenteer
C
Budding Pigmenteer
connorsmithBudding Pigmenteer
posted in Questions & Conversations
SELECT Modifier with Dynamic Offset

Hello! The SELECT modifier can be used to Offset a dimension (ex. SELECT: Month - 1), but is it possible to assign different Offset amounts based on one of a dimension of the Metric? Here is the example I am stuck at now: I am trying to assign specific Offset amounts to a metric (0. UFR - Live) based on the Customer Payment Term dimension (ex. For any data in the Net 30 → 1 month offset, Net 60 → 2 month offset, etc) Ideally I could assign an Offset Integer as a Property of the Customer Payment Term dimension and that would determine the Offset (ex. [SELECT: Month - ‘Customer Payment Term’.’Offset Integer’]Is there a better and more sustainable approach rather than a massive nested IF statement? Thank you! 

4354
Stef
Employee
M
Budding Pigmenteer
MohanBudding Pigmenteer
asked in Questions & Conversations
Extract Day from a date in text format

Hello,I have a Date field called “Delivery Date” (Ex : 10/06/2024). From here, I want to extract the day of the week in text format (Example :10/06/2024 is “Monday”) and my calculated field should show similar to the example here. I tried WEEKDAY(‘Delivery Date’) and it returns day of the week but in number format and I tried again TEXT(WEEKDAY(‘Delivery date”), again it does not work. How to convert weekday into Text format like Mon,Tue,etc…? thanksMohan

1773
M
Budding Pigmenteer
Ola
Seasoned Pigmenteer
OlaSeasoned Pigmenteer
asked in Questions & Conversations
FORECAST_ETS vs SEASONAL_LINEAR_REGRESSION

Could anyone provide some guidance on when to use the function SEASONAL_LINEAR_REGRESSION over FORECAST_ETS? In our specific case we have a metric with a yearly seasonality and the overall trend for the metric is going slightly downwards. We would like to use our actuals data to automatically calculate values for all forecast months. I can see that both functions gives me reasonable values for my forecast, but FORECAST_ETS gives me a clearer trend downwards while SEASONAL_LINEAR_REGRESSION gives me more flat forecast. So my question is really, which one would make most sense to use in our case and why?

1541
Thu Mai
K
Newly Minted Pigmenteer
kristian.bartelNewly Minted Pigmenteer
posted in Questions & Conversations
Creating an Application Guide, Board/Block Structures

Hi all,Curious to see how people have approached (1) creating an application guide for new users (specifically something to quick start leaders that don’t necessarily have the time to go through more in-depth tutorials), and (2) board/block structure. I know there’s some documentation on board/block structure, but just curious to get some more context on how people approach it, particularly for revenue focused planning. Thanks! 

290
K
Newly Minted Pigmenteer
Y
Newly Minted Pigmenteer
YounesZNewly Minted Pigmenteer
asked in Questions & Conversations
Linear programming

Hello everyone,Is there a feature in Pigment similar to the Solver in Excel that involves solving equations based on many inputs and conditions to maximize or minimize an objective?Regards,

1854
Y
Newly Minted Pigmenteer
C
Budding Pigmenteer
connorsmithBudding Pigmenteer
posted in Questions & Conversations
Table with Metrics the Use Different Scenarios

Hello! I am seeking to make 1 Table that has 2 metrics (image below). The metrics are “P&L” and “Commentary”.For the P&L metric I am seeking to show two different scenarios (“Actuals” and “Q2 Outlook”)For the Commentary metric I am seeking to show ONLY 1 scenario. Is there any way to achieve this? It seems like the Scenario page selectors apply to ALL metrics in a table.Curious if others have found get arounds for this? 

1604
W
Rasagya
Newly Minted Pigmenteer
RasagyaNewly Minted Pigmenteer
asked in Questions & Conversations
Scenario Order misplaced in Google Sheets export

Hi all - we are running into an issue with our Google Sheets connector where the order in which scenarios are selected in the saved view does not seem to get passed on to g-sheets. Explaining this in more detail below: We have added a screenshot below showing our list of scenarios. We want “Apr 24 Close / May 24 Reforecast” to be the first scenario and “FY24 Company Plan (Approved Changes)” to be the second scenario -- this is because we want Apr close to be on the left and FY24 company plan to be on the right hand side of our table. When we export this view using the Google Sheets connector, we are required to select the 2 scenarios again and their order seems to be reversed once we pull the data (see second screenshot below).  Any thoughts on whether we’re doing something wrong or if there are any workarounds available for this? 

1012
Andrea
Community Manager
M
Just Arrived
matt.tafesseJust Arrived
asked in Questions & Conversations
IF statement determined by boolean

Hello - I am trying to update a formula based on a boolean that is determined by the latest date in a data upload. I believe the following equation is close to what I need.Formula: “if('Is Forecast?','Go Forward Cohort'[select:'Go Forward LTV Driver'."Borrower Retention"][BY:->'Map to Cohort Month'] , if('Is Actual?',('2.002 Cohort View - Borrower Retention Lookup')[remove lastnonblank: Month][remove lastnonblank: Cohort][ADD: Cohort]))”There are two issues:1. I want to add a previous function to the first part of the if statement. If there is no data to pull from the “go forward cohort metric” I want the function to pull the last data point there is2. When updating to the above formula my application will time out. Is there a more efficient formula that will prevent this? Thank you!

1901
Thu Mai
J
Newly Minted Pigmenteer
JV-55Newly Minted Pigmenteer
asked in Questions & Conversations
Combined Views

Hi, Is it possible to create 3 distinct views on 3 distinct metrics, and combine the metrics into 1 table that incorporates the 3 distinct views? Alternatively, say I have a table constructed from multiple rows that are each a metric. It would contain 3 sections (Revenue, COGS, and OPEX). Is there a way to have unique row pivot selections for each of the 3 sections and not having the row pivot selections impact all rows instead? Or will this require 3 unique tables, separating the 3 sections? 

2863
CamilleMomo
Seasoned Pigmenteer
A
Just Arrived
AabhiiJust Arrived
asked in Questions & Conversations
Pigment to Azure Export 404 Error

Hi all, I am trying to export data in a given metric to azure data factory. I am following the guide in the pigment documentation exactly, however when i go to pull the data, I get a 404 error. I have set up the export keys and I am using the correct applicationID and the correct metricID. Any insights into what else I may be missing would be great.Thank you

1041
Mat
Employee
G
Newly Minted Pigmenteer
Gabriel OrtizNewly Minted Pigmenteer
asked in Questions & Conversations
Excel connector and date format

Hello Pigment community,I am trying to use the excel connector for Pigment and I have realized that when pulling the data the dates are formatted as text. When I change the format to date and I pull the data again it reverts to the text format.Is there a solution to this limitation? Thank you in advance,Gabriel Ortiz

1291
W
A
Seasoned Pigmenteer
A_GarneriSeasoned Pigmenteer
asked in Questions & Conversations
Aggregate data based on a condition using a custom window size

 Hi Pigment community,A similar topic has been opened before, the proposed solution was this: However, not all the time I need the same amount of data to aggregate, since my metrics are variable (sometimes I would need to aggregate 10 values, sometimes 1), what its the possible workaround?Tried using a formula like this: CUMULATE('Metric 1 to Aggregate'[FILTER : Month.'Start Date'<=(Month+'Metric 2 Lead Time Weeks').'Start Date' AND (Month+'Metric 2 Lead Time Weeks' + 'Metric 3 Lead Time Periods'-1).'Start Date'>= Month.'Start Date'],Month,"".SUM)Trying to isolate only the months I want to aggregate, but it doesn’t works.I tried to make and very detailed post but for whatever reason the topic wasn’t creating. Tell me if you need more details. Thanks in advance, 

3015
Issam Moalla
Employee
K
Seasoned Pigmenteer
KevinSeasoned Pigmenteer
asked in Questions & Conversations
Invite Members in Bulk

Is it possible to invite members to multiple applications at once?  Currently I have been going into each application, clicking on Settings, clicking on Roles, permissions & access, and then inviting members there.  It would be great if I could select multiple applications for which I am the owner and do a bulk invite.  Is there any functionality similar to this in Pigment?

1662
K
Seasoned Pigmenteer
Jared Dolich
Seasoned Pigmenteer
Jared DolichSeasoned Pigmenteer
asked in Questions & Conversations
Align Block Exercise - Values aren't adding up right?

Hi. I just finished the Align Block Dimensions for Formula Operations exercise. In the final table, we are to add the four metrics we created. No problem. But, when I look at the table my bonus metric does not match the “solution”. When I check the data, it adds up correctly to year and the formulas match. Any suggestions? Same formula. Did I miss a stop in the course? I didn’t see any instructions on how to build this table, so i’m kind of winging it.Here’s my result:Here’s the solution: 

1414
CDALMAY
R
Newly Minted Pigmenteer
Rahul KumarNewly Minted Pigmenteer
asked in Questions & Conversations
R&D Capitalization Schedule

Hi All, I am trying to create a R&D cost Capitalization schedule and need some help. Essentially which I am trying to do is spread the cost over 3 years but then add the incremental monthly amount as well. For example: If Jan 2024, my R&D cost is $1200 and  $2400 for Feb, then I should see $100 (1200 / 12) for Jan 2024 till Dec 2024 and for Feb cost, it should be $300 ($2400/12 + 100). I hope i am clear in my ask. Thanks

2051
CDALMAY

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