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Hello all - I am new to Pigment and am having some serious difficulty staging up a lease schedule for my client.

 

The client wants to input future forecasted leases as follows:

  • Step 1: Select a region from a drop down menu 
    • The region is already dimensioned via “L1 Geo”
  • Step 2: A lease value column should prepopulate based on default regional values.
    • The “L1 Geo” dimension has two additional columns with default Lease Values and default Cage values. 
  • Step 3: A “Cage Fee” column should prepopulate based on default regional values.
    • The “L1 Geo” dimension has two additional columns with default Lease Values and default Cage values. 
  • Step 4: A rent escalator column should prepopulate with 3%
  • Step 5: A term column should prepopulate with 60 months
  • Step 6: A “Start Date” column should be manually entered
  • Step 7: A monthly view should show two separate calculations that starts based on the start date of the lease: Lease value amortization & Cage Fee amortization. 

 

So far I have the following:

 

  • L1 Geo dimension with additional columns for the default lease and cage fee values
  • Lease Selector dimension that is just a list as such: “Lease 1”, “Lease 2”,  “Lease 3”...”Lease 25”. This list should be one column in the final table.

 

I want the “Lease Selector” dimension to be one column. The user will select a region next to each lease selector item. From there the remining fields should populate, except for the start date. Once the start date is populated, the remaining table’s columns should be months that show amortization expense for the lease value and cage fee. 

 

ANY help to get this basic structure started would be GREATLY appreciated!!!

Hi ​@r.karsan 

This is doable by having multiple input metrics dimensioned by the “Lease Selector”.

Create one metric for each input field, and add Lease Selector into their dimensions:

  • Input_Region
  • Input_Lease_Value 
  • Input_Cage_Fee
  • Input_Rent_Escalator
  • Input_Term
  • Input_Start_Date

Combine these input metrics in a table.

 

Input_Region settings:

 

Input_Lease_Value settings:

 

Your pre-populated Input_Lease_Value will need a formula like:  'L1 Geo'.'Default Lease Value'[by: Input_Region]

 

Continue with the rest of your metrics similarly. For fixed values to prepopulate, simply enter the value in the formula box. Allow overriding formula with input as necessary.

 

Thank you so much Laszlo!! I created a lease selector metric and have was able to have it pre-populate using the → modifier. 

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