In that example, Actuals and Forecast columns are version dimension, right?
In my example, I created two metrics for actual and forecast respectively using the same account dimension. Then I calculated variance and variance% by adding the metric again and show value as.
Steps are shown below:
Step 1: Create two metrics for Actual and Forecast using some Account dimension.
Step 2: Added the metrics to the table
Step 3: Click the 3 dots after metric FCST and select Add this Metric again
Step 4: Click the 3 dots after newly added metric FCST and select Show Values As
Step 5: For calculating Variance, select Difference of a Metric and under metric lists, select Actual
Step 6: Repeat step 3 and 4, then select % growth from a metric for calculating Variance%
How is it possible to do the monthly variance and the YTD variance all in the same table? I did something simliar but in two different tables because in one I need only one month and in the YTD I need several so it’s a different filter
Under the configure calculated item panel, you can set up YTD calculation as below.
How can I link the variance reason to the actual delta (maybe it should be something around the by→ but not sure).
In order to add variance reason to the table,
1 Created a dimension table with all the reasons
2 Created a metric with Data Type dimension (referencing to the reason dimension table) including account and month dimension in this metric
3 Under setting panel, toggle on Allow overriding formula results with an input
4 Add this metric the table
Thank you @Min Li Bright Point ! This is really helpful 🙌
I am newer to Pigment and have figured out how to build this table. However, I lack experience building waterfall charts. Can someone outline the steps I should follow to build the chart and which metrics should be in the columns and rows? I am having difficulty getting “variance reason” onto the chart.
I have “actuals”, “budget”, and “variance” metrics as well as a “variance reason” dimension that are all on the table.
