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I’m wanting to add some list items I generate based on a formula into a dimension list automatically.The Item function allows us to search and return a dimension if it exist in a list but I’m wondering how instead of returning BLANK I would be able to automatically add a missing item into the dimension.Some context: Pulling data from multiple sources which may have the same Primary Key therefore in Pigment I would like to Concatenate the Data Source Name to the ID and add it into a Global dimension we maintain.Ex.Global Dimension is IDsData Source 1 IDs1 2 3 4Data Source 2 IDs2 4 Processing I would like to do in pigment is to add Data Source 1 and 2 IDs to the global dimension so the output would be:DS1-1 DS1-2 DS1-3 DS1-4 DS2-2 DS2-4
Executive positions1️⃣ [SAAS] Director of Financial Planning and Analysis @ Superside, an always-on design company that delivers great design at scale to Enterprise teams.Reporting to the CFO, you will lead a team that supports the long-term strategic planning of Superside and helps all of our business areas with financial analysis & planning.📍 Fully remote 2️⃣ [BIOTECH] Director, Financial Planning & Analysis - Customer @ Sarepta Therapeutics, a medical research and drug development company.The Director, Financial Planning & Analysis (FP&A) serves as the lead partner between Finance and the Sarepta Customer Organization. This position provides critical financial input for strategic and operational business decisions and processes, challenging or advocating as appropriate, with a focus on revenue forecasts and operations, cashflow and profitability.📍 Cambridge, MA 3️⃣ [ENTERTAINMENT] Director, FP&A, Digital @ Wizards of the Coast, a family of studios specializing
Hello Pigment Community, We are importing our General Ledger in a Transaction Table. In this Transaction Table, we have 2 key information that we are trying to rework:Document Number CC ID (= it’s the department ID) Our issue is that we have multiple lines for the same document number with multiple CC ID. Our objective is to get a unique list of document numbers with a unique CC ID attached to it. We know in advance that a specific list of CC IDs are not relevant and that we want to exclude them. If you look at the screenshot below, we have multiple lines for the Document Number “JOUFR12797”. We want to attach to this document number which CC ID it is flowing to. Our standard CC ID is a set of 3 digits, followed by the name of the department. Here, it is “340 - Customer Experience”. The others CC IDs that you see on the screenshot (“4 - P&L Allocation..” and “5 - P&L allocation”) are not relevant and we don’t want them in our unique list. What we want is basically a unique list
You’re probably reading this because a Pigment error relating to circular references has brought you here. Circular references mostly appear when you’re trying to calculate an amount on which you apply increases / decreases.Planning formulas in Pigment involves letting Pigment know what to calculate first to optimize the speed and efficiency of your model.ContentsWhy does block order matter in formulas? How do I know the order in which Pigment calculates blocks? Guidelines for eliminating circular references in your model An example: calculating the Annual Recurring Revenue (ARR) Identify the order of your inputs and outputs Make the arrows go right only Creating your blocks in Pigment Ending ARR Starting ARR ARR movements Final table Multidimensional ARR Input format depending on the period typeWhy does block order matter in formulas? Formulas in Pigment work well when Pigment knows what to calculate first. Pigment calculates metrics in a certain order. To make for an efficient
Action buttons are a great way to add navigation, imports into Blocks, and external links to any Board in an easily accessible format. This article discusses how to implement this functionality. Table of ContentsHow can you use Action buttons? Adding a Button to a Board Action on click Go to another board Open an external link Import Button widget options Button label and tooltip Formatting Options How can you use Action buttons? Buttons are a type of widget that can be added to a Board to help end users easily perform certain actions. There are three different use cases for buttons; they can be used for navigation between Boards, importing into Blocks, or adding a link to an external website. They can be visually customized by using different formatting and display options. The Configure Boards permission is required to be able to set up a button. Adding a Button to a Board Users with the Configure Boards permission can add a button to a Board through the following step
Hello Pigment Community!I would like to delete an item in a Dimension (which has been created by an error in the settings when importing data), but because this Dimension is used by several blocks, I don’t want to delete data in these other blocks. Could you please help me to find a way to see if said item is used by other blocks and if I can simply delete the line containing the wrong item in the Dimension?Thank you! 😊
Hello,Is it possible to block the expand option in the board access rights ?ThanksAdèle
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Import dates, Page upgrades, and the latest Sales Performance Management report featuring Pigment! Published Nov 23rd 2022 Hi Friends, While everyone was turning back the clock, we were developing new ways of turning Pages on Boards by using Charts and Headers. The fun didn't stop there, while sitting in the dark shortly after lunch, we launched reordering Page Selectors. We missed playing outside after work so we create a new permission for the Formula Playground so that all Members can gain access to explore data and learn more about Pigment formulas and check out the new Playground formatting updates.With the extra hour we gained, we were able to launch the Amazon Redshift and Xero connectors. Load dates with Imports! Make every night date night with this new update. Now you can add the date of an Import in a mappable column. The Add Load date option is available for both Metric and List Imports. Allowing you to easily identify what date an item was added or when a Metric was l
PurposeThis article provides a step-by-step guide on how to set up centralized User Access. The article covers how to use Master User Roles to automatically assign Permissions and Access Rights in multiple applications. Although there are different ways to set up centralized User Access, some methods are better suited in different contexts. The approach outlined in this article is efficient and easy to use in many scenarios. Note: There are alternative methods where you set Access Rights by User or by Local Application role. These methods are not covered in the article. Feel free to adapt the process to meet your needs. Master User Roles are best to use when you want to set up a list of different business roles in your company that will give the relevant rights that all apply the same way in a set of different applications. It is well suited with a centralized management of your Pigment Workspace. In some rare cases where you have split management within your workspace (e.g. different
Hi Team,I just want to know is their any way by which pigment can automatically generate some number/code to a line item so that unicity remains in the list and once the code is allotted to a line item it can’t be changed even after the line item is deleted. Thank you in advance
Hello,I need to make multiple different imports from Pigment to Google Sheets within a preset presentaion frame (namely, fixed row titles and fixed column titles). But instead of filling the existing available empty cells of the sheet under those row and colum titles, the import seems to be inserting new rows and new columns (as many as the total surface of the import) between existing rows and columns. Can you please help me solve this ?ThanksErwan
We are trying to make the average of all the elements of the country dimension (in rows). When we change the pivot country from rows to pages, it makes the sum of the lines and not the average. Thank you in advance for the help and the contribution to the pigment community ;))
Hi community! I need to filter grid in board by days and month. I have a boolean metric “Show days?” and when it is TRUE I want to see in grid only days, when its FALSE I want to see only months. How can I do it?
Hey Team,I am working on an Existing Fixed Rate Loan walk-forward build. In the source system, the original fixed monthly payment is calculated by the following: IF Loan Term <> 0THEN PMT(Interest Rate Origination Period / 12, ABS(Loan Term), ABS(LoanAcquisitionActualUPBAmt), 0, 0)ELSE PMT(Interest Rate Origination Period / 12, Loan Term Final, ABS(LoanAcquisitionActualUPBAmt), 0, 0)Does Pigment have an equivalent function to calculate PMT? (Calculates the monthly amount required to pay back a loan given each payment is equal) Please advise - Thanks!
I am trying to create multi year P&L views, with months in the columns. After the last month of the year, I want to show the annual total, YoY $ value, and YoY % change. (Months->Annual Total->YoY $ change->YoY % change). The challenges I’m encountering are as follows - example with numbered notes shown in snippet below:Inability to choose position of aggregators. Pros of using aggregators vs calculated items are that gross margin % calcs roll up correctly, and the values are retained when I collapse the months and only want to show the annual total. Gross margin % calculated items roll up incorrectly. It displays the sum of the months’ percentages, rather than the annual gross profit value divided by the annual revenue value. Pro of calculated item is ability to choose column positioning. Is there any way to hide a value in a calculated item? The YoY % calculation displays a nonsensical value when calculating against % margin values. Only workaround I’ve curren
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