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205 Topics

KhadijaJust Arrived

Limit to property

Dear community, is there any way I can bring values from a metric’s property to another property in a dimension that takes a value from a line all while specifying the property not to go beyond to make sure it takes the one before the current month? P.S: I tried to use Remove LASTNONBLANK and it didn’t solve what I wanted.

1 minute ago

PriyaJust Arrived

asked in Questions & Conversations

Roundup Function is not working properly

Without Round Up we were getting the value as 6.40 in june 23 in Black (Dimension list item) after round up we are getting 8 in june 23 but the value should come as 7. This is one example we are showing here but there are multiple errors. we are attaching the screenshot for the same

2 hours ago

RaasiJust Arrived

asked in Questions & Conversations

API Docs

Does pigment.app have an api documentation, regarding the usage of api key .i am looking for full api doc that will help me to understand the endpoints and using those with cURL requests

20 hours ago

Tess.HuntCommunity Manager

posted in Questions & Conversations

Few spaces left for the next Customer Connect call! Servicing Executive Stakeholders in Pigment

We have a few spaces left for the next Customer Connect - Servicing Executive Stakeholders in Pigment!Next Monday we’re talking about servicing stakeholders in Pigment. Whether it’s investors, the C-Suite, or an executive sponsor, we want to discuss how you’re approaching this in Pigment. One of our Solution Architects will prepare some questions to help guide the conversation, but it’s an opportunity for you to share your own insights, and get some to help you better serve your own stakeholders.Are you a customer who wants to share and learn from your peers on this topic? Sign up now!

1 day ago

Guillermo PulsNew Pigmenteer

asked in Questions & Conversations

FX Conversion Challenge

Hi Pigment Folks, I have the following FX conversion rate challenge,ContextI build my Balance Sheet from staging transaction amounts in local currency from Transactions list and structuring the amounts over a hierarchy were account number is the lower level.My problem comes when trying to convert the amounts to our reporting currency. - I have a metric where I input the conversion rates on a monthly basis. - The balance sheet has the following behaviour: Every month, the cumulative amounts should be converting to the latest rates. And every year should be converting to the last month of the year rates.ChallengeI’m looking to create an FX metric that I can apply to the staged amounts that it’s flexible.I mean that whenever I’m showing data by years, quarters and months select the right rates.For years would multiply the staged cumulative amounts by last month of the year rateFor month would multiply the staged cumulative amounts by each month ratesFor quarters would multiply the staged

1 day ago

ElodieNew Pigmenteer

asked in Questions & Conversations

Board pages

Hello !I would like to duplicate a board for our German team (I have currently created a sales reporting for our French and Belgian team). However, if I duplicate this board and apply “Germany” in my Country dimension page, it also applies this country to my other board (for France and Belgium)… Do you know how I can unlink the 2 boards so that when I select a country, it doesn’t change the country in the other board?Thanks!!Elodie

1 day ago

KhadijaJust Arrived

asked in Questions & Conversations

Is there a way to bring data from a metric to a dimension property?

I have a metric containing data that I would like to associate to a dimension list property, the LASTNONBLANK formulae is not working.

1 day ago

Justin GrooverNew Pigmenteer

asked in Questions & Conversations

Combine MOVINGAVERAGE and PREVIOUS functions for run rate planning

I would like to write a formula where the intent is for the metric to calculate the average of the prior 3 months of the metric itself.I envisioned the syntax being something like the following, though it says MOVINGAVERAGE doesn’t support recursive mode.MOVINGAVERAGE(PREVIOUS(month),3)I understand that I could use MOVINGAVERAGE without PREVIOUS if the object being averaged was a separate metric, but the use case I have requires the formula to reference metric itself. Is there any solution or workaround for this?

2 days ago

VmanekNew Pigmenteer

asked in Questions & Conversations

YTD in KPI view

Hello, I want to show a YTD view for a KPI where it sums each month automatically. For example, in January I would be able to see budget vs actual and in February it would be Jan + Feb and so on. Is there any work around for this? This is the current KPI view that I have but I have manually filtered on the month. The view doesn’t work if i choose another month.

2 days ago

Alix NoyonAdvanced Pigmenteer

asked in Questions & Conversations

Last version in a dimension

Hello community :) I have a dimension with all my employee and their packages (with historization). For example: one personn who received a salary increase have 2 rows:first row with start end date of previous package second row with start date as end date of the previous packageWould it be possible to create a formula which allows to have a filter in page which ables to select only the last value in the dimension for each employee (ie the last up to date package)? Thanks a lot!

3 days ago

Omer NahumNew Pigmenteer

asked in Questions & Conversations

Top 10 in Chart

Hi Pigment, Do we have the ability to create a pie chart with only the top 10 of specific dimension values?I wish to have this Chart live with the most updated Top 10 values. Thank you,Omer.

3 days ago

MarinaNew Pigmenteer

asked in Questions & Conversations

Filtering all metrics of a table

Is there a way to filter from the view all metrics in 1 filter to exclude zero values from a table? If there is a table with a lot of data & we want to connect it to a gsheet, having many rows with zero values slow down things.

5 days ago

StefEmployee

posted in Questions & Conversations

Converting a number formatted date to a normal date format

Sometimes the data that you upload in Pigment just isn't perfect. And that's ok, because nobody is perfect!In this article, I want to show you how you can convert a numeric date format (usually from Excel) to a date in Pigment. This date can then be used to convert to another time dimension like a month, a quarter or a year. All credit to @Remi for coming up with this methodology.Maybe you recognize this format below from your work in Excel, sometimes your date shows as a number.Example from Excel When your import file contains this number formatted date, there is an easy way to convert it in Pigment without first going back to Excel. As the number format in Excel is basically a calculation of a set start date (1-1-1900) + a number of days, we can use this same calculation to retrieve the date from the number. Use the Date formula to calculate your result as in the example below. Date(1900,1,1) + Date Formatted Number -2 Date conversion example (dates in MM-DD-YYYY) The reason for the

6 days ago

KarlWCommunity Manager

published in Job Board

FP&A Jobs #17 - Feb 2ndJobs

A quick reminder of what you get with our weekly jobs newsletter: 👉🏿 Around 10 fresh job offers 👉🏻 From top companies from all around the world 👉 Every Thursday You can subscribe to the Jobs Newsletter by clicking here 💌Executive positions [SOFTWARE] Director, FP&A @ FreeWheel, one of the largest platforms used by TV networks and major video distributors to serve ads alongside their content online.This role will be responsible for all aspects of the financial planning process and will be expected to work on special projects, typically projects involving financial analysis and research of business issues to provide management with financial data and business advice to support their resource allocation, investment and objectives for advertising growth and profitability. New York, US [TRAVEL] Head of Global Finance Strategy @ FTI GROUP, the third largest tour operator in Germany and Europe.Set up of a modern working capital management organization. Development of a debt re

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6 days ago

Thomas RNew Pigmenteer

asked in Questions & Conversations

Allocation of indirect costs to several list items

Hello community,I contact you regarding an issue of indirect costs allocation to several list items.I have (fictive number) 10K€ of indirect costs categorized as “No checkout ID” which i want to allocate to each item of my item lists based on an allocation key.To do so i’ve created 2 metrics based on 2 unique dimensions :1. “Id_checkout” (Item list to which the direct costs and indirect costs are to be allocated)2. “Month” (because the allocation is based on a monthly basis)First metric - Checkout level test - Consolidation of indirect costs→ Filter on Indirect costs (“No checkout Id”)→ Dimensions : Date (Month), Id_Checkout Second metric - Allocation Key Fees Test - Indirect cost allocation Key→ Logic is to divide the direct costs allocated to each item list by the total cost of the month1. Checkout level test - Direct cost per item - 2 dimensions (ID_checkout, Month)2. Checkout level Fees for allocation key - Total cost per month - 1 dimension (Month)→ It will give to each item lis

7 days ago

agnarEnthusiastic Pigmenteer

asked in Questions & Conversations

Import configurations for a block that's moved to a new application

I have a transaction list that I want to move to a different application. The list is updated automatically using an API key. If I move the transaction list to its new application, will I need to update anything on the source system side or will the API key continue to work?

7 days ago

ElodieNew Pigmenteer

asked in Questions & Conversations

Import format

Hi everyone!I would like to know which encoding is recommanded when importing a document containing € signs. I usually pick the “Western European (ISO)” encoding but the € signs are not compatible:Could you please help me understand if this comes from the encoding or if I should adjust another parameter when importing data?Thanks! 🤗Elodie

8 days ago

Sam GaleCommunity Manager

published in Announcements

Sheet View is now live! 🎉Feature

Introducing Pigment Sheet View! After much anticipation, Sheet View is finally live in Pigment! 🥳Sheet View is a new view option that allows you to make use of Pigment’s flexibility and real-time updates in a familiar spreadsheet layout, making it easier to use Pigment as your single source of truth and collaborate productively within the platform. “Sheet View gives you that last-mile flexibility without leaving Pigment.”– Jose Ramon Iglesias, VP of FP&A at Uberall Click here to read the technical documentation and discover the full functionality of Sheet View! Who is Sheet View for? Sheet View is for all Pigment users, but depending on what you’re trying to achieve, it may be useful to different people in different ways.For modelers, Sheet View is most useful as a sandbox-style environment to help make modeling decisions by running calculations on existing data. This can provide context for your logic and thinking for later reference.For those using Pigment primarily for insight

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8 days ago

KarlWCommunity Manager

published in Job Board

FP&A Jobs #16 - Jan 26thJobs

A quick reminder of what you get with our weekly jobs newsletter: Around 10 fresh job offers From top companies from all around the world Every Thursday You can subscribe to the Jobs Newsletter by clicking here Executive positions [FINTECH] Director, FP&A @ Figure, transforms the trillion-dollar financial services industry using blockchain technology.You will report to the Chief Financial Officer and work closely with Finance, Accounting and Business leaders to drive our financial planning, forecasting, reporting, and ad hoc financial analysis. In addition, the role will work on strategic transactions which include product pitches, SPAC pitches and acquisitions. Remote, US [REAL ESTATE] Head of FP&A @ Mynd, a tech-enabled real estate company serving the $85B+ property management and real estate investment market.You will play a critical role in the development and implementation of financial, strategic and growth objectives aimed to provide long term profitable growth

170

13 days ago

agnarEnthusiastic Pigmenteer

asked in Questions & Conversations

Avoid creating empty rows

I have a boolean metric with three dimensions: Position, Version and Month. Position Version Q1 Q2 Q3 Q4 001 Forecast ☑️ ☑️ ☑️ ☑️ 001 Plan ☑️ ☑️ ☑️ 002 Forecast ☑️ ☑️ ☑️ ☑️ Positions can be a part of different teams over time. I have another metric, *Position Mapping* which is of type Team with the same dimensions as the boolean. Position Version Q1 Q2 Q3 Q4 001 Forecast Team A Team A Team A Team A 001 Plan Team A Team B Team B 002 Forecast Team X Team X Team Y Team Y Now I want to add the Team dimension into the first metric. I have tried doing it like this:‘My boolean’ [by: → ‘Position Mapping’]Team Position Version Q1 Q2 Q3 Q4 Team A 001 Forecast ☑️ ☑️ ☑️ ☑️ Team A 001 Plan ☑️ Team B 001 Plan ☑️ ☑️ Team X 002 Forecast ☑️ ☑️ Team Y 002 Forecast ☑️ ☑️ This achieves the goal except for one thing. Wh

15 days ago

AlexandreEnthusiastic Pigmenteer

asked in Questions & Conversations

Match Metric with Transaction

Hello,I have a metric (dimensions Month and Employee) where I have the Country of an Employee by Month (for example : from Jan 22 To Jun 22 → France, From Jul 22 to Dec 22 → UK).I have a Transaction with financial accounts with columns of Month and Employee ID.I need to get the Country of the Employee in the Transaction, according to the Month. How can I do that ? Thanks,Alexandre

16 days ago

Steven CongarNew Pigmenteer

asked in Questions & Conversations

Cumulate amount for a quarter and keep it only on the last month of the quarter

Hello Pigment Community, I am trying to calculate the quarterly bonus of my employees and shift it by one month to simulate the payout on the first month after the quarter end.I will detail below the steps of my calculation and where I am stuck:My bonus expenses are by month. I was able to sum the quarterly amount with a [BY SUM: Month.Quarter] modifier. I want to add again the “Month” dimension and put this quarterly amount on the last month of the quarter only (or first month of the quarter, it doesn’t matter). This is where I am stuck. If I use a [BY CONSTANT: Month.Quarter] - the amount is written on all months of the quarter, and then I am unable to filter only on the first or last month of the quarter. The last step will be to SHIFT this amount by 1 month to simulate the payout on the first month after the quarter ends. I would appreciate your help if you already worked on this topic! Thanks in advance,Steven

19 days ago

ELeff_AccNew Pigmenteer

asked in Questions & Conversations

Is there a way to standardize special characters within Dimension Blocks?

Wondering if there is a way to handle special characters that are present when dimensionalizing a text field where they are initially present. In this example, the tilde over the “e” in cafe shows properly on the “Channel Name” of Type Text, but does not within the “Parent” field of type Dimension.

19 days ago

SaiNew Pigmenteer

asked in Questions & Conversations

Filtering Views - When can you filter by properties?

Hi! For creating filtering views, why aren’t some dimensions allowed to be filtered by properties? For example, I have a dimension in my data hub for balance sheet accounts and some additional properties within that dimension, but I’m unable to filter by those properties. What I can do instead is add BS_Accounts → Property as a filter on the right-side bar, and restrict it to what I want to filter Filtering View unable to select “Property” for Dimension “BS_Accounts”: Filtering “BS_Accounts” Via Pages in Sidebar and Restricting Dropdown List:

20 days ago

KarlWCommunity Manager

published in Job Board

FP&A Job #15 - 19 Januaryjobs

A quick reminder of what you get with our weekly jobs newsletter: 👉🏿 Around 10 fresh job offers 👉🏻 From top companies from all around the world 👉 Every Thursday You can subscribe to the Jobs Newsletter by clicking here Executive positions FEATURED🌟 [FINTECH] CFO @ Kaiko, bridge traditional and blockchain ecosystems by providing reliable and actionable financial data and services.Responsibility for investor relations, financial due diligence as well as the execution of mergers and acquisitions, company structuring as well as oversight of the finance & accounting and financial planning & analysis teams, company audits and financial operations of the organization plus tax and asset management strategy of the company. Paris, FR or London, UK→ Send a note to Ambre (CEO) for a direct intro [SOFTWARE] Director, Corporate FP&A and Reporting @ SoundCloud, a next-generation music entertainment company powered by an ecosystem of artists, fans, and thriving communities.Re

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21 days ago

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