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613 Topics

KhadijaFrequent Reader

Multiple IFS

Dear all,Can you please help me with this function? I keep getting the error note. I am trying to say IF(X or Y then) and IF(A or B then).The function is as follows:

11 months ago

Team PlanafinBudding Pigmenteer

asked in Questions & Conversations

Board Visualization

Hi Team, As we know pigment is all about visuallization, how interesting and convenient we can make board for the end user and visually appealing . On community we have article on Board Inspiration also where we get tips on board preparation but it would be more helpful if we could have some pictorial representation of how we can make our board more eye catching and sensible for end user at the same time. It would be preferred if we could have some sample images of recommended board. Or is there any article on the same which i may have missed than kindly help me locate that. Thank you in advance

11 months ago

Guillermo PulsBudding 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

11 months ago

nancySeasoned Pigmenteer

asked in Questions & Conversations

EBITDA

Hi Team,Please suggest me a way to calculate the difference between Income (List item) and Total Expense (Calculated item) in order to calculateate EBITDA.Screenshot attached below for your reference.

11 months ago

abhilashsawlaPigment Academic

asked in Questions & Conversations

Why Empty Row is added automatically in This Table and how to remove it.

Hi I Have created a table, but an Empty Row is getting added there with data and not getting any Error while applying formula. Please help to solve this problem and Screen Shot is attached here for your reference.

11 months ago

MKohliSeasoned Pigmenteer

asked in Questions & Conversations

Unique Counting w/ Filters

Hi Community, Wondering if someone has been able to manage counting unique customers for a metric dimensioned by customer & product.We have an ARR Metric defined by Customer ID, Product and Month. I would like to have a count by month of the unique customers which have an ARR value. The standard approach using the formula below is effective in having total customer accounts but I am then unable to filter on the products available. IF('Ending ARR'[remove sum: 'Product Type'] <> 0 and ISDEFINED('Ending ARR'[remove sum: 'Product Type']), 1 , blank)I worked to try and resolve this issue by leveraging the below formula which does allow me to filter on products and not double count total logos but when filtering on a single product the number becomes understated. Exec filtering on a product that is part of a set>1 would yield 0.5 or 0.33 vs 1Switch(IF('Ending ARR' <> 0 and ISDEFINED('Ending ARR'), 1 , blank)[remove sum: 'Product Type'], 1,1, 2,0.5, 3, 1/3)*IF('Ending AR

11 months ago

KhadijaFrequent Reader

asked in Questions & Conversations

Data Import Error Message

Dear all, I have been trying endlessly to import data into this transaction list, but we get this error message of excluded values from the CSV source. We’ve already imported data into other lists and it’s the first time we get this error message so I was wondering if you could help us with it.Here is the error messagethe excluded data was supposed to be added on properties that are dimensions. The data we’re importing is very simple text And the dimensions already exist on Pigment, we’ve already created them.I would really appreciate your help dear Pigment Community!

11 months ago

Alix NoyonSeasoned Pigmenteer

asked in Questions & Conversations

Contains function within a IF condition

Hello, I want to create a if function, in which the logical test is a contains function. If the result from contains function is TRUE => put a value from a dimension, if the result is FALS => put another value from a dimension. I tried to do that like this (in a column dimensioned into FF_fg_non_Ankorstore, supporting the logical test): IF((CONTAINS("FF",TL_OLC.'Lb Charge Type')= TRUE,FF_fg_non_Ankorstore."FMV",FF_fg_non_Ankorstore."AKS") But it is not working. Could someone help me on that ? Thanks a lot!

11 months ago

JoseSeasoned Pigmenteer

asked in Questions & Conversations

Error during formula computation. Some values overflows 10^14

Dears, I have been getting this error recently when I perform divisions on Pigment. I understand division by 0 or blank can give NA, that is why I use an IF in the formula to make sure we do not computate those values. Thank you very much in advance!Jose

11 months ago

AlexandreSeasoned Pigmenteer

asked in Questions & Conversations

Compare Scenario

Hello,Is there a way to compare easily Scenario between them ?E.g: I want to compare Budget 1 vs Budget 2 with variation (value and %). But I also want to compare Budget 2 vs Budget 3 the same way and I don’t wan’t to create another view with another calculated item, because I have numerous scenario to compare.The idea is to have a var (value and %) between 2 scenario by selecting them. Is it possible ?Thanks

11 months ago

BenjiEmployee

published in Job Board

FP&A Jobs #31 - May 12th (PVH, Forto, ElevateBio...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every weekExecutive positions1️⃣ [FINANCIAL SERVICES] FP&A Growth Director @EarnIn, a financial technology company.We are looking for an experienced professional to lead finance for growth, partnerships, and new product development. This individual will partner closely with the executive team and other leaders to set and support our growth strategy, design and optimize new products, allocate resources, optimize performance, and bring a financial lens to investment decision-making. The role will report to the Head of FP&A.📍Bay Area/Remote, US 2️⃣ [RETAIL APPAREL & FASHION] FP&A Overhead - Omnichannel @PVH Corp, the growth platform for Calvin Klein and TOMMY HILFIGERThe Omnichannel Finance and Controlling team supports the department in reaching their targets by managing the short, medium, and long-term planning, control, and

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11 months ago

TomCNewly Minted Pigmenteer

asked in Questions & Conversations

Filtering Transaction Lists on Dashboards

I can see the page options for metrics and graphs that allow filters to be linked to the same as the board. However is the same available for Transactions lists? Many thanks!

11 months ago

abhilashsawlaPigment Academic

asked in Questions & Conversations

Metrics level condition formatting

Hi Can we define condition formatting based on metrics?

11 months ago

KhadijaFrequent Reader

asked in Questions & Conversations

Aggregate a dimension to a metric

I have a transaction list with a property that is filled through a dimension list with a month, this transaction list has also another property where I want to aggregate the latter property that is filled through the dimension list (month) and a number metric containing the number 2. But I get this error message “ Expressions are incompatible and cannot all be converted to Dimension (Month)”.My end goal is to have my needed property with the property containing the month dimension + 2I don’t want it to be done manually so I want it to be added to this metric containing the number 2.I hope my question is clear. I am impatiently waiting for your feedbacks!

11 months ago

YaejisNewly Minted Pigmenteer

asked in Questions & Conversations

By Sum and filter

Hello! I am trying to summarize the cost by department and division by monthly basis using transaction list from another app. The setup is set as how I would like to see but the sum of amount is not same as what I expect. Can you please help? Thanks in advance! This is the logic I used to create a metric:'PL GL Data'.'Net Amount (USD)'[BY SUM:'PL GL Data'.'PL L0','PL GL Data'.Division,'PL GL Data'.Department,'PL GL Data'.Month][FILTER:'PL GLs'.'PL Cat 1'='PL Cat 1'."Headcount Costs"]Here’s the PL GL Data transaction list. For sanity check, I filtered out “Headcount Cost” for PL Cat 1 and March 2023 transactions only. Total should be $9,100,788.45 but I am getting $9,124,046.48

11 months ago

BenjiEmployee

published in Job Board

FP&A Jobs #30 - May 4th (DeepL, Choco, Spring Health...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every WeekExecutive positions1️⃣ [SOFTWARE] VP of FP&A @Acumatica, a leading provider of cloud business management software that empowers small and mid-size businesses to unlock their potential and drive growth.Acumatica is hiring a VP of FP&A to work from our Kirkland, Washington office and lead our worldwide financial planning and analysis team. The position is critical to Acumatica’s continued growth and development. Experienced FP&A professionals who drive business insights and continuous improvement, bring a quantitative, data-driven mindset, and have outstanding communication and interpersonal skills please apply for this new position!📍Kirkland, US 2️⃣ [SOFTWARE] VP of Strategic Finance and FP&A @Choco, whose platform connects restaurants and suppliers, improving the order process to save time, money, and food.The VP of

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1 year ago

ELeff_AccBudding Pigmenteer

asked in Questions & Conversations

Google Sheet Connector Error when ignoring columns

We are currently utilizing a Google Sheets connector to a worksheet that has a series of data that contains old logic that we wish to calculate within Pigment going forward. In this particular example, the Google Sheet worksheet contains both Annual Amounts (which we want to import), as well as Monthly Amounts (which we want to ignore and recalculate within Pigment as this was using a historical spread methodology to be augmented in Pigment). We are finding during the configuration of the Import, when we elect to Ignore (delete the columns from the import definition) and kickoff the integration we get failures, stating the following: Two questions: Is it assumed that in the below example, the desired data must come first and cannot be situated after data that is desired to be ignored? Is ignoring columns when utilizing a Google Sheets Connector not allowed?

1 year ago

Bill LustgartenNewly Minted Pigmenteer

asked in Questions & Conversations

Best practice for blank dates?

Hi. First time poster here. :)We import transaction-level data with revenue and other info. One dimension in the data is “account cohort month”, which lists the month an account was created. This is a dimension list in the calendar of our hub. However we have many transaction-level rows with a blank “account cohort month”. This is correct, as there are specific internal rules to what is considered an account.When we try to create metrics pulling revenue from the transaction-level load, it is excluding all those with a blank “account cohort month”. We don’t want to exclude the blanks. When we analyze the cohorts, we want all the cohort months but also a bucket for “no cohort” or similar.What’s the best practice for handling this? The transaction-level data is MANY rows, so manipulating the data in Pigment is probably ill-advised. We could have blanks populated as “NULL” or “No Cohort” before loading to Pigment, but since this isn’t a calendar item, would that even work? (Or how would we

1 year ago

BenjiEmployee

published in Announcements

Congratulations to our Q1 2023 top Pigment modelers! 🎉

Every quarter we award our most 20 active users of Pigment with the Top Modeler badge 🏆 We’re delighted to announce the recipients for Q1 2023 as:@Emilia , @Eda, @venitiav, @lpaul, @Alexandre, @Anas Tahri, @CBGong, @laura, @Olivia Van Gerven, @rschimm, @Yannick, @Antoine, @Josh, @Thanh, @Rares, @Anthony, @Clément Betin, @ClementineEv, @Vmanek, @Guillermo Puls 🥳🥳🥳Thank you for your commitment and exploration of Pigment! We’re excited to hear more about how you’re using Pigment at your organisation 👏 We’ll be back after Q2 with another round!

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1 year ago

YaejisNewly Minted Pigmenteer

asked in Questions & Conversations

Using something similar to Vlookup

Hello, can you please help me with formula something similar to vlookup?Trying to fill in the Division property using the Department code dimension.Tried using “ITEM('PL GL Data'.Department,'Department Code'.'Department Name')”, but error says “ Error: Expressions are incompatible and cannot all be converted to Dimension (Department Code)” Thanks in advance!

1 year ago

Olivia Van Gerven

asked in Questions & Conversations

Use maximum values in new metric

Hello Community! I created a metric where I can see the revenue of a product split by different countries per month. I can then use the aggregator “MAX” to give me the maximum obtained revenue - e.g. in which country the revenue was the highest that month. I would like to use this value (thus the name of this country) in a separate table where I have already other information on this product. What I would like to add in this table is thus “Product X - Top performing country”. Would this be possible? Thank you very much in advance!

1 year ago

OyvindBNewly Minted Pigmenteer

asked in Questions & Conversations

Viewing login activity by User

Hi, Is there any way as an admin to track when an user last logged into Pigment / track this over time? Would be great to have in order to track the actual adoption of Pigment across the business, given that a lot of user will only be consuming information (not making any changes to the assumptions, which would have appeared in the History logs).

1 year ago

abhilashsawlaPigment Academic

asked in Questions & Conversations

Can we use variables in formula?

Generally, we create metric for current month or year and use it for further calculation.If we can use variable in formula than we will not have to create metric for the same.So I would like to know that we can use variable in formula, if yes then how?

1 year ago

Myriam AKILNewly Minted Pigmenteer

asked in Questions & Conversations

Assign a category based on keywords

Hello, I want to automate the loading of a statement. To do this, I have a database that assigns each keyword in a label to a category.I would like that when I reload my statement, Pigment recognizes the keyword in each label and assigns it to the corresponding category thanks to the created database. What formula can I use? Thank you for your help

1 year ago

BenjiEmployee

published in Job Board

FP&A Jobs #29 - Apr 27th (Figma, Beamery, Coalition...)

For all the new joiners, a quick reminder of what you get with this newsletter:👉🏾 Around 10 fresh job offers👉🏻 From top companies worldwide👉 Every ThursdayExecutive positions1️⃣ [IT SERVICES & CONSULTING] Corporate Finance Director @Coalition, the world's first Active Insurance provider designed to help prevent digital risk by combining comprehensive insurance coverage and cybersecurity tools.The Coalition FP&A team is passionate about solving some of the company’s most pressing business issues. The team is responsible for leading Coalition’s budget, driving annual and quarterly planning processes, allocating and deploying the company's resources efficiently, performing financial analyses, and partnering with teams across the company. The role requires someone who is highly analytical and strategic, a great communicator, approaches problems in a structured manner, and is comfortable with ambiguity. You’ll get substantial visibility, focus on the highest-priority business i

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1 year ago

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