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420 Topics

RoccoNew Pigmenteer

Mapping Values in different items

Any suggestion regarding oh how to complete the following:I would like to allocate top value in the cells below. In the Loss Utilisation Dash there is 1 metric more (Year Incurred) The formula I used so far is:'03. Future Taxable Income for utilization against available loss' [select: Year."FY 23"][by: -> '01.2 Year Incurred'. "FY 05"]

2 months ago

Manon SJust Arrived

asked in Questions & Conversations

Price / Volume effect

Dear community,We would like to create a Price/Volume effect bridge from Budget to Actuals. We were thinking to create a metric for each KPI (Origin Price, Destination price etc.) but that means we create many metrics as the formula use many different KPI for few bridges. Is there a faster way to do it ?Thanks a lot,

2 months ago

gabmactavishEnthusiastic Pigmenteer

asked in Questions & Conversations

Board customization qustions

Hi Community,I’m trying to create some nice boards and have a few questions on presentation elements that I’d like to incorporate, but don’t seem to be possible in Pigment. If possible, please let me know how, or if not possible, if there are any workarounds. Are you able to change background colours on the board, or the font? (for example - we do a lot of our reporting on a black background, so it would be nice to change from the default white. Or be able to align other formatting to our internal reporting themes) Screenshot 1 Can you remove gridlines on a Grid? (again, a lot of our reports are against a black background, so it’s a bit of an eye sore to have the white gridlines there) Screenshot 2 Is there a way to apply cell formatting to a wide range of cells, or a whole table at a time? Currently what’s happening is if I format “Revenue” for example with $ and M for millions, only that one line will change, and not everything that is grouped (Screenshot 3). Updating this has become

2 months ago

RoccoNew Pigmenteer

asked in Questions & Conversations

Year + 'Metric'

Dear Community,I need to set an expiration year.I am using the formula “Year + 10” on a Metric with only Year Dimension.I would like this to be more friendly to the end user.I would like to set a metric that i can add to year (ex= Year + “metric”) . I tried with a metric with no Dimensions with a value 5. It did not work.The end is for the user just by changing the metric at the “metric” would change the Expiration Year.

2 months ago

JoseEnthusiastic Pigmenteer

asked in Questions & Conversations

Using LASTNONBLANK with a FILTER OR REMOVE

Dears,I want to creat a metric or a property dimension where I get the last non blank dimension from a transaction list that also has some constraints like certain dimensions from that transaction list be equal to something. I have the following formula:'01_MRR-T Requests MRR BE'.'Billing Unit'[BY LASTNONBLANK: '01_MRR-T Requests MRR BE'.'Company or Partner Id'][REMOVE:'01_MRR-T Requests MRR BE'.'Product Final'='MRR-D Product final'."Licences"]Is says that I need to add as a dimension MRR-D Product final, so even if I just want to use it as a constraint do I need to add to the dimensions in the metric structure? Thank you very much in advance,Jose

2 months ago

RoccoNew Pigmenteer

asked in Questions & Conversations

if the result is >0 allocate it to Next Year

Hello everyone, What I would like from the formula:if the result i bigger than 0 allocate it (aggeregate it) to next FY year The only dimension used is month,Any Idea is welcome

2 months ago

BenjiCommunity Manager

published in Job Board

FP&A Jobs #38 - June 30th (Montblanc, Twilio, Criteo, Hertz...)

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 [SOFTWARE] Corporate FP&A Director @Twilio, the customer layer for the internet.Twilio is seeking a Director, Corporate FP&A to join our Finance team. This will be a highly visible role and will partner with our business unit and G&A Finance teams in consolidating and summarizing our company forecasts, in addition to partnering with Accounting and Investor Relations on our earnings process . This role will report into the VP, Corporate FP&A and will interact heavily with the CFO and other leadership roles within the business.📍Denver, US 2️⃣[SOFTWARE] FP&A Director @Cognism Ltd, the market leader in international sales intelligence.The Director of Financial Planning and Analysis (FP&A) is responsible for leading the FP&A team in developing and executing the company's financial p

370

2 months ago

GuillermoJust Arrived

asked in Questions & Conversations

Waterfall chart comparing two scenarios

Hi!I’m trying to compare two scenarios in a waterfall chart so I can see which was the total revenue expected in Scenario 1 vs which is the new expectation in Scenario 2 while seeing the main drivers of this change. I’m trying to compare scenarios in a table and then convert it into a graph but it is not working. How can I do it?Thanks!

2 months ago

RoccoNew Pigmenteer

asked in Questions & Conversations

Mapping Dimension items in another Dimension

I have not been able to map items in another dimension.My current situation is this one:however when I look at metrics I cannot seem to find them mapped!Could you please give me some suggestions? Where do i need to click?

2 months ago

keerthanarameshNew Pigmenteer

asked in Questions & Conversations

Vendor Mapping

Hi!Can someone please help me to find the vendor names from the description of a transaction from a list of vendor list that I already have?Right now, with the help of ITEM function its able to only recognize if the description has only the full vendor name from the list. But I want to populate vendor names by finding the vendor names in the description among other extra texts as well.For example,if my Description is “Amazon.com” ITEM function is able to recognize the vendor name and populate Amazon.com from the list that I have as a dimension. if the description is “Orders from Amazon.com”, its not able to find “Amazon.com” among the other texts in the description.So I’m looking for a way to find these vendor names from the description which has other text apart from the vendor name and populate it.Thank you!

2 months ago

KarlWCommunity Manager

published in Job Board

FP&A Jobs #37 - June 22ndNews

A quick reminder of what you get in the full newsletter:👉🏾 Around 10 fresh job offers 👉🏻 From top companies worldwide 👉 Every week 🗓️ Upcoming FP&A events 🔎 Pigment Finds of the WeekYou can subscribe with this link: The FP&A Job Report Executive positions1️⃣ [STAFFING & RECRUITING] Head of FP&A @Michael Page, professional services recruitment.You will provide FP&A support to the senior management team, to include the CEO, working closely with senior business stakeholders to help drive deeper understanding of pipeline, revenues, profit, cashflow and customer profitability. As a senior member of the leadership team you will be expected to provide timely and accurate management information to enable the team to make appropriate business decisions. You will have one direct report as part of the team, and you will be responsible for their continued development and learning. This is a high-profile role within the business with the need for technical expertise, ag

270

3 months ago

Jessica TNew Pigmenteer

asked in Questions & Conversations

IF formula modelling

Hello,Can you please help me with this question?I want to do a formula using IF or many IF condition.I am working with a block having months in columns and currencies in rows.Explanation: My formula is suppose to say if at the level of dimension month we select let’s say February month, I am suppose to obtain in January and february each actual rate and for the rest of the months, having february rates. And I am suppose to have the same logic if I select any month.Waiting for your response.Thanks.

3 months ago

YaejisNew Pigmenteer

asked in Questions & Conversations

Reallocation Logic

Hi Pigment team! I am trying to setup a reallocation logic. Can you please help with creating the formula? Right now, the total cost $1,517,587 is booked all in US (screenshot 1), but I want the cost to be re-allocated to international countries (screenshot 2). You will see the total still matches with screenshot 1. For my another metric for reallocation, what is best way to create a metric to show a table as screenshot 3? Thanks in advance for reviewing!

3 months ago

abhilashsawlaExpert Pigmenteer

asked in Questions & Conversations

Board Permission

HiWe have Two Applications.Hub BudgetingIn Hub Application, we have defined all roles and its permission & Access Write.Following Roles, we created in Hub Calculation.Requirement:CEO Role only can open and comment Cost Summary and Final Reporting P&L Board in Budgeting Application.To Fulfil that requirement, we have created a Metric in Budgeting Application for Board Permission. In Board Access Configuration, This Board Permission: CEO Metric is defined for following boards. On Board also, we defined that Board Permission: CEO Metric for that Board. After defining that Board Permission, we are not able to achieve my requirement and all roles are able to access that board.Please let us know, if we are doing anything wrong and any best practice and Solution for the same.

3 months ago

RoccoNew Pigmenteer

asked in Questions & Conversations

Setting an object equal to 1000

Can I set an object at aggregated level to be equal 1000 using a formula example‘Salary(euro)’ = 1000

3 months ago

adhainNew Pigmenteer

asked in Questions & Conversations

Best way to Build out Commissions

Hi AllIm trying to build out the company commissions based on NRR.I want to be able to calculate the corresponding commission % based on the NRR we have forecastedSo each NRR% is equivalent to a Commission %. eg. 80-85% NRR = 0.05% commission. 86-90%=0.1% Commission and so on.There are 8 bandings, so If statements seems quite long winded, but possible that way. Wondering if someone can think of an easier way?Thanks!

3 months ago

keerthanarameshNew Pigmenteer

asked in Questions & Conversations

Count of a specific vendor

Hi!I’m trying to count all the “No Vendor Name” entries from my transaction list but keep getting this error that the Property is not unique. Final Vendor Name property in the transaction list cannot be unique since there are multiple transactions under the same vendor.IF('PL GL Data'.'PL Cat 1'='PL Cat 1'."Non-Headcount Costs",COUNTALLOF('PL GL Data'.'Final Vendor Name'."No Vendor Name")) Can anyone please suggest any modifications in my current formula or any other way to count this specific “No Vendor Name” from the transaction list.Thank you!

3 months ago

gabmactavishEnthusiastic Pigmenteer

asked in Questions & Conversations

Adding comments in the margin of your P&L

Hello Pigment Community,We have replicated our monthly reporting pack in Pigment, which was previously in Google Sheets. One key function (and final touch) that would make it identical to our files in Google Sheets would be the ability to add comments in the right hand margin for each income statement line of our variance analysis.I’ve reviewed Pigment’s commenting functionality, which works well, but is not suitable for our use in this instance. We’re really set on having the comments visible, and being able to archive them. Here’s our specific requirements:Be able to archive comments by period, version (actuals vs. forecast, actuals vs. budget, etc.), and by income statement line. For example: Imagine I am reviewing the May 2023 Actuals vs. Budget Income Statement variances. I comment to the right of the Revenue line “Revenue underperformed due to X, Y, Z. If in a year’s time, I filter on the month of May, for the May 2023 Actuals vs. Budget Income Statement, I’d like to be able to

3 months ago

VianneyNew Pigmenteer

asked in Questions & Conversations

Modify a calculated item directly from the dashboard

Hello Pigment community, I am trying to compute a table showing in a column the YTD revenue, but the YTD can not be fixed on a specific month but be variable (if we want to see the YTD for 2 months ago for example). The only way i saw how to do a YTD revenue is to use a “cumulate” in the calculated items, when i add a calculated item on the dimension “month”. But if i want to change my month from the “current month” to another month, like two months ago, i will have to go back to the calculated item in the pivot. Is there a way to change the “item” in “calculated item” easily directly from the pages of the table, so that we can change it directly from the dashboards ? Or if this does not work like that, is there a way for me to be able to get a YTD computation that can be edited directly from a dashboard ? Thanks a lot for your help !

3 months ago

BenjiCommunity Manager

published in Job Board

FP&A Jobs #36 - June 19th (Spotify, HelloFresh, Ramp...)

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 [TECHNOLOGY, INFORMATION & INTERNET] Director of Corporate Finance @Mews, a hospitality management cloud that empowers the modern hotelier to improve performance.First things first: you want to know what you’re actually applying for. It’s impossible to capture every nuance of a role – especially at a rapidly growing company like Mews – but if we had to distil it down to a job description (which we do because this is a job description), it would be this: This role requires a highly experienced Corporate Finance professional with a proven track record of success in supporting a rapidly growing company through significant transformation. This specific pathway is within Finance and will be primarily based from our Prague, Amsterdam, or London, on a Hybrid and or Remote basis.📍Remote, EU 2️⃣ [FINANCIAL SERVICE

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3 months ago

gabmactavishEnthusiastic Pigmenteer

asked in Questions & Conversations

Adjusting fields in an automatic import (tips and pitfalls)

Hello Pigment Community,We have an automatic import set up connecting Pigment to our accounts in Xero. See below screenshots for a visual.For one of our legal entities, we do not have the “Department” field set up in Xero, but we need it in Pigment. As such, I’ll need to assign a “Department” to each transaction line of the import. As you can see by the screenshots, currently the departments are automatically being set to “blank”.For my purposes, I think the quickest way to achieve the department assignation would be to go line by line in my import and manually assign a “Department”. This entity is being phased out, so this is a one time clean up job, so happy to do (a bit of) manual work in assigning the departments as opposed to setting up a more permanent mapping logic.My questions/concerns:If I spend the time to do this, will future instances of the data import “wipe” these manual assignations I’ve made? To encapsulate my question, is there any tips & tricks, or maybe any pitfa

3 months ago

lpaulNew Pigmenteer

asked in Questions & Conversations

AVG by one dimension

Hi, I am trying to find a quick way to get an AVG of 1 out 4 dimensions in the metric and use it for the further calculations. I have data based on cohort, with Cohort Month (on rows) and Cohort Age (on collumns). I would like to take and avg of cohort months and only have Cohort Age Dimension in. I was trying AVGOF formula with exclude modifier but that did not work. Also, BY AVG: CohortMonth, but that keeps the metric in. Any suggestions?

3 months ago

abhilashsawlaExpert Pigmenteer

asked in Questions & Conversations

Permission Function

I found Permission Syntax on community is permissions("{\"openBoard\": true , \"postConversation\":true }")OpenBoard allows us to open the Board and postConversation allows us to comment on Board.But I would like to know, if we would like to allow end user to configure board than what we need to write code in permission function.

3 months ago

gabmactavishEnthusiastic Pigmenteer

asked in Questions & Conversations

Failed Import - CSV Data Type - "Transfer didn't successfully complete"

Hi Pigment Community,We have daily scheduled imports that are uploaded automatically from an API connection with Xero.I’ve never had an issue with them for many months, but all of a sudden 3 of them had error messages this morning.Any troubleshooting ideas to resolve this? Screenshots of the specific error message below.Thanks,Gab3 out 5 imports failed The error message I’m getting

3 months ago

KarlNew Pigmenteer

asked in Questions & Conversations

Lookup between two transaction lists

Hi, I have two transaction lists:TBL_employees - a transaction list that includes information relating to each employee at the end of each monthTBL_accounting - a transaction list that includes all the journal entries from our accounting softwareIn the TBL_accounting we have a dimension called EMPLOYEE_ID, this dimension contains the ID of an employee for all journal entries that relate to a specific employee (ex. salaries), and a dimension MONTH that contains the month of the journal entry.In the TBL_employees we have the same two dimensions - EMPLOYEE_id and MONTH as well as a dimension called EMPLOYEE_category which specifies if the employee is a manager or an individual contributor.What I want to do is add the dimension EMPLOYEE_category into TBL_accounting using the EMPLOYEE_id and MONTH dimensions as filters but I can’t find a formula that works.The challenge is that the EMPLOYEE_category can vary for the same EMPLOYEE_id depending on the month (ex. an employee being promoted), s

3 months ago

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