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605 Topics

DastanSeasoned Pigmenteer

Dynamically Aggregate items in Chart views

Hi Pigment friends, I wonder if there is a way to dynamically aggregate calculated values when using multiple items in a dimension? I am sure my question is confusing, so hence, I will give an example.We are presenting Average Contract Value (ACV) in each segment throughout the year on a monthly basis (we have 3 segments):Each node in the chart is the ACV and all segments are currently selected. The thing is, when we want to represent aggregated ACV with all segments, we need to create a separate chart: The downside of this chart is that we cannot dynamically add/combine/remove segments, because it will start summing them up, instead of showing ACV of combined segments. For instance, if I select Small customers ACV ($500) and Medium customers ACV ($1000), and we have 10 small customers and 5 medium customers, the average aggregated ACV should be: (10 * $500 + 5 * $1000) / (10 + 5) = $667. With aggregated chart, it will sum $500 and $1000 and show $1500 as total ACV, if Small and Mediu

2 months ago

BenjiEmployee

published in Announcements

Pigment recognized in 2024 Gartner® Market Guide for Cloud Extended Planning and Analysis Solutions

“Gartner FP&A Leaders’ Priorities for 2023 found that 76% of FP&A leaders will integrate financial planning with other enterprise planning. This is one of the top priorities for FP&A leaders and is of similar importance to planning and sequencing finance transformation activities” leaders – “by 2025, more than 60% of planning solution initiatives will be driven by xP&A requirements.” Pigment has been recognized in the report as a Representative Vendor in Cloud Extended Planning and Analysis Solution Functionality. What’s in the Market Guide?An xP&A definition and market description: why it’s a priority for enterprises and how it differs from integrated financial planning Analysis of the market direction - where Gartner expects xP&A to go next Recommendations for application leaders to effectively utilize cloud xP&A Capabilities to consider when evaluating xP&A platform solutions A list of Representative Vendors Read the Market Guide Gartner, Market Guide

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2 months ago

BenjiEmployee

published in Job Board

The FP&A Jobs Report #69 (Matillion, Glean, Poolside...)

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 Roles [SOFTWARE] Head of Finance 📍Remote, EMEA Poolside is building the world's most capable AI for software development & the applications to unlock the potential of developers. [HIGHER EDUCATION] FP&A Director 📍Paris, FR OpenClassrooms has become one of the largest online education and training platforms in Europe. [SOFTWARE] Head of FP&A 📍London, UK [SOFTWARE] Quadient specialises in customer experience management and business process automation. [SOFTWARE] FP&A Director 📍San Francisco, US Iterable is the top-rated AI-Powered Customer Communication Platform. Hiring? Submit a job!Other Roles [SOFTWARE] FP&A Manager 📍Manchester, UK Matillion is a cloud-native data integration platform facilitating ETL processes for or

570

2 months ago

ParapebuneNewly Minted Pigmenteer

asked in Questions & Conversations

Manual Input Board

Hi! I have a numeric metric of volumes of selling items with dimensions: item, channel, category, monthFor this metric I have some volumes imported from a transaction list. Apart of these volumes I want to use an input board which allows me to manually input extra volumes per item/channel/category/month which will finally add to the imported volumes.In the board, the input widget should show all the items that were manually input and should have the option to input a new volume based on the dimension selection.How do I do that?Thanks in advance!

2 months ago

dariousFrequent Reader

asked in Questions & Conversations

Calculating Adjusted Average by Month on various Dimensions

Hello Pigment Community!I hope this post finds you well. I'm currently working on enhancing my model's performance by calculating an adjusted average by month for deal completion times. While I've successfully calculated the average number of days for deal completion in a straightforward manner, I'm now facing challenges taking it to the next level. I'm reaching out to this community for assistance, and I would greatly appreciate your input and expertise.Current Solution:In my current approach, I utilize a transaction block named "All Deals," containing two columns - 'create date' and 'close date.' Using the 'DAYS' pigment function, I calculate the difference between these two dates. Then, using Excel I compute the 1st and 3rd quartiles using the excel function “QUARTILE.INC”. I then calculate the the Inter-quartile range (IQR), which I use to calculate the upper and lower bounds for my data. I then manually input the upper and lower bounds in my pigment solution to exclude outliers an

2 months ago

JoseSeasoned Pigmenteer

asked in Questions & Conversations

Getting the seasonality for FORECAST_ETS function

Dears,I have the historic sales per month, and we have strong seasonality, but also and upward trend. I would like to use the FORECAST_ETS function, however, I don’t understand how to get the value of seasonality. For example I know every July and August we have a drop and then it gets higher on September. In this case the seasonality would be 12? If I want something more exact can I use Python and then get the equation and plug in pigment? For calculating a better seasonality number, alpha, beta and gamma, is there a way to get those numbers in Pigment, or I need to have another application, such as Python or R? Thanks in advance! Jose

2 months ago

Lester ChowNewly Minted Pigmenteer

posted in Questions & Conversations

How are you all doing budget transfers it doesn't seem to exist as a function

We can’t edit snapshots and scenarios always have a risk of changing if underlying metrics change. How do you all do budget transfers? ie. I need to move a headcount from marketing to finance, how would I do this? And I would want all the related headcount costs to move too in the snapshot.

2 months ago

kristian.bartelNewly Minted Pigmenteer

asked in Questions & Conversations

Budget Scenario or Version?

Not sure if this exact topic shows up elsewhere, but after some digging, I was still interested in clarifying best practice for budgeting in Pigment (scenario vs. version). I found this in the responses of a similar post: For versions vs scenarios, this is a hot topic. We are right at the moment where I would suggest to use scenarios. Knowing there is currently a constraint: one scenario cannot reference another via a formula (we are working on it though). besides that, it behaves mostly the same as using a standard dimension for versions, except that you can easily compare to snapshots (thus fixing your numbers). With my limited understanding it seems like scenarios are preferable in that they respond to changes in the model over time (i.e. if there’s a change in dimensionality in a metric, the new dimensionality is accessible through your budget scenario), and they are very visible when selecting “scenario” in pages or elsewhere. However, given that the nature of a budget is static,

2 months ago

dariousFrequent Reader

asked in Questions & Conversations

Seeking Help for Calculating YoY Moving Average and Building Growth Hypothesis

Hi Pigment Community! I hope this message finds you well. I am currently working on building a table that will display my Year-over-Year(YoY) Moving Average(MA) of opportunities to customers. The ultimate goal is to use these calculations to create a growth hypothesis, which will then be employed for forecasting future opportunities and customers. I want to ensure that my YoY MA calculations are not only viewable at all levels of granularity but also correctly calculated for both granular and total values. I'm facing two main challenges that I'm seeking assistance with.Problem 1: Granular and Total Value Calculation I want to create a calculation that accurately computes both granular and total values without the aggregation issues I'm currently experiencing.Problem 2: Referencing YoY MA Values for Future Growth Hypothesis I aim to reference YoY MA values in future metrics for the growth hypothesis without being hindered by the limitations of calculated items and 'show value as' functi

2 months ago

PatMacBudding Pigmenteer

asked in Questions & Conversations

Value formatting in Charts

Is there a way to get rid of the decimals in the below chart without reverting to grid form first?

2 months ago

ElodieSeasoned Pigmenteer

asked in Questions & Conversations

Conditional formatting based on previous month

Hi everyone!I am trying to add a conditional formatting in my headcount metric in order to highlight when the number of employees increases or decreases from month to month. I cannot find any option in the conditional formatting that allows me to do so... Could you please help me finding the best solution if anyone has already faced this issue? 🤗Thanks!

2 months ago

LehtohenNewly Minted Pigmenteer

asked in Questions & Conversations

YTD Calculations Wrong when Showing Values as %

Hello Community, I am struggling with YTD summaries for %-values. In image 1 I have lines for Revenue and Costs and then I have added metric “Costs” for a second time and I am showing the value as % of Revenue. Image 1When I add YTD calculations (Image 2), I have an issue that also the “% of Revenue (Costs)” seems to be cumulating when in fact it should be always calculated as Costs/Revenue. This means that for February YTD (ACT) shows -2.20 % (= -1.30 % + -0.90 %) instead of the calculated values, which should be -1.11 % (= -4 664 / 419 306). Image 2Is it possible to keep the YTD calculations for other metrics, but use a “formula”-calculation for the %-metrics? In case it is any help, here is also a image of how I have pivoted the data. Image 3

2 months ago

BenjiEmployee

published in Job Board

The FP&A Jobs Report #68 (OpenAI, Adobe, Wiz...)

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 Positions [COMPUTER & NETWORK SECURITY] FP&A Director 📍New York, US Wiz rapidly identifies and removes the most critical risks in AWS, Azure, GCP, OCI, Alibaba Cloud and Kubernetes so companies can build faster and more securely. [MANUFACTURING] FP&A Associate Director 📍Bad Homburg, DE Fresenius Kabi is a global healthcare company that specializes in lifesaving medicines and technologies for infusion, transfusion and clinical nutrition. [SOFTWARE] FP&A Director 📍Remote, US Aurora Solar is cloud-based software transforms solar design, sales, and delivery. [STAFFING & RECRUITING] FP&A Director 📍Montpellier, FR Meteojob is a French job search platform owned by CleverConnect, a company that specialises in HR and recruitment technology solut

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2 months ago

AlexandreSeasoned Pigmenteer

asked in Questions & Conversations

How to compute a median ?

Hi,How can I do a median in Pigment ?Thanks

2 months ago

Antoine-2Newly Minted Pigmenteer

asked in Questions & Conversations

Implementing a Default Filter on board based on last month imported

Hello,I would like to create a default filter for a board that takes the last month into account based on data imported.Is it possible ? And if so, through what functionality?Thank you for your help.Have a nice day,Antoine

2 months ago

Mart.Just Arrived

asked in Questions & Conversations

Creating a dimension list and transaction list

How do I create a dimension list (step by step process), How do we know what fields would be a dimension, for example, would a product type classified as text or dimension? or customer classification (New/Existing) be a text or dimension.Also, how does this feed to the transaction list, when importing a csv file.When the transaction list is then created, how do I create metrics, chart and tables from this transaction list.

2 months ago

connorsmithNewly Minted Pigmenteer

asked in Questions & Conversations

Hide the Secondary Axis

Hello, is there a way to hide the secondary axis? I see that there is optionality to hide the left Y axis (screenshot 1), but I don’t see anything to hide the right Y axis. On my reporting boards, I notice that the right Y axis takes up a lot of space and forces the remainder of the valuable content to be squished (screenshot 2). I’d imagine that others would have this same problem?.

2 months ago

PaylwardNewly Minted Pigmenteer

asked in Questions & Conversations

Build from Scratch Demo

Hello, I am a new user with Pigment and am following the instructions in the Build from Scratch Demo lesson. I have followed along up until we upload the transaction list. When it is complete and I click on the transaction list title “MYERP” from the upload, there is no dimension data for Country, Region, Sub Region, Products and Date. I see the units sold but that is about it. I followed along with the video but am now getting blanks. Can someone help with this error.

2 months ago

Cedric LJSeasoned Pigmenteer

asked in Questions & Conversations

Restore a precedent version of a metric

Hi, I had a metric with some plug value inside (600 values), I wrongfully deleted them.Is there a way to restore the past version of the metric ?Thanks

2 months ago

Antoine-2Newly Minted Pigmenteer

asked in Questions & Conversations

Creating Dynamic User-Defined Categories

Hello,I would like to know if it is possible, based on the value of a text metric, to create a dimension. The idea is that I have users who will enter requests and then group these requests by category. I do not know the list of these categories and each user will be able to create their own list. However, I would like users to be able to filter requests by category and add the category as a characteristic of the request. Thank you in advance for your help.Have a good day.Antoine

2 months ago

Antoine-2Newly Minted Pigmenteer

asked in Questions & Conversations

Merge 3 text metrics into One

Hello,I have 3 text-type metrics with the same dimensions, and I would like to combine these 3 metrics into a single text-type metric.In this new metric, I would like to add a category dimension to be assigned to each of the values from the original metrics.Please let me know if I'm not clear enough!!Thank you for your help :) A basic example below :

2 months ago

Antoine-2Newly Minted Pigmenteer

asked in Questions & Conversations

Filtering and Pivoting Monthly Data

Hello,I need help retrieving information for a metric of the monthly type. This metric consists of 3 dimensions (operation, cohort, month). I would like to retrieve in which cohort the operations are in December '23. And thus obtain a cohort type metric with the operation as its dimension.For exemple for this operation, I like to retrive the M+106 cohort. Thanks for your help.:)

3 months ago

Olivia Van Gerven

asked in Questions & Conversations

Count number of characters

Hello, I have a column with IDs that either have X, either have Y number of characters. The characters are a combination between letters and numbers. I would now need to find a way to single out all the IDs with X number of characters. I was thinking of creating a 2nd column that gives me 1 if the column has X characters, 0 if Y characters. However, I am struggling to find a way how to count. Is this possible? Thank you very much in advance

3 months ago

BenjiEmployee

published in Job Board

The FP&A Jobs Report #67 (Longchamp, Olo, MessageBird, Keyrus...)

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 Positions [IT & INTERNET] VP of FP&A 📍Remote, US Olo is a leading open SaaS platform for restaurants that enables hospitality at every touchpoint. [RESEARCH] Strategic Finance Director 📍Dublin, IE Alkermes is a global biopharmaceutical company that seeks to develop innovative medicines in the field of neuroscience. [RETAIL] FP&A Director 📍Paris, FR Longchamp is a French luxury fashion company known for its high-quality leather goods. [SOFTWARE] Head of FP&A 📍Madrid, ES Fever is the leading global live-entertainment discovery tech platform with a clear mission: to democratise access to culture and entertainment. Hiring? Submit a job! [TELECOMMUNICATIONS] FP&A Manager 📍Remote, UK MessageBird powers communication between busi

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3 months ago

YuriPinchukNewly Minted Pigmenteer

asked in Questions & Conversations

assign one dimension to another (resources to project tasks)

Hi! I’m working on a model for a company with project-oriented business.I need to allow users to create planned projects from scratch. Every project is dimensioned with Project Task (child of Project dimension), Resource (independent dimension - all resources are available for all projects) and Date (month) and Metrics - workload (hours).First, a user should create project structure by creating Project Tasks within the Project, then assign the Resources to every Project Task and then fill the workload metric.I want user to work on a table like at the image.My question is how to give the user an ability to assign Resources (one or more) to the given Project/Project Task. Thanks a lot!

3 months ago

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