Questions & Conversations
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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
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!
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
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
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?
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.
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!
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
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
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?
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
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
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
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
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.
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:
Dears, I am trying to filter by the current month in each of the metrics, I would use TODAY() function in excel, but since there is no function like that on Pigment. As a workaround I created a metric that I called Current Date (Month Dimension) , which I will update monthly, so that I can filter by that metric and automatically update all the other metrics. IF('MRR Be Churn Analysis'=1,TRUE)[FILTER:'Data Hub'::Month='Current Date'] However, I did not work, do you have any suggestion or guidance? Thank you very much in advance! Jose
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
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
Hi Community!Love our trace dependent feature for tracking interlinked metrics/data sources but I’m wondering if there is any way I can see from a dimension which metrics/applications it is being used in. Wanting to do some cleanup of our dimensions and prior to deleting I want to find a way to ensure I won’t break anything after deleting.Thanks!
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