Questions & Conversations
Got a question about your models? Want to start a discussion? It's here!
- 103 Topics
- 266 Replies
Hi all, I wanted to ask a question about the round function. If i try to round 4.5, why does Pigment gives me back 4 as a result?In excel instead it gives me 5 (and this is what I would like to obtain)I don’t want to use the Roundup function because if I have 4.4 I want the result to be 4.
Problem Statement: In today’s world, a company has many suppliers for various goods & services, in particular with the rise of SaaS tools. There is a need to analyze expenses per vendors and plan on them.But with the multiplication of systems, there can be many challenges. Different naming, no ID, too many items for business users. Worry not, there is a way. Solution: The core of the solution is this: you need two Vendor dimensions:one to connect your external system into, we’ll call it Vendors Staging one to analyze & plan, VendorsThe technical point is how to match these two, automatically and manually to give you full control Vendor Staging: Here’s what it looks like:The goal is to have the green column mapped to the Vendor dimension. For that we are doing the following formula:if(isblank('Vendors Staging'.'Manual Mapping'),ITEM('Vendors Staging'.'Simplified Name',UPPER(Vendor.'Simplified Name')),'Vendors Staging'.'Manual Mapping')Meaning: if there is a manual mapping, take
When saving different versions of tables/charts, what are some good rules of thumb on how many to save and how to name them? I am trying to avoid saving too many so it doesn’t become overwhelming when I select the view for the boards. Wondering what the best practice is with the naming conventions and what works for different users.
Is there any way or structure for me to access the value of a dimension from a Metric?Ex. I have a Number metric that has ARR dimensioned by Customer ID and Month. I would like to find the first month a customer had an ARR value. How would I be able to access the value of the Dimension. When using firstnonblank I only am able to get the value of the Metric and cannot access any of the dimension attributes.
What would be the best way to share reports with several people, with each having a different filter applied? An example is if we have 50 site managers and each manager should see a report for their site only with site being a filter/ field within a current report.
For example if I have several metrics corresponding each to an allocation rule, and I want to define the allocation rule to be used for each entity of a company.Is there a best way than using a SWITCH statement to associate a metric with a dimension.In my example : SWITCH(Entities.Allocation Rule, “A”, ‘Allocation - A’, “B”, ‘Allocation - B’, ...)It is not totally optimal because I have to update the formulas each time an allocation rule is added.Thanks in advance !
When working with Distributed Planning architecture (multiple linked Applications), you may need to re-organize your Dimension Lists for governance or simplification purposes. In this article, we are going to explain the 2 main options that Pigment offers: Move and Substitute.When to use Move or Substitute on Dimension Lists? How to Substitute a List with another list. When to use Move or Substitute on Dimension Lists? Move allows you to simply relocate an existing Dimension to another Application. By doing so, any existing data, formulas, and Views will be updated to reference the new location. Data won't be lost in the original application, the list status changes to shared from the new location. This action moves the list from one Application to another Application, to help with the governance of that list.For example, if build your FP&A Application, then created a centralized Data Hub. You would want to gather all shared lists, and defined Access Rights, in a single app to co
Hi Team,We have been trying to figure out how to visualize and separate actuals and forecast data when sharing rolling forecast scenarios with budget owners and other users, mainly because non-FP&A users are not familiar with the switchover date workflow. We bring this up because the period type is a cross scenario setting, and we set different switchover dates for different scenarios so it won’t help.What’s the best practice? Roy and the rest from Melio :)
Dear community,How could we add “Last Date|Time Updated” to our Boards?“Last Date|Time Updated” = the last time the transaction list (data source of the board) was refresh/uploaded.The idea is to provide visibility to the final user of the board about how “fresh/updated” is the data in the board.Thanks.
Hi, I'm trying to build YTD formula that is based on switch over data. For example if the switchover date is November, I would like to sum January-November numbers. What is the easiest way to do that? I tried to use the YEARTODATE formula, but it's not what I am looking for, as it's adding to each month the sum of the previous months.
Hi Pigment People!I’m so delighted you’re here reading this. Ever since Romain (co-CEO and CTO) and I started our journey to create Pigment, we wanted to ensure what we built was powerful, flexible and easy to use. We’re still on that journey but you’ve all been crucial to where we are today.We’re going to stick around in this Community with you all (hopefully you’ll pop in often) to ensure that we stay true to our values and vision. It means a lot to be able to work with folks like yourselves who have a similar vision to us and understand how Pigment can help you and your own organisations. By coming here, I hope to get plenty of signals and feedback on how we’re doing there. If there are more articles or ideas that you would like to see, just start a discussion!It would be really cool if you introduce yourself in Rebe’s thread here. I’m looking forward to learning and sharing with you all — Romain and I, along with the whole Pigment team intend to be frequent contributors (you’ll see
Hello,Is there a formula that outputs cumulative average growth rates of a certain set of numbers? For example, an output of the last three months' revenues average growth rate could help model the rolling forecast (getting the trend is sometimes better than getting just the average).Does that make sense?Roy,Melio
Hi,I've been using filter to filter data in my view but when I do a calculation with the filtered dimension in a table, the value calculated seems to be taking into account the value of the filtered elements as well? Can I fix this or do I have to create a new dimension with different structure in order to get correct numbers?
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