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Basic Functional Normal Functional + analytics Complete Functional + analytics + social media + embedded videos Accept cookies * Community * * * Home * Recently active topics * Unanswered questions * Explore the Community * Community Welcome Guide5 * Questions & Conversations448 * Job Board66 * Announcements22 * Knowledge Base * * * Search the Knowledge Base * Documentation * Getting Started23 * Modeling & Formulas40 * Functions99 * Reporting & Data visualization36 * Collaborating on Pigment18 * Security & Permissions27 * Importing and Exporting Data53 * Legal information1 * Become a Pigment Pro * Modeling Principles7 * Modeling Guides41 * Strategic Resources9 * Newsletter Archives 21 * Customer Resources * Academy Resources 7 * Academy * Product Roadmap * Events * Groups * Create topic Login WELCOME TO THE PIGMENT COMMUNITY! EXPLORE THE COMMUNITY Connect with other users, discuss how you're using Pigment, and get inspired GET STARTED WITH PIGMENT Find everything you need to get going BROWSE DOCUMENTATION Learn about Pigment features BECOME A PIGMENT PRO All the best practices and the guides from the Pigment team ⭐ FEATURED ARTICLES ⭐ * How to set up an Org Chart * Metric to Metric Importing * The Pigment Community is levelling up – introducing our new badge and rank system! 🏅 * 7 questions to ask before bringing new data into Pigment * Pigment in Action: How to calculate streak cumulations * How Pigment implements new use cases in our internal Workspace * How to make your formulas easier to understand * The FP&A Jobs Report #66 (Spring Health, Lego, Microsoft, Qonto...) EXPLORE THE COMMUNITY * Recently Active * Help Others * Categories BenjiCommunity Manager 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 for Cloud Extended Planning an 030 3 hours ago M Moosa MalickNewly Minted Pigmenteer asked in Questions & Conversations REMOVING BLANKS IN TRANSACTIONS LIST Hi, Is there a way to remove blank cells in the grid of a transactions list. I am applying a filter to the transactions list which gives me blank rows which I want to get rid of. Thanks 02 M 5 hours ago E ELeff_AccBudding Pigmenteer asked in Questions & Conversations COMPILE COMMENTARY FROM DIFFERENT TABLES Does there exist a way to take the commentary (a metric of type text) from across two different tables? For instance, commentary about an Opex Expense related expense, for example Travel Expense (table 1) and Employee Expense (table 2). Each table has a different set of metrics and each allows for text entry to supplement the expense to provide additional detail. Downstream the request is to compile all expenses in a FPA view of all expenses entered across the company and then additionally to include the expense detail (text) with the relevant expense lines. Bringing the data from the two different tables is no issue as we can use the “+” operand to include data from both tables. This presents an issue when attempting the same with Text as the metric type of text does not accept Text as an arithmetic operand. I attempted to utilize & but that did not align properly to the relevant line items being planned. Curious if anyone else has come across this... 02 8 hours ago P ParapebuneNewly Minted Pigmenteer asked in Questions & Conversations HOW TO CREATE A WEIGHTED DISTRIBUTION Hi! I have a sales volumes metric with dimensions Category, Channel, Product and Month. Data was imported from a transaction list. I want to adjust this with some volumes that are manually input by user per channel, but I want to spread this values on every product using the same weighted distribution per category and month as the initial data. For example, if on month Jun, on a product, the volume was 15% of the total, I want to add on that product for Jun 15% of the manually added volume. How do I achieve that? Thanks in advance! 00 P 3 days ago BenjiCommunity Manager 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 week Executive 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 organisations to seamlessly manage and transform data into cloud-based warehouses for analytics and b 060 3 days ago OlaNewly Minted Pigmenteer asked in Questions & Conversations CONDITIONAL RECIPIENTS AND SCENARIOS I have configured an Automation that triggers in my scenario “Forecast”. The automation contains a conditional recipient, but the issue is that the recipient is defined by my metrics value in scenario “Baseline” instead of the value in scenario “Forecast”. Is this the way it is supposed to work or is there any way around it? 00 3 days ago JulienCommunity Manager published in Importing and Exporting Data CONNECT PIGMENT WITH AN EXTERNAL SERVICE THROUGH AN API REQUEST This article explains how to connect your Pigment application to an external service using an API request. This allows you to trigger actions remotely from a Action widget on your Pigment Board. When should I use this? Before you begin Minimum requirement Technical requirements Known limitations Step by step configuration 1. Create an API request connection 2. Use the API request connection in a Board 3. Test your API request This is the first Pigment integration capability that can send outgoing API calls to external services, which is useful in a number of situations. For example, you can trigger an external data pipeline which computes and pushes refreshed results to Pigment through the API. You can also send API calls to log custom actions in a remote system. Unlike other Pigment integrations, the API requests used in this connection don’t use the import data process. Instead, these API requests are triggered directly from a Pigment Board. It’s pretty straightforward. First, you co 0390 3 days ago P 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, month For 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! 05 4 days ago D 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 11 4 days ago Sharon ConroyCommunity Manager published in Collaborating on Pigment SET UP A PIGMENT AUTOMATED TASK Pigment Automations use Metrics to set conditions that trigger a task to defined Members. This article discusses how to set up a task in Automations. Before you begin Set Up an Automated Task Step 1. Create an Automation Step 2. Establish a Trigger Step 3. Select Assignees Step 4. Enter Task Details Step 5. Due date Step 6. Task redirection Step 7. Save and activate the task Administer the Application’s Tasks Application Settings Task Management More information on Automations This topic for Pigment Members who are task owners. A task owner is responsible for creating tasks, monitoring their status, performing actions on the tasks, such as updating assignees, sending reminders and so on. If you’ve been assigned a task and need more information on performing it, see Interact with Your Assigned Task. Before you begin Permissions. You need the Configure Automations Permission to be able to Create/Edit/Delete/Enable/Disable an Automation. This Permission has been granted to all Members hav 0440 4 days ago Show more activity M Moosa MalickNewly Minted Pigmenteer asked in Questions & Conversations REMOVING BLANKS IN TRANSACTIONS LIST Hi, Is there a way to remove blank cells in the grid of a transactions list. I am applying a filter to the transactions list which gives me blank rows which I want to get rid of. Thanks 02 M 5 hours ago E ELeff_AccBudding Pigmenteer asked in Questions & Conversations COMPILE COMMENTARY FROM DIFFERENT TABLES Does there exist a way to take the commentary (a metric of type text) from across two different tables? For instance, commentary about an Opex Expense related expense, for example Travel Expense (table 1) and Employee Expense (table 2). Each table has a different set of metrics and each allows for text entry to supplement the expense to provide additional detail. Downstream the request is to compile all expenses in a FPA view of all expenses entered across the company and then additionally to include the expense detail (text) with the relevant expense lines. Bringing the data from the two different tables is no issue as we can use the “+” operand to include data from both tables. This presents an issue when attempting the same with Text as the metric type of text does not accept Text as an arithmetic operand. I attempted to utilize & but that did not align properly to the relevant line items being planned. Curious if anyone else has come across this... 02 8 hours ago P ParapebuneNewly Minted Pigmenteer asked in Questions & Conversations HOW TO CREATE A WEIGHTED DISTRIBUTION Hi! I have a sales volumes metric with dimensions Category, Channel, Product and Month. Data was imported from a transaction list. I want to adjust this with some volumes that are manually input by user per channel, but I want to spread this values on every product using the same weighted distribution per category and month as the initial data. For example, if on month Jun, on a product, the volume was 15% of the total, I want to add on that product for Jun 15% of the manually added volume. How do I achieve that? Thanks in advance! 00 P 3 days ago OlaNewly Minted Pigmenteer asked in Questions & Conversations CONDITIONAL RECIPIENTS AND SCENARIOS I have configured an Automation that triggers in my scenario “Forecast”. The automation contains a conditional recipient, but the issue is that the recipient is defined by my metrics value in scenario “Baseline” instead of the value in scenario “Forecast”. Is this the way it is supposed to work or is there any way around it? 00 3 days ago P 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, month For 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! 05 4 days ago D 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 11 4 days ago J JoseBudding 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 02 5 days ago M 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. 01 12 days ago B Brian LeseJust Arrived asked in Questions & Conversations LOOKER WEBHOOK IMPORT ISSUE I am attempting to import data from Looker via webhook but am receiving a CSV Format & Mapping error each time. I have the saved import configuration ID correct in the webhook address, but when importing, it seems like Pigment does not recognize the column headers. I was careful to import the same exact CSV when setting up the configuration, it should have the same headers. Would anyone be able to advise on this? 01 28 days ago A anjanaNewly Minted Pigmenteer asked in Questions & Conversations UPDATE A FORMULA I have a formula on my data load table, which automatically attributes a ‘clean’ code to an uploaded busline code. For eg. If a country NG uses XXXNOTALLOC , the clean code attributed to it is XXXNOTALOCNG The formula is the following : if(('Actuals P&L Data Load'.'Busline Code - Warehouse' = Busline."LOCCENTRALTN" or 'Actuals P&L Data Load'.'Busline Code - Warehouse' = Busline."LOCCENTRAL")and 'Actuals P&L Data Load'.id_company='Legal Entity'."JT_TN",Busline."LOCCENTRALTNSSC", if('Actuals P&L Data Load'.'Busline Code - Warehouse' = Busline."LOCCENTRAL" or 'Actuals P&L Data Load'.'Busline Code - Warehouse'.'is not alloc',ifblank(item('Actuals P&L Data Load'.'Busline Code - Warehouse'.'Original - Busline'& 'Actuals P&L Data Load'.'Company Country - Warehouse'.Code,Busline),'Actuals P&L Data Load'.'Busline Code - Warehouse'), 'Actuals P&L Data Load'.'Busline Code - Warehouse')) I dont want this to happen, I want to code to stay at XXNOTALLOC. I am not sure if this will have repurcussions 08 A 1 month ago Show more activity EXPLORE THE COMMUNITY Connect with other users, discuss how you're using Pigment, and get inspired COMMUNITY WELCOME GUIDE * 5 topics * 1 Reply QUESTIONS & CONVERSATIONS * 448 topics * 1218 Replies JOB BOARD * 66 topics * 1 Reply ANNOUNCEMENTS * 22 topics * 30 Replies Welcome to the Pigment Community! 🎉 10 months ago EVENTS CALENDAR CUSTOMER LEADERBOARD * Week * All time 1 Jurgen Maas 10 points 10 points 2 MKohli 10 points 10 points 3 CamilleMomo 10 points 10 points 4 Dmitrii 10 points 10 points 5 ClareHutton_QueBIT 10 points 10 points 6 M Moosa Malick 5 points 5 points 7 M MHuiberts 1 point 1 point 8 C Chris H 1 point 1 point Show full leaderboard 1 abhilashsawla 3721 points 3721 points 2 CamilleMomo 3233 points 3233 points 3 Sofia Costa 2310 points 2310 points 4 A Alexandre 2031 points 2031 points 5 MKohli 1772 points 1772 points 6 R rschimm 1693 points 1693 points 7 C Chelsea 1474 points 1474 points 8 agnar 1318 points 1318 points Show full leaderboard BADGE WINNERS * Lukas Sasekhas earned the badge Pigment Modeling Fundamentals Certified * Amal Bhas earned the badge Emerging Helper * Amal Bhas earned the badge Emerging Author * Amal Bhas earned the badge Innovator * Bill in North Carolinahas earned the badge Partner Solution Consultant Certified Show all badges EMPLOYEE LEADERBOARD * Week * All time Show full leaderboard 1 Chris 11005 points 11005 points 2 Benoit 5060 points 5060 points 3 Benji 3605 points 3605 points 4 Pierre 2621 points 2621 points 5 Ben 2029 points 2029 points Show full leaderboard NEED MORE HELP? 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