I'm stuck. I need a field type and formula to display the cumulative annual profit or loss (P/L) displayed as a percentage (%) and based on a Q1 starting amount and subsequent amounts entered in Q2, Q3, & Q4 fields.
This seemed easy until I got started. Now I'm digging a mental hole I can't climb out of 
. Help... thank you.
Could you provide screenshots of your table setups and some example data with expected output?
Could you provide screenshots of your table setups and some example data with expected output?
I believe this is the correct layout and output (Notes field). Thank you.
Could you provide screenshots of your table setups and some example data with expected output?
FYI, $amounts in Q1, Q2, etc. are quarterly beginning amounts for the total account value/balance. The purpose of the % P/L field is only to display the current cumulative % of profits or loss for the quarters reported.
FYI, $amounts in Q1, Q2, etc. are quarterly beginning amounts for the total account value/balance. The purpose of the % P/L field is only to display the current cumulative % of profits or loss for the quarters reported.
Hmm and so it's always based off of the value in 'Q1'? Does this look right?
IF(
Q4,
(Q4-Q1)/Q1,
IF(
Q3,
(Q3-Q1)/Q1,
IF(
Q2,
(Q2-Q1)/Q1
)
)
)
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