+10I'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.
+31Could you provide screenshots of your table setups and some example data with expected output?
+10Could 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.
+10Could 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.
+31FYI, $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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