Skip to main content
Solved

How do I create this percentage formula?

  • September 2, 2021
  • 6 replies
  • 64 views

Forum|alt.badge.img+7

Hey all, I’d love a hand with a formula if anyone knows this?

I’d like to find what % a number is of another number, if that makes sense…

So for example…

If I have $500 in an investment account, and that investment is currently sitting at $750, what’s the formula to show the % increase (which equals to 50%)?

The formula would of course show the opposite of -50% if the investment fell to $250.

Any help is greatly appreciated. Thanks! Christopher

Best answer by kuovonne

Thanks kuovonne. How do I actually “add” this to the existing formula?

({Current Value} - {Original Value}) / {Original Value}

Then…

IF(
AND({Current Value} & “”, {Original Value}),
({Current Value} - {Original Value}) / {Original Value}
)

I tried to do this but get an error so I’m obviously doing it incorrectly. Thanks!


Just use the new formula. Notice that the new formula contains the previous formula embedded in it.

6 replies

kuovonne
Forum|alt.badge.img+29
  • Brainy
  • September 2, 2021

It sounds like you want to know the percent change, which is slightly different from what percent is x of y.

This will give percent change:

({Current Value} - {Original Value}) / {Original Value}

Be sure to adjust the format settings of the formula field to display as a percent.


Forum|alt.badge.img+7
  • Author
  • Known Participant
  • September 3, 2021

It sounds like you want to know the percent change, which is slightly different from what percent is x of y.

This will give percent change:

({Current Value} - {Original Value}) / {Original Value}

Be sure to adjust the format settings of the formula field to display as a percent.


Thank you so much, @kuovonne - that’s exactly what I need.

Question - for the past cells that don’t have a value, how do I remove the NaN? Is there something I can add to the formula to do that?

Thanks!
Christopher


kuovonne
Forum|alt.badge.img+29
  • Brainy
  • September 3, 2021

Thank you so much, @kuovonne - that’s exactly what I need.

Question - for the past cells that don’t have a value, how do I remove the NaN? Is there something I can add to the formula to do that?

Thanks!
Christopher


IF(
    AND({Current Value} & "", {Original Value}),
    ({Current Value} - {Original Value}) / {Original Value}
)

Forum|alt.badge.img+7
  • Author
  • Known Participant
  • September 3, 2021
IF(
    AND({Current Value} & "", {Original Value}),
    ({Current Value} - {Original Value}) / {Original Value}
)

Thanks kuovonne. How do I actually “add” this to the existing formula?

({Current Value} - {Original Value}) / {Original Value}

Then…

IF(
AND({Current Value} & “”, {Original Value}),
({Current Value} - {Original Value}) / {Original Value}
)

I tried to do this but get an error so I’m obviously doing it incorrectly. Thanks!


kuovonne
Forum|alt.badge.img+29
  • Brainy
  • Answer
  • September 3, 2021

Thanks kuovonne. How do I actually “add” this to the existing formula?

({Current Value} - {Original Value}) / {Original Value}

Then…

IF(
AND({Current Value} & “”, {Original Value}),
({Current Value} - {Original Value}) / {Original Value}
)

I tried to do this but get an error so I’m obviously doing it incorrectly. Thanks!


Just use the new formula. Notice that the new formula contains the previous formula embedded in it.


Forum|alt.badge.img+7
  • Author
  • Known Participant
  • September 3, 2021

Just use the new formula. Notice that the new formula contains the previous formula embedded in it.


Wow, I didn’t look close enough lol. Thanks, kuovonne :slightly_smiling_face: