Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Cumlative Annual % of P/L based on Quarterly Field $Amounts

Topic Labels: Formulas
376 4
cancel
Showing results for 
Search instead for 
Did you mean: 
Tom_David
6 - Interface Innovator
6 - Interface Innovator

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.

4 Replies 4

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.

Tom_David_0-1735730807467.png

 

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?

Screenshot 2025-01-02 at 8.52.26 AM.png

 

IF(
  Q4,
  (Q4-Q1)/Q1,
  IF(
    Q3,
    (Q3-Q1)/Q1,
    IF(
      Q2,
      (Q2-Q1)/Q1
    )
  )
)

Link to base