I have a table INVESTMENTS
like so:
A B C
1 Date, Company, Investment
2 01/01/23, Foo, -100
3 01/01/23, Bar, -100
4 01/01/23, Biz, -100
5 01/02/23, Foo, -240
6 01/02/23, Bar, -200
7 01/02/23, Biz, -100
8 01/03/23, Foo, -100
9 01/03/23, Bar, -300
10 01/03/23, Biz, -200
And another PRESENTVALUE
like so:
A B C
1 Date, Company, Value
2 Today(), Foo, 50
3 Today(), Bar, 200
4 Today(), Biz, 150
How can I add an IRR column to PRESENTVALUE
table, for each company? I tried several variations of the following with Ctrl
+Shift
+Enter
for array formula:
A B C D
1 Date, Company, Value, IRR
2 Today(), Foo, 50, IRR(IF($INVESTMENTS.B:$INVESTMENTS.B=B2,$INVESTMENTS.C:$INVESTMENTS:C) & C2))
3 Today(), Bar, 200, IRR(IF($INVESTMENTS.B:$INVESTMENTS.B=B3,$INVESTMENTS.C:$INVESTMENTS:C) & C3))
4 Today() ,Biz, 150, IRR(IF($INVESTMENTS.B:$INVESTMENTS.B=B4,$INVESTMENTS.C:$INVESTMENTS:C) & C3))
To no avail. I’ve also found the following answer: XIRR with filtered ranges?, which is similar, but not exactly what I need.
Re-organizing the tables manually is not an option, as the actual tables are large and grow regularly.