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Vigneshkris
Frequent Visitor

Formula required for XIRR calculation

I have the following cash flow details for our investor.  
Cashflow_dateInvestor_NameCashflow_Amt
3/11/2011A-1823000
10/19/2015A-700000
4/3/2018A0
6/7/2018A3744301.39
5/25/2015B-2805000
8/30/2015B305534.35
10/12/2015B-305535
4/3/2018B0
6/7/2018B3320473.84
However when I use the XIRR formula  I am getting the calculation as shown below which doesent look correct . Can you please help in sorting out the issue.
   
Investor NameColumn  
A-2.57 
B-2.57 
Total -5.14 
   
We created a new XIRR column with the formula as shown below  
IRR_Calc= XIRR(IRR,IRR[Cashflow_Amt],IRR[Cashflow_date]) 
However when I try to run this in excel I am getting the value populated properly as 6.77 %
Can you please let us know what should be the formula for the column IRR_Calc 
2 REPLIES 2
v-yulgu-msft
Microsoft Employee
Microsoft Employee

Hi @Vigneshkris,

 

Based on my test, XIRR function returns the same result in Excel and Power BI based on above sample data.

1.PNG2.PNG

 

In your scenario, please make sure the dataset loaded into desktop is exactly same as that in Excel without missing any row. Please check whether you have applied any filter to dataset in desktop.

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Vigneshkris
Frequent Visitor

Any help on this please ?

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