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juliliscarmo's avatar
juliliscarmo
Icon for Helper I rankHelper I
7 years ago

Measure to calculate IRR

Hi all,

 

I'm trying to find a way to calculate the IRR, not the XIRR, just IRR. 

 

Thank you

Juli

7 Replies

  •  

    There is no IRR built in function, but you can calculate it like it with a workaround

     

     

     

    IRR % =
    XIRR (
        ADDCOLUMNS (
            Data,
            "Date365", CALCULATE (
                COUNTROWS ( Data ),
                Data[Date] < EARLIER ( Data[Date] ),
                ALL ( Data )
            )
                * 365
                + CALCULATE ( MIN ( Data[Date] ), ALL ( Data ) )
        ),
        [Amount],
        [Date365]
    )

     

    The above measure returns 8.41%

    • juliliscarmo's avatar
      juliliscarmo
      Icon for Helper I rankHelper I

      Hi LivioLanzo

       

      Unfortunately, this formula is not working well when I have blank cells. Do you have any idea why?
      I really appreciate your help, please see below my table format.

       

      ClientCategoryDateValueValues Last 1 year
      1A1/1/2017300.00-300.00
      1B1/1/2017200.00 
      1B1/2/2017150.00150.00
      1C4/2/2017250.00250.00
      1C4/2/2017400.00400.00
      1A8/2/2017230.00230.00
      1B8/7/2017300.00 
      2B8/7/2016300.00 
      2A9/7/2016500.00-500.00
      2B9/17/2016300.00300.00
      2C9/7/2017150.00150.00
      2A9/7/2017200.00200.00

      Thank you

      Juli

      • LivioLanzo's avatar
        LivioLanzo
        Icon for Solution Sage rankSolution Sage

        Hi juliliscarmo

         

        On which column are you calculating it ?  You may need to filter out blank cells

         

         

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hello Team, IS there any updates for this XIRR function grouping by category. Eg: I have to calculate XIRR value for different projects which was in same table. 

     

    Kindly help on this case Thank you M Logendran