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Cara
Contributor
Contributor

Investment Cashflow in QlikSense

Good day,

I'm trying to figure out an easy way to set up an investment cashflow in QlikSense.

I have attached the excel version of what I would like to achieve. The following values is captured beforehand:

  1. Capital (Start)
  2. Yearly Withdrawal
  3. Investment growth percentage
  4. Inflation percentage

This needs to happen for over 20 000 different types of funds with different values. 

There should be a year structure of 30 years - this is one of my biggest obstacles, to get a sequence of 30 years for all 20 000 funds. 

The formulas used is quite straight forward and available in Qliksense. I'm just struggling to find a way to get to the full structure with only those 4 Input values. 

Is there maybe a way to get this done in QlikSense? 

Thanks so much in advance!

Labels (1)
1 Solution

Accepted Solutions
Mario_De_Felipe
Luminary
Luminary

Hi @Cara ,

It's not perfect, but you could see attached an example of how to do it.

Best regards,

Mario

View solution in original post

1 Reply
Mario_De_Felipe
Luminary
Luminary

Hi @Cara ,

It's not perfect, but you could see attached an example of how to do it.

Best regards,

Mario