Expression Help

[Anonymous]

Hi All,

I’m working on a XIRR calculation where I come across with some issues that I need some help.  I want to add to below “ Trans Type]-=” to exclude where  If [Trans Type]=’EMV’ AND [Date]=’11/30/2015’  Also, to include [Trans Type]=’Memo:’ AND [Date]=’12/31/2015’ 

In words, I want to exclude Trans Type-=’EMV’ with 11/30/2015 date; Also, only take Trans Type=’Memo:’ with 12/31/2015 date.

Below is my current expression.

=XIRR({<Company-={'ABC’},[Trans Type]-={'Income:' ,'Expense:', 'Fees'}>}[Amount],[Date])

Any input will be greatly appreciated!.

Thanks,

Frankie

[tresesco]

Try like:

=XIRR({<Company-={'ABC'},[Trans Type]={'Memo:'},[Date]={'12/31/2015'}>

      -

      <Company-={'ABC'},[Trans Type]={'EMV'},[Date]={'11/30/2015'}>}

      [Amount],[Date])

[jonathandienst]

I understood the OP a little differently:

=XIRR(

{

  <Company-={'ABC'}, [Trans Type]={'Memo:'}, [Date]={'12/31/2015'}> +

  <Company-={'ABC'}, [Trans Type]-={'Memo:'}> -

  <Company-={'ABC'}, [Trans Type]={'EMV'}, [Date]={'11/30/2015'}>

}

[Amount],[Date])

(include trans type = memo only for the defined date,

include other trans types for all dates,

but exclude trans type EMV for the second defined date)

[Anonymous]

Tresesco and Jon thanks for the reply. Will check it out shortly to see how it goes.

Many Thanks!

Frank

[Anonymous]

All,

Do you know how I can make it dynamic for the Company? I have multiple companies, but I just want to exclude certain companies that start/have the word "GP".  I have this added to the expression, it didn't work. {"$(-={'GP,*'})"} .

=XIRR({<Company-={"$(={'GP,*'})"} ,Trans Type]-={'Income:' ,'Expense:', 'Fees'}>}[Amount],[Date])

[settu_periasamy]

Hi,

Try like this..

=XIRR({<Company-={'GP*'},[Trans Type]-={'Income:' ,'Expense:', 'Fees'}>}[Amount],[Date])