2 Replies Latest reply: Mar 27, 2012 5:23 PM by knguyen1

# Simple growth line chart

Hi All,

I am fairly new to QV, and was trying to create a simple growth line chart base off a data stream of returns, below:

my initial dollar amount is \$100(is variable set by input box), I have a table with dates and returns.

Date  Return   Market Value (expression)

1/31   2.80%  =\$100*(1+2.80%) = 102.80

2/29  -3.45%  =\$102.80*(1+(-3.45%) = 99.25

3/31   5.50%  =\$99.25*(1+(5.50%) = 104.71

I want an accumulate expression, thus my expression should have a conditional statement to handle the first month calculation with the starting market value of \$100, then a second calculation to handle the periods after by using the market value of the previous period.  Here is what I have so far:

=if([Date]=vStartDate,((\$(vAmt))*(1+[Return])),((\$(vAmt))*[Return]))

I need that second (\$(vAmt)) to be the value of the previous market value.  Any help would be greatly appreciated, FYI-I only have personal edition, so I can't share or view other .qvw files.