3 Replies Latest reply on Dec 4, 2013 2:41 PM by George Nguyen

    Calculating Return on Investment

    George Nguyen

      I have the table with two columns: date and monthly return rate

       

      I want to calculate the return on my investment - which started at $10,000.

       

      I can calculate and visualize the cumulative return rate by doing a quick table calculation for Running Total on the measure (Monthly Return Rate). But this is not what I want.

       

      I want to calculate the current return value on my investment based on the previous return value. So the graph would show the following:

      StockReturns.PNG.png

      I've attached the workbook as well as the Excel file with the underlying data (which also includes my calculations using both methods)

       

      Thanks!