Financial Formula Help

w van Hulst
w van Hulst ✭✭
edited 12/09/19 inSmartsheet Basics

I am trying to get an IRR for a group's financial reporting.

I know other software has this as a formula, but I do not see a way to recreate this in SS.

Any help would be greatly appreciated.

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Comments

  • J. Craig Williams
    J. Craig Williams ✭✭✭✭✭✭

    Not a direct formula in Smartsheet, but I have a Sheet for NPV out to 5 time periods (since Smartsheet's formulas are not iterative).

    Alternatively, a link between Smartsheet and Excel is possible that would allow the formula to reside in Excel but the data reside in Smartsheet.

    Contact Richard at Smarter Business Processes if you'd like help setting either up.

    Craig

  • Richard Rymill SBP
    Richard Rymill SBP ✭✭✭✭✭✭

    w van Hulst

    I'm sure that Craig or one of our other Smartsheet Gurus can help you with this if you can find a little budget to work with?

    We have developed some really cool solutions for Financial Reporting so you can have what you need?

    Let me know if you would like to discuss? We offer a Free initial Consultation?

    We need to know your timezone as I am in the UK although our colleagues are in both North America and the UK.

    Happy to help, thanks Craig.

    [email protected]

    SBP

  • 我希望有一种方法do this in SS. The business justification for programs is a balance between NPV PLUS IRR, nor one or the other. Has anyone found this missing link?

Yeah. That does sound like it could take awhile. Haha. And if you knew the sheet I'd, you'd be able to just jump to it in SS instead of needing the api.<\/p>


<\/p>

Maybe a product enhancement request to expand the workflow portion of the api to include the sheet id is in order.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":448,"urlcode":"workflows-in-smartsheet","name":"Workflows in Smartsheet"}]},{"discussionID":109144,"type":"question","name":"Can you automatically rename\/add prefix to a mapped document?","excerpt":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\" checkbox. A PDF is created and attaches itself to the row. This is great, and gets around the fact you can't just print a nice looking version of the…","snippet":"I'm having an issue where I'm regularly automating a mapped document. The input comes in via a form, the service rep makes sure all content is ok, then hits the \"create PDF\"…","categoryID":321,"dateInserted":"2023-08-18T14:12:34+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T16:30:13+00:00","insertUserID":162047,"insertUser":{"userID":162047,"name":"Nat","title":"Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/Nat","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/TGR5VC4AXHS3\/nABTHIGSKZB11.jpg","dateLastActive":"2023-08-18T17:09:13+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":76,"score":null,"hot":3384748967,"url":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109144\/can-you-automatically-rename-add-prefix-to-a-mapped-document","format":"Rich","tagIDs":[204,334,539],"lastPost":{"discussionID":109144,"commentID":391421,"name":"Re: Can you automatically rename\/add prefix to a mapped document?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391421#Comment_391421","dateInserted":"2023-08-18T16:30:13+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-08-18T20:45:06+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T14:58:45+00:00","dateAnswered":"2023-08-18T14:34:35+00:00","acceptedAnswers":[{"commentID":391406,"body":"

When you are setting up your mapping, you can drag and drop a field into the \"Output Document Name\" portion at the top of the mapping. You would just need a field that contains the document name (usually generated by a formula).<\/p>


<\/p>

\n
\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n


<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":204,"urlcode":"Forms","name":"Forms"},{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":539,"urlcode":"generate-document","name":"generate document"}]},{"discussionID":109094,"type":"question","name":"Search tool not working","excerpt":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the * and it still does not work. Was working fine Monday. Yesterday it starting giving me issues. I have logged out and back in and also cleared my…","snippet":"My search tool is not working. I can only search for the full content. EX: if I want to search for a vehicle VIN I only use the last 5 digits instead of the full 17. I do use the…","categoryID":321,"dateInserted":"2023-08-17T14:37:38+00:00","dateUpdated":null,"dateLastComment":"2023-08-18T21:13:35+00:00","insertUserID":165272,"insertUser":{"userID":165272,"name":"Anita Barnett","url":"https:\/\/community.smartsheet.com\/profile\/Anita%20Barnett","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nEfmv--nCTI!mcMkfpPfLLo!9jrYbX_6zpY","dateLastActive":"2023-08-18T21:15:55+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":163506,"lastUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":63,"score":null,"hot":3384680473,"url":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/109094\/search-tool-not-working","format":"Rich","lastPost":{"discussionID":109094,"commentID":391506,"name":"Re: Search tool not working","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/391506#Comment_391506","dateInserted":"2023-08-18T21:13:35+00:00","insertUserID":163506,"insertUser":{"userID":163506,"name":"JamesB","title":"IT Project Manager","url":"https:\/\/community.smartsheet.com\/profile\/JamesB","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/avatarstock\/nEQMY42MFGXWS.png","dateLastActive":"2023-08-18T21:34:29+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-18T20:41:18+00:00","dateAnswered":"2023-08-18T18:58:07+00:00","acceptedAnswers":[{"commentID":391463,"body":"

@Anita Barnett<\/a> Ok. I understand you are trying to do a wild card search using the search box in Smartsheet. Using a prefix wild card in the search box is no longer supported.<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/522231-searching-in-smartsheet\n <\/a>\n<\/div>
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\n \n \"image.png\"<\/img><\/a>\n <\/div>\n<\/div>\n

If your search is in the same sheet, I would recommend highlighting the VIN column and using a ctrl+f to bring up a find box and use that to search for the data.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=321&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":4958,"limit":3},"title":"Trending in Smartsheet Basics","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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