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Calculations based on segments in a table

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    Calculations based on segments in a table

    I have attached a workbook which contains a sample trade history. Interspersed between trades are deposits and withdrawals. I want to sum up the profit/loss between these deposits/withdrawals and then obtain a % profit/loss based on the account balance at the time of the previous deposit/withdrawal.

    Then I want to sum up the total of each of the above calculations on a monthly basis.

    The attached workbook provides the desired outcome, along with clarifying comments.

    Any advice? Thanks!
    Attached Files Attached Files

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    Valued Forum Contributor Eastw00d's Avatar
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    Re: Calculations based on segments in a table

    Hi, I have not the complete solution, but you can start with this:
    to copy down from K4 and L4:
    Please Login or Register  to view this content.
    For the totalling of months you can copy this down from M4:
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    Cheers
    Erwin
    Last edited by Eastw00d; 04-28-2020 at 12:30 AM. Reason: additional information
    I started learning VBA because I was lazy ...
    Still developing.... being more lazy...

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    Forum Expert Bo_Ry's Avatar
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    Re: Calculations based on segments in a table

    Please try at
    K4
    =IF((LEN(E4)<5)*((LEN(E5)>5)+(MONTH(B4)<>MONTH(B5))),SUM(INDEX(F$3:F4,MATCH(2,1/((LEN(E$2:E3)>5)+(MONTH(B$2:B3)<>MONTH(B4))))):H4),"")

    L4
    =IF(K4="","",K4/LOOKUP(2,1/(LEN(E$2:E3)>5),I$2:I3))

    M4
    =IF(MONTH(B4)<>MONTH(B5),SUM(INDEX(L$3:L4,MATCH(2,1/(MONTH(B$2:B3)<>MONTH(B4)))):L4),"")
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    Re: Calculations based on segments in a table

    Thanks! I appreciate your help. I had started a solution which involved lots of helper columns but your solution is much more elegant.
    Last edited by jrtaylor; 04-28-2020 at 10:30 AM.

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