Calculating return on investment

J

jonwhite1972

New Member
Joined
Apr 2, 2019
Messages
4
Good Morning all,
I am working on an Energy calculator and as part of the customer facing end I want to show a graph that shows return on investment. For this graph i need to show the current energy cost along with the savings the client will achieve using our products. The problem i currently have is i wish to automate the calculations and show the saving over 10 years how ever i also need to allow for the cost of install. I have in column A2 to A13 the years 1 to 12, in B1 I have the cost of installation and in B2 to B13 I have the amount saved per annum. So if the cost of install is £3000 (B1) and the saving is £2000 per annum I need a sum in C2 that reflects £0 in year 1, £1000 in year 2 and £2000 in Year three to year ten. Both the cost of installation and the saving per annum changes depending on the data inputted by the client so the sum needs to equate for this.
Any help will be very much appreciated.:)
 

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[TD]install[/TD]
[TD="align: right"]3000[/TD]
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[TD]savings per yr[/TD]
[TD="align: right"]2000[/TD]
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[TD]years[/TD]
[TD="align: right"]1[/TD]
[TD="align: right"]2[/TD]
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[TD="align: right"]5[/TD]
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[TD]savings[/TD]
[TD="align: right"]-1000[/TD]
[TD="align: right"]1000[/TD]
[TD="align: right"]3000[/TD]
[TD="align: right"]5000[/TD]
[TD="align: right"]7000[/TD]
[TD="align: right"]9000[/TD]
[TD="align: right"]11000[/TD]
[TD="align: right"]13000[/TD]
[TD="align: right"]15000[/TD]
[TD="align: right"]17000[/TD]
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[TD]return on investment % (cum. per year)[/TD]
[TD="align: right"]-33.3[/TD]
[TD="align: right"]16.7[/TD]
[TD="align: right"]33.3[/TD]
[TD="align: right"]41.7[/TD]
[TD="align: right"]46.7[/TD]
[TD="align: right"]50.0[/TD]
[TD="align: right"]52.4[/TD]
[TD="align: right"]54.2[/TD]
[TD="align: right"]55.6[/TD]
[TD="align: right"]56.7[/TD]
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[TD="colspan: 4"]savings in year 1 are minus 1000 pounds[/TD]
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[TD="colspan: 5"]thereafter the cumulative savings are as shown[/TD]
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[TD="colspan: 3"]with the running ret on inv[/TD]
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Upvote 0
Hi, welcome to the forum :)

Here is a formula you can try in C2 copied down.


Excel 2013/2016
ABC
13000
2Year 120000
3Year 220001000
4Year 320002000
5Year 420002000
6Year 520002000
7Year 620002000
8Year 720002000
9Year 820002000
10Year 920002000
11Year 1020002000
Sheet1
Cell Formulas
RangeFormula
C2=MIN(B2,MAX(0,SUM(B$2:B2)-$B$1))
 
Upvote 0
jonwhite1972 said:
Would you also mind telling me what the function is doing?
Click to expand...

Hi, there's not too much going on there but maybe it would help to see it broken down.


Excel 2013/2016
ABCDEF
13000Step 1Step 2Step 3Step 4
2Year 120002000-100000
3Year 220004000100010001000
4Year 320006000300030002000
5Year 420008000500050002000
6Year 5200010000700070002000
7Year 6200012000900090002000
8Year 720001400011000110002000
9Year 820001600013000130002000
10Year 920001800015000150002000
11Year 1020002000017000170002000
Sheet1
Cell Formulas
RangeFormula
C2=SUM(B$2:B2)
D2=C2-$B$1
E2=MAX(D2,0)
F2=MIN(E2,B2)
 
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