Dynamic XIRR (OFFSET) Transposing Formula Help

privateequity

New Member
Joined
Jun 21, 2017
Messages
5
Hi, I am trying to calculate XIRR using dynamic ranges. I found the solution in the attached URL but the data and formula would need to be transposed into a new format (according to how my model is built). Are you able to help me reconstruct the formula according to how I have my data transposed?

Here is the solution to the formula: https://stackoverflow.com/questions/19254548/dynamically-construct-range-to-use-in-xirr-formula

I'd like to transpose it so Fund, Date, and Amount are vertical along A1, A2, A3, and then the information is transposed horizontally to the right of each.

Would you be able to assist?

Thanks so much.
 

Excel Facts

Quick Sum
Select a range of cells. The total appears in bottom right of Excel screen. Right-click total to add Max, Min, Count, Average.
By simply adapting the Stack Overflow formula (there may be other ways):

B11:=XIRR(OFFSET(C$2,MATCH(A11,A$2:A$8,0)-1,0,COUNTIF(A$2:A$8,A11)),OFFSET(B$2,MATCH(A11,A$2:A$8,0)-1,0,COUNTIF(A$2:A$8,A11)))

C11: =XIRR(OFFSET(G$3,,MATCH(A11,G$1:M$1,0)-1,,COUNTIF(G$1:M$1,A11)),OFFSET(G$2,,MATCH(A11,G$1:M$1,0)-1,,COUNTIF(G$1:M$1,A11)))


Excel 2010
ABCDEFGHIJKLM
1FundDateAmountFundAAABBBB
2A10-Jan-05-5,00010-Jan-05Date10-Jan-0510-Feb-0508-Oct-1310-Sep-0510-Oct-0510-Nov-0508-Oct-13
3A10-Feb-05-5,00010-Feb-05Amount-5,000-5,00012,500-5,000-5,000-5,00022,500
4A08-Oct-1312,50008-Oct-13
5B10-Sep-05-5,00010-Sep-05
6B10-Oct-05-5,00010-Oct-05
7B10-Nov-05-5,00010-Nov-05
8B08-Oct-1322,50008-Oct-13
9
10VerticalHorizontal
11A2.6%2.6%
12B5.2%5.2%
1
 
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