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Adam Levine 25 Calculating IRR
I'd like to calculate the IRR of an investment and I'm using the following schema:
The red circle captures Investments with transactions and market values rolling up to each investment. Each transacton captures the following details:
1. Transaction Date
2. Transaction Type
3. Units
4. Unit Price
5. Investment (Lookup)
6. Currency
I'd like to roll-up the IRR to a field on the Investment record. Is there an application that doesnt' require APEX code that I can use for this? I'm also open to suggestions that involve an Excel to Salesforce integration.
Thanks!
The red circle captures Investments with transactions and market values rolling up to each investment. Each transacton captures the following details:
1. Transaction Date
2. Transaction Type
3. Units
4. Unit Price
5. Investment (Lookup)
6. Currency
I'd like to roll-up the IRR to a field on the Investment record. Is there an application that doesnt' require APEX code that I can use for this? I'm also open to suggestions that involve an Excel to Salesforce integration.
Thanks!
I would suggest to convert your lookup relationship into Master Detail and then using RollUp summary fields.
Regards,
Ramakant