Yield Return Based on Date in Date Range

[ryan2233]

Hi All

I'm hoping someone can help me with this. Been wracking my brain and just can't seem to come right on this. I have the following data (example):

Date MarketValue CapitalYield IncomeYield
01/01/2014 10000000 10000 5000

With about 2000 lines of data that follows.

I want to create a formulae that looks up the date in the date range, and returns a) a capital yield (capital yield/market value) and b) an income yield (income yield / market value) - based on me putting a date in column a of a new worksheet. So ultimately, I put in a date into cell A2, and in cell A3 I get a capital yield value that the formulae pulls from the data in the first worksheet based on the date I put in A2 matching to the date range in that data sheet. And in cell A4 I would get the same for an income yield.

I hope this is clear? Is there anyone who knows how to do this?

Thank you so much in advance

Ryan

 

[Pecoflyer]

Hi and welcome
please post a sample sheet containing some data and expected results - Thx

Did you check excels financial functions?

 

[ryan2233]

Hi Peco

Thanks for coming back to me. I'll work on getting some sample data, I can't upload the original data for various reasons. The financial function isn't the problem, working out the yield is simple enough.

My main problem is how do I associate lines of data with an input date. E.g. I input in cell A2 date 17/07/2017. I want cells A3 onwards to then provide me with the data associated with that date from the data sheet. I'll work on getting the sameple data uploaded.

Thank you

Ryan