How to take Beginning Date Value and Closing Date Value from this dataset?

[Joker_Hazard]

Hello all!

I am trying to use a finance formula called "FinanceCAGR" which has as parameters:

I have my dataset which as for the beginning value I would need to use the number representing MONTH TWO (in blue) and for the ending closing value the number representing MONTH TWELVE (in red). However I having being struggling to come up with a solution for this. 

Addicionally, the each number in column "CNPJ_FUNDO" is a investiment fund.

Any hints guys?

Thanks!!!

[apathetichell · Accepted solution]

Hi,

Can't speak for your total workflow for sharpe computations but for CAGR - the function is telling you what you need ie a beginning value, an ending value and the number of time periods... I computed that for each of your funds using min date/first , max date/last and then doing a join... note - you are using months - not years so you may want to normalize your CAGR calculations depending upon your comparable time periods... hope this helps!

please excuse the typo in the workflow name....

[Joker_Hazard]

Thank you, always helping me out 🙂

[apathetichell]

@Joker_Hazardno problem! It helps me remember everything I've forgetten from the CFA CBOK...