Hello all,

This is my first post here so I do apologize in advance if this isn't exactly the right place to post a question.

I am stuck while trying to write a formula. It might be simple, but I'm completely blanking out.

Basically, in the raw data report, there are bunch of investments that have valuations with quarter end dates (6/30, 9/30, etc.) And I would like to get the difference between the two to see if a valuation of an investment increased or decreased. The raw report would look something like this:

Investment Name       Date           Valuation
Investment1_________6/30/2011_________$1000000
Investment1_________9/30/2011_________$2000000
Investment2_________6/30/2011_________$2400000
Investment2_________9/30/2011_________$3400000

Any help would be appreciated. Thanks.

That works, but it takes the maximum value between the two records and does the subtractions, but I would like to set the valuation at 9/30 from which the 6/30 valuation is subtracted, if that makes sense?

I think we're really close. With those three formula the end result is the negative valuation of 6/30 number. For example if the valuation at 6/30 is $1,000,000 then the output is -$1,000,000.

Which means the first formula seems to return 0.

Thanks so much again for trying. If this doesn't work out, I'll create a hidden field to bring in the previous quarter's valuation in the same record and go about it that way.

or something like this
3 formulas
first
if  Date =  date(9/30/2011) then sum(Valuation,Investment)
second
if  Date = date(6/30/2011) then sum(Valuation,Investment)
third
first - second