Dynamic Financial Functions (IRR, XIRR, NPV, etc.)

Question & Answer
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Hello QuickSight community,

I’m seeking assistance in finding a possible solution for calculating financial functions within a chart using QuickSight.

While QuickSight offers a rich set of functions and formulas, I have noticed that some commonly used financial functions like IRR, XIRR, NPV, DPI, and others, typically found in Excel/Sheets, are not readily available.

I understand that there are various Java and Python packages/libraries available online that could potentially offer solutions. However, I’m unsure how to trigger these functions in a QuickSight dashboard and whether they can be integrated seamlessly without modifying the underlying dataset.

I have reached out to our AWS account representative, who recommended seeking guidance from this community. If anyone has any insights, suggestions, or workarounds to tackle this challenge, I would greatly appreciate your input.

Thank you in advance for your assistance.

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Hello @ajColaizzi and welcome to the Quicksight Community!

To help you better, what type of database are using? Are you using a CSV file or are you connecting to another database?

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Ultimately the datasource can depend but typically it’s derived from Salesforce in terms of cashflows and dates.

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Hello @ajColaizzi,

After looking into this more, I think the way to do this would be to perform the function in your dataset prior to pulling it into Quicksight because those specific functions are not available.

I will mark this as a feature request so that the Quicksight team can take a look at it.