Financial Formulas in Dashpivot | Sitemate Help Center

Dashpivot offers the following formulas that perform a wide range of financial calculations in your forms and templates. Nesting the financial formulas with other formulas can help create complex calculations to automate the following:

Analysis
Loan Calculations
Budgeting
Planning
Depreciation Calculations
Business Valuation
Cash Flow
Tax Calculations

Make use of the financial formulas in Dashpivot to streamline your forms and make processes much easier to track.

Function ID	Description	Syntax	Sample	Results	Notes
DOLLARDE	Converts a price entered with a special notation to a price displayed as a decimal number.	DOLLARDE(Price, Fraction)	=DOLLARDE(A1, B1) *A1 & B1 - Number fields Given that, A1 = 10.25 B1 = 10	Returns value, 10.25	The fraction represents the number of parts in a whole dollar. ex. Fraction = 16 means that the price is expressed in sixteenths
DOLLARFR	Converts a price displayed as a decimal number to a price entered with a special notation.	DOLLARFR(Price, Fraction)	=DOLLARFR(10.375, 8) *A1 & B1 - Number fields Given that, A1 = 10.375 B1 = 8	Returns value, 10.30
ISPMT	Returns the interest paid for a given period of an investment with equal principal payments.	ISPMT(Rate, Per, Nper, Value)	=ISPMT(A1, B1, C1, D1) *A1, B1, C1 & D1 - Number field		Arguments: Rate: interest rate per period Per: The specific period for which you want to find the interest (must be between 1 and nper). Nper: The total number of periods. Value: The present value or the total amount of the loan or investment.
NOMINAL	Returns the nominal interest rate.	NOMINAL(Effect_rate, Npery)	=NOMINAL(A1, B1) *A1 & B1 - Number field Given that, A1 = 0.05 B1 = 4	Returns value, 0.05	Arguments: Effect_rate: effective annual interest rate; actual interest rate after compounding over a year. Npery: number of compounding periods per year (e.g., 12 for monthly, 4 for quarterly). If the effect rate is originally in percent, use [=NOMINAL(A1/100, B1)]
NPER	Returns the number of periods for an investment assuming periodic, constant payments and a constant interest rate.	NPER(Rate, Pmt, Pv[, Fv[, Type]])	=NPER(A1/12, B1, C1) *A1, B1 & C1 - Number field		Arguments: Rate: The interest rate per period. For monthly payments, this would be the annual interest rate divided by 12. Pmt: The payment made each period. This is typically a fixed amount and includes both principal and interest (negative value if it’s an outgoing payment). Pv: The present value, or the total amount of the loan or investment (positive for an investment or negative for a loan). Fv (optional): The future value, or the cash balance you want to achieve after the last payment. If omitted, it defaults to 0. Type (optional): When payments are due. Use 0 if payments are due at the end of the period (default) and 1 if payments are due at the beginning of the period. Note: Dividing Rate by 12 will result in months
NPV	Returns net present value.	NPV(Rate, Value1, ..., Value30)	=NPV(A1, A2:A6) - Principal Amount *A1:A6, Principal Amount - Number field Given that, A = [0.08, 1500, 1500, 1500, 1500, 1500] Principal Amount = 5000	Returns value, 989.07	Arguments: Rate: discount rate over one period (usually the cost of capital or required rate of return). Value1, Value2, ...: the cash flows, which can be positive (income) or negative (expenses). You can input a series of values directly or reference a range of cells. In order to calculate for the net present value, deduct it with the principal amount.
PDURATION	Returns number of periods to reach specific value.	PDURATION(Rate, Pv, Fv)	=PDURATION(A1, A2, A3) *A1:A3 - Number field Given that, A1 = 0.07 A2 = 10000 A3 = 20000	Returns value, 10.24	Arguments: Rate: The interest rate per period. This should be expressed as a decimal (e.g., 5% as 0.05). Pv: The present value or the initial amount of the investment. Fv: The future value or the amount you want the investment to grow to.
SLN	Returns the depreciation of an asset for one period, based on a straight-line method.	SLN(Cost, Salvage, Life)	=SLN(A1, A2, A3) *A1:A3 - Number field Given that, A1 = 10000 A2 = 1000 A3 = 7	Returns value, 1285.71	Arguments: Cost: The initial cost of the asset. Salvage: The value of the asset at the end of its useful life (also known as the salvage value or residual value). Life: The number of periods (usually years) over which the asset will be depreciated (its useful life).
XNPV	Returns net present value.	XNPV(Rate, Payments, Dates)	=XNPV(A1, A2:A4, B2:B4)		Arguments: rate: The discount rate to be applied over the periods. values: A series of cash flows corresponding to the payment schedule. The first value is typically the initial investment and should be negative. dates: A series of dates that correspond to the cash flows. Each date must be associated with a cash flow in the values array.