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Darren S

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About Darren S

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  1. Ok. I appreciate your help so far. I'll look through the links and see if I can work it out. If I find a solution I'll post it here. Cheers.
  2. Thanks, the adjustment to my calculation works for payments at the beginning of the period. With regards to future value, some loan contracts we arrange are structured with a future value or 'balloon' payment at the end of the term. For example we might finance a car which has a loan amount of $60,000 and at the end of the 36 month term there is a $30,000 balloon payment due. Excel allows for this in its PMT function. In FM I use the following formula to calculate repayments: The futurevalue is the balloon amount and advancearrears is either 1 or 0 (1 for payments at the beginning of the period). The reason I need to calculate the rate, is that the loan amount will include fees and we need to determine the 'effective' rate, otherwise know as the customer rate.
  3. Thanks again. I used your formula and I can get it to work for payments in arrears and no future value. Do you know how I would adapt the CF to allow for payments in advance and a future value that is > 0 ?
  4. Thank you. I am using FM18. Some users are still on FM16 but I can upgrade them if required.
  5. Does anyone have a solution or workaround so that I can make this work? Thanks
  6. Hi, I need to calculate Interest Rate based on the following variables: Payment Present value Future value Term Payments in advance or arrears This is easy to do in Excel but I hav not been able to find an answer on how to do this. I looked for Custom Function and API options. Does anyone have a sample file or could point me to a solution? Thanks in advance.
  7. Thanks very much. That was so simple! The answer is sometimes right in front of me - I appreciate you pointing it out.
  8. Thanks for the reply. I went with the option to modify the script to exit after the 10th group. To do this I sort by descending order, according to Sales. This works well but will gives me the largest Sales values first. When I chart this as a Bar chart the largest values are on the bottom of the chart. I would prefer the largest to be at the top. I'm not sure how to do this using the Fast Summaries method because the number of Customers will vary. I'm not sure how to start collecting values from the last 10 groups if I were to sort in ascending order. Should I try and work out how to collect the values from the last 10 groups, or should I attempt to reorder the list in the delimited field? Is there another method I should use? Thanks again.
  9. I have 2 fields that are used to create a simple Bar Chart layout: Customers and Sales. Each field is a list of values I have generated from summary reports using Mikhail Edoshin's Fast Summary technique. Each of the 2 fields contains many values (maybe up to 30 or 40 entries), sorted by Sales. I would like to chart the top 10 Customers (by Sales). How would I use a script to modify the data in each field to keep only the first (or last) 10 values? Thank you.
  10. I have a sales team and we are using FM to track our clients and sales. We have a server version that is hosting our solution. Each sales person has their own data file (ie. separate databases). We went down this path so that we can more easily manage the division of common and sensitive data. I am creating a 'Dashboard' where an admin user can view data from each database. I can do this manually by creating multiple External Data Source entries and adding the relevant tables in the Relationships screen under Manage Databases. Then I can add the fields I need into the various layouts. I am looking for a method to script the process of adding a new database to the Dashboard. What I would like to do is add a new database to the FMS data folder, then 'choose' it from the Dashboard file. The script would then add the database to the External Data Source list and add it in the Relationships Graph. I would also need to script the addition of the new data source in my layouts. I hope I am explaining this properly. I am hoping for some guidance if this can be done and how to get started. Thanks.
  11. Darren S

    Fixing Y Axis

    I have a chart where the user can select the product type and it shows the sales for that product only. There is also an option to show total sales. My chart has a maximum Y axis value of $6,000,000. No values exceed that limit. When the user selects different products, the width of the chart changes. The Y axis limit and increments are the same. The X axis is also the same (being 12 columns - one for each month). Do you know how to fix the size of the chart? It appears to dynamically resize based on the data.
  12. Darren S

    Fixing Y Axis

    Thank you very much. I thought I had tried that but setting a maximum value worked. I still have an issue where the chart resizes the width as I change the Y axis values. Is there a way to stop this behaviour?
  13. Darren S

    Fixing Y Axis

    Hi, I have a layout that includes a chart that totals sales for each month - January to December. There is also a drop down list where I can select the year for the chart to display results. Each time I select a year the scale of the Y axis changes. For example, if maximum sales for a given month in 2017 are $3.9M it will show $4.5M as the maximum value on the Y axis. In 2018 the maximum for a month is $4.9M, so the Y axis changes to show a maximum of $5.5M I want to be able to set a scale for the Y axis so that it does not change. Ideally I could create a variable for the user to preset. As an example, the user could set the maximum at $7M. This way, the charts are a better visual comparison as we change the year to be viewed. I tried creating a second series that has the limit set as the data (I am using simple bar chart) but with no control over making that invisible this doesn't appear to be a solution. I can't see any other settings on the Chart editor where I can fix in the scale of the Y axis. Any ideas? Thanks.
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