cancel
Showing results for 
Search instead for 
Did you mean: 
cancel
Showing results for 
Search instead for 
Did you mean: 
dschindler
Follower ○○○

Calendar Year Returns Table - Presentation Studio

I want to use the same template in Presentation Studio for two different investments, with different inception dates. One incepted 7/1/08 and one on 7/1/03. Using the Calendar Year Returns table, I want to show yearly returns from inception through end of 2018. The first year would have to show 7/1 through the end of that year (6 months). Is there any way to make the Calendar Year Returns table dynamic so that I could batch both investment products in the same template and it would update the columns accordingly based on inception?

0 Kudos