This section includes 4 how-to topics, all available in WPS Spreadsheet on Windows; choose a topic from the index and follow the entry point and steps to complete the task.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Enter the XIRR function | Free |
| 2 | 2. Fill in the function arguments | Free |
| 3 | 3. Check and confirm the result | Free |
| 4 | 4. Recalculate after data changes | Free |
How-to Guide
1. Enter the XIRR function
Entry point: Formula bar or target cell
- Open WPS Spreadsheet and load the worksheet you want to calculate.
- Select the cell where you want the result to appear.
- Type
=in the formula bar or directly in the cell. - Continue with
XIRR(and check the syntax hint that appears.
Success Criteria
- Interface result: The selected cell enters formula editing mode and shows XIRR-related hints.
- Next action available: You can continue entering amount, date, and optional guess arguments.
Tips While Using
- Common mistake: If you do not start with
=, the content may be treated as plain text.- Environment note: You need to work in an editable worksheet cell.
2. Fill in the function arguments
Entry point: Current formula editing state
- After
XIRR(, enter the cash flow amount range first. - Type a comma, then enter the matching date range.
- If needed, enter a third argument as the guess value; otherwise, leave it out.
- Check that the parentheses, separators, and referenced ranges are complete.
Success Criteria
- Interface result: The formula includes the amount and date arguments in a complete format.
- Next action available: You can press Enter to submit the formula and view the result.
Tips While Using
- Common mistake: If the amount range and date range do not contain the same number of items, the formula may return an error.
- Common mistake: Date values stored as text can affect the calculation.
3. Check and confirm the result
Entry point: Result cell after formula entry
- Press Enter to confirm the formula.
- Check whether the result cell returns a numeric value.
- If an error appears, review the argument count, parentheses, and date format.
- If needed, format the cell as a percentage or general number.
Success Criteria
- Interface result: The cell returns a usable result or a clear error type for correction.
- Next action available: You can copy the formula, adjust formatting, or change the referenced ranges.
Tips While Using
- Common mistake: If the cash flow series does not include both positive and negative values, the function may not return a valid result.
- Common mistake: Unrecognized text dates can cause abnormal results.
4. Recalculate after data changes
Entry point: Worksheet with an existing XIRR formula
- Edit the cash flow amounts or matching dates.
- Return to the result cell and check whether the value updates.
- If the result is not as expected, review whether the referenced range includes the new or changed data.
- Edit the formula if needed so it points to the latest data range.
Success Criteria
- Interface result: The result updates with the changed data, or updates after the reference range is corrected.
- Next action available: You can continue with analysis, comparison, or report preparation.
Tips While Using
- Common mistake: Newly added data outside the original reference range will not be included automatically.
- Environment note: If the worksheet is protected, you may not be able to edit the formula or source data directly.