apple numbers formula referencing its own cell

You could consider a "capital schedule" something like the following:

The input values are in blue.

Formulas:

C2, filled down:

=B2/SUM(B)

D2, filled down:

=D$5*C2

E2, filled down:

=B2+D2

A5, filled right to C5:

=SUM(B)

E5: =SUM(E)

SG

Something like this?

Total table:

C2, filled down:

=B2/SUM(B)

G2, filled down:

=B2+SUM(D2:F2)

H2, filled down:

=G2/SUM(G)

Project tables:

C2, filled down:

=B2/SUM(B)

D2, filled down:

=D$5*C2

Blue figures are manual inputs.

In general, schedules like this tend too work from a Beginning Balance to an Ending Balance.

The Ending Balance then becomes the next period's Beginning Balance and the Ending Percent shares are then applied to the next period.

Some sort of iterative calculation typically should not be necessary unless the operating agreement calls for some sort of "rebalancing" to keep percent shares constant over time. That, I think, would be rare. Does yours?

SG

no, this would create a circular reference and is not allowed in numbers.

But i don't think you need to reference itself. you would want to keep the original percentage.

It would just be the total profit multiplied by their percentage itself. no self reference needed.

Jason

you should not need circular references. If you really need circular references then Numbers is the wrong tool for you. Are you able to post an example (bogus names, made up Numbers) so we can see exactly what you have now. It is likely we can suggest another way that is compatible with Numbers.

Hi Mike,

You might consider manual manCopy and Paste to grab the profit total(s) and paste them to a place where they may be 'added to the original investment. Ridding the document of the self reference error mens you need to break the circle at some point.

A look at your calculation process might provide a more detailed solution.

Regards,

Barry

Rather than email, how about storing a sample sanitized (any sensitive information removed) document in iCloud Drive, choosing Share > Collaborate With Others ... > Copy Link, and pasting the link in a post here?

That way you'll have the benefit of multiple people taking a look and making suggestions.

SG

I had a quick look and suggest spending some time with the templates at File > New in your menu to see good examples of organizing documents in Numbers. Unlike in Excel, you can easily have multiple tables on a sheet. Using Footer Rows can make your life much easier. Also have a look at Help > Numbers Help.

Once you've got the basics down and reorganized the document I think you will find it much easier to craft an efficient solution.

SG

you should be able to share a copy using iCloud then post the link here. Make sure the document you share is clear of personal/private information