Spreadsheet: 842039d1694115136-is-there-a-way-to-summarize-data-by-year-with-a-table-or-other-simple-measure-summary-example-updated
Sheet: Sheet1

Initial Worsheet
Investment Name | DATE | PAYMENT | Gross In Deal | RECEIPT | [NAME] | Refinancing | NET INVESTMENT | Year
Initial Payment | 2010-08-11 00:00:00 | 200000
1st pmt | 2010-09-30 00:00:00 | 320000 |  |  |  |  |  | 2010
Adjustment Payment | 2010-10-01 00:00:00 |  |  | 20000 |  |  |  | 2010
3rd Payment | 2011-01-15 00:00:00 | 170000 |  |  |  |  |  | 2011
4th Payment | 2011-03-16 00:00:00 | 172500 |  |  |  |  |  | 2011
Payment for additional 2 units | 2011-05-03 00:00:00 | 205000 |  |  |  |  |  | 2011
Adjustment Payment | 2011-05-02 00:00:00 |  |  | 5000 |  |  |  | 2011
4th Payment | 2011-07-20 00:00:00 | 132500 |  |  |  |  |  | 2011
Distribution | 2011-09-02 00:00:00 |  |  |  | 23400 |  |  | 2011
5th Payment | 2011-10-05 00:00:00 | 200000 |  |  |  |  |  | 2011
Distribution | 2011-11-14 00:00:00 |  |  |  | 25000 |  |  | 2011
6th Payment | 2011-12-23 00:00:00 | 312500 |  |  |  |  |  | 2011
Distribution | 2012-02-14 00:00:00 |  |  |  | 28000 |  |  | 2012
7th Payment | 2012-04-15 00:00:00 | 60000 |  |  |  |  |  | 2012
Distribution | 2012-05-23 00:00:00 |  |  |  | 34250 |  |  | 2012
Distribution | 2012-08-25 00:00:00 |  |  |  | 34450 |  |  | 2012
8th Payment | 2012-08-26 00:00:00 | 125000 |  |  |  |  |  | 2012
9th Payment | 2012-10-31 00:00:00 | 162500 |  |  |  |  |  | 2012
Distribution | 2012-11-15 00:00:00 |  |  |  | 35880 |  |  | 2012
Distribution | 2013-02-20 00:00:00 |  |  |  | 35880 |  |  | 2013
Distribution | 2013-05-21 00:00:00 |  |  |  | 35880 |  |  | 2013
10th Payment | 2013-06-13 00:00:00 | 65000 |  |  |  |  |  | 2013
Refinancing Proceeds (Income) | 2013-08-20 00:00:00 |  |  |  |  |  |  | 2013
Refinancing Proceeds (From Refin) | 2013-08-20 00:00:00 |  |  |  |  |  |  | 2013
Return of Payment | 2013-11-29 00:00:00 | -100000 |  |  |  |  |  | 2013
Distribution | 2013-11-29 00:00:00 |  |  |  | 28430 |  |  | 2013
Proceeds from [NAME] | 2013-11-29 00:00:00 |  |  |  |  |  |  | 2013
Distribution | 2014-03-03 00:00:00 |  |  |  | 20000 |  |  | 2014
Distribution | 2014-05-25 00:00:00 |  |  |  | 20000 |  |  | 2014
Distribution | 2014-08-21 00:00:00 |  |  |  | 20000 |  |  | 2014
Refinancing Proceeds (From Refin) | 2014-08-21 00:00:00 |  |  |  |  | 60000 |  | 2014
What I'd like to be able to do easily in Excel
Investment Name | DATE | PAYMENT | Gross In Deal | RECEIPT | [NAME] | Refinancing | NET INVESTMENT | Annual Return
Initial Payment | 2010-08-11 00:00:00 | 200000
1st pmt | 2010-09-30 00:00:00 | 320000
Adjustment Payment | 2010-10-01 00:00:00 |  |  | 20000
2010
3rd Payment | 2011-01-15 00:00:00 | 170000
4th Payment | 2011-03-16 00:00:00 | 172500
Payment for additional 2 units | 2011-05-03 00:00:00 | 205000
Adjustment Payment | 2011-05-02 00:00:00 |  |  | 5000
4th Payment | 2011-07-20 00:00:00 | 132500
Distribution | 2011-09-02 00:00:00 |  |  |  | 23400
5th Payment | 2011-10-05 00:00:00 | 200000
Distribution | 2011-11-14 00:00:00 |  |  |  | 25000
6th Payment | 2011-12-23 00:00:00 | 312500
2011
Distribution | 2012-02-14 00:00:00 |  |  |  | 28000
7th Payment | 2012-04-15 00:00:00 | 60000
Distribution | 2012-05-23 00:00:00 |  |  |  | 34250
Distribution | 2012-08-25 00:00:00 |  |  |  | 34450
8th Payment | 2012-08-26 00:00:00 | 125000
9th Payment | 2012-10-31 00:00:00 | 162500
Distribution | 2012-11-15 00:00:00 |  |  |  | 35880
2012
Distribution | 2013-02-20 00:00:00 |  |  |  | 35880
Distribution | 2013-05-21 00:00:00 |  |  |  | 35880
10th Payment | 2013-06-13 00:00:00 | 65000
Refinancing Proceeds (Income) | 2013-08-20 00:00:00
Refinancing Proceeds (From Refin) | 2013-08-20 00:00:00
Return of Payment | 2013-11-29 00:00:00 | -100000
Distribution | 2013-11-29 00:00:00 |  |  |  | 28430
Proceeds from Property Sale | 2013-11-29 00:00:00
2013
Distribution | 2014-03-03 00:00:00 |  |  |  | 20000
Distribution | 2014-05-25 00:00:00 |  |  |  | 20000
Distribution | 2014-08-21 00:00:00 |  |  |  | 20000
Refinancing Proceeds (From Refin) | 2014-08-21 00:00:00 |  |  |  |  | 60000
2014
What I'd ultimately like to generate
Investment Name Summary | DATE | PAYMENT | Gross In Deal | RECEIPT | [NAME] | Refinancing | NET INVESTMENT | Annual Return