Installing PortfolioSlicer3.1

emptyquarter

The workbook does not show up in the PS folder when extracted. There are three in the Demo folder. I assume PortfolioSlicer3.1-reports is the one I should use. Is that correct. Also Will PortfolioSlicer for Power BI work with this?

And Vidas I want to thank you again for your work and this wonderful program

VidasMatelis

For you setup, please use the workbooks in Empty folder that contains Excel workbook and PowerBI file.

emptyquarter

This is what I see after extracting scripts, Power BI and portfolioslicer3.0 into the Portfolioslicer I created in OneDrive.

The only one that has a transactions table is PortfolioSlicer - Source. But it does not have a Holdings folder.

VidasMatelis

Can you please try this link:

http://www.portfolioslicer.com/download/v3.0/PortfolioSlicerV3.1.0.zip