Excel Workbook

Discussion List

• Getting Started

  89 views 6 comments 0 points Most recent by VidasMatelis November 2019
• Different allocation strategy by Account

  96 views 3 comments 0 points Most recent by Tof October 2019
• Please delete

  60 views 0 comments 0 points Started by HanifJaffer September 2019
• Symbol Data wont load into Workbook

  42 views 2 comments 0 points Most recent by VidasMatelis September 2019
• Workbook will not update with Refresh All

  123 views 1 comment 0 points Most recent by VidasMatelis August 2019
• Capital Gain Calculation, Index return and Delete *Blank*

  130 views 6 comments 0 points Most recent by VidasMatelis July 2019
• arbitrary comma

  50 views 11 comments 0 points Most recent by emptyquarter June 2019
• Don't get any exchange rates

  119 views 4 comments 0 points Most recent by cg1 April 2019
• Excel can't update some of the links

  600 views 5 comments 0 points Most recent by dstirling March 2019
• Exch Rate Impact

  100 views 2 comments 0 points Most recent by GreigH March 2019
• Portfolio Slicer 2.4 Explanation of New Measures

  455 views 8 comments 0 points Most recent by dstirling March 2019
• Unable to link PSData to Powerpivot

  112 views 11 comments 0 points Most recent by VidasMatelis February 2019
• Investments without stock symbols

  190 views 2 comments 0 points Most recent by woody21 February 2019
• Holdings not visible when selecting "select all" from the drop down tab

  44 views 5 comments 0 points Most recent by woody21 February 2019
• Error refreshing table AttributeID = TransID doesn't exist

  4K views 11 comments 0 points Most recent by SiGmA_X February 2019