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Renaming Symbols
Up to now PS had important requirement - Symbol in Excel workbook had to match Symbol in external data files. Because of this in the Excel file you had to have long symbol names, example TSE:XEI instead of XEI.
There is a small update that allows you to rename symbols in external data files. This renames happens at the very end of generating files Quotes.csv and Dividends.csv.
If you want to test this change:
1. Update script file MakePSDataFiles.ps1 with one that is attached to this post. Do not forget to Un-block .zip file after download.
2. Edit your psConfig.txt file and at the end add section that handles renaming:
4. In Portfolio Slicer Excel workbook change table Symbol, column "Symbol" from old value to new value (example from TSE:XEI to XEI)
5. In Portfolio Slicer Excel workbook change table SymbolSector, column "Symbol" value from old value to new value (example from TSE:XEI to XEI)
6. In Portfolio Slicer Excel workbook change table SymbolAlias, column "Symbol" value from old value to new value (example from TSE:XEI to XEI)
7. In Portfolio Slicer Excel wrobkook change table srcTrans column "SymbolName" value from old value to new value (example from TSE:XEI to XEI). Or as alternative you can add SymbolAlias that would convert transaction SymbolName to new value
8. Refresh data.
Note: I also updated now zip file that contains all scripts: http://www.portfolioslicer.com/download/v2.2/PortfolioSlicerDDMScriptsV2.2.zip This zip file now includes script that lets you rename symbols.
There is a small update that allows you to rename symbols in external data files. This renames happens at the very end of generating files Quotes.csv and Dividends.csv.
If you want to test this change:
1. Update script file MakePSDataFiles.ps1 with one that is attached to this post. Do not forget to Un-block .zip file after download.
2. Edit your psConfig.txt file and at the end add section that handles renaming:
# Symbol rename section. Format: OldSymbol,NewSymbol. OldSymbol - what is generated in Quotes/Dividends by scripts, NewSymbol - what it is used in Excel workbook.
# All symbols in file Quotes.csv and Dividends.csv will be renamed to what is specified in NewSymbol.
TSE:XIU,XIU
TSE:XEI,XEI
4. In Portfolio Slicer Excel workbook change table Symbol, column "Symbol" from old value to new value (example from TSE:XEI to XEI)
5. In Portfolio Slicer Excel workbook change table SymbolSector, column "Symbol" value from old value to new value (example from TSE:XEI to XEI)
6. In Portfolio Slicer Excel workbook change table SymbolAlias, column "Symbol" value from old value to new value (example from TSE:XEI to XEI)
7. In Portfolio Slicer Excel wrobkook change table srcTrans column "SymbolName" value from old value to new value (example from TSE:XEI to XEI). Or as alternative you can add SymbolAlias that would convert transaction SymbolName to new value
8. Refresh data.
Note: I also updated now zip file that contains all scripts: http://www.portfolioslicer.com/download/v2.2/PortfolioSlicerDDMScriptsV2.2.zip This zip file now includes script that lets you rename symbols.