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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Circular dependency
276
views
10
comments
0
points
Most recent by
VidasMatelis
April 14
Excel Workbook
Transactions in src
58
views
1
comment
0
points
Most recent by
VidasMatelis
April 11
Excel Workbook
Problem during initial setup
100
views
2
comments
0
points
Most recent by
aram855
March 25
General
dividends in regular and light reports
37
views
5
comments
0
points
Most recent by
jagmanvdp
February 28
Migration
Quote retrieval for SDZNY
35
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2
comments
0
points
Most recent by
jagmanvdp
February 28
External Data Files
Allocation -Target Table
100
views
9
comments
0
points
Most recent by
MikeP
February 3
Excel Workbook
Refresh of report .xls file leads to error: "transID contains blank values"
19
views
2
comments
0
points
Most recent by
Lars
January 29
General
errors in new migration to Version 3
60
views
4
comments
0
points
Most recent by
VidasMatelis
January 28
Migration
CurrencyFrom 'EUR' in CurrencyConv.csv but not in ReportCurrency.csv
27
views
4
comments
0
points
Most recent by
Lars
January 25
General
Help on how to create new dashboards/reports in PowerBI
110
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4
comments
0
points
Most recent by
VidasMatelis
January 17
Portfolio Slicer for Power BI
Dividends in Version 3.1
80
views
5
comments
0
points
Most recent by
VidasMatelis
December 2024
General
MS Office 2024
72
views
2
comments
0
points
Most recent by
jagmanvdp
December 2024
External Data Files
Daily - Detailed View of Last 10 Days
62
views
6
comments
0
points
Most recent by
mg3putt
November 2024
Excel Workbook
UpdatePSDataFromExcel Won't Run Successfully When Trying to Migrate to v3.x
46
views
2
comments
0
points
Most recent by
mg3putt
November 2024
Migration
"Method Invocation failed..." error
33
views
3
comments
0
points
Most recent by
PRoldie
November 2024
External Data Files
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