Portfolio Slicer Forum

Discussion List

• Circular dependency

  276 views 10 comments 0 points Most recent by VidasMatelis April 2025Excel Workbook
• Transactions in src

  62 views 1 comment 0 points Most recent by VidasMatelis April 2025Excel Workbook
• Problem during initial setup

  106 views 2 comments 0 points Most recent by aram855 March 2025General
• dividends in regular and light reports

  38 views 5 comments 0 points Most recent by jagmanvdp February 2025Migration
• Quote retrieval for SDZNY

  40 views 2 comments 0 points Most recent by jagmanvdp February 2025External Data Files
• Allocation -Target Table

  101 views 9 comments 0 points Most recent by MikeP February 2025Excel Workbook
• Refresh of report .xls file leads to error: "transID contains blank values"

  19 views 2 comments 0 points Most recent by Lars January 2025General
• errors in new migration to Version 3

  61 views 4 comments 0 points Most recent by VidasMatelis January 2025Migration
• CurrencyFrom 'EUR' in CurrencyConv.csv but not in ReportCurrency.csv

  29 views 4 comments 0 points Most recent by Lars January 2025General
• Help on how to create new dashboards/reports in PowerBI

  114 views 4 comments 0 points Most recent by VidasMatelis January 2025Portfolio Slicer for Power BI
• Dividends in Version 3.1

  93 views 5 comments 0 points Most recent by VidasMatelis December 2024General
• MS Office 2024

  74 views 2 comments 0 points Most recent by jagmanvdp December 2024External Data Files
• Daily - Detailed View of Last 10 Days

  63 views 6 comments 0 points Most recent by mg3putt November 2024Excel Workbook
• UpdatePSDataFromExcel Won't Run Successfully When Trying to Migrate to v3.x

  47 views 2 comments 0 points Most recent by mg3putt November 2024Migration
• "Method Invocation failed..." error

  35 views 3 comments 0 points Most recent by PRoldie November 2024External Data Files