Portfolio Slicer Forum

Discussion List

• Investing strategies support?

  116 views 2 comments 0 points Most recent by bgoheen March 2017General
• scheduling

  62 views 2 comments 0 points Most recent by jwenga March 2017External Data Files
• Data Refresh - OLE Action Error Message

  302 views 2 comments 0 points Most recent by Euan123 March 2017Excel Workbook
• UpdatePSData - Error

  100 views 2 comments 0 points Most recent by Euan123 February 2017External Data Files
• Shorting Stocks?

  55 views 1 comment 0 points Most recent by VidasMatelis February 2017Suggestions
• PS turn blank during refresh

  94 views 7 comments 0 points Most recent by VidasMatelis February 2017Excel Workbook
• Alias Display

  98 views 2 comments 0 points Most recent by Schooner February 2017General
• WIthholding Tax Calculation

  119 views 4 comments 0 points Most recent by wdding February 2017Excel Workbook
• srcTrans Data Entry

  135 views 2 comments 0 points Most recent by Totopops February 2017Excel Workbook
• Stock option grants

  64 views 1 comment 0 points Most recent by VidasMatelis February 2017General
• Holdings not displayed

  325 views 13 comments 0 points Most recent by VidasMatelis February 2017Excel Workbook
• new setup cannot refresh allocation connection

  251 views 10 comments 0 points Most recent by VidasMatelis February 2017Portfolio Slicer for Power BI
• Red circles with an X, and yellow circles with an exclamation point

  101 views 2 comments 0 points Most recent by jagmanvdp February 2017General
• Templeton Global small companies A

  55 views 1 comment 0 points Most recent by VidasMatelis February 2017External Data Files
• yearly returns (including dividends perhaps?)

  118 views 4 comments 0 points Most recent by jagmanvdp February 2017General