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Refreshing Excel report doesn't reflect the latest transaction data
Hello,
I enter the transaction data under PortfolioSlicer-Source.xlsx like the Buy, Sell, Dividends etc., and when I try to do refresh all under PortfolioSlicer3.1-Reports.xlsx, I don't see the latest data.
Do I have to run UpdatePSData.bat every time when I have refresh the data PortfolioSlicer3.1-Reports.xlsx? - When I run the batch file and do the refresh all on he report.xlsx, I see the latest data.
Is this how it supposed to be or am I doing something incorrect?
Thank you very much!
I enter the transaction data under PortfolioSlicer-Source.xlsx like the Buy, Sell, Dividends etc., and when I try to do refresh all under PortfolioSlicer3.1-Reports.xlsx, I don't see the latest data.
Do I have to run UpdatePSData.bat every time when I have refresh the data PortfolioSlicer3.1-Reports.xlsx? - When I run the batch file and do the refresh all on he report.xlsx, I see the latest data.
Is this how it supposed to be or am I doing something incorrect?
Thank you very much!
Comments
GetExcelSrcData and GetExcelCostBasis.
Same scripts are executed in the .bat files: UpdatePSData.bat or UpdatePSDataIntraday.bat.
These scripts extract data from Excel and prepare them in a way that when you start refresh from Excel, these files are in the right format.