Excel Workbook

Discussion List

• how to make allocation pivot larger

  25 views 4 comments 0 points Most recent by jwenga October 28
• when srcReview and reports don't match total shares in a holding

  13 views 1 comment 0 points Most recent by jwenga October 26
• Refresh error in Report (SymbolPrice)

  34 views 1 comment 0 points Most recent by VidasMatelis October 22
• How to input a stock split

  82 views 7 comments 0 points Most recent by fsroby October 18
• transaction sheet in source is slow

  59 views 12 comments 0 points Most recent by gsbaker September 26
• Can't Save Excel after Refresh All

  37 views 2 comments 0 points Most recent by scope11 August 24
• Allocation -Target Table

  39 views 6 comments 0 points Most recent by MikeP July 31
• PS v3.0 and v2.4 exchange rate differences

  20 views 2 comments 0 points Most recent by dstirling July 13
• Getting MdxScript calculation error in measure Report when refreshing PortfolioSlicer3.1-Reports

  108 views 13 comments 0 points Most recent by VidasMatelis April 25
• SRC Trans Row Limitations?

  48 views 3 comments 0 points Most recent by buddyb April 16
• Rlzd Cap Gain measure not calculating Gain on "TransferOutAsSale" transaction

  38 views 13 comments 0 points Most recent by gsbaker February 6
• Excel refresh fails as path not update (C:/portfolioslicer/PSData): OLE ODBC error

  48 views 2 comments 0 points Most recent by LoicGui December 2023
• Total allocation issue

  26 views 3 comments 0 points Most recent by jwenga December 2023
• Combining/merging of two accounts

  42 views 2 comments 0 points Most recent by dstirling December 2023
• srcReview has very small amounts

  47 views 2 comments 0 points Most recent by fsroby August 2023