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TransInfo tab

In Version 2.4 of PortfolioSlicer there was a "TransInfo" tab that appears to have been removed from Version 3 and I noticed that some of the measures that tab used (such as Trans Qty and Trans Price, etc.) have also been removed. Is there an easy way to re-create the information on this tab? My objective is to be able to generate a report of securities purchased in a period (like the Sales report, but for purchases, DRIP's, etc.).

Comments

  • TransInfo tab in v2.4 was a report that was supposed to show filtered transaction records. I decided that it is enough to use Source transaction table for any reports at transaction detail level.
    If you know some DAX language, or willing to learn it, you should be able to add new measures that would help you to create reports you are looking for.
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