I need to create a symbol slicer to limit selection on 1 worksheet to any symbol that has current holdings greater than zero. Is this possible without removing historical holding data from the other worksheets?
If you want to do this without any code change, you would have to identify currently used symbols yourself and "hijack" one of the Symbol table fields - like SymbolGroup1 and populate that field with Symbol value where Symbol currently has holdings, and for example "Empty" value when symbol has 0 holdings. Then you could use SymbolGroup1 as a slicer and would list all symbols with currently used symbols and plus one extra "Empty" symbol value.
You could do this also in programming way by adding new CALCULATED column to Symbol table using similar logic. But you would need to write DAX using similar to Report[Qty Held] DAX formula. But this will impact refresh time as now Symbol table would depend on Transactions table.
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You could do this also in programming way by adding new CALCULATED column to Symbol table using similar logic. But you would need to write DAX using similar to Report[Qty Held] DAX formula. But this will impact refresh time as now Symbol table would depend on Transactions table.