Portfolio Slicer Forum

Discussion List

• Accounting for Forex Transactions

  33 views 1 comment 0 points Most recent by VidasMatelis April 2020General
• Preferred Shares

  31 views 0 comments 0 points Started by vinanton April 2020 Excel Workbook
• Yahoo Currency Exchange rate script not updating issue - resolved in the new script

  40 views 0 comments 0 points Started by VidasMatelis March 2020 External Data Files
• Quotes not updating - next date 2020-03-28

  66 views 2 comments 0 points Most recent by VidasMatelis March 2020External Data Files
• A Pivot Table cannot overlap another Pivot Table report

  26 views 1 comment 0 points Most recent by VidasMatelis March 2020Excel Workbook
• Any update coming soon ?

  132 views 3 comments 0 points Most recent by VidasMatelis March 2020General
• The query did not run or the Data Model could not be accessed ...

  151 views 6 comments 0 points Most recent by RalphE March 2020Excel Workbook
• FX rate FMV not correct

  39 views 7 comments 0 points Most recent by ryano March 2020External Data Files
• Capital Gain - FX issue

  48 views 4 comments 0 points Most recent by VidasMatelis March 2020General
• Adding Custom Columns in Holdings Table

  45 views 1 comment 0 points Most recent by VidasMatelis March 2020Excel Workbook
• Migration from V2.3 to V2.4 - Error in data refresh

  35 views 2 comments 0 points Most recent by KLZ March 2020Excel Workbook
• Quotes.csv not loading into DataModel

  27 views 5 comments 0 points Most recent by joelm March 2020Excel Workbook
• Search not working

  22 views 2 comments 0 points Most recent by VidasMatelis March 2020General
• Worksheets don't update on Data Refresh (New Install)

  121 views 8 comments 0 points Most recent by VidasMatelis March 2020Excel Workbook
• Do not apply latest Excel/Office updates in you are still using Excel 2010

  40 views 1 comment 0 points Most recent by VidasMatelis March 2020General