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Portfolio Slicer for Power BI
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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
how to make allocation pivot larger
34
views
4
comments
0
points
Most recent by
jwenga
October 2024
Excel Workbook
when srcReview and reports don't match total shares in a holding
16
views
1
comment
0
points
Most recent by
jwenga
October 2024
Excel Workbook
Refresh error in Report (SymbolPrice)
40
views
1
comment
0
points
Most recent by
VidasMatelis
October 2024
Excel Workbook
How to input a stock split
90
views
7
comments
0
points
Most recent by
fsroby
October 2024
Excel Workbook
Dividend not working?
68
views
4
comments
0
points
Most recent by
zzricezz
October 2024
General
Slicer Set-up Issue
101
views
9
comments
0
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Most recent by
VidasMatelis
October 2024
External Data Files
Yearly profit by Account
41
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1
comment
0
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Most recent by
VidasMatelis
October 2024
Migration
TRP Spin off SOBO
38
views
4
comments
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points
Most recent by
VidasMatelis
October 2024
General
Yahoo quotes returning "Not Found (web err)" for all securities
1.7K
views
61
comments
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points
Most recent by
VidasMatelis
October 2024
External Data Files
Script Error running Windows 11 on ARM based PC (Surface Pro Copilot+)
92
views
12
comments
0
points
Most recent by
VidasMatelis
October 2024
External Data Files
Broken Link
30
views
2
comments
0
points
Most recent by
x_d
October 2024
Migration
transaction sheet in source is slow
64
views
12
comments
0
points
Most recent by
gsbaker
September 2024
Excel Workbook
How to capture an Advisor's fund
52
views
2
comments
0
points
Most recent by
Trenzalore
September 2024
General
intraday
113
views
6
comments
0
points
Most recent by
fsroby
September 2024
External Data Files
First use - Yahoo Intranet quotes returns 'Not Found (web err)'
251
views
27
comments
0
points
Most recent by
MikeP
September 2024
General
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