Portfolio Slicer Forum

Discussion List

• The query did not run or the Data Model could not be accessed ...

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

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

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

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

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

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

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

  123 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

  41 views 1 comment 0 points Most recent by VidasMatelis March 2020General
• Facebook quotes from yahoo not downloading

  49 views 4 comments 0 points Most recent by Roshlin February 2020External Data Files
• Quotes Always Day Old

  48 views 13 comments 0 points Most recent by VidasMatelis February 2020External Data Files
• #REF error's on Overview Tab

  20 views 6 comments 0 points Most recent by dstirling February 2020Excel Workbook
• Dividend questions for account that does not separate currencies.

  28 views 1 comment 0 points Most recent by VidasMatelis January 2020General
• (blank) showing up as an allocation

  113 views 3 comments 0 points Most recent by emptyquarter January 2020Excel Workbook
• error message function `LN' has the wrong data type ....

  463 views 7 comments 0 points Most recent by jagmanvdp January 2020Excel Workbook