Portfolio Slicer Forum

Discussion List

• Top 10 Holdings in the Dashboard worksheet

  110 views 4 comments 0 points Most recent by arunsarda November 2017Excel Workbook
• Error in Updating srcTrans Worksheet

  202 views 8 comments 0 points Most recent by VidasMatelis November 2017Excel Workbook
• Incorrect Profit %???

  497 views 24 comments 0 points Most recent by VidasMatelis November 2017Excel Workbook
• Change the Treatment of Year from Calendar Year (Jan -Dec) to Financial Year (April - March)

  55 views 1 comment 0 points Most recent by VidasMatelis November 2017Portfolio Slicer for Power BI
• \Yahoo quotes

  114 views 1 comment 0 points Most recent by jagmanvdp November 2017External Data Files
• Sector performance

  77 views 2 comments 0 points Most recent by mg1985 November 2017Excel Workbook
• how to handle stock demerger details

  123 views 5 comments 0 points Most recent by nirajks November 2017General
• PSData Script Files

  136 views 2 comments 0 points Most recent by David November 2017External Data Files
• Sorting Holdings

  62 views 2 comments 0 points Most recent by BeesMD November 2017Excel Workbook
• QuotesIntraday not updating

  90 views 3 comments 0 points Most recent by VidasMatelis November 2017External Data Files
• Non listed stocks and how to handle the quotes?

  212 views 3 comments 0 points Most recent by Uffe November 2017General
• Refresh error in Excel 2016

  86 views 2 comments 0 points Most recent by Uffe November 2017Excel Workbook
• Report sheets don't match for yearly end values?

  50 views 2 comments 0 points Most recent by ChrisBoar November 2017General
• Can't get data from the data model

  126 views 2 comments 0 points Most recent by VidasMatelis November 2017Excel Workbook
• Added 2017 transactions, update quotes, and have a 99% Capital gain loss....?

  57 views 1 comment 0 points Most recent by ChrisBoar November 2017External Data Files