Portfolio Slicer Forum

Discussion List

• scheduling

  67 views 2 comments 0 points Most recent by jwenga March 2017External Data Files
• Data Refresh - OLE Action Error Message

  308 views 2 comments 0 points Most recent by Euan123 March 2017Excel Workbook
• UpdatePSData - Error

  106 views 2 comments 0 points Most recent by Euan123 February 2017External Data Files
• Shorting Stocks?

  60 views 1 comment 0 points Most recent by VidasMatelis February 2017Suggestions
• PS turn blank during refresh

  100 views 7 comments 0 points Most recent by VidasMatelis February 2017Excel Workbook
• Alias Display

  103 views 2 comments 0 points Most recent by Schooner February 2017General
• WIthholding Tax Calculation

  123 views 4 comments 0 points Most recent by wdding February 2017Excel Workbook
• srcTrans Data Entry

  138 views 2 comments 0 points Most recent by Totopops February 2017Excel Workbook
• Stock option grants

  68 views 1 comment 0 points Most recent by VidasMatelis February 2017General
• Holdings not displayed

  330 views 13 comments 0 points Most recent by VidasMatelis February 2017Excel Workbook
• new setup cannot refresh allocation connection

  261 views 10 comments 0 points Most recent by VidasMatelis February 2017Portfolio Slicer for Power BI
• Red circles with an X, and yellow circles with an exclamation point

  106 views 2 comments 0 points Most recent by jagmanvdp February 2017General
• Templeton Global small companies A

  68 views 1 comment 0 points Most recent by VidasMatelis February 2017External Data Files
• yearly returns (including dividends perhaps?)

  122 views 4 comments 0 points Most recent by jagmanvdp February 2017General
• Profit% not calculating for 1st and 2nd year.

  128 views 2 comments 0 points Most recent by thparadox February 2017Excel Workbook