Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Remove transactions in src file

I think I did something wrong. I had added a bunch of transactions saved look ar reports and it all looked like something. I then realized I needed to start much smaller to ensure I understood what was happening, so in the src spreadsheet I simply deleted all the rows in the transaction worksheet except a couple at the top. I save it and ran refresh. However all the original data is still in the transactions.csv file. When I run the report spreadsheet it still shows all the original data.

How do I go back to a blank transaction worksheet and start again, without having to fill out all the other worksheets again.

Thanks, Pat

Comments

  • After each update on Excel source spreadsheet, you need to run the script to extract files or at least run UpdatePSDataFromExcel.bat.
    When you run this script, Source Excel file must be closed. After that you can open Reports file and refresh.
  • I assume the script to extract files is the GetExcelSrcData.ps1 ?
  • You either execute UpdatePSDataFromExcel.bat, or you can execute 2 PowerShell scripts (they are in the .bat file):

    powershell -ExecutionPolicy Bypass .\Scripts\GetExcelSrcData.ps1
    powershell -ExecutionPolicy Bypass .\Scripts\GetExcelCostBasis.ps1
  • My noobiness is showing. I was updating a copy of the src file I had accidentally created. All is working now. Thanks.
Sign In or Register to comment.