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Problem with first time installation

Arifjr599Arifjr599
in General
I tried to reat and use AI to help me out. But i am stuck.

Excel couldn't refreshthe table 'Symbol' from connection 'Symbol'. Here's the error message from the external data source:
The operation failed because the source does not contain the requested column. You can fix this problem by updating the column mappings.
More Details:
The 'Symbol column does not exist in the rowset
An error occurred while processing table 'Symbol
The current operation was cancelled because another operation in thetransaction failed


Its straight out of demo and empty both giving same issue out of the zip.
Excel 2024 , Portfolio slicer v3.1

Comments

  • Arifjr599Arifjr599
    AI keeps saying that its most probably this excel 2024 , because in queries (Data- Connection and Queries) shows queries 0 but connection around 14. So maybe its broken because of the version or something thats what AI is suggesting.

    Sorry , many may feels this thread stupid as i am stuck at beginning. But i tried for two days to troubleshoot, unfortunately not enough resources were available for my kinda problem. Sorry
  • VidasMatelisVidasMatelis
    First of all, most of the current documentation on the website is for older version. I am working on replacing it, but it will take some time.

    I am assuming this is first time you are trying to refresh. Key places to check:
    1. Check you have folder c:\PortfolioSlicer\PSData - this must be manually created by you.
    2. Check if you have file c:\PortfolioSlicer\PSData\error.txt - if file exists, then you have issues with scripts that needs to be fixed first. Read what is in the file or post here.
    3. Did you setup PowerShell on your PC? step: https://www.portfolioslicer.com/scripts/setup-powershell.html
    4. In PSDataExtract\Scripts\psConfig.txt did you specify ExcelSourceFile parameter with exact location of your source file?


  • Arifjr599Arifjr599
    Its the first time I am trying to refresh.
    PSData folder and all the files 17 in total are there with data from source excel.
    No error.txt files
    Yes I did , and that PSDataExtract was successful.
    (What making even AI go on conclusion is that , even demo is having this same issue with refresh. So it comes to conclusion that somewhere else. Because in demo i didn't even touch anything, extract and refresh out of the zip immediately. Still same error)
  • Arifjr599Arifjr599
    I did install the PowerShell just now, tried restarting. Unfortunately still same issue.
  • VidasMatelisVidasMatelis
    Can you Start Excel, go to File->Options->Add-ins->In Manage change to "COM Add-ins" and click "Go"->Checkmark next to "Microsoft Power Pivot for Excel" then OK.

    Was that chekmark selected for you?
  • Arifjr599Arifjr599
    The checkmark was selected
  • VidasMatelisVidasMatelis
    Can you please open c:\PortfolioSlicer\PSData\Symbol.csv file in notepad and post here screenshoot of the header and first few symbols.

  • Arifjr599Arifjr599
    Here this?
  • VidasMatelisVidasMatelis
    Thank you! I see the problem.
    All files in that folder should be TAB separated, but your file has all values "comma" separated - that is causing the issue.
    Can you please check PSDataExtract\Scripts\psConfig.txt file parameter ColumnSeparator. You should have value there as
    TAB

    Can you confirm if that is your value?
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