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Portfolio Slicer Forum
Excel workbook/template to track investments
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Discussion List
Allocation link broken
61
views
2
comments
0
points
Most recent by
0neinthisworld
January 2018
Excel Workbook
Dashboard Total Doesn't Match Holdings Total
80
views
3
comments
0
points
Most recent by
mg3putt
January 2018
Excel Workbook
Year end dividend amounts
87
views
3
comments
0
points
Most recent by
jagmanvdp
January 2018
Excel Workbook
Unable to save after 'Refresh All'
55
views
2
comments
0
points
Most recent by
earcandy90
January 2018
Excel Workbook
Restore Filters in Holdings Sheet
54
views
1
comment
0
points
Most recent by
VidasMatelis
January 2018
Excel Workbook
Exchanging Currency
112
views
4
comments
0
points
Most recent by
dstirling
January 2018
Excel Workbook
Scripts don't work
137
views
4
comments
0
points
Most recent by
VidasMatelis
January 2018
External Data Files
Power BI not displaying 2018 data properly in charts
110
views
3
comments
0
points
Most recent by
VidasMatelis
January 2018
Portfolio Slicer for Power BI
Issue with Cash Value
79
views
4
comments
0
points
Most recent by
breadbreadbread
January 2018
Excel Workbook
Older Transactions not Recognized
60
views
3
comments
0
points
Most recent by
cichinel
January 2018
Portfolio Slicer for Power BI
Scripts fail
89
views
1
comment
0
points
Most recent by
VidasMatelis
January 2018
External Data Files
Dashboard - Deposits (percentage info)
67
views
7
comments
0
points
Most recent by
VidasMatelis
January 2018
Excel Workbook
Unable to locate data for mutual fund
313
views
3
comments
0
points
Most recent by
VidasMatelis
January 2018
General
DecimalSeparator
83
views
2
comments
0
points
Most recent by
fabriziomanzo
December 2017
External Data Files
Cannot create relationship
80
views
5
comments
0
points
Most recent by
fabriziomanzo
December 2017
Excel Workbook
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