Portfolio Slicer Forum

Discussion List

• Cash Amount in Dashboard Does Not Match CashBalance in srcTrans Table

  111 views 4 comments 0 points Most recent by braddecker April 2017Excel Workbook
• Min Date Problems While Starting Up

  121 views 3 comments 0 points Most recent by VidasMatelis April 2017External Data Files
• Portfolio Slicer Update

  148 views 1 comment 0 points Most recent by VidasMatelis April 2017Portfolio Slicer for Power BI
• Power BI Currency Error

  107 views 2 comments 0 points Most recent by Euan123 March 2017Portfolio Slicer for Power BI
• Getting errors when running UpdatePSData script in startup instructions

  171 views 8 comments 0 points Most recent by VidasMatelis March 2017External Data Files
• Migrating from V2.2 to V2.3

  146 views 4 comments 0 points Most recent by VidasMatelis March 2017Migration
• Portfolio View by Quarter

  92 views 1 comment 0 points Most recent by VidasMatelis March 2017Suggestions
• Target-Actual on Allocation

  90 views 8 comments 0 points Most recent by VidasMatelis March 2017Excel Workbook
• Investing strategies support?

  119 views 2 comments 0 points Most recent by bgoheen March 2017General
• scheduling

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

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

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

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

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

  101 views 2 comments 0 points Most recent by Schooner February 2017General