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[Solved] Excel Stock Portfolio Dashboard

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(@sjw)
Posts: 6
Active Member
Topic starter
 

Dear Mynda

Re. your dashboard from a few years ago. The formula at around 4.40mins. re. Current Holdings Statement on the dashboard. When I type =SORT(UNIQUE(FILTER(Ledger[Stock]. at this point, the data symbols box appears (ie. 52 week High, Low etc) rather than the excel formulae options and therefore I cannot access SUMIF. to complete the formula. I'm a novice so thanks for your guidance on this issue. Steven


 
Posted : 25/01/2026 10:37 am
Riny van Eekelen
(@riny)
Posts: 1440
Member Moderator
 

@sjw

Not Mynda here 🙂 

As soon as you have entered the column name [Stock], the data options appear. Now enter a comma and the formula options will be displayed again. Did you perhaps enter a period? Then nothing happens.


 
Posted : 25/01/2026 4:34 pm
(@sjw)
Posts: 6
Active Member
Topic starter
 

Many thanks Riny, and yes, I was entering a period rather than a comma. All good now. 


 
Posted : 26/01/2026 2:32 pm
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