Hello, I am attempting to recreate the Stock Portfolio Dashboard that was posted on YouTube on Feb 3rd, 2021. Well, I am stuck at the first formula. My Ledge tab works just like the videos'. https://www.youtube.com/watch?v=D44EDant0rs&t=258s
The issue centers around the formula at the 4 min mark =SORT(UNIQUE(FILTER(Leger[Stock],SUMIF(Ledger[Stock],Ledger[Stock],Ledger[Units])<>0))),
If I typed this correctly, what else would cause this formula to come back with an error? Excel appears to flag this at the Filter(leger[stock] part (array part). Is it something in the Ledger I incorrectly formatted? All steps prior to the 4 min mark appear to work exactly the same.
I would appreciate any feedback or hints - Thank you.
(File is attached)
Thanks again
Jeff
Hi Jeff,
Thanks for sharing your file. In my file you'll notice that my ledger table is called 'Ledger'. In your file it's called Table1. You either need to change the name of your source table via the Name Manager on the formulas tab, or change the formula to reference Table1.
Learn more about working with tables and structured references.
Note: in your file your formula has a typo in the first reference to the Ledger table in that it's missing the 'd'.
Hope that sets you off on the right path.
Mynda
Oh, how did I miss that!! Now I feel really dumb. Thank you again for your assistance and for all your videos. Please keep up the excellent content -much appreciated and thank you for link to the forum, I have a feeling I will be spending more time there!
Cheers
Jeff O
Hi. When I try to use your template for my portfolio excel says it is running out resources. Have you had this problem before.
Hi Robert,
No, I haven't run into that problem. If you'd like to raise a new topic in the forum and share your file I can test it on my PC to see if it's a PC spec issue or you can email it to me if it's confidential (website at MyOnlineTrainingHub.com).
Mynda
Hi Mynda
Here is my excel sheet that I am using to create my portfolio template.
Hi Robert,
Thanks for sharing your file. I also get the resources error. I also get stuck in a sign in loop. The formula in column C of the Ledger sheet is referencing a different Excel file. This will be the cause of my sign in loop and possibly the cause of your resources error.
You also get a #SPILL! error in cell B6 of the Dashboard sheet.
Mynda
Fixed the Link between excel sheets but still running out of resources. At the point of giving up LOL
I would start in a new Excel file. There's probably some links still lurking around.
Got it work without the sumif function, SORT(UNIQUE(FILTER(Ledger[Stock],Ledger[Units],0))). Don't have any units equal to 0 anyway.
Hi Mynda. Found the solution to the resource problem. The units had too many decimal places. I reduced these down to 2 decimals for my units and everything worked fine with your original formula. I also didn't name my table "Ledger" so fixed that to. Works great now. Thanks
