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Mynda Treacy
@mynda
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Joined: Jul 16, 2010
Last seen: Jun 12, 2026
Topics: 0 / Replies: 4784
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RE: Stock Portfolio Dashboard - realized gain/loss

Doh, I misread the year! I shouldn't answer questions at night after a long day 🙂 You can add a Status column to the ledger that marks shares as...

5 years ago
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RE: Old Items Remain in Pivot Field Dropdowns and Slicer

Hi Jae, Have you double checked the source data to make sure there aren't any rows containing the items you're expecting to be gone? If that's not ...

5 years ago
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RE: Employees absences calendar: sruggling

Nope. SharePoint is controlling access to the file. The only way it can be refreshed by someone is for the person with the file open to verify they ar...

5 years ago
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RE: Stock Portfolio Dashboard - realized gain/loss

Hi Mike, Thanks for sharing your file. Not sure how the Amazon shares work. It appears you bought 28 on Feb 4, then sold 32 on March 3, which i...

5 years ago
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RE: Highlight Multiple Periods in Line Chart

No! Sorry. You cannot format the axis labels area. Mynda

5 years ago
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RE: Grouped running balances & average cost, Gain& Loss

Hi Aarun, The formula does use the old date first because the data is sorted by the 'Symbol' and then the 'Date& time' column in ascending orde...

5 years ago
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RE: Freight Cost Calc. based on Transport and Toll Cost with some criteria

Hi Foday, Welcome to our forum! There are a few issues with the data in your file, most notably, the numbers are text (weights and freight costs), ...

5 years ago
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RE: % Calculation Based on Slicer

Hi Shafiq, In session 9.08 I cover the ALLSELECTED function. Please watch his session as I think it will address your question. Mynda

5 years ago
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RE: Change Dates

Hi Jomili, Can you please upload a sample file from your vendor so we can see how the dates are stored? Note: it's important the file is original, ...

5 years ago
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RE: Stock Options Dashboard

Hi Lew, Welcome to our forum! I wish I had time to build a variation of the dashboard for you. You can use Power Query to get the data from the ...

5 years ago
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RE: Sum of Distinct Values in Other Columns

Hi and welcome to our forum! Please provide a sample Excel file showing your data and desired result so I can understand what you mean. Also, pleas...

5 years ago
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RE: Map Chart

Hi Mojtaba, Thanks for clarifying. You don't need an Office 365 account with Excel 2019 to use Map Charts, but I wonder if there is an IP limitatio...

5 years ago
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RE: Highlight Multiple Periods in Line Chart

Hi Tom, You can use this formula in cell C5 then copy down (if you're not on 365 you need to enter the formula with CTRL+SHIFT+ENTER): =IF(MATCH...

5 years ago
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RE: Map Chart

Hi Mojtaba, Welcome to our forum! I've not seen that error before, but based on what you describe, all I can think is there is an interruption t...

5 years ago
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RE: Stock Portfolio Dashboard - realized gain/loss

Hi Mike, No file attached. Be sure to click the 'Start Upload' button after selecting your file and wait for the green notification under the butto...

5 years ago
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