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Robert Rankin
@rankinroberthotmail-com
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Joined: Jun 9, 2021
Topics: 0 / Replies: 5
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RE: Excel Stock Portfolio Dashboard - Post on Youtube - Premiered Feb 3, 2021

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 every...

4 years ago
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RE: Excel Stock Portfolio Dashboard - Post on Youtube - Premiered Feb 3, 2021

Got it work without the sumif function, SORT(UNIQUE(FILTER(Ledger[Stock],Ledger[Units],0))). Don't have any units equal to 0 anyway.

4 years ago
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RE: Excel Stock Portfolio Dashboard - Post on Youtube - Premiered Feb 3, 2021

Fixed the Link between excel sheets but still running out of resources. At the point of giving up LOL

4 years ago
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RE: Excel Stock Portfolio Dashboard - Post on Youtube - Premiered Feb 3, 2021

Hi Mynda Here is my excel sheet that I am using to create my portfolio template.

4 years ago
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RE: Excel Stock Portfolio Dashboard - Post on Youtube - Premiered Feb 3, 2021

Hi. When I try to use your template for my portfolio excel says it is running out resources. Have you had this problem before.

4 years ago