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MarkdaleMGMT
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ReportingDashboard
Resources & Code to support our PowerBI reporting dashboard
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performance table
#34
RiskingTime
closed
7 months ago
0
Benchmarks - Separate Sheet
#33
RiskingTime
closed
7 months ago
0
cash-postion spreadsheet
#32
RiskingTime
closed
7 months ago
0
update cover page
#31
RiskingTime
closed
7 months ago
0
macro in excel
#30
RiskingTime
closed
7 months ago
0
Date on Performance Tab
#29
RiskingTime
closed
7 months ago
0
USD XIRR
#28
RiskingTime
closed
7 months ago
0
How to update PowerBI - adding or removing a new investment
#27
RiskingTime
opened
8 months ago
0
cash position page
#26
RiskingTime
closed
7 months ago
0
data source update
#25
RiskingTime
closed
7 months ago
0
provide IRR macro checks
#24
RiskingTime
closed
7 months ago
0
calculate monthly IRR
#23
RiskingTime
closed
8 months ago
0
Button that runs XIRR macro
#22
RiskingTime
closed
8 months ago
0
XIRR - Quarterly & Annual
#21
RiskingTime
closed
8 months ago
0
XIRR Calculation - Runtime error
#20
RiskingTime
closed
8 months ago
0
scrape FX
#19
RiskingTime
closed
8 months ago
0
text source
#18
RiskingTime
closed
8 months ago
0
page numbers
#17
RiskingTime
closed
8 months ago
0
Documentation
#16
RiskingTime
opened
9 months ago
2
Import Instructions
#15
RiskingTime
closed
8 months ago
0
Rate of Return %
#14
RiskingTime
closed
8 months ago
2
3rd Party Data Entry
#13
RiskingTime
closed
8 months ago
1
Python
#12
RiskingTime
closed
8 months ago
1
Examine Data Transformation
#11
RiskingTime
closed
8 months ago
0
Create Cashflow Chart
#10
RiskingTime
opened
9 months ago
1
Cash Table - pull data from accounting software
#9
RiskingTime
opened
9 months ago
3
Investment vs Benchmark Chart
#8
RiskingTime
closed
7 months ago
4
Portfolio vs Benchmark Chart
#7
RiskingTime
closed
7 months ago
0
Create Link to Dashboard
#6
RiskingTime
closed
8 months ago
1
Investment Objectives
#5
RiskingTime
closed
8 months ago
1
Cover Page & Table of Contents
#4
RiskingTime
closed
9 months ago
0
Rate of Return Tables
#3
RiskingTime
closed
9 months ago
0
Bar Chart & Mountain Chart
#2
RiskingTime
closed
9 months ago
0
Asset Allocation Table & Chart
#1
RiskingTime
closed
9 months ago
0