Known Issues

Overview

This page collects known issues that have been documented for Portfolio Slicer, especially issues reported in older releases.

Some of the items below are mainly relevant for legacy users rather than current v3.x users. If you are on a current setup, start with the general troubleshooting pages first.

Legacy Issue: CurrencyConv Refresh Error

A reported legacy error was:

We couldn't refresh table 'CurrencyConv' from connection 'CurrencyConv' ... The 'CurrencyFrom' column does not exist in the rowset.

Historical Fix

The documented fix was to re-download the external data management scripts so they recreated the correct schema.ini information for the external data folder.

In practice, this issue usually pointed to file format or delimiter interpretation problems.

Legacy Issue: Some Measures Produced Incorrect Results

Older releases had reported issues with some measures, including:

  • Sales Cost Basis
  • Sales Amnt
  • Dividends %

These were version-specific calculation issues and were documented with replacement formulas for older models.

If you are working with a legacy workbook and suspect one of these problems, treat the workbook version as important context before applying any formula changes.

Guidance for Current Users

If you are using the current public release, most problems that look like “known issues” are more often caused by one of these instead:

  • invalid source data
  • refresh problems
  • external file formatting issues
  • symbol mismatches
  • version-to-version migration problems

Start with these pages first:

When This Page Is Most Useful

This page is most useful if:

  • you are maintaining an older Portfolio Slicer release
  • you are comparing behavior across versions
  • you are investigating an issue that was already documented historically