topic Re: Portfolio Slicer for Power BI - investment tracking in Data Stories Gallery

Portfolio Slicer for Power BI - investment tracking

VidasM — Tue, 09 Aug 2016 23:19:53 GMT

Power BI reports to track investments.

eyJrIjoiODEwNmRjMzMtN2EwYi00NDZkLWE5N2MtNDU0ZDliNTMxZTczIiwidCI6ImE1NGE3MjgxLWIyOTQtNDY3Zi1hZjYwLTg3ODEyMDYwODFmMyIsImMiOjN9

Re: Portfolio Slicer for Power BI - investment tracking

mayp — Sat, 07 May 2016 20:30:41 GMT

fantastic! one of the most practical applications i have yet seen.

Re: Portfolio Slicer for Power BI - investment tracking

VidasM — Mon, 25 Aug 2025 19:25:15 GMT

Hi rinky88,

Dataset and description on how to use it is available at r website. This used to be Excel + PowerPivot investment tracking application, but with PowerBI - now also includes PowerBI desktop file. There are many users from all over the world using this application - from USA, Canada, Singapore, Australia, New Zeland, India, etc. It is free application and by nature all source code is included - all DAX calculations are open for review.

Re: Portfolio Slicer for Power BI - investment tracking

singhswat — Fri, 08 Jul 2016 08:39:32 GMT

VidasM great. would you mind sharing PBIX file pls.

Re: Portfolio Slicer for Power BI - investment tracking

igorabdo — Tue, 07 Mar 2017 19:44:59 GMT

Shared for us the pbix.

It's fantastic

Re: Portfolio Slicer for Power BI - investment tracking

krish1230 — Mon, 25 Aug 2025 19:20:44 GMT

Awesome report,
Can you please share with me the report -pbix file?

Thanks in advance

Re: Portfolio Slicer for Power BI - investment tracking

Anonymous — Thu, 26 Jul 2018 14:07:51 GMT

Is the PBIX file available ?

Thanks

Re: Portfolio Slicer for Power BI - investment tracking

lorenabarbitta — Mon, 25 Aug 2025 19:20:27 GMT

hola puedes compartirlo al correo gracias

Re: Portfolio Slicer for Power BI - investment tracking

Anonymous — Thu, 22 Jul 2021 17:22:54 GMT

Can you please Share the dataset for the dashboard? thank you.

Re: Portfolio Slicer for Power BI - investment tracking

jle02 — Mon, 25 Aug 2025 19:20:05 GMT

Awesome. Can I have the Pbix please? Thanks!

Re: Portfolio Slicer for Power BI - investment tracking

folds-raffish0q — Mon, 25 Aug 2025 19:19:52 GMT

Hi there!

The most useful dashboard I have seen on this topic. I would really appreciated it, if you could please share the PBIX file

Thanks!

Re: Portfolio Slicer for Power BI - investment tracking

pdeqm — Mon, 25 Aug 2025 19:19:38 GMT

This is excellent! Can you send me the pbix file? Thanks so much!

Re: Portfolio Slicer for Power BI - investment tracking

Anonymous — Mon, 25 Aug 2025 19:19:25 GMT

This is beautiful! Could you kindly send me the pbix file please? Thank you so much!

Re: Portfolio Slicer for Power BI - investment tracking

Nabha-Ahmed — Tue, 11 Nov 2025 08:00:39 GMT

This looks professional! The charts and KPIs are very well aligned