All ideas
PortFolio Table Excel Export
Suggestion 1 Can a dedicated Portfolio Name column be addedinstead of (or in addition) having it grouped ? Reason: this make it easier in XL to quickly do filter / pivot / other formula Suggestion 2 The % sign for each of the Percent column, is shown as text in XL, requiring some post-formatting in XL to be able to get it to do calculate (eg: average) as well as be abled to use the conditional formatting coloring Maybe add another column that just show the actual nbr (eg: 2.1% shows as 0.021), so in Xl it is easy to apply the Pct format ? Or don’t put the Pct symbol in it ? Reason: will redcue amount of post XL formatting / formula