Refreshing Portfolio Slicer Excel 2010 data

Legacy Guidance

This page describes the older Excel 2010 refresh workflow.

It is kept for legacy users, but newer setups should follow the Excel 2016+ refresh guidance instead.

Typical Excel 2010 Refresh Flow

The older Excel 2010 model usually requires three stages:

  1. open the PowerPivot window so linked table data is updated
  2. refresh external file data inside the PowerPivot environment
  3. return to Excel and refresh the PivotTable reports

Because the model is older, the refresh flow is more manual than the later Excel 2016+ approach.

Before Refreshing

Before you refresh, confirm that:

  • the required external files exist
  • the source tables do not contain bad data
  • the tables do not contain accidental empty rows

Practical Recommendation

If you remain on Excel 2010, document your refresh routine and use it consistently.

If you are moving to a newer environment, use this page only as historical reference.

See instead: