Portfolio Slicer with Excel 2016

Overview

Portfolio Slicer workflows designed for Excel 2013-style Power Pivot usage generally also work in Excel 2016.

In practice, Excel 2016 is part of the later Excel family that is better represented by the broader Excel 2016+ guidance on this site.

What This Means

If you are using Excel 2016, the most relevant pages are:

• Refreshing Portfolio Slicer Excel 2016+ data
• Changing Portfolio Slicer Excel 2016+ workbook external data location

Recommendation

Treat this page as a compatibility note rather than the main documentation path. For practical setup and refresh instructions, use the Excel 2016+ pages.