Requires Catalina (10.15) or higher. No equivalent on the Mac Note: Accelerator Keys is a commercial product that makes it possible to drive the ribbon with the Alt/Option key using Accessibility features on Mac OS. Excel ribbon in Windows with accelerator keys visible.
![]() The normal procedures of adjusting the formatting and data set may be adopted here. If you want to make changes to these charts, you just make the changes as if you had created the chart yourself. For this example, suppose we have a Table with Sales by Year, Category, and Brand:From the visualisations provided, you may select charts to insert with the titles and legends populated automatically. You don’t have to have an Excel Table, though creating one does ensure that subtotals and totals are not treated as line items.Let’s use an Excel Table to demonstrate Ideas at work. No more technical gobbledegook required.One requirement for Ideas is that the data be in a contiguous table, with headings in the first row. Supported by the technology known as natural language processing (NLP), Ideas aims to aid the interaction between computers and humans to understand natural language. It’s true that Ideas may currently have only a limited number of suggestions or insights available, but it’s an excellent way of obtaining useful information out of a data set, on an interactive basis using natural language queries, in seconds. If you simply click in the text box at the top of the Ideas pane (ie, you don’t even type anything), a list of suggested descriptions and graphics regarding the data will be displayed:This approach provides more basic analysis and offers no opportunity to ask questions, but it does provide insight into how Ideas fits into the family of Excel’s data analysis tools. It’s a shame that explanation is not in a natural language, but it does mean Ideas is quite clever. Ideas is powered by an NLP model using the Azure Machine Learning (ML) service. All you need to do is type a question in the text box in the task pane. This makes it easy to modify the PivotChart fields in the task pane and try different combinations of fields to see what else may be gleaned regarding the selected data.In addition to getting recommendations from Ideas, users may also ask questions about the data directly in the Ideas task pane. Mac add more space to c drive for parallelsCurrently, Ideas can identify highlights in initial stage: More correlations and relationships will grant Ideas more opportunities to group the data and find interesting insights such as correlations, trends, and patterns. The more correlations and relationships there are in the data set, the more insights are likely to be returned. It should be noted that Ideas works best with data in a tabular format in an Excel table. If you wish to obtain more suggestions than the ones presented, it’s worth clicking through to review each individual visualisation. Look For Files Data Type Excel Series Or CorrelatedIf you edit the original data set or choose a different table to get insights on, you should click the Ideas button again to generate new recommendations. The Ideas task pane is not dynamic. Majority: Majority of a total value can be attributed to a single factor. Outlier: Unusual results in data organised by time series or correlated with other associated data and Trend: A steady trend pattern over a time series of data Proper date serial numbers are required for Ideas to identify dates. Ideas doesn’t currently support analysing data sets over 16MB, which is approximately 250,000 cells, depending upon their content. Ideas doesn’t currently support analysing data sets with over 1.5 million cells. Currently, Ideas may not work on some data sets for the following reasons: However, any PivotTables inserted will follow these said colour schemes. This may be modified once you add the chart or PivotChart to your workbook. Perhaps not of concern to US readers, dates are formatted mm/dd/yyyy, regardless of your regional settings. Merged cells are not understood well by Ideas. Unique column headers are required. Xls (or another type), use Save As to save it as one of the compatible file types. Removing all merged cells, then formatting the cells using Center Across Selection by adjusting the settings in Alignment -> Horizontal -> Center Across Selection. Always making sure the file type of your workbook is. For example, if the field is a date, then make sure the data type is date or date/time. Always making sure the data type is correct. Filtering or grouping your data to reduce the dimensions, then copy and paste this revised table elsewhere and try Ideas on the smaller data set. In order to make Ideas work optimally on your data set, consider: To comment on this article or to suggest an idea for another article, contact Jeff Drew, an FM magazine senior editor, at. Send ideas for future Excel-related articles to him at. He is also an Excel MVP (as appointed by Microsoft) and author of Introduction to Financial Modelling.
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