Excel Ideas is an AI-powered feature that recommends good potential charts for your data. In this video, learn how to create charts with Excel Ideas.
- [Instructor] Depending on which subscription you have to Microsoft 365, you may notice a feature here called Ideas. It appears on the top right-hand side of the screen. Now, Ideas is an AI feature, that is artificial intelligence. What it does is it scans your data and makes recommendations on insights and visualizations. And in my opinion, it's one of the most powerful enhancements that have been made to Excel Online. Now, Ideas will work fine on any structured data set, that is data organized in rows and columns, but it tends to work best on larger data sets. The larger the data, the more recommendations that Excel Online will make. But let's just demonstrate it using this relatively small data set from a chart of accounts. Click anywhere in the middle of the data, and then select ctrl + a on the keyboard to select all of the data. Now let's go and click on Ideas and let Excel Online do its magic. Now, depending on how large the data set is that you're using for this, it may take a couple of moments, so be patient. Once Excel Online has completed going through the Ideas process, you'll notice a number of recommendations of charts and tables. Say that we want to include this very first one here, which is Insert Pivot Table. All we have to do is click on the plus and in a matter of moments, Excel Online has added the pivot table as a new worksheet in our workbook. We can go ahead and do exactly the same process with one of the other visualizations that have been generated using Ideas. For example, if I want to include this pivot chart, simply click on the plus. And as you can see, the pivot chart has been added as a new worksheet in our Excel Online workbook. And how easy was that? In just a few moments, we have used the Excel Online Ideas feature to bring powerful insights and visualizations to our data.
Note: This course is for users who know the basics of the Excel desktop app, but are new to the web version, Excel Online. It emphasizes features that work differently in Excel Online. For basic Excel guidance, please see Excel Essential Training (Office 365) or Learning Excel 2019.
- Using Excel Online shortcuts
- Customizing your view
- Integrating the desktop version of Excel
- Sharing workbooks in Excel Online and OneDrive
- Inserting and reviewing comments
- Creating and editing charts
- Working with PivotTables and PivotCharts