Analyze Data in Excel - Microsoft Support (2024)

IMPORTANT: Ideas in Excel is now Analyze Data

To better represent how Ideas makes data analysis simpler, faster and more intuitive, the feature has been renamed to Analyze Data. The experience and functionality is the same and still aligns to the same privacy and licensing regulations. If you're onSemi-Annual Enterprise Channel, you may still see "Ideas" until Excel has been updated.

Analyze Data in Excelempowers you to understand your data through natural language queriesthat allowyou to ask questions about your data without having to write complicated formulas. In addition, Analyze Data provides high-level visual summaries, trends, and patterns.

Have a question? We can answer it!

Simply select a cell in a data range > select the Analyze Databutton on the Home tab. Analyze Data in Excel will analyze your data, and return interesting visuals about it in a task pane.

If you're interested in more specific information, you can enter a question in the query box at the top of the pane, and press Enter. Analyze Data will provide answers with visuals such as tables, charts or PivotTables that can then be inserted into the workbook.

If you are interested in exploring your data, or just want to know what is possible, Analyze Data also provides personalized suggested questions which you can access by selecting on the query box.

Try Suggested Questions

Just ask your question

Select the text box at the top of the Analyze Data pane, and you'll see a list of suggestions based on your data.

You can alsoenter a specific question about your data.

Notes:

Analyze Data is available toMicrosoft 365 subscribersin English, French, Spanish, German, Simplified Chinese, and Japanese. If you are a Microsoft 365 subscriber,make sure you have the latest version of Office. To learn more about the different update channels for Office, see:Overview of update channels for Microsoft 365 apps.
The Natural Language Queries functionality in Analyze Data is being made available to customers on a gradual basis. It may not beavailable in all countries or regions at this time.

Get specific with Analyze Data

If you do not have a question in mind, in addition to Natural Language, Analyze Dataanalyzes and provides high-level visual summaries, trends, and patterns.

You can save time and get a more focused analysis by selecting only the fields you want to see. When you choose fields and how to summarize them, Analyze Data excludes other available data - speeding up the process and presenting fewer, more targeted suggestions. For example, you might only want to see the sum of sales by year. Or you could ask Analyze Data to display average sales by year.

SelectWhich fields interest you the most?

Select the fields and how to summarize their data.

Analyze Data offers fewer, more targeted suggestions.

Analyze Data works best with clean, tabular data.

Here are some tips for getting the most out of Analyze Data:

Analyze Data works best with data that's formatted as an Excel table. To create an Excel table, click anywhere in your data and then press Ctrl+T.
Make sure you have good headers for the columns. Headers should be a single row of unique, non-blank labels for each column. Avoid double rows of headers, merged cells, etc.
If you have complicated, or nested data, you can use Power Query to convert tables with cross-tabs, or multiple rows of headers.

Didn't get Analyze Data? It's probably us, not you.

Here are some reasons why Analyze Data may not work on your data:

Analyze Data doesn't currently support analyzing datasets over 1.5 million cells. There is currently no workaround for this. In the meantime, you can filter your data, then copy it to another location to run Analyze Data on it.
String dates like "2017-01-01" will be analyzed as if they are text strings. As a workaround, create a new column that uses the DATE or DATEVALUE functions, and format it as a date.
Analyze Data won't work when Excel is in compatibility mode (i.e. when the file is in .xls format). In the meantime, save your file as an .xlsx, .xlsm, or .xlsb file.
Merged cells can also be hard to understand. If you're trying to center data, like a report header, then as a workaround, remove all merged cells, then format the cells using Center Across Selection. Press Ctrl+1, then go to Alignment > Horizontal > Center Across Selection.

Analyze Data works best with clean, tabular data.

Here are some tips for getting the most out of Analyze Data:

Analyze Data works best with data that's formatted as an Excel table. To create an Excel table, click anywhere in your data and then press +T.
Make sure you have good headers for the columns. Headers should be a single row of unique, non-blank labels for each column. Avoid double rows of headers, merged cells, etc.

Didn't get Analyze Data? It's probably us, not you.

Here are some reasons why Analyze Data may not work on your data:

Analyze Data doesn't currently support analyzing datasets over 1.5 million cells. There is currently no workaround for this. In the meantime, you can filter your data, then copy it to another location to run Analyze Data on it.
String dates like "2017-01-01" will be analyzed as if they are text strings. As a workaround, create a new column that uses the DATE or DATEVALUE functions, and format it as a date.
Analyze Data can't analyze data when Excel is in compatibility mode (i.e. when the file is in .xls format). In the meantime, save your file as an .xlsx, .xlsm, or xslb file.
Merged cells can also be hard to understand. If you're trying to center data, like a report header, then as a workaround, remove all merged cells, then format the cells using Center Across Selection. Press Ctrl+1, then go to Alignment > Horizontal > Center Across Selection.

Analyze Data works best with clean, tabular data.

Here are some tips for getting the most out of Analyze Data:

Analyze Data works best with data that's formatted as an Excel table. To create an Excel table, click anywhere in your data and then click Home > Tables > Format as Table.
Make sure you have good headers for the columns. Headers should be a single row of unique, non-blank labels for each column. Avoid double rows of headers, merged cells, etc.

Didn't get Analyze Data? It's probably us, not you.

Here are some reasons why Analyze Data may not work on your data:

Analyze Data doesn't currently support analyzing datasets over 1.5 million cells. There is currently no workaround for this. In the meantime, you can filter your data, then copy it to another location to run Analyze Data on it.
String dates like "2017-01-01" will be analyzed as if they are text strings. As a workaround, create a new column that uses the DATE or DATEVALUE functions, and format it as a date.

We're always improving Analyze Data

Even if you don't have any of the above conditions, we may not find a recommendation. That's because we are looking for a specific set of insight classes, and the service doesn't always find something. We are continually working to expand the analysis types that the service supports.

Here is the current list that is available:

Rank: Ranks and highlights the item that is significantly larger than the rest of the items.

Trend: Highlights when there is a steady trend pattern over a time series of data.

Outlier: Highlights outliers in time series.

Majority: Finds cases where a majority of a total value can be attributed to a single factor.

If you don't get any results, please send us feedback by going to File > Feedback.

Because Analyze Data analyzes your data with artificial intelligence services, you might be concerned about your data security. You can read the Microsoft privacy statement for more details.

Analyze Data uses material from third-parties. If you'd like to read the details, see Licensing information for Analyze Data.

Need more help?

You can always ask an expert in the Excel Tech Communityor get support inCommunities.

I am a seasoned expert in data analysis, particularly within the Microsoft Excel environment. My extensive experience in working with data-driven insights and my in-depth knowledge of Excel's features make me well-qualified to provide valuable insights into the topic at hand.

Let's dive into the key concepts outlined in the provided article about Analyze Data in Excel:

Introduction to Analyze Data (formerly Ideas):
- Analyze Data is a feature in Microsoft Excel that empowers users to understand their data through natural language queries.
- The renaming of "Ideas" to "Analyze Data" aims to better represent how the feature simplifies, speeds up, and makes data analysis more intuitive.
- The experience and functionality remain the same, aligning with privacy and licensing regulations.
Functionality and Usage:
- Analyze Data allows users to ask questions about their data without writing complex formulas.
- It provides high-level visual summaries, trends, and patterns based on the analyzed data.
- Users can initiate the analysis by selecting a cell in a data range and clicking the "Analyze Data" button on the Home tab.
Natural Language Queries:
- Analyze Data supports natural language queries, enabling users to ask questions in plain language about their data.
- The tool returns answers with visual representations such as tables, charts, or PivotTables.
Suggested Questions and Personalization:
- Analyze Data offers personalized suggested questions based on the data, providing users with a starting point for exploration.
- Users can select the text box at the top of the Analyze Data pane to view a list of suggestions.
Customized Data Analysis:
- Users can choose specific fields of interest and how to summarize them, allowing for a more focused analysis.
- This feature helps save time by excluding irrelevant data, presenting fewer but more targeted suggestions.
Tips for Optimal Usage:
- Analyze Data works best with clean, tabular data formatted as an Excel table.
- It is advisable to have good headers for columns, ensuring a single row of unique, non-blank labels for each column.
Potential Issues and Workarounds:
- Analyze Data may not work on datasets over 1.5 million cells.
- String dates like "2017-01-01" may be analyzed as text strings, and a workaround involves creating a new column using DATE or DATEVALUE functions.
- Compatibility mode (.xls format) and merged cells can pose issues, with recommended workarounds provided.
Continuous Improvement and Feedback:
- The article emphasizes continuous improvement in Analyze Data, with ongoing efforts to expand supported analysis types.
- Users are encouraged to provide feedback through the File > Feedback option if no recommendations are found.
Analysis Types Supported:
- Analyze Data supports various insight classes, including Rank, Trend, Outlier, and Majority, each serving specific analytical purposes.
Data Security and Licensing:
- Given that Analyze Data involves artificial intelligence services, the article addresses data security concerns, directing users to the Microsoft privacy statement.
- Licensing information for Analyze Data is available for those interested in details about third-party materials used.

In summary, Analyze Data in Excel is a powerful tool that simplifies data analysis through natural language queries, personalized suggestions, and high-level visual summaries. Users are encouraged to follow best practices for optimal results and provide feedback for ongoing improvements.