Claude for Excel: Your AI Analyst Inside Every Spreadsheet

About the Course:

Imagine having a senior data analyst sitting inside Excel itself, one who reads your spreadsheet, understands your data, builds your formulas, and explains the numbers back to you in plain English. That is exactly what Claude for Excel does. In this hands-on 90-minute session, you'll learn how to use Anthropic's Claude as a sidebar AI inside Excel, analysing data, generating formulas, cleaning messy datasets, building charts, surfacing insights, and even editing cells, all through a simple chat. No more memorising VLOOKUP. No more hunting for the right syntax. No more late-night spreadsheet wrangling. By the end of this session, you'll stop fighting Excel and start having a conversation with it.

Why This Course?

Most professionals lose hours every week wrestling with Excel, fixing formulas, cleaning data, building the same charts over and over, and debugging that one broken cell reference. Claude for Excel ends that struggle, but only if you know the right prompts and patterns. This course is not a feature tour. It's a hands-on workshop built around real workplace scenarios, finance reports, sales pipelines, HR trackers, marketing dashboards, operations data, so you walk away with prompts and workflows you can use the very next morning.

Why Now?

AI is rewriting how analysts and knowledge workers operate, fast. Claude for Excel is the single biggest productivity unlock the spreadsheet has seen in a generation. The professionals who pick it up early are already finishing reports in minutes that used to take half a day. Learning Claude for Excel today is what learning pivot tables was a decade ago, a skill that quietly makes you indispensable. The earlier you start, the bigger your edge.

Course Objectives:

By the end of this 90-minute session, learners will be able to:

• Install, activate, and confidently navigate the Claude sidebar inside Excel.
• Use natural-language prompts to clean, sort, and transform messy datasets in seconds.
• Generate complex formulas (VLOOKUP, IF, SUMIFS, nested logic, and more) without memorising syntax.
• Build charts, tables, and pivot summaries instantly from a single prompt.
• Surface trends, outliers, and quick insights from any dataset using Claude's analysis capabilities.
• Apply prompt best practices to get accurate, repeatable, and reliable Excel results.

Who is the Target Audience?

• Working professionals across functions, finance, sales, marketing, HR, operations, consulting, and more.
• Analysts, consultants, and knowledge workers who live inside Excel every single day.
• Managers and team leads handling dashboards, MIS, reports, and weekly review decks.
• Independent professionals, entrepreneurs, and creators who use Excel as their analytical home base.
• Anyone tired of Googling formulas and ready to let AI do the heavy lifting.

Basic Knowledge:

• Working knowledge of Excel basics (rows, columns, simple formulas, charts, pivot tables).
• Access to a Claude account with Claude for Excel enabled (recommended for live, hands-on practice).
• Day-to-day comfort using Excel on a personal or work computer.
• No prior AI or coding experience required; beginners are fully welcome.