Claude for Excel: A Practical Introduction

Overview

Excel users often spend significant time cleaning data, preparing reports, and finding solutions to day-to-day Excel problems. In this session, you will explore how Claude can support the Excel workflow both inside and outside Excel.

The webinar will demonstrate how Claude can work alongside core Excel features such as tables, PivotTables, Power Query, charts, and modern formulas. The focus throughout is practical and realistic. Rather than treating AI as a replacement for Excel skills, the session shows how Claude can act as a knowledgeable assistant for anything Excel.

Why you should Attend

• Learn How AI Can Improve Your Excel Workflow: Discover practical ways Claude can help with formulas, analysis, reporting, and spreadsheet problem solving
• Spend Less Time Searching for Answers: Instead of spending hours searching Google and YouTube, learn how Claude can provide tailored assistance for Excel challenges in seconds
• Improve Formula Confidence: Whether creating new formulas or troubleshooting existing ones, Claude can help explain logic, suggest improvements, and identify errors
• Work Smarter with Data: Learn how Claude can assist with data cleaning, calculations, dashboard planning, and data transformation tasks

Areas Covered in the Session

• Introduction to Claude and how it can support Excel users
• See practical examples of asking Claude to help solve day-to-day spreadsheet challenges. 
• Cleaning and restructuring exported data with Claude assistance
• Generating, explaining, and troubleshooting Excel formulas
• Using Claude to assist with Power Query and data transformation logic
• Analysing datasets and creating reports
• Learn how to review and verify AI-generated results before relying on them

Who Will Benefit

• Accountants 
• Finance Professionals 
• Financial Analysts 
• Data Analysts 
• Business Analysts 
• Operations Professionals 
• Project Managers 
• HR Professionals 
• Administrators 
• Consultants 
• Business Owners 
• Anyone looking to use AI alongside Excel