Using Claude to Be More Productive in Excel

Overview

Excel is still the workhorse of business analysis — and it is also where most professionals lose the most time. Hunting for the right formula, cleaning up messy data, troubleshooting a broken VLOOKUP, or building a PivotTable from scratch can each eat up an entire afternoon. Claude, Anthropic's AI assistant, can take a large share of that work off your plate.

This session walks through practical, hands-on ways to use Claude as a partner to Excel. You will learn how to describe what you want in plain English and get back working formulas, how to debug errors quickly, and how to use Claude to clean and reshape data so it is ready for analysis. We will also cover how Claude can help you write VBA, explain inherited spreadsheets, and translate between Excel and other tools.

You do not need to be a power user to benefit. The goal is to show you how to use Claude to make whatever level of Excel you already do today significantly faster and less frustrating — and to give you confidence to tackle the spreadsheet tasks you usually avoid.

Why You Should Attend

Almost every business professional uses Excel, and almost every business professional has wasted hours on it. Claude changes the math on that. With the right approach, the tasks that used to slow you down — nested IF statements, lookup errors, pivot configuration, data cleanup — turn into quick conversations.

This webinar is built around the everyday Excel pain points that show up in real jobs. You will leave with prompts you can paste straight into Claude, patterns for explaining your data clearly, and a workflow for moving between Excel and Claude without breaking your flow. You will also learn what kinds of data are safe to share and how to validate Claude's output before you trust it.

Who Will Benefit

• Financial analysts and accountants
• Business and operations analysts
• Marketing and sales analysts
• HR and people analytics professionals
• Project managers and program leads
• Office and administrative professionals
• Anyone who builds, maintains, or troubleshoots Excel workbooks
• Excel users who feel stuck at an intermediate level

Areas Covered in the Session

• How Claude understands and works with spreadsheet problems
• Writing Excel formulas in plain English — from simple to advanced
• Debugging broken formulas and chasing down errors
• Cleaning, splitting, and reshaping messy data
• Building and configuring PivotTables and PivotCharts with Claude's help
• Explaining inherited spreadsheets you didn't build
• Writing and explaining VBA macros for repetitive tasks
• Translating between Excel, Power Query, and other tools
• Validating Claude's output — when to trust it and when to double-check
• Putting it all together: a personal workflow for Claude + Excel