Claude AI for Excel: The Complete Hands-On Guide

Descripción

This course contains the use of artificial intelligence. AI tools are used in the production of this course, including AI-assisted speech delivery based on the instructor's own voice. All content, demonstrations, workbooks, and prompts have been personally designed, reviewed, and verified by the instructor to ensure accuracy and practical value. What if you could have an expert Excel consultant sitting beside you every time you opened a spreadsheet? That's exactly what Claude AI gives you. This course teaches you to work with Claude as a genuine productivity partner — not just to ask it simple questions, but to delegate entire workflows, automate repetitive tasks, and produce professional-grade output in a fraction of the time. Everything you need is provided Every lesson comes with the exact workbook used in the recording, all supporting datasets and documents, and the complete prompts used to produce every result on screen. Open the file, run the prompt, see it work — then adapt it to your own data. There's no guesswork and no gap between what you see demonstrated and what you can replicate immediately. With Claude AI, you don't need to love Excel to get great results from it Even if formulas make your eyes glaze over, VBA sounds like a foreign language, and you've always felt like everyone else just gets spreadsheets — this course is designed for you. Claude handles the syntax, the function arguments and the code. Your job is to describe what you want. The course teaches you exactly how to do that clearly and consistently, so you get the right result first time rather than the fifth. What you'll work through • Formulas and functions — XLOOKUP, SUMIFS, dynamic arrays, nested logic and batch deployment across entire datasets • Formatting and presentation — typography, number formats, conditional formatting and chart customisation to board-ready standard • Pivot tables and data tools — source data hygiene, aggregation, layout, sorting, filtering and management reporting output • Data cleaning — whitespace, case standardisation, deduplication, format normalisation and find-and-replace at scale • Power Query M — ETL pipelines, transformations, merging, unpivoting, null handling and cell-backed parameters • VBA and automation — formatting macros, event triggers, UserForms, audit trails and one-click report generation • External data — importing CSV, PDF and DOCX files, web search with automatic source citations, and data provenance • Analysis — descriptive statistics, correlation, regression, sensitivity grids, tornado charts and financial modelling Practical from the first lesson Every module was designed around real business scenarios — not toy examples. The workbooks, datasets and exercises reflect the kind of spreadsheet work that actually lands on your desk. The hands-on approach means you're practising on realistic data from the first lesson. By the end of this course you won't just know more Excel. You'll work differently — faster, more confidently, and with an AI that handles the execution while you focus on the decisions.

Lo que aprenderás

• Use Claude AI to build, format, and automate Excel workbooks faster than traditional manual methods
• Write effective prompts to generate formulas, pivot tables, charts, and VBA macros without prior coding knowledge
• Clean, analyse, and visualise data in Excel using AI-assisted workflows across real business scenarios
• Connect external data sources, automate repetitive tasks, and produce professional reports using Claude and Excel together
• Build Power Query pipelines and VBA macros to automate repetitive Excel tasks without writing code from scratch
• Import, clean, and standardise data from CSV, PDF, DOCX, and web sources into analysis-ready Excel tables
• Design pivot tables, conditional formatting rules, and dynamic charts that communicate business insights clearly
• Apply structured prompting techniques to get accurate, first-attempt results from Claude across any Excel task

Requisitos

• A paid Claude subscription (Pro at $20/month or above) — required to access the Claude for Excel add-in
• Microsoft Excel installed on Windows or Mac (Microsoft 365 recommended for access to XLOOKUP, dynamic arrays, and Power Query)
• No prior coding or formula knowledge needed — the course starts from the basics and builds up progressively