Claude for Excel – 9/8/2026

Description

Why should you attend

This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CLAUDE for Excel, like basic navigation and data import/export.

Whether you are a data analyst, business professional, or simply someone looking to improve your Excel skills, this course will provide you with the knowledge and tools you need to take your Excel game to the next level.

Description of the topic

This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CLAUDE for Excel, like basic navigation and data import/export

Whether you are a data analyst, business professional, or simply someone looking to improve your Excel skills, this course will provide you with the knowledge and tools you need to take your Excel game to the next level.

This webinar requires that you have an account with https://claude.ai/login

And also the Excel addin called Claude in Excel.

Areas Covered in the Session

• What is Claude
• Getting the Claude in Excel add-in
• Generating Excel Data
• Getting Step-by-step instructions for Excel tasks
• Using Claude to generate Excel formulas
• Using Claude to summarize data with tables, pivot tables, charts, conditional formatting

Who Will Benefit:

• Business Owners
• CEO’s / CFO’s / CTO’s
• Managers of all levels
• Administrators
• Salespeople
• Trainers
• Bankers
• All Accounting professionals
• Anybody with large amounts of data
• Accountants
• CPAs
• Controllers
• Financial Consultants
• IT Professionals
• Auditors
• Human Resource Personnel
• Bookkeepers
• Marketers
• Secretaries
• Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive