Excel + AI: Practical Uses of Claude in Excel

Overview

AI isn’t just a buzzword - it’s a game-changer for Excel users. In this hands-on session, you’ll discover how to combine the power of Excel with Claude to boost your productivity, simplify complex tasks, and unlock new levels of efficiency. Whether you’re stuck writing tricky formulas, wrangling messy data, or building dashboards, Claude can become your on-demand assistant.

We’ll explore how to use Claude to speed up repetitive tasks, generate formulas and VBA scripts, troubleshoot issues, and even suggest smarter ways of working with your data. You’ll also learn real-world examples of how AI can support decision-making, automate tasks, and streamline reporting workflows inside Excel.

If you've ever wished Excel could “just do it for you,” this session will show you how to get closer than ever before, by combining human know-how with AI-powered support.

Why You Should Attend

Too many Excel users waste time googling formulas, guessing at syntax, or wrestling with repetitive tasks that should be automated. This session helps you move past those frustrations. You’ll learn practical ways to use Claude as your personal co-pilot - someone who understands Excel, speaks plain English, and helps you solve problems faster. If you're ready to stop spinning your wheels and start working smarter, this session is for you.

Who Should Attend

• This session is ideal for intermediate to advanced Excel users who are curious about AI and want to get hands-on with practical tools.
• It’s especially useful for analysts
• Finance professionals
• HR
• Project Managers
• Anyone who uses Excel regularly and wants to streamline their work.

No prior experience with Claude is required.

Areas Cover in the Session

• What Claude is and how it works with Excel
• Using AI to generate, explain, and troubleshoot formulas
• Writing and fixing VBA code with Claude’s help
• Uploading Excel files to Claude: the do’s, don’ts, and best practices
• Using Claude from inside Excel (including available integrations and add-ins)
• Tips for getting better answers (and avoiding common pitfalls) when using Claude.