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USING CLAUDE LIKE A SEARCH BOX? MAKE IT YOUR CO-WORKER.

Claude For Excel Mastery

Learn to use Claude for Excel, Anthropic's official Excel add-in, to explain and fix formulas, clean messy data, analyse numbers, build pivot tables and dashboards, and automate recurring reports, all inside your own workbook.

  • 7+ hours
  • Beginner to Intermediate
  • English
  • Certificate
  • 8 Modules
  • Formulas You Can Trust
  • Data Cleaning
  • Pivot Tables & What-If

What you'll learn

  • Install Claude for Excel and start safely with any important workbook using the Trust Test
  • Get any formula explained in plain language before you change it
  • Trace an error to its real root cause, not just the cell where it shows up
  • Build new formulas by describing what you need, without writing the syntax yourself
  • Test formulas against edge cases before trusting them
  • Clean messy data exports, and approve each change before Claude makes it
  • Answer business questions properly: define the terms, break down averages, run what-if scenarios and compare options
  • Build and reshape pivot tables just by describing your question
  • Create charts and one-screen dashboards that tell a clear story
  • Audit every number back to its source before presenting it
  • Turn your weekly or monthly reports into reusable Skills that run on request or on a schedule

Course content

8 sections · 46 lessons · 6h 50m total

Module 1: Meet Claude for Excel6 lessons · 40 min
  • Install the add-in step by step (Windows and Mac)6 min
  • Which plans and Excel versions it works with6 min
  • The Trust Test: start safely with any important workbook6 min
  • Run your first skill and see Claude show its work6 min
  • Where the add-in's limits are6 min
  • Hands-on: run your own Trust Test10 min
Module 2: Formulas You Can Trust6 lessons · 55 min
  • The Formula Loop: Explain, Trace, Build, Test8 min
  • Get any formula explained in plain language8 min
  • Trace an error to its real root cause8 min
  • Build a new formula by describing what you need8 min
  • Test it against edge cases before trusting it8 min
  • Hands-on: run the full Formula Loop on your own sheet15 min
Module 3: Tame the Messy Export — Data Cleaning6 lessons · 55 min
  • Audit, Ask, Approve, Verify8 min
  • Audit a messy export before touching anything8 min
  • Treat unclear blanks as questions, not gaps to guess8 min
  • Claude's permission system: approve or deny each change before it happens8 min
  • Verify the cleanup worked8 min
  • Hands-on: clean a real messy dataset15 min
Module 4: Answers Your Manager Will Trust — Analysis & What-If6 lessons · 55 min
  • Define, Break Down, Flex, Compare8 min
  • Define what a term means before asking the question8 min
  • Break an average apart to find the real story8 min
  • What-if scenarios: change one assumption and see the impact8 min
  • Compare options side by side before recommending one8 min
  • Hands-on: run the full analysis chain15 min
Module 5: Pivot Tables Made Simple6 lessons · 55 min
  • A pivot table is a question, not just a report format8 min
  • When to use a pivot table vs a formula8 min
  • Build a pivot summary by describing your question8 min
  • Reshape it: add dimensions, change measures, regroup8 min
  • Reconcile the totals before presenting8 min
  • Hands-on: build and reshape a real pivot15 min
Module 6: The Story in One Screen — Charts & Dashboards5 lessons · 1h
  • The Chart Brief: describe the insight, not just the chart type11 min
  • Build a trend chart, then add a breakdown that explains why11 min
  • Combine several charts into one clear dashboard11 min
  • Audit the dashboard by tracing every number to its source11 min
  • Hands-on: build your own one-screen dashboard16 min
Module 7: Automate with Skills — Recurring Reports6 lessons · 55 min
  • Save your weekly report routine as a reusable Skill8 min
  • Create a Skill with Claude's guided setup8 min
  • Run it on demand, and spot when it hits an unusual case8 min
  • On request or on a schedule: how to decide8 min
  • Combine everything from Modules 2–6 into one automated process8 min
  • Hands-on: turn your own recurring process into a Skill15 min
Module 8: Your Claude for Excel Recap5 lessons · 35 min
  • The 7-word summary of the whole workflow6 min
  • A quick-reference map of every framework6 min
  • Your complete Claude for Excel toolkit6 min
  • The one habit worth keeping: check before you trust6 min
  • Final knowledge check11 min

Requirements

  • Basic familiarity with Excel; no formula expertise needed
  • A Microsoft 365 subscription with desktop Excel (Windows or Mac). Excel 2016/2019 perpetual versions and Excel on Android aren't supported
  • A paid Claude plan (Pro or higher). Claude for Excel isn't available on the free plan
  • "Code execution and file creation" switched on in Claude settings (for Skills, Module 7)
  • Your own spreadsheet data to practise on, or the course examples

Who this course is for

  • Analysts who want to speed up formulas, cleaning and reporting without losing accuracy
  • Managers who need trustworthy numbers and clear dashboards
  • Small business owners who track sales, stock or expenses in Excel
  • Accountants and finance staff who build recurring reports
  • Students and job seekers who want practical Excel + AI skills on their CV

About this course

What if your manager asks tomorrow, "Can we automate this report with AI?" Would you know where to start?

AI is moving beyond chat and into the tools people use every day, including spreadsheets. Claude for Excel puts an AI assistant directly inside your workbook. It can read your formulas, clean your data, build pivot tables and charts, and automate the reports you rebuild every week.

But an AI answer is only useful if you can trust it. This course teaches you to use Claude for Excel and to check its work, so the numbers you present are numbers you can stand behind.

Learn to work with Claude for:

• Formula explanation and investigation

• Root-cause analysis of errors

• Data cleaning

• What-if scenarios

• Pivot tables

• Charts and dashboards

• Auditing every number back to its source

• Recurring report Skills

Every module gives you a simple framework, real worked examples showing the exact prompt and what Claude does in the sheet, and a hands-on task on your own data.

Formulas you can trust. Answers you can check.

Don't wait until AI becomes part of your responsibilities to start learning it. Excel + AI is a skillset worth building now.

How it works

  1. 1

    Enroll in the course for ₹239

  2. 2

    Finish the lessons and projects at your pace

  3. 3

    Get a certificate you can verify by its ID

Frequently asked

Why take this course?

Every lesson is practical and ends in something you can use. You learn with the real tools, step by step, and track your progress on your dashboard.

What is the benefit for me?

You finish with working projects, a certificate you can share, and skills you can use at work or in your own business straight away.

How long do I have to finish?

Learn at your own pace. Your progress, grades and streak are saved on your account.

Do I get a certificate?

Yes. Complete every lesson and a certificate with a unique ID appears under Certificates, ready to download.

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