Office Productivity & AI Beginner

AI-Powered Microsoft Excel with Claude

Stop wrestling with formulas — start commanding your data, with Claude AI built right into Excel.

Flexible

On-site or Online — You Choose

Course Overview

AI-Powered Microsoft Excel with Claude is a hands-on, one-day intensive for professionals who want Excel and Claude working together as one tool. You will use the =CLAUDE() function and the Claude for Excel add-in to generate formulas, clean messy data, build PivotTables, and create charts from plain-English instructions — all without leaving your spreadsheet.

Beyond the add-in, you will learn to hand Claude entire workbooks and datasets for analysis, ask it to surface trends and anomalies a first pass might miss, and have it build complete, ready-to-use spreadsheets and dashboards from a written brief — files that open directly in Excel, fully formatted with formulas intact.

This course is built for speed and immediate return. By the end of the day, you will have a repeatable workflow for turning raw data into decision-ready analysis in a fraction of the time it takes today, and you will know exactly where to double-check Claude's output before it reaches a client, an auditor, or your leadership team.

What You'll Learn

Practical skills you can apply the very next day at work

Use the =CLAUDE() function and the Claude for Excel add-in to generate and debug formulas instantly

Turn messy, inconsistent data into clean, structured spreadsheets using plain-English instructions

Build PivotTables, charts, and dashboards by describing what you need rather than building it by hand

Hand Claude a full workbook or dataset and get back trends, anomalies, and a written summary of findings

Generate complete, ready-to-use Excel workbooks from a brief — formulas, formatting, and structure intact

Write clear, effective prompts that get accurate results on the first attempt

Apply Claude to financial and operational modelling as a formula-writing and QA partner

Verify and stress-test AI-generated formulas and figures before they reach a decision-maker

Handle sensitive company data responsibly when working with AI tools

Build a personal Claude-in-Excel workflow that fits your role and reporting cycle

Prerequisites

  • Basic working knowledge of Microsoft Excel (opening files, entering data, simple formulas)
  • A Claude account (Claude.ai or the Claude for Excel add-in) — setup guidance provided on the day
  • No prior AI or scripting experience required
  • Laptop with Microsoft Excel and internet access

Topics Covered

Key Topics covered in this course

Claude (Claude.ai / Claude Desktop)

Claude for Excel add-in

=CLAUDE() formula function

Microsoft Excel 2019 / 2021 / 365

PivotTables & Charts

AI-Assisted Data Cleaning

AI-Assisted Dashboard Design

Is This Course For You?

Built for the working professional who wants to get more done in less time

Finance & Accounts Professionals

Business & Data Analysts

Operations Officers & Coordinators

HR Executives & HR Managers

Business Owners & Entrepreneurs

Sales & Marketing Teams

Project Managers & Coordinators

Skills That Every Employer Expects

From multinationals to SMEs, office productivity tools & platforms proficiency is a baseline expectation in nearly every professional role.

78%

of mid-level and senior roles list Microsoft Office & related tools as a required skill

3+ hrs

saved daily by professionals who use office productivity tools the right way

Every sector

Banking, Healthcare, Government, Oil & Gas — these tools are universally required

Banking & Finance Healthcare Government & Public Sector Oil & Gas Manufacturing Legal & Compliance Marketing & Media Education NGOs & INGOs Telecoms Real Estate Consulting

Ready to Level Up?

Join professionals who work faster, impress more, and get more done — starting with this course.

Flexible

Short or Long Duration

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