Spreadsheets hold most of the world's business logic, and most of it is undocumented. This course teaches you to work with Claude directly inside Excel, so you can ask a workbook what it actually does, in plain English, and get answers down to the cell level.

👥 1847 Enrolled ⏱️ 1 Day 💼 Intermediate Level ⭐ 5 ( 274 ) Reviews

500+Courses

10+ YrsExperience

95K+Global Learners

Live Online (Public Batch)

Instructor-led group class, fixed schedule

USD 695

Private Group

Train your whole team, on your dates

Custom Quote

For Teams

Proceed to Buy Request Info

📄 Download Course PDF

100% Satisfaction Guarantee · Guaranteed to Run · Secure Payment

Course Overview

Over one day, you will use Claude to audit and repair spreadsheet models, clean and categorize messy data, build dashboards that update themselves, and run forecasts and scenario analysis without writing a single macro. Every module ends with a guided exercise built on meta-prompts, and by the end you will know how to package your best workflows into portable Claude Skills your whole team can reuse.

No VBA. No Python. Just Excel, Claude, and clear instructions.

Delivery Options

Instructor-led online (live virtual classroom)
Private group training at your location, for teams that want to upskill together

Mode of Training

🏫 Classroom 💻 Live Online 🧪 Blended 👨‍👩‍👧‍👦 Private Group

Upcoming Schedules

Start Date	Time	Duration	Mode	Price
Nov 13, 2026	9:00 am - 5:00 pm EST	1 Day	online	$695	GTR
Nov 27, 2026	9:00 am - 5:00 pm EST	1 Day	online	$695	GTR
Dec 11, 2026	9:00 am - 5:00 pm EST	1 Day	online	$695	GTR
Dec 21, 2026	9:00 am - 5:00 pm EST	1 Day	online	$695	GTR

+ View more schedules

What you will learn

Audit and troubleshoot Excel models with Claude, from workbook overview to individual formulas
Clean, transform, and categorize data using plain-language prompts
Surface insights and spot anomalies across multiple sheets
Build dashboards and visualizations that update automatically as data changes
Run forecasts, sensitivity tables, and what-if scenario analysis
Speed up recurring work with meta-prompts and custom Claude Skills

Who Should Attend This Course?

Analysts, finance and operations professionals, managers, and anyone who lives in Excel and wants AI to take over the tedious parts. Both business users and technical staff will get value; no programming background is needed.

Prerequisites

Comfortable daily use of Microsoft Excel, including workbooks with multiple tabs
Claude for Excel installed and activated through a paid Claude plan

Note on scope: this course does not cover VBA, macros, or Python. It focuses entirely on what you can do through Claude's natural-language interface.

📞 Talk to a Learning Advisor

📘 Claude for Excel: Smarter Spreadsheets with AI Outline

Tour of the Claude sidebar in Excel, how the context window works, and what you need to know about privacy and security before using AI on company data

Get Claude to explain a multi-tab workbook, from a high-level summary down to cell-level citations
Query across sheets to find insights, trends, and anomalies
Trace and fix common errors, including #REF!, #VALUE!, and circular references
Apply formula improvements without breaking the dependencies your model relies on

Fix data quality problems and standardize inconsistent formats
Extract, parse, and reshape unstructured data so it can actually be analyzed
Categorize both quantitative and qualitative data
Adjust pivot table views and their underlying structure on the fly

Ends with a hands-on exercise using meta-prompts and a custom Claude Skill.

Pick the metrics that matter and choose visualizations that tell the story behind the numbers
Design dashboard templates that follow your brand's style guide
Wire dashboards to live cell references so every chart and KPI refreshes when the data does
Edit charts, apply conditional formatting, and summarize results for executive audiences

Ends with a hands-on exercise using meta-prompts and a custom Claude Skill.

Project future trends from historical data and stated assumptions
Run variance analysis to explain what drove the change
Build sensitivity tables around a single input variable
Model what-if scenarios where several inputs move at once

Ends with a hands-on exercise using meta-prompts and a custom Claude Skill.

❓ Frequently Asked Questions

Both are capable AI assistants. Claude stands out on deep analysis, careful reasoning, and long, complex documents, which is exactly what auditing a fifteen-tab financial model demands. That strength is why Claude for Excel is a good fit for serious spreadsheet work.

They solve different problems. Copilot is built into Excel and is quick for native, in-the-moment actions. Claude is stronger when the task needs real thinking: explaining how a complex model works, tracing errors across sheets, or reasoning through a scenario analysis. Many teams end up using both, each for what it does best.

No. Everything in this course happens through plain-language conversation with Claude. VBA, macros, and Python are deliberately out of scope.

Working knowledge of Excel, including multi-tab workbooks, and Claude for Excel installed and activated on a paid Claude plan. Setup is covered briefly in Module 0, but arriving with access already working means more time on the labs.

Still have questions?

Reach out to our learning advisors for personalized guidance on choosing the right course, group training, or enterprise packages.

📞 Talk to an Advisor

What You Get with Microtek Learning

Instructor-Led Excellence

✓ Certified Instructor-led Training
✓ Top Industry Trainers
✓ Official Student Handbooks

Measurable Learning Outcomes

✓ Pre- & Post-Training Assessments
✓ Practice Tests
✓ Exam-Oriented Curriculum

Real-World Skill Building

✓ Hands-on Activities & Scenarios
✓ Interactive Online Courses
✓ Peer Collaboration (Not in self-paced)

Full Support & Perks

✓ Exam Scheduling Support ^*
✓ Learn & Earn Program ^*
✓ Support from Certified Experts
✓ Gov. & Private Pricing ^*

Our Clients

For over 10 years, Microtek Learning has helped organizations, leaders, students and professionals to reach their maximum potential. We have led the path by addressing their challenges and advancing their performances.