What you'll learn

Claude for Excel brings AI directly into the workbook, making it easier to understand complex spreadsheets, troubleshoot formulas, and work with data without constantly switching between tools. In this course, First Look: Claude for Excel, you'll gain the ability to use Claude as an in-workbook assistant for data analysis, spreadsheet management, and workflow acceleration. First, you'll explore how to install, access, and configure Claude for Excel, including subscription requirements, permissions, and usage considerations. Next, you'll discover how to use Claude to generate datasets, clean and transform data, build formulas, debug spreadsheet logic, and analyze workbook relationships across multiple tabs. Finally, you'll learn how to create stakeholder-ready outputs, leverage persistent instructions and skills, evaluate security and governance considerations, and determine when Claude for Excel, Claude Chat, or Microsoft Copilot is the best tool for the job. When you're finished with this course, you'll have the skills and knowledge of Claude for Excel needed to confidently use AI-assisted spreadsheet workflows while maintaining the oversight and validation required for real-world business scenarios.