Using Claude AI in Excel: Beginner's Guide 🤖

Get started with Claude for Excel: http://clau.de/TeachersTech

This video is sponsored by @claude

Ever opened a spreadsheet someone sent you and had no idea what you were looking at? In this video, you will see how Claude for Excel lets you ask questions in plain English, clean up messy data in seconds, and even build full spreadsheets from scratch just by describing what you want.

Claude is an AI assistant that now works as a sidebar right inside Microsoft Excel, and it changes how you can work with your data. I will walk you through installing the add-in, then show you five real scenarios: understanding a workbook someone else built, cleaning up messy customer data, pulling line items out of a PDF statement, fixing broken formulas like REF and VALUE errors, and building a monthly expense tracker from a completely blank sheet. I also show a quick bonus of how Claude carries context between Excel and PowerPoint so you can turn your analysis into a finished slide in seconds.

📁 PRACTICE FILES: https://go.teachers.tech/Claude_in_Excel
Follow along with the exact spreadsheets and PDF from this video.

🕐 CHAPTERS
0:00 Intro
0:25 What this video covers
1:24 Installing Claude for Excel
2:14 The sidebar interface and shortcuts
2:54 Understanding a spreadsheet you didn't build
5:20 Cleaning up messy data
9:02 Pulling data out of a PDF
12:42 Bonus: Claude across Excel and PowerPoint
14:20 Fixing broken formulas and errors
16:08 Building a spreadsheet from scratch
18:35 Final thoughts

🔧 WHAT WE COVER
- Installing Claude for Excel and signing in
- Understanding an inherited spreadsheet you didn't build
- Cleaning messy data — dates, phone numbers, duplicates, addresses
- Pulling data out of a PDF and turning it into a pivot table and chart
- Using the shared context feature to build a slide in PowerPoint from the same analysis
- Fixing common errors — REF!, VALUE!, circular references, N/A
- Building a monthly expense tracker from a blank spreadsheet

💡 WHO THIS IS FOR
- Small business owners tracking expenses and vendors
- Office workers who inherit spreadsheets and have to figure them out
- Anyone who uses Excel regularly but wouldn't call themselves a power user

📋 REQUIREMENTS
Claude for Excel is available on Claude Pro, Max, Team, and Enterprise plans. Works with Excel on the web, Windows (Microsoft 365), Mac, and iPad. Not available on the free plan.

🔗 USEFUL LINKS
- Claude for Excel: http://clau.de/TeachersTech
- My website: https://teachers.tech
- Instagram: https://instagram.com/TeachersTechLab
- LinkedIn: https://linkedin.com/in/teacherstech

Got questions about Claude for Excel or ideas for what to cover next? Drop them in the comments.

#ClaudePartner #ClaudeAI #Excel #MicrosoftExcel #AITutorial #ExcelTips