本课程教授如何利用Claude AI提升Excel效率，涵盖函数生成、VBA宏、Power Query及自动化工作流，无需编程基础，适合财务、运营等数据分析人员快速掌握AI驱动的智能数据处理技巧。
原始标题：Claude AI for Excel: The Complete Hands-On Guide
本课程是一门面向职场精英与数据分析人员的AI驱动型Excel自动化进阶实战课，核心教学如何将 Claude AI 转化为高效率的 Excel 智能副驾驶。课程彻底打破传统手动操作与复杂编程的门槛，指导学员通过结构化提示词（Prompting）技巧，无需代码基础即可让 Claude 自动生成复杂函数（如 XLOOKUP/动态数组）、编写 VBA 宏与 Power Query M 代码。课程完全聚焦于真实商业场景，涵盖从 CSV/PDF 等多源数据的智能清洗与标准化，到看板级数据透视表、动态图表与高级金融建模的视觉呈现，并重点传授如何直接在 Excel 中使用 Claude 插件实现一键式工作流自动化，旨在帮助财务、金融、运营及分析人员彻底告别重复性劳动，实现数据处理效率的跨越式提升。
Published 6/2026
Created by Grant Gamble
MP4 | Video: h264, 1920×1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: All Levels | Genre: eLearning | Language: English | Duration: 87 Lectures ( 9h 10m ) | Size: 6 GB
Claude AI-Assisted Mastery of Formulas, VBA, Power Query M, Pivot Tables, Charts and Excel Automation
What you’ll learn
⚡ Use Claude AI to build, format, and automate Excel workbooks faster than traditional manual methods
⚡ Write effective prompts to generate formulas, pivot tables, charts, and VBA macros without prior coding knowledge
⚡ Clean, analyse, and visualise data in Excel using AI-assisted workflows across real business scenarios
⚡ Connect external data sources, automate repetitive tasks, and produce professional reports using Claude and Excel together
⚡ Build Power Query pipelines and VBA macros to automate repetitive Excel tasks without writing code from scratch
⚡ Import, clean, and standardise data from CSV, PDF, DOCX, and web sources into analysis-ready Excel tables
⚡ Design pivot tables, conditional formatting rules, and dynamic charts that communicate business insights clearly
⚡ Apply structured prompting techniques to get accurate, first-attempt results from Claude across any Excel task
Requirements
❗ A paid Claude subscription (Pro at $20/month or above) — required to access the Claude for Excel add-in
❗ Microsoft Excel installed on Windows or Mac (Microsoft 365 recommended for access to XLOOKUP, dynamic arrays, and Power Query)
❗ No prior coding or formula knowledge needed — the course starts from the basics and builds up progressively
Description
This course contains the use of artificial intelligence. AI tools are used in the production of this course, including AI-assisted speech delivery based on the instructor’s own voice. All content, demonstrations, workbooks, and prompts have been personally designed, reviewed, and verified by the instructor to ensure accuracy and practical value.
What if you could have an expert Excel consultant sitting beside you every time you opened a spreadsheet?
That’s exactly what Claude AI gives you. This course teaches you to workwith Claude as a genuine productivity partner — not just to ask it simple questions, but to delegate entire workflows, automate repetitive tasks, and produce professional-grade output in a fraction of the time.
Everything you need is provided
Every lesson comes with the exact workbook used in the recording, all supporting datasets and documents, and the complete prompts used to produce every result on screen. Open the file, run the prompt, see it work — then adapt it to your own data. There’s no guesswork and no gap between what you see demonstrated and what you can replicate immediately.
With Claude AI, you don’t need to love Excel to get great results from it
Even if formulas make your eyes glaze over, VBA sounds like a foreign language, and you’ve always felt like everyone else justgets spreadsheets — this course is designed for you. Claude handles the syntax, the function arguments and the code. Your job is to describe what you want. The course teaches you exactly how to do that clearly and consistently, so you get the right result first time rather than the fifth.
What you’ll work through
✨Formulas and functions — XLOOKUP, SUMIFS, dynamic arrays, nested logic and batch deployment across entire datasets
✨Formatting and presentation — typography, number formats, conditional formatting and chart customisation to board-ready standard
✨Pivot tables and data tools — source data hygiene, aggregation, layout, sorting, filtering and management reporting output
✨Data cleaning — whitespace, case standardisation, deduplication, format normalisation and find-and-replace at scale
✨Power Query M — ETL pipelines, transformations, merging, unpivoting, null handling and cell-backed parameters
✨VBA and automation — formatting macros, event triggers, UserForms, audit trails and one-click report generation
✨External data — importing CSV, PDF and DOCX files, web search with automatic source citations, and data provenance
✨Analysis — descriptive statistics, correlation, regression, sensitivity grids, tornado charts and financial modelling
Practical from the first lesson
Every module was designed around real business scenarios — not toy examples. The workbooks, datasets and exercises reflect the kind of spreadsheet work that actually lands on your desk. The hands-on approach means you’re practising on realistic data from the first lesson.
By the end of this course you won’t just know more Excel. You’ll work differently — faster, more confidently, and with an AI that handles the execution while you focus on the decisions.
Who this course is for
⭐ Excel users who want to stop doing repetitive formatting, formula writing, and data cleaning tasks manually
⭐ Finance and accounting professionals who need to build models, reports, and dashboards faster without learning to code
⭐ Business analysts and operations managers who work with large datasets and want AI to handle the heavy lifting
⭐ Anyone who has tried Claude in the browser and wants to use it directly inside Excel for real spreadsheet work
⭐ Professionals who want to future-proof their Excel skills by learning how AI fits into their daily workflow
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