Claude in Excel
Claude in Excel is a comprehensive resource for using Anthropic's Claude AI within Microsoft Excel.
About
" Claude in Excel is the ultimate resource for professionals looking to supercharge their Microsoft Excel workflows with AI. The website provides comprehensive guides, tutorials, and resources for using Anthropic's Claude AI assistant directly within Excel spreadsheets. Whether you're a financial analyst building complex models, a marketer analyzing campaign data, or a business professional managing reports, Claude in Excel helps you work smarter. The site features a library of 50+ ready-to-use prompt templates for data analysis, formula generation, data cleaning, and report writing. Real-world use cases from finance, marketing, HR, and research professionals demonstrate measurable time savings and productivity gains. The website also includes a detailed step-by-step tutorial for installing and setting up the Claude for Excel add-in, plus an in-depth comparison between Claude and Microsoft Copilot to help users choose the right AI assistant for their needs.
Key Features
Native Excel Integration
Opens as a side panel inside Excel (shortcut: Ctrl+Alt+C on Windows, Ctrl+Option+C on Mac) so you can interact with Claude without leaving your workbook.
Full Workbook Understanding
Analyzes entire workbooks including nested formulas, cross-sheet dependencies, and named ranges to provide context-aware explanations and edits.
Formula Assistance & Generation
Generates, explains, and optimizes complex Excel formulas from plain-language prompts or existing spreadsheet logic.
Error Debugging & Scenario Testing
Identifies root causes of common Excel errors (e.g., #REF!, #VALUE!, circular references), suggests fixes, and runs what-if scenarios while preserving model integrity.
Enterprise-Ready Security
Processes data under Anthropic's privacy practices with Team and Enterprise controls and assurances that user data isn't used to train models.
How to Use Claude in Excel
1) Install: In Excel, go to the Microsoft Marketplace and install the "Claude in Excel" add-in (works on Windows, Mac, and Excel for web). 2) Sign in: Connect the add-in to your Claude Pro/Max/Team/Enterprise account — access is included with supported plans. 3) Open the panel: Press Ctrl+Alt+C (Windows) or Ctrl+Option+C (Mac) to open the Claude side panel in any workbook. 4) Interact: Ask Claude to explain formulas, generate or optimize formulas from plain English, debug errors, run scenario tests, or use built-in prompt templates for data cleaning and report writing.