Claude in Excel 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.