Using Claude to be More Productive in Excel

Instructor:
Tom Fragale

Monday, March 9, 2026

12:00 PM PDT | 03:00 PM EDT

60 Minutes

Webinar ID: 503867

More Trainings by this Expert

Live: One Dial-in One Attendee

Corporate Live: Any number of participants

Recorded: Access recorded version, only for one participant unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Corporate Recorded: Access recorded version, Any number of participants unlimited viewing for 6 months ( Access information will be emailed 24 hours after the completion of live webinar)

Overview:

This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel.

Throughout the course, learners will explore the features and capabilities of CLAUDE for Excel, like basic navigation and data import/export

Whether you are a data analyst, business professional, or simply someone looking to improve your Excel skills, this course will provide you with the knowledge and tools you need to take your Excel game to the next level.

This webinar requires that you have an account with https://claude.ai/login

And also the Excel addin called Claude in Excel.

Why should you Attend: This course is designed to teach learners how to use CLAUDE for Excel, a powerful tool that can help you automate tasks, analyze data, and create reports in Excel. Throughout the course, learners will explore the features and capabilities of CLAUDE for Excel, like basic navigation and data import/export.

Whether you are a data analyst, business professional, or simply someone looking to improve your Excel skills, this course will provide you with the knowledge and tools you need to take your Excel game to the next level.

Areas Covered in the Session:

What is Claude
Getting the Claude in Excel add-in
Generating Excel Data
Getting Step-by-step instructions for Excel tasks
Using Claude to generate Excel formulas
Using Claude to summarize data with tables, pivot tables, charts, conditional formatting

Who Will Benefit:

Business owners
CEO's / CFO's / CTO's
Managers of all levels
Anybody who uses Excel on a regular basis, and want to be more efficient and productive
Administrators
Salespeople
Trainers
Bankers
Office workers

Speaker Profile

Tom Fragale is a computer professional with over 40 years of professional experience. He is a Microsoft Certified Trainer, and a Microsoft Certified Expert in Excel. He has trained over 45,000 businesspeople in on-line webinars, public seminars, and on-site training sessions. His clients include many Fortune 500 companies, government agencies, military bases, and companies large and small across many industries, including manufacturing, banking, pharmaceutical, education, retail, etc. He started his career as a database application programmer and has served as a consultant and a trainer on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, ChatGPT, PowerBi, and CoPilot, among others. His passion is training people and helping people get the most out of their computers, and he is a published author having written a book on Microsoft Access and another book on Excel Pivot Tables. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.

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Using Claude to be More Productive in Excel

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