Claude for Excel
Anyone who builds or consumes spreadsheets (finance, ops, consultants)
Prerequisites: Module 03
Last verified 2026-07-28
Learning objectives
- Build a multi-tab spreadsheet with working formulas from one structured prompt
- Use the assumptions-first pattern: Claude lists its top assumptions before building
- Structure spreadsheet prompts: data, purpose, sheets, formatting
- Hand off to Google Sheets or Excel and keep editing with AI
- Know when Claude/Cowork is the right tool and when it isn't
What's in this module
6 lessons · 6 exercises · ~6 min reading
Starts withWhy an agentic approach wins for building~1 minExecutive summary
You will learn how to get real multi-tab spreadsheets with working formulas out of Cowork, with you controlling the assumptions. End state is a board-grade model built from your own work, assumption-checked, exported, and edited. After this module you can structure spreadsheet prompts that work first time, challenge the model's assumptions before it builds, and hand off cleanly to Sheets or Excel.
Sources
- Claude Help Center, "Use Claude for Excel", what the add-in does inside an open workbook, plan availability, and how to install it: https://support.claude.com/en/articles/12650343-use-claude-for-excel
- Claude Help Center, "Create and edit files with Claude", the file-generation side of the split taught here: https://support.claude.com/en/articles/12111783-create-and-edit-files-with-claude
- Claude Help Center, "Work across Microsoft 365 apps", where Excel, Word, PowerPoint and Outlook fit together: https://support.claude.com/en/articles/13892150-work-across-microsoft-365-apps
- Ruben Hassid, "Stop learning Excel": https://ruben.substack.com/p/how-to-make-perfect-spreadsheets
Prefer the live room?
This module also runs inside our in-person bootcamps and workshops in Copenhagen.
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