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Claude AI for Excel: Work Faster, Smarter & Easier

Instructor Ritu Arora 
Webinar ID 96676
46 Days Left To REGISTER

Date Monday, September 21, 2026
Time 10:00 AM PDT | 01:00 PM EDT
Duration 90 Minutes  

Webinar Price Details

Overview

This session teaches participants how to use Claude to build, clean, and organise spreadsheets faster, using practical prompts designed for real business tasks.

It begins with an introduction to Claude's strengths specifically for Excel-related work, helping participants understand where it can genuinely save time versus where manual Excel skills are still needed. The session then moves into data cleaning and organisation using Claude to fix messy, inconsistent, or poorly structured data before it becomes a reporting problem.

Participants practice a set of ready-to-adapt prompts for everyday tasks such as building quick reports, generating summaries, and applying consistent formatting across large data sets. Throughout the session, the focus stays practical: every technique is demonstrated using real business scenarios so participants can apply what they've learned immediately back at their desks. The session closes with a discussion of where Claude fits alongside existing Excel skills, helping participants understand how to combine AI assistance with their own spreadsheet expertise rather than replacing it.

Why should you Attend

Messy spreadsheets and manual data cleaning eat up hours every week and most professionals don't realise how much faster this work can be with the right AI approach. If your team isn't using Claude alongside Excel yet, they are spending far more time than necessary on routine, repetitive tasks.

This session gives participants a practical, ready-to-use set of prompts and workflows so they can start applying Claude to real spreadsheet problems immediately not just understand the concept in theory. Without this training, teams either avoid AI tools altogether or use them inconsistently, missing out on real, measurable time savings. This is a hands-on session built around everyday business tasks, not abstract demonstrations.

Areas Covered in the Session

  • Getting started with Claude for Excel-related tasks
  • Understanding where Claude saves the most time in spreadsheet work
  • Fixing messy or inconsistent data using Claude
  • Turning unstructured data into organised, usable sheets
  • Practical, ready-to-adapt prompts for everyday Excel tasks
  • Building quick reports and summaries with Claude's help
  • Applying consistent formatting across large data sets
  • Where Claude fits alongside existing Excel skills
  • Hands-on practice with real business scenarios
  • Common mistakes to avoid when prompting Claude

Who Will Benefit

  • Business Analysts
  • Finance & Accounting Professionals
  • Administrative & Operations Staff
  • HR Professionals
  • Project Managers
  • Sales & Marketing Professionals
  • Anyone who uses Excel or Power BI regularly for reporting

Speaker Profile

Ritu Arora has trained more than 60,000 people in over 2500 corporations over the past 20 years. This extensive experience has allowed her to develop a deep understanding of the diverse needs of learners. Additionally, she has 11 years of corporate training experience at the Abu Dhabi National Oil Company, where she had the opportunity to conduct training in various international settings. As an expert in Microsoft Office, Ritu Arora has provided training on essential software programs such as Microsoft Office Specialist Excel and Microsoft Office Specialist PowerPoint. Her expertise has been further strengthened by her authorship of the books “Advance Excel Guide” and “Mastering Advanced Excel with ChatGPT Integration”, which provides comprehensive and practical guidance to users of all levels. Ritu Arora is associated with the Confederation of Indian Industry (CII), where she is involved in their programs “Excelerate with Excel” and “Empower with PowerPoint Skills.” Additionally, she has partnered with Sumitomo Mitsui Banking Corporation to provide “Advance Excel and PowerPoint” training to their employees.