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Using Claude to be more productive in Excel
- 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
Overview of the webinar
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.
The instructor will be using the following versions of software, if they are used in this webinar.
For Word, PowerPoint, Excel, Outlook, Access and Teams – Microsoft365
https://www.microsoft.com/en-us/microsoft-365
The paid business version will also include CoPilot
For PowerBI – the Desktop version
https://www.microsoft.com/en-us/download/details.aspx?id=58494
For ChatGPT – a paid version of ChatGPT
For Claude – a paid version of Claude
https://claude.ai/login?from=logout
The free versions of these programs are fine to start with. But they are limited. The instructor will be using the versions listed here, which may have capabilities not available in the free versions.
Who should attend?
- Business Owners
- Data Analysts
- CEO’s / CFO’s / CTO’s
- Managers of all levels
- Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
- Administrators
- Salespeople
- Trainers
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.
Faculty - Mr.Tom Fragale
Tom Fragale is a computer professional with over 30 years of professional experience. He is a Microsoft Certified Trainer, a Microsoft Certified Office Master, and a Microsoft Certified Expert in Word and Excel. He has trained over 30,000 business people in on-line webinars, public seminars, and on-site training. 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 project manager on many successful projects. His topics of expertise include: Access, Excel, Word, PowerPoint, Outlook, Crystal Reports, SQL Server, Visio, QuickBooks, and SharePoint, 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. He graduated in 1988 from LaSalle University in Philadelphia, PA with a BA in Computer Science.