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Claude for Excel
- Claude Explained
- Claude options, customization, usage terms
- Tips and wider examples of uses
- Understand the screen, key options & Claude capability
- Presenting effective questions to Claude
- Present more advanced questions with your own data for best results
- Record Claude responses in your own referenced document
- Work effectively in Claude with questions and answers to these examples:
- Explode Pie Chart Components Plus 3d Options
- Dynamically Link an Excel Chart into MS Word
- Nest Data Subtotals
- Absolute and Relative References in Formulas
- If Function with Text
- Create Named Ranges to Use in Formulas
- Insert an Excel Worksheet Into an MS Word Document
- Repeat Column Titles on Each Printed Page
- Manage Borders and Shading Techniques and Options
- Keyboard shortcuts – Excel, general & web browser
Overview of the webinar
Don’t let manual Excel work slow you down. In this Mastering Excel with Claude session, Ray demonstrates how to automate time-consuming tasks like subtotal nesting, pie-chart design, and cross-app linking. Learn to use Claude for automatic formatting, repeat titles on printed pages, and manage borders and shading efficiently. Leave ready to work faster, not harder.
Key Benefits:
- Automate repetitive Excel tasks using Claude guidance
- Save hours by letting AI assist with layout and report setup
- Integrate Excel with Word and other apps effortlessly
Who should attend?
- All Excel Users
- Account Executives
- Accountants
- Auditors
- Bookkeepers
- Business Owners
- Chief Executives
- Controllers
- CPA's
- Cybersecurity staff
- Database Administrators (DBA)
- Educators
- Trainers
- Engineers
- Financial Analysts
- Human Resource Personnel
- IT Professionals
- Managers
- Marketers
- New Recruits
- Project Managers
- Social Media Specialists
- Staff at all level
- Supervisors
Why should you attend?
- Harness the full potential of your software investment
- Time-Efficient Power Learning with Focused Topics
- Practical Hands-On Skill Enhancement with High Retention
- Supporting Resources, Learning Guide and Practice Files
- Improved Productivity, Quality and Error Minimization
- Up-to-Date Current Knowledge Transfer
- Professional Development Recognized for Career Advancement
- Interactive Experience Through Chat and Live Interaction
- Rapid Return on Investment
To provide the best learning and knowledge retention experience for attendees, Ray’s unique and engaging webinars replicate the in-person classroom experience and include:
- A comprehensive step-by-step Learning Guide
- Demonstrations and practical exercises
- Exercise files; and
- Productivity techniques
Faculty - Mr.Ray Evans
Ray blends a professional, easy-going style with a strong grasp of adult learning—demonstrated across classroom, seminar, workshop, and live-online delivery, supported by practical, high-retention instructional materials.
Backed by Microsoft certifications, Ray teaches more than 2,500 topics spanning Microsoft Excel, Access, Outlook, Project, PowerPoint, Word, Visio, and Publisher—and is one of very few presenters delivering expert-level webinars across all six leading AI cognitive engines: Claude, ChatGPT, Copilot, Grok, Gemini and DeepSeek.
He holds qualifications in Frontline Management, Accounting, Training and Assessment and is certified in Six Sigma business-improvement methodology.
Since 1990, Ray has trained over 40,000 students, business owners, and executives, and authored extensive training documentation, complex reports, and engaging web content—consistently demonstrating exceptional communication and knowledge transfer.
Ray's webinars replicate the in-person classroom experience and include:
- A comprehensive step-by-step Learning Guide
- Demonstrations and practical exercises
- Exercise files
- Productivity techniques, tips and shortcuts