Purchase any WEBINAR and get
10% Off
CODE: SAVE10
T&C applicable, please referFAQ
Validity : 09th Mar'26 to 19th Mar'26
Using Claude with Excel: Practical AI Workflows for Analysts
- Overview of Claude’s ecosystem and how it connects with Excel
- Installing and using the Claude Excel add-in
- Writing prompts that generate formulas and model logic
- Using Claude to explore datasets and summarize analytical results
- Building simple financial models with AI assistance
- Structuring Excel workbooks so AI tools interpret them correctly
- Guardrails for reducing hallucinations in spreadsheet analysis
- Cross-checking AI-generated outputs with Excel calculations
- Using Claude Cowork for multi-step analytical workflows
- Comparing Claude workflows with tools like Microsoft Copilot
Overview of the webinar
Generative AI is increasingly becoming part of the modern analytical toolkit, but many professionals are still exploring how these tools fit into everyday Excel workflows. Claude offers a growing ecosystem of capabilities designed to assist with analytical work, including the Claude Excel add-in and Claude Cowork, which enable users to collaborate with AI systems directly on spreadsheets and related datasets.
This session introduces practical techniques for integrating Claude into Excel-based analysis. Participants will learn how the Claude Excel add-in allows analysts to send structured prompts from Excel and receive assistance with formulas, model structures, and data interpretation. Rather than replacing traditional spreadsheet methods, Claude can help accelerate common analytical tasks such as building formulas, exploring datasets, and generating narrative explanations for reports.
The session also explores Claude Cowork, a newer capability that enables multi-step collaboration with files and datasets. Analysts can use Cowork to coordinate tasks such as organizing documents, extracting information from files, and preparing analytical outputs that incorporate data from Excel workbooks.
Because accuracy is essential in financial and business analysis, the course also emphasizes validation techniques. Participants will learn how to structure Excel models so AI systems interpret them correctly and how to cross-check AI-generated results using traditional Excel calculations.
By the end of the session, participants will understand how Claude’s tools can complement existing Excel workflows and how analysts can responsibly integrate generative AI into modeling, analysis, and reporting tasks.
Who should attend?
- Financial Analyst
- Data Analyst
- Business Analyst
- Risk Analyst
- Audit Analyst
- Business Intelligence Analyst
- Finance Manager
- Operations Analyst
- Internal Auditor
- Analytics Manager
Why should you attend?
Excel remains a primary analytical tool for finance, operations, and data teams. At the same time, generative AI tools are rapidly changing how analysts build models, explore data, and communicate insights. Claude’s ecosystem, including the Claude Excel add-in and Claude Cowork, allows analysts to interact with spreadsheets conversationally while still working inside familiar Excel workflows.
In this session, Excel MVP George Mount demonstrates practical ways analysts can use Claude alongside Excel to accelerate modeling, formula development, and exploratory analysis. Rather than replacing Excel skills, Claude can act as a collaborative assistant that helps analysts move faster when building models, interpreting data, and drafting explanations for reports.
Attendees will see realistic examples such as financial modeling, dataset exploration, and validation techniques that help ensure AI-assisted analysis remains accurate and auditable. The session also explores how Claude Cowork can coordinate multi-step tasks involving Excel files and analytical workflows.
Participants will leave with a clearer understanding of how Claude fits into modern Excel workflows and how analysts can safely integrate AI assistance into real business analysis.
Faculty - Mr.George Mount
George Mount is the founder and CEO of Stringfest Analytics, a consulting firm specializing in analytics education and upskilling. He has worked with leading bootcamps, learning platforms and practice organizations to help individuals excel at analytics.
George regularly blogs and speaks on data analysis, data education and workforce development and is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly Media, 2021). He is a recipient of the Microsoft Most Valuable Professional (MVP) award for exceptional technical expertise and community advocacy in the field of Excel.
George holds a bachelor’s degree in economics from Hillsdale College and master’s degrees in finance and information systems from Case Western Reserve University. He resides in Cleveland, Ohio.