Highlights
- Clean messy data in minutes: blank cells, broken dates, inconsistent text
- Ask your data questions in plain English and get insights, charts, outliers and PivotTables
- Get formulas written, explained, or their errors fixed
- Go from blank page to first draft in Word, then rewrite it for the right audience and tone
- Create tables of contents, FAQs, glossaries and references automatically
- Turn a document or web search into a presentation with an agenda, summary and speaker notes
- Make slides more accessible and get advice on presenting
By the end of the course you will be able to
- Open the Claude add-in in Excel and work on the open workbook
- Summarise text data such as reviews
- Clean data: highlight blanks, fix date formats, correct columns
- Get insights, charts, outliers and PivotTables from a table
- Use Claude to apply conditional formatting, data validation, remove duplicates, filter, sort, consolidate and subtotal
- Create, explain and fix formulas, and check them independently
- Create and rewrite documents in Word, including tables, summaries, introductions and tables of contents
- Generate FAQs, glossaries, acknowledgements and references
- Adjust audience and formality, translate text, and produce a press release and blog post
- Build a presentation from the web or a document, with agenda, summary and speaker notes
- Get accessibility suggestions, presenting advice and a translated deck
Course Details
Day 1: Claude in Excel
Module 1: Cleaning data
- Opening the Claude add-in and working on the open workbook
- Summarising text data such as reviews
- Highlighting blank cells, correcting date formats, changing formats and correcting a column
- Getting Claude to show insights
- Asking for specific information
Module 2: Charts and PivotTables
- Creating charts
- Getting Claude to interpret a chart
- Summarising data with PivotTables and charts
Module 3: Formulas
- Creating formulas
- Explaining a formula
- Suggesting a formula column
- Explaining errors
- Checking formulas independently
Module 4: Other Excel functionality
- Conditional formatting
- Data validation
- Removing duplicates
- Filtering and sorting data
- Consolidating data from sheets with different layouts
- Creating subtotals
- Naming a cell range
Day 2: Claude in Word and PowerPoint
Module 5: Microsoft Word
- Creating a document and rewriting text
- Showing data as a table
- Summarising a document and creating an introduction
- Creating a table of contents, an acknowledgement, FAQs and a glossary of terms
- Creating references and visuals
- Structuring information into sections
- Translating text
- Defining your audience and making text more formal
- Creating a press release and a blog post
Module 6: Microsoft PowerPoint
- Creating a presentation from information on the web
- Creating a presentation from a document
- Creating an agenda and a summary
- Creating speaker notes
- Rewriting slides and adding more detail
- Suggestions for improvements and accessibility
- Advice on how to present
- Translating a presentation
Who should attend
- Excel, Word and PowerPoint users who want to work faster with Claude
- Analysts, finance and operations staff who clean and report on data
- Managers, administrators and assistants who write documents and prepare presentations
- Anyone who has finished Claude Essentials and wants to apply Claude inside Office
Feedback
4.8 out of 5 average
"A lot in this course and suited to Python Data professionals - very fast paced but the instructor was careful to keep everyone engaged - well done Nick"
Hugh Last, Data Scientist (forensics) , May 2026