How to Use Claude for Excel (Step-by-Step Tutorial)

About this video

In this sponsored tutorial, Kevin Stratvert shows how to install and use Claude inside Microsoft Excel to clean data, validate formulas, and build reports. He installs Claude via Add-ins on the Home tab, noting it requires a paid Claude plan and does not work with the free version, and opens the sidebar with Ctrl+Alt+C or the ribbon icon. Using messy Kevin Cookie Company sales data with inconsistent dates, missing names, varied casing, and a duplicate order, he prompts Claude to clean up the dataset, standardize date formats, remove duplicates, and fix obvious issues. Claude asks permission before destructive changes such as deleting the duplicate row, flags uncertain corrections like an ambiguous date and an inferred quantity with comments, and converts hard-coded totals into formulas. He then has Claude validate formulas, catching a deliberately introduced error where quantity times unit price had been changed to unit price times unit price. Finally, Claude creates summary tables and charts by product and region, converts them to pivot tables and pivot charts on request, analyzes trends and top products, and he notes custom instructions, connectors, and built-in skills accessible via the slash command.

Key takeaways

• Claude for Excel is installed through Add-ins and opened with Ctrl+Alt+C; it requires a paid Claude plan and does not work on the free version
• Claude asks for permission before destructive changes and flags uncertain fixes with comments instead of silently guessing
• A single clean-up prompt can standardize dates, fix casing, remove duplicates, fill inferred values, and convert hard-coded totals into live formulas
• Claude can validate formulas and catch errors that look correct at a glance, such as unit price multiplied by unit price instead of quantity
• Follow-up prompts can turn cleaned data into summary tables, charts, pivot tables/pivot charts, and written analysis of trends and top-performing products

Episode details: published May 4, 2026 · 9:23 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

← Previous: QuickBooks Payroll for Construction: Job Costing and Projects · Next: Change your Gmail Address →

All Kevin Stratvert videos · Kevin Stratvert profile · Kevin Stratvert on YouTube