Using Claude to be more Productive in Excel

Instructor: Tom Fragale

Product ID: 5273

Date & Time: June 9, 2026 | Time: 11:00AM EDT

Duration: 60 Min

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.

Description of the topic

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.

Areas Covered in the Session

  • 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

Who Will Benefit:

  • Business Owners
  • CEO's / CFO's / CTO's
  • Managers of all levels
  • Administrators
  • Salespeople
  • Trainers
  • Bankers
  • All Accounting professionals
  • Anybody with large amounts of data
  • Accountants
  • CPAs
  • Controllers
  • Financial Consultants
  • IT Professionals
  • Auditors
  • Human Resource Personnel
  • Bookkeepers
  • Marketers
  • Secretaries
  • Anybody who uses Microsoft Access/Excel on a regular basis, and wants to be more efficient and productive

  Instructor Profile

Tom Fragale is a computer professional with over 35 years of professional IT experience , including over 23 years of training experience. I have trained over 50,000 people in live seminars , webinars, VILT's, and onsite /on-site training. I can do 1-on-1 training, Virtual training, VILT's , private webinars for your group, and on-site training on : Excel, PowerPoint, Word, Outlook, Access, SQL, SharePoint, Visio, PowerBI, and other computer topics. I can travel anywhere in the USA and the world.

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.

Price Details 

Single Live: One registration is valid for one attendee to attend the live session only.

Access details for the live session will be emailed 24 hours prior to the scheduled date and time.

Single Recorded: Access to the recorded version only is provided for one participant, with unlimited viewing for six (6) months.

The access details will be emailed within 24 hours after the live webinar concludes.

Corporate Live: Access to the live session only for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time.

Corporate Recorded: Access to the recorded version only for up to four (4) participants, with unlimited viewing for six (6) months.

Access details will be emailed within 24 hours after the live webinar concludes.

Live + Recorded: One registration is valid for one attendee to attend the live session and receive access to the recorded version.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.

Corporate Live + Recorded: Access to the Live + Recorded package is valid for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.

Price Informations 

Single Live: One registration is valid for one attendee to attend the live session only.

Access details for the live session will be emailed 24 hours prior to the scheduled date and time.

Corporate Live: Access to the live session only for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time.

Single Recorded: Access to the recorded version only is provided for one participant, with unlimited viewing for six (6) months.

The access details will be emailed within 24 hours after the live webinar concludes.

Corporate Recorded: Access to the recorded version only for up to four (4) participants, with unlimited viewing for six (6) months.

Access details will be emailed within 24 hours after the live webinar concludes.

Live + Recorded: One registration is valid for one attendee to attend the live session and receive access to the recorded version.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.

Corporate Live + Recorded: Access to the Live + Recorded package is valid for a maximum of four (4) participants.

For any additional participants, a fee of $139 per person will apply. Additional attendees must be registered under the Single Live option listed above.

Live session access details will be emailed 24 hours prior to the scheduled date and time. Access to the recorded version will be shared within 24 hours after the live webinar concludes.