Excel University Blog
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Add-Ins
If month-end consolidation means manually copying and pasting data from a new file into your report, there is a better way. In this tutorial, we walk through how to use Power Query’s From Folder feature to automatically combine monthly GL files into a single clean table. Once the setup is done, adding a new month…
Month-end variance reporting is one of those tasks that eats up time every single period. We pull actuals from one source, budget from another, and then manually wire everything together. In this tutorial, we walk through three exercises that show how the Claude Excel add-in can change that workflow entirely. We start by asking Claude…
One of the most powerful things we can do with Copilot in Excel is teach it our preferences once and have it follow them every time. Rather than spelling out formatting rules in every single prompt, we can set up standing personalization instructions that Copilot applies automatically. In this tutorial, we cover two approaches: global…
Complex nested formulas can be intimidating. We have all opened a workbook and stared at a formula bar full of nested IFs, VLOOKUPs, and IFERRORs and had absolutely no idea what was going on. That is exactly the kind of situation where Copilot in Excel shines. In this tutorial, we walk through three exercises that…
How to Use the Claude Add-in to Supercharge Your Excel Workbook Audits We love helping users get the most out of Excel. These days, it means leveraging every available tool for efficiency and insight including AI. This post walks through the practical use of the Claude add-in, a powerful, AI-powered assistant for worksheet review, error…
As you know, we’re always searching for ways to help streamline complex financial workbooks in Excel. Today, we’ll dive into the Claude add-in, a powerful AI tool that can automate formula writing and scenario analysis, saving hours when building robust financial models. Video Tutorial In this walkthrough, we’ll demonstrate how to leverage Claude for an…
Excel dashboards are essential for turning raw data into clear, actionable insights. But designing and populating a comprehensive dashboard can be time-consuming. The Claude add-in for Excel offers a powerful AI-based assistant that dramatically speeds up the process. Video Tutorial In this walkthrough, we’ll explore how to use the Claude add-in to plan, build, and…
In this post, we’ll walk through the game-changing workflow of using the Claude add-in for Excel to quickly generate first drafts for complex reports. Whether you need summarized spending, budget vs. actual analyses, or executive-ready management dashboards, the Claude add-in accelerates data transformation while leaving us firmly in control of accuracy and customization. Video What…
What if we could describe what we want in plain English and Excel builds the formulas for us? In this post, we’ll explore how to use the Claude Excel add-in to generate dynamic formulas, lookup models, and summary reports in seconds. Video Tutorial We’ll walk step-by-step through three practical exercises that demonstrate how AI can…
If you’re managing projects and need a simple way to track progress, Excel’s Agile Gantt Chart template can be a great starting point. This built-in template provides a visual representation of tasks, milestones, and progress, making it easier to stay organized. Video Step-by-step Guide In this guide, we’ll walk through how to: Let’s dive in!…