Excel University Blog
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Add-Ins
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!…
If you’ve ever wondered how to track your loan payments and balances, you’re in the right place! In this post, we’ll walk through how to get, use, and customize a free loan amortization schedule template directly from within Microsoft Excel. Let’s dive in! Video Step 1: Downloading the Free Amortization Schedule Template Did you know…
I recently discovered that you can upload an Excel file to ChatGPT, ask it to perform tasks on the file, and then download the updated file. In this post, I wanted to share what I discovered and demonstrate it with a few examples including unprotecting a worksheet, writing formulas, and creating a chart. Microsoft’s Copilot…
Today we will tackle a common question: “How can we combine numerous tables that are in the same workbook?” Let’s dive right in and learn how to easily combine tables, even if they have different column orders! Video Step-by-step Process In this guide, we’ll explore how to use Power Query to combine several tables from…
Excel is used for many different tasks, such as budgeting, reporting, comparing bank statements, and other things. It can also be used to export, clean, and import data between two separate systems. For example, suppose you export transactions from an e-commerce system, open them in Excel, tidy up the information a little, and then transfer…