Overview:

Claude in Excel is a powerful new AI tool built right into your spreadsheets, but most users run into the same handful of frustrating problems when they first start using it - formulas that look right but return the wrong results, prompts that pull from the wrong range, unclear instructions that confuse the AI, and uncertainty about how much to trust an AI-generated formula before dropping it into a live report.

This session tackles the real, common problems people run into with Claude in Excel and shows you the practical, tested solutions for each one. You'll see live examples of vague prompts that produce unreliable results, large or messy datasets that trip up the AI, formulas that break when copied across rows, and situations where Claude misreads your intent - along with exactly how to fix or avoid each issue. Whether you're brand new to Claude in Excel or you've been using it for weeks and keep hitting the same walls, this session will save you hours of trial and error and help you get accurate, trustworthy results every time. No coding background required, just practical techniques you can put to work right away.

Areas Covered in the Session:

• Where users get stuck with Claude in Excel
• Setting up and connecting Claude inside Excel correctly
• Why Claude sometimes returns the wrong formula, and how to fix it
• Writing clear, specific prompts that get accurate results
• Common mistakes that lead to unreliable or hallucinated formulas
• Handling large or messy datasets without confusing the AI
• Troubleshooting formulas that break when copied across rows or sheets
• Getting Claude to reference the correct ranges and tables every time
• Verifying and double-checking AI-generated formulas before you trust them
• Using Claude to explain, audit, and debug existing formulas
• Fixing common errors: #REF!, #VALUE!, #N/A, and circular references
• Working with pivot tables, VLOOKUP/XLOOKUP, and complex formulas safely
• Best practices for prompting when working with financial or sensitive data
• Speeding up repetitive tasks without sacrificing accuracy
• Combining Claude with Excel's built-in tools for best results

• Business owners
• CEO's / CFO's / CTO’s
• Managers of all levels
• Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Self Employed
• HR
• Project Managers
• Office workers