Excel ClaudeTranslation site

What is Excel Claude?

Excel Claude was created by Anthropic Claude Pro is an AI add-in developed and integrated directly into the Microsoft Excel sidebar, aiming to reshape the traditional Excel workflow through natural language interaction and intelligent analysis capabilities. The product was officially opened to global Claude Pro subscribers at the beginning of 2026, supporting real-time data docking, complex model analysis, automated formula generation and other functions, especially for the financial, financial, e-commerce and other fields to provide specialized solutions. Its core advantage lies in combining AI's natural language understanding capabilities with Excel'sdata processingThe deep combination of capabilities significantly reduces the user's reliance on complex functions and formulas.

Key Features of Excel Claude

1. Intelligent Data Analysis and Interpretation
   • Complex model understanding: Users can ask questions in natural language (e.g., “What are the assumptions for the Q3 revenue forecast?”). Claude analyzes formula dependencies, provides explanations with cell-level references, and supports cross-sheet traceability.
   • Bug diagnosis and fixing: Automatically recognizes formula errors (e.g. #VALUE!The NPV calculation is not a “circular reference”, but rather a "circular reference" that provides suggestions for fixing the problem and maintaining the integrity of the model. For example, if a user asks, "Why is the NPV calculation in cell G145 wrong?" Claude locates the source of the error and generates a fix.
2. Automated Modeling and Hypothesis Testing
   • Scenario simulation: Modify assumptions without breaking the formula (e.g., “Increase growth rate by 21 TP4T to show impact on terminal value”), automatically updating the relevant cells and highlighting the changes.
   • Template building and filling: Support for creating financial models from scratch (e.g., three-table models, DCF valuation models) or populating existing templates with new data while retaining the original structure and formatting.
3. Real-time data interfacing and charting
   • Multi-source data integration: Direct connection to authoritative financial data sources (e.g. LSE, Moody's) and internal corporate systems (ERP, CRM) to update model parameters (e.g. exchange rates, stock prices) in real time.
   • Generate charts with one clickClaude automatically generates visual charts and supports dynamic adjustments when the user enters a command (e.g., “Generate Monthly Sales Trend Chart”).
4. Enterprise Security and Collaboration
   • Transparency and traceability: All modifications are accompanied by detailed comments to support change tracking and auditing.
   • Compliance Assurance: Conforms to enterprise data security standards and supports private deployment and rights management.

Excel Claude's core technology

1. Natural Language Processing (NLP)
   • Based on Anthropic's Claude Opus 4.5 model, it supports fuzzy requirements understanding (e.g., “Optimize inventory tables for clarity”), automatically identifies redundant fields, standardizes formats, and generates collation schemes.
2. Real-time data connectors (Connectors)
   • Similar to MCP but customized for the enterprise, it supports deep integration with tools such as Microsoft 365, Aiera, etc. for automatic data synchronization and script execution.
3. Programmed Tool Call (PTC) technology
   • Reduce resource consumption by generating Python scripts to batch process data in a secure sandbox. For example, when modifying 50,000 rows of customer information table, PTC mode only returns statistical results, saving 37% in token consumption and increasing processing speed by 3 times.
4. Agent Skills Skills Library
   • 6 pre-built skills specific to the financial sector:
     • Comparable company analysis: Generate valuation multiples and operating metrics with data refresh support.
     • Discounted cash flow model (DCF): Includes free cash flow projections, WACC calculations, and sensitivity analyses.
     • Due diligence data package: Convert data room files into structured Excel tables.

Scenarios for Excel Claude?

1. financial industry
   • Financial modelingRapidly build DCF valuation models, automatically calculate WACC and future cash flows, and generate dynamic linked reports.
   • risk control: Real-time monitoring of market data, automatic updating of portfolio models and early warning of unusual fluctuations.
2. E-commerce Operation
   • Sales Review: Integrate multi-platform order data to generate visual reports containing regional performance, customer unit price, and repurchase rate.
   • Inventory optimization: Analyze historical consumption data, calculate safety stock thresholds and generate warning formulas.
3. Enterprise budget management
   • Multi-sectoral budget sharing: Preset cost share and expense rules, generate budget allocation table with one click and support scenario switching.
4. daily office hours
   • Data Cleaning: Automatically identify redundant fields, standardize date formats, and categorize product categories.
   • Formula GenerationClaude automatically completes the data filtering and metrics calculation after the user describes the requirement in natural language (e.g., “Filter orders with sales greater than $500,000 in Q4 2025 in Eastern China”).

How to use Excel Claude?

1. Installation and Connection
   • Search for “Claude for Excel” in Excel, connect your Anthropic account and authorize access.
   • Support for shortcut key invocation (Mac:Control+Option+C; Windows:Control+Alt+C).
2. basic operation
   • Questions and explanations: Enter a question in the sidebar (e.g., “Explain how WACC calculations flow through the DCF model”), and Claude returns the answer with cell references.
   • Assuming an update: Enter a command (e.g., “Increase interest rate by 1%”) and Claude automatically adjusts the formula and flags the change.
3. Advanced Features
   • template callChoose a preset template (e.g. “E-commerce Sales Analysis”) from the Skills Library, upload the data and generate a report with a single click.
   • script execution: Use PTC technology to batch process data (e.g., “clean 50,000 lines of customer information”) and save resources by returning only statistical results.
4. best practice
   • Identify needs: Provide context (e.g., data structure, business objectives) when asking questions and avoid vague statements.
   • Verification results: Manual checking of key decision outputs to ensure accuracy.

Recommended Reasons

1. efficiency revolution
   • While traditional Excel tasks (e.g., data cleansing, formula writing) take up more than 80%, Claude improves efficiency by 8-10 times and reduces formula error rates from 15% to less than 1%.
2. Lowering the technical threshold
   • Users don't need to memorize complex functions, advanced analysis can be done through natural language, and new financial assistants can also output professional-grade reports.
3. Real-time & Accuracy
   • Direct connection to authoritative data sources ensures that analysis is based on the latest developments; PTC technology avoids context overload and guarantees processing speed.
4. Enterprise-level security and compliance
   • Supports private deployment and data encryption to meet the protection needs of sensitive information in finance, manufacturing and other industries.
5. Wide range of scene coverage
   • From the day-to-day office to professional financial modeling, Claude's skill set and real-time data capabilities can be adapted to fit the needs of multiple industries.