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Claude for Excel in Claude

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Step by step

Pictures from our Claude account (Pro plan), on a Windows PC, 30 Oct 2026. Your screen may look different on another plan or device, or after an update.

  1. Open the test budget file.

    Claude Excel budget sheet with item costs, a total and a per-person row.

    You see the budget and its total rows.

  2. Click Claude in the Excel ribbon.

    Claude Excel side pane showing an introduction to working with Claude.

    You see the introductory Claude pane.

  3. Choose Sonnet and send the request to fix the budget total.

    Something is wrong with this budget's total. Find it and fix it. Tell me the old and new total.

    Claude Excel permission box asking to edit cells and extend the total.

    You see a permission box with Allow once.

  4. Click Allow once and wait.

    Claude Excel budget sheet with updated total and per-person cells.

    You see the updated total and per-person cells.

Click a picture to see it full size.

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