How to connect Claude to Excel @GoodlyChandeep
How to connect Claude to Excel  @GoodlyChandeep
Uploaded June 2026 | Updated September 2026, 3 weeks ago
youtu.be/kLWmFf3SmLM?si=hqHNzM5PTWp0htnD

Claude is now available as an add-in inside Excel.

But instead of using Claude to build a fancy-looking dashboard, I wanted to test something more practical.

Can Claude actually help with real analysis in Excel?

In this video, I ask Claude to work on a sales dataset and answer a few business questions. We test basic things like calculating total sales, writing XLOOKUP formulas, creating pivot tables, showing numbers in thousands, finding year-on-year growth, and checking days where a product crossed a sales threshold.

More importantly, I also show how to audit Claude’s work and check whether the output is actually correct.

Because in real analysis, you cannot blindly trust AI. You still need to understand formulas, pivot tables, data structure, and the numbers behind the answer.


===== ONLINE COURSES =====
✔️ Grab My Power Query Book -
products.goodly.co.in/power-query-book

✔️ Master 'M' in Power Query -
products.goodly.co.in/learn-m-powerquery/?

✔️ Mastering DAX in Power BI -
products.goodly.co.in/learn-dax-powerbi

✔️ Power Query Course -
products.goodly.co.in/learn-power-query

✔️ Master Excel Step-by-Step-
products.goodly.co.in/learn-excel


===== LINKS 🔗 =====
Blog 📰 - goodly.co.in/blog
Corporate Training 👨‍🏫 - goodly.co.in/training
Need my help on a Project 💻- goodly.co.in/consulting
Download the File ⬇️ - goodly.co.in/claude-in-excel-is-actually-scary


===== TIMESTAMP =====
0:00 - Intro
3:02 - Level 1
4:00 - Level 2
5:06 - Level 3
6:23 - Level 4
8:04 - Level 5
12:47 - Level 6
6:23 - Level 7


===== CONTACT 🌐 =====
Twitter - twitter.com/chandeep2786
LinkedIn - linkedin.com/in/chandeepchhabra
Email - goodly.wordpress@gmail.com


===== WHO AM I? =====
A lot of people think that my name is Goodly, it's NOT ;)
My name is Chandeep. Goodly is my full-time venture where I share what I learn about Excel and Power BI.
Please browse around, you'll find a ton of interesting videos that I have created :) Cheers!
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How to connect Claude to Excel

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