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Claude Learning Series · Skills · fig. 01

Excel — spreadsheets without the formulas.

Claude's spreadsheet skill builds, cleans, and analyzes real .xlsx files — with working formulas, formatting, and charts.

Setup: Built inDifficulty: EasyBest for: Anyone with a messy export

What it is

Skills are pre-built playbooks that teach Claude how to do a job the right way. The Excel skill means Claude doesn't just talk about your data — it hands you back a finished spreadsheet file you can open and keep working in.

How to use it

  1. Document skills like this are built into Claude's paid plans — there's nothing to install.
  2. Attach a spreadsheet (or describe what you need) and ask. To browse optional skills: Settings → Capabilities.
  3. Claude returns a downloadable .xlsx file.

Use cases

uc/01The cleanup job

"This export is a mess — split the combined name column, fix the date formats, remove duplicates, and give me back a clean file."

uc/02The budget model

"Build a 12-month budget spreadsheet from these numbers, with formulas for totals and variance so I can change inputs later."

uc/03The reconciliation

"Here are two sheets — our records and the vendor's statement. Match them up and flag every discrepancy on a third tab."

uc/04The chart-ready summary

"Summarize this sales data by month and region, add a chart, and put the takeaways on a summary tab."
Good to know: Ask for working formulas (not pasted values) when you'll keep editing the file — Claude builds either. Spot-check totals on anything that matters; it's your spreadsheet now.
Peck Stelzer. · Milwaukee, WIpeckstelzerpartners.org
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