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05Spreadsheets

Clean up a spreadsheet and build a report

Claude works inside Excel to clean and standardize messy data, remove duplicates, fix broken formulas, and build a report with charts and pivot tables.

Tool: Claude for Excel · Video length: 9 min

How this helps your work

What you’ll learn

  • How to clean and standardize a messy list and remove duplicates
  • How to find and fix broken formulas
  • How to build a report with charts and pivot tables
  • How to ask questions about your data and check the answers

For a church

Attendance, the volunteer roster, years of event sign-ups. Clean up inconsistent entries and get a one-page summary for the board.

For a business

Sales by month, customer lists, inventory. Turn the export from your point-of-sale system into a report you can read in a minute.

Try it this week

Make a copy of one messy sheet. Ask for a cleanup plan first, then check a few rows by hand before you trust the rest.

Ready to put this to work?

Explore Hands-on Implementation

The US$299 AI Starter Kit gives you personalized consulting and a practical DIY roadmap for up to three workflows you name. Or ask directly for separately quoted hands-on help.