Using Claude with Spreadsheets and Data is a practical short course from Australian Salesmasters Training Co (ASTC), delivered on ASTC Online. It's for office and small-business staff who work with spreadsheets and want to use Claude, Anthropic's AI assistant, to understand, clean, analyse and chart their data.
Every lesson is hands-on. You'll follow Try it in Claude steps with the current feature and menu names, copy example prompts, and learn how to check and fix what Claude gives you. The golden rule throughout: the spreadsheet calculates, and you verify.
By the end you will be able to:
- explain what Claude is and how plans, privacy settings and checking apply to data work, and identify the ways Claude can work with your spreadsheets
- apply the steps to upload a CSV or Excel file to Claude safely, get and check an overview of the data, and ask clear, specific data questions
- apply Claude to explain and write Excel formulas such as SUMIFS, AVERAGEIFS, XLOOKUP and percentage change, and test every formula on known rows before you rely on it
- apply Claude to plan and carry out data cleaning with a change log, create new spreadsheets with live formulas, and check row counts and totals before and after
- apply Claude to summarise data and create charts, and check its analysis by re-calculating totals, spot-checking and sense-checking figures in your own spreadsheet
- apply Claude for Excel safely, protect personal and confidential data in line with OAIC guidance and your workplace policy, and complete a checked mini-project with Claude
What's included: 6 narrated video lessons with captions, interactive drag-and-drop activities and practice checks, a participant book (PDF) to keep, an online final quiz (marked automatically, 3 attempts, 80% to pass) and a Certificate of Completion.
Time: about 2 hours, including the activities and the final quiz (allow longer if English is your second language or you replay lessons). Study online at your own pace through ASTC Online.
This is a non-accredited short course and is not nationally recognised training. Any legal content is general information current as at November 2026, not legal advice.