Video

Claude + Excel: AI Data Cleaning, Analysis and Dashboards

22 minTutorialNovember 3, 2026

About this video

Claude and Excel together can clean messy data, build analyses, generate formulas, charts, P&L reports, forecasts and even interactive dashboards. In this practical video, Martin Kuvandzhiev, CEO of encorp.ai, walks through three real use cases using Claude Cowork. You see a messy sales file with duplicates, mixed currencies, inconsistent country formats and wrong emails turned into a clean, structured workbook with valid formulas and summary sheets. Then comes financial analysis and forecasting, followed by an interactive dashboard for team workload, utilization, billable hours and revenue by client. **What you will learn** - How to work with Excel files in Claude Cowork using a project folder - How AI normalizes dates, countries, emails and currencies, and removes duplicates - How to build a P&L summary with Gross Margin and Net Profit using editable formulas - How to compare billable and non-billable hours and estimate the value of unbilled time - Which privacy settings to check before uploading company data - How to use the Claude for Excel add-in The video is for founders, CFOs, operations and sales managers, HR teams, project managers, consultants and analysts.
ClaudeClaude CoworkExcelData cleaningP&LDashboardsAI analytics

Frequently asked questions

It normalizes dates, countries, emails and currencies, removes duplicates, and adds summary sheets with valid formulas and charts.

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