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🚀 Want to build advanced Excel formulas in seconds using AI? In this video, I demonstrate how the Claude Excel Add-in can generate dynamic formulas, summary reports, and ranked transaction lists — all from simple natural language prompts.
We walk through three practical Excel exercises using real transaction data:
✅ Exercise 1:
Create a dynamic customer dropdown, return account tier, region, and credit limit using XLOOKUP, and calculate total revenue, profit, and units with SUMIFS.
✅ Exercise 2:
Build a fully dynamic region summary report (no PivotTables!) showing total revenue, cost, profit, and profit margin — sorted automatically from highest to lowest revenue.
✅ Exercise 3:
Generate a category dropdown and dynamically return the Top 3 transactions by revenue and Bottom 5 by profit using FILTER, SORTBY, and spill formulas.
Along the way, we spot-check the results to verify accuracy and even fix a broken data validation dropdown using AI prompts.
This is a powerful example of combining Excel skills with AI automation to save time and boost productivity.
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00:00 Introduction
00:16 Exercise 1
05:55 Exercise 2
08:31 Exercise 3
