Excel — AI · New course on Udemy

Use Copilot and Claude in Excel, and prove every number is right

Drive the new AI agents inside Excel, Copilot in Chat, Plan and Edit mode and Claude for Excel, then check their work with a seven-step audit protocol before your name goes on it.

New on Udemy · 64 lessons · 5.5 hours

Enroll on Udemy →Watch a free lesson first

30-day refund through Udemy · Lifetime access · Certificate of completion

Is this course for you?

The assistant in Excel no longer just suggests. It edits your cells, so you need to know how to check its work.

You will get the most from it if you…

are an analyst, accountant or finance professional who lives in Excel
own reports other people rely on
are deciding whether to buy Copilot, Claude, or both
have had Copilot switched on at work with no guidance

By the end you will be able to…

drive Copilot in Chat, Plan and Edit mode, and know when to use each
write four-part prompts that produce formulas, not pasted values
use Claude for Excel, with cell-level citations and dependency tracing
prove an agent’s output is right with a seven-step audit protocol
spot the six failure modes that make AI output silently wrong

No licence yet? A bonus section shows the free route with ChatGPT, Claude or Gemini. Or start with the free 50 AI prompts pack.

What the course covers

Every demo was run live, with the agents’ real mistakes left in.

01Copilot in ExcelChat, Plan and Edit modes

02Copilot skillsCharts, PivotTables and Python

03Claude for ExcelCitations and dependency tracing

04Agent Audit ProtocolSeven steps, under five minutes

05Failure gallerySix ways AI output goes wrong

What is inside

Four parts, from the new Excel to working with agents on real company data.

1. The new Excel and Copilot foundations

What has changed in Excel, the Copilot side pane, Chat, Plan and Edit modes, change highlighting, and prompting Copilot like an analyst.

2. Copilot skills and Claude for Excel

Charts, PivotTables and Python with Copilot, then installing and using Claude for Excel, and a head-to-head comparison with a framework for choosing the right agent.

3. Audit and failure modes

The seven-step Agent Audit Protocol, a workbook with eight planted defects to find, and a gallery of real agent failures to learn from.

4. Working with agents at work

Safe rules for company data, six AI role-play sessions with the BrightRoast team, a capstone, and a bonus free route using a chat assistant.

What is included

64 video lessons, 5.5 hours
Practice workbooks, including one with eight planted defects
Six AI role-play sessions
Lifetime access on any device, including the Udemy app for offline viewing
Certificate of completion
30-day refund through Udemy

Your instructor

Andreas Exadaktylos, MSc in Computer Science, has taught Excel for over 25 years and runs Mellon Training.

More than 80,000 students have taken his courses on Udemy. He also publishes free Excel tutorials on YouTube and on this site.

Questions before you start

Anything else? Write to info@mellontraining.com.

Do I need a Copilot or Claude licence?

Not to start. A bonus section shows the free route with ChatGPT, Claude or Gemini. To use the agents yourself inside Excel, you need the matching Copilot or Claude plan.

Which version of Excel do I need?

Microsoft 365. Copilot and Claude for Excel both work inside the Microsoft 365 version of Excel.

Is it up to date?

Yes. It was recorded for the 2026 versions of Copilot and Claude for Excel, and published on Udemy in November 2026.

Where is the course hosted?

On Udemy. You buy and watch it there, keep it for life, and can learn offline in the Udemy app.

What if it is not right for me?

Udemy offers a refund within 30 days of purchase, under its refund policy.

Can I see a lesson before I buy?

Yes. Watch the free Copilot lesson on this site, or the preview lessons on the Udemy course page.

Ready to work with AI agents in Excel?

64 lessons, a real audit protocol, and six role-play sessions.

Enroll on Udemy →