# Claude's Excel skill: messy export in, clean workbook with formulas out > A free one-page cheat sheet for Claude's Excel skill: upload a messy CSV, get a Data tab, a SUMIFS Summary and a chart, then check what Claude changed. Source: https://learn.ynteractive.com/content/cheat-sheets/claude-skills-excel · Updated 2026-10-20 · Free from Stepthrough (https://learn.ynteractive.com) [Lesson cheat sheet](https://learn.ynteractive.com/content/cheat-sheets#kind-lesson) · One page · US letter · [Claude](https://learn.ynteractive.com/content/tool/claude) By [Robert Breen](https://learn.ynteractive.com/content/about) · Published October 20, 2026 · From the free lesson [Claude's Excel Skill: Turn a Messy Export into a Clean Workbook](https://learn.ynteractive.com/content/claude-excel-skill-messy-export-to-clean-workbook) A free one-page cheat sheet for Claude's Excel skill: upload a messy CSV, get a Data tab, a SUMIFS Summary and a chart, then check what Claude changed. [Download the free PDF (77 KB)](https://learn.ynteractive.com/content/cheat-sheets/claude-skills-excel.pdf)Print this sheet Free, no sign-up and no email needed. It prints on one letter-size page; the whole sheet is below. *▶*StepthroughFree printable cheat sheet · learn.ynteractive.com Claude's Excel skill: messy export in, clean workbook with formulas out Claude's built-in Excel skill, **xlsx**, builds real workbooks with working formulas and charts. There's nothing to install. Willow Creek Plant Shop is a made-up business. ## Set up and upload 1. Account menu, **Settings**, **Capabilities**: turn on **Code execution and file creation**. 2. In a new chat, click **+**, then **Upload or add files**, and pick your CSV export. 3. Paste the request below and send it. ## Say exactly what you want Copy ```text This is our [SYSTEM] export for [PERIOD]. Clean it up and turn it into an Excel workbook with: a Data tab with one clean row per sale (one date format, amounts as numbers, no duplicates or subtotal lines, consistent category names), a Summary tab with total sales by month and category using formulas, and a column chart of monthly sales by category. Tell me what you changed. ``` Open the line above the reply and look for **Loaded skill xlsx**. ## Read what Claude changed - The lesson's list: title lines skipped, dates in one format, text amounts made numbers, category spellings merged, 3 subtotal lines and 2 duplicate rows removed. - Check each duplicate. If one was a real second sale, tell Claude to put it back. - One more change? Ask in plain words: "Highlight the top category in each month in light green." Claude adds a conditional formatting rule. ## Check it in Excel 1. Open the download and click **Enable Editing** in **Protected View**. 2. Click one month's category total, like **B4**. The formula bar should show **=SUMIFS(...)**, not a typed number. 3. Tie one month to the source: the export's July subtotal line was **$900.75**. **Remember:** Ask for formulas, then read what Claude changed and check a few totals against the original before you share the file. Practice it free: [Claude's Excel Skill: Turn a Messy Export into a Clean Workbook](https://learn.ynteractive.com/modules/claude-skills-excel) at learn.ynteractive.com/modules/claude-skills-excel. This sheet: learn.ynteractive.com/content/cheat-sheets/claude-skills-excel. Willow Creek Plant Shop is a made-up business from the lesson. By Robert Breen, October 20, 2026. ## Practice it in the free lesson **Claude's Excel Skill: Turn a Messy Export into a Clean Workbook**. Upload a messy sales export to Claude and get back a clean Excel workbook with a Data tab, a Summary tab built with formulas, and a chart, thanks to Claude's built-in Excel skill. You do every step yourself in a practice copy of Claude, it checks your work as you go, and “Do it for me” finishes any step you get stuck on. Free, and nothing touches your real accounts. [Start the free lesson](https://learn.ynteractive.com/modules/claude-skills-excel) [Or read the full step-by-step guide](https://learn.ynteractive.com/content/claude-excel-skill-messy-export-to-clean-workbook) ## Lessons on this sheet - [Claude's Excel Skill: Turn a Messy Export into a Clean Workbook](https://learn.ynteractive.com/content/claude-excel-skill-messy-export-to-clean-workbook): Upload a messy sales export to Claude and get back a clean Excel workbook with a Data tab, a Summary tab built with formulas, and a chart, thanks to Claude's built-in… - [What Are Claude Skills? Turn One On and Watch It Work](https://learn.ynteractive.com/content/what-are-claude-skills): Learn what a Claude skill is, switch on the setting skills need, turn on an example skill in Customize, and watch Claude use its Excel and Word skills on its own. ## Related terms Plain-English definitions, each with an example from a free lesson. [Claude skill](https://learn.ynteractive.com/content/glossary/claude-skill) · [Code execution and file creation](https://learn.ynteractive.com/content/glossary/code-execution) · [CSV](https://learn.ynteractive.com/content/glossary/csv) · [Source verification](https://learn.ynteractive.com/content/glossary/source-verification) [The full AI glossary](https://learn.ynteractive.com/content/glossary) ## Related prompts - [Messy export to workbook prompt](https://learn.ynteractive.com/content/prompts/messy-export-to-workbook-prompt): A copy-ready prompt that tells Claude exactly how to clean a messy CSV export into an Excel workbook with a data tab, a formula… - [Brand skill brief prompt](https://learn.ynteractive.com/content/prompts/brand-skill-brief-prompt): A copy-ready prompt that gives Claude your colors, fonts, logo placement and voice so it drafts a brand skill that keeps… - [Repeat report skill interview prompt](https://learn.ynteractive.com/content/prompts/repeat-report-skill-interview-prompt): A copy-ready prompt that asks Claude to interview you about a report you make every week, then draft it as a reusable skill with… [All free prompt templates](https://learn.ynteractive.com/content/prompts) ## More cheat sheets - [Claude Code Skills Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/claude-skills-code): A free one-page cheat sheet for skills in Claude Code: read a SKILL.md, find project and personal skills, install document-skills and check it worked. - [Install a Custom Claude Skill Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/claude-skills-install): A free one-page cheat sheet for installing a custom Claude skill: upload a .zip with a SKILL.md, check the switch, read the description and test it. - [AI Email Responder in n8n Cheat Sheet](https://learn.ynteractive.com/content/cheat-sheets/ai-email-responder-n8n): A free one-page cheat sheet: n8n watches Gmail, an AI agent reads each customer email and saves a reply as a draft in the same thread. 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