`; document.body.appendChild(el); return el; } const bubble = ensureBubble(); const elH = bubble.querySelector("#tt-title"); const elB = bubble.querySelector("#tt-body"); const elClose = bubble.querySelector(".tt-close"); // ---------------- Parse [[term|heading|body]] anywhere ---------------- const TOKEN_RE = /\[\[([^|\]]+)\|([^|\]]+)\|([^\]]+)\]\]/g; const BLOCK_SKIP = new Set(["SCRIPT","STYLE","NOSCRIPT","TEXTAREA","INPUT","SELECT","CODE","PRE","TEMPLATE","IFRAME"]); function shouldSkipTextNode(n){ let el = n.parentElement; while (el){ if (BLOCK_SKIP.has(el.tagName) || el.isContentEditable) return true; el = el.parentElement; } return false; } const walker = document.createTreeWalker(document.body, NodeFilter.SHOW_TEXT); const textNodes = []; while (walker.nextNode()){ const n = walker.currentNode; if (!n.nodeValue || shouldSkipTextNode(n)) continue; if (TOKEN_RE.test(n.nodeValue)) textNodes.push(n); TOKEN_RE.lastIndex = 0; } textNodes.forEach(node => { const frag = document.createDocumentFragment(); const insideLink = !!node.parentElement.closest("a"); let text = node.nodeValue, last = 0; TOKEN_RE.lastIndex = 0; let m; while ((m = TOKEN_RE.exec(text))){ if (m.index > last) frag.appendChild(document.createTextNode(text.slice(last, m.index))); const term=m[1].trim(), heading=m[2].trim(), body=m[3].trim(); const t = insideLink ? document.createElement("span") : document.createElement("button"); if (insideLink){ t.setAttribute("role","button"); t.setAttribute("tabindex","0"); } else { t.type="button"; } t.className="tt-trigger"; t.textContent=term; t.setAttribute("data-tt-h", heading); t.setAttribute("data-tt-b", body); t.setAttribute("aria-haspopup","dialog"); t.setAttribute("aria-expanded","false"); frag.appendChild(t); last = TOKEN_RE.lastIndex; } if (last < text.length) frag.appendChild(document.createTextNode(text.slice(last))); node.parentNode.replaceChild(frag, node); }); // ---------------- State ---------------- let current = null; let hoverCount = 0; let closeTimer = null; // Dimming bookkeeping let dimCtx = null; // { container, dimEls:[], wrappedTexts:[], pathEls:[] } // ---------------- Find the correct "text element" container ---------------- function findTextContainer(trigger){ // Prefer common RTE wrappers let el = trigger.closest(".w-richtext, .rich-text, .rte, [data-rte]"); if (el) return el; // Otherwise climb until we find an ancestor that contains multiple block nodes anywhere inside. const BLOCK_SEL = "p,h1,h2,h3,h4,h5,h6,ul,ol,li,blockquote,pre,figure,figcaption"; el = trigger.parentElement; while (el && el !== document.body){ const blockCount = el.querySelectorAll(BLOCK_SEL).length; if (blockCount >= 2) return el; el = el.parentElement; } // Fallback: nearest non-inline container el = trigger.parentElement || document.body; while (el && el !== document.body){ const d = getComputedStyle(el).display; if (d !== "inline" && d !== "contents") return el; el = el.parentElement; } return document.body; } // Utility: child of `ancestor` that contains `target` (direct child) function directChildContaining(ancestor, target){ for (const ch of ancestor.children){ if (ch === target || ch.contains(target)) return ch; } return null; } function getElementTarget(e) { // If target is already an Element, use it if (e.target instanceof Element) return e.target; // Otherwise, walk the composed/path for the first Element const path = (typeof e.composedPath === 'function') ? e.composedPath() : []; for (const n of path) if (n instanceof Element) return n; return null; } // ---------------- Dim everything except the trigger branch (sibling branches only) ---------------- function dimAllOtherBranches(container, trigger){ undim(); // clear previous const dimEls = []; const wrappedTexts = []; const pathEls = []; // Build ELEMENT-only path [container -> ... -> trigger] const path = []; for (let el = trigger; el && el !== container; el = el.parentElement) path.push(el); path.push(container); path.reverse(); // At each ancestor level, find the *direct* child that leads to the trigger for (let i = 0; i < path.length; i++){ const anc = path[i]; const branchChild = (i < path.length - 1) ? directChildContaining(anc, path[i+1]) : path[i]; // last step is the trigger itself // Fade element siblings (whole branches) for (const child of anc.children){ if (child === branchChild) continue; // keep the path branch crisp // Never fade any element that is (or contains) the trigger if (child === trigger || child.contains(trigger)) continue; child.style.transition = `opacity ${DIM_EASE_MS}ms ease`; child.style.opacity = String(DIM_OPACITY); dimEls.push(child); } // Fade TEXT NODE siblings directly under this ancestor (outside branchChild) anc.childNodes.forEach(node => { if (node.nodeType !== 3) return; // text only if (!node.nodeValue || !node.nodeValue.trim()) return; // If this text node sits inside branchChild, skip if (branchChild && branchChild.contains && branchChild.contains(node)) return; const span = document.createElement("span"); span.style.transition = `opacity ${DIM_EASE_MS}ms ease`; span.style.opacity = String(DIM_OPACITY); span.textContent = node.nodeValue; node.parentNode.replaceChild(span, node); wrappedTexts.push(span); }); // Keep a reference to the path elements (so we can explicitly restore opacity if needed) if (anc && anc.nodeType === 1) pathEls.push(anc); } // Hard-guard: explicitly set opacity:1 on the entire path to neutralize any inherited fade pathEls.forEach(el => { el.style.opacity = "1"; }); dimCtx = { container, dimEls, wrappedTexts, pathEls }; } function undim(){ if (!dimCtx) return; const { dimEls, wrappedTexts, pathEls } = dimCtx; // Animate back dimEls.forEach(el => { el.style.transition = `opacity ${DIM_EASE_MS}ms ease`; el.style.opacity = "1"; // remove inline style after the animation so we don't override site CSS setTimeout(() => { if (el) el.style.opacity = ""; }, DIM_EASE_MS + 50); }); wrappedTexts.forEach(span => { span.style.transition = `opacity ${DIM_EASE_MS}ms ease`; span.style.opacity = "1"; span.addEventListener("transitionend", () => { if (!span.parentNode) return; span.parentNode.replaceChild(document.createTextNode(span.textContent || ""), span); }, { once:true }); }); // Clear hard-guard on path pathEls.forEach(el => { if (el) el.style.opacity = ""; }); dimCtx = null; } // ---------------- Positioning (centered, edge-aware, flip) ---------------- function clamp(v,min,max){ return Math.max(min,Math.min(max,v)); } function measureBubbleForPlacement(){ const wasOpen = bubble.classList.contains("is-open"); if (!wasOpen){ bubble.style.visibility="hidden"; bubble.classList.add("is-open"); } const rect = bubble.getBoundingClientRect(); if (!wasOpen){ bubble.classList.remove("is-open"); bubble.style.visibility=""; } return { w: rect.width, h: rect.height }; } function placeAnchored(trigger){ const vw=innerWidth, vh=innerHeight; const r = trigger.getBoundingClientRect(); const { w, h } = measureBubbleForPlacement(); let left = r.left + (r.width/2) - (w/2); left = clamp(left, EDGE_PADDING, Math.max(EDGE_PADDING, vw - EDGE_PADDING - w)); const topBelow = r.bottom + OFFSET_Y; const spaceBelow = vh - topBelow - EDGE_PADDING; const placeBelow = spaceBelow >= h; let top = placeBelow ? topBelow : (r.top - h - OFFSET_Y); top = clamp(top, EDGE_PADDING, Math.max(EDGE_PADDING, vh - EDGE_PADDING - h)); bubble.style.left = left + "px"; bubble.style.top = top + "px"; const br = bubble.getBoundingClientRect(); if (br.bottom > vh - EDGE_PADDING){ bubble.style.maxHeight = (vh - 2*EDGE_PADDING) + "px"; bubble.style.overflowY = "auto"; } else { bubble.style.maxHeight = "none"; bubble.style.overflowY = "visible"; } } // ---------------- Open / Close (place → fade/scale) ---------------- function animateIn(){ bubble.style.transition = "none"; bubble.style.opacity = "0"; bubble.style.transform = "scale(0.95)"; void bubble.offsetWidth; bubble.style.transition = "opacity .18s ease, transform .18s ease"; bubble.style.opacity = "1"; bubble.style.transform = "scale(1)"; } function animateOut(done){ bubble.style.transition = "opacity .16s ease, transform .16s ease"; bubble.style.opacity = "0"; bubble.style.transform = "scale(0.95)"; const end = () => { bubble.removeEventListener("transitionend", end); done && done(); }; bubble.addEventListener("transitionend", end); setTimeout(end, 260); } function openFromTrigger(trigger){ if (current && current !== trigger) forceClose(); current = trigger; trigger.setAttribute("aria-expanded","true"); elH.textContent = trigger.getAttribute("data-tt-h") || ""; elB.textContent = trigger.getAttribute("data-tt-b") || ""; bubble.classList.add("is-open"); bubble.setAttribute("aria-hidden","false"); placeAnchored(trigger); animateIn(); const container = findTextContainer(trigger); dimAllOtherBranches(container, trigger); hoverCount = 0; cancelCloseTimer(); } function forceClose(){ if (!current) return; bubble.classList.remove("is-open"); bubble.setAttribute("aria-hidden","true"); current.setAttribute("aria-expanded","false"); current = null; undim(); hoverCount = 0; cancelCloseTimer(); } function closeWithAnim(){ if (!current) return; const t = current; animateOut(() => { bubble.classList.remove("is-open"); bubble.setAttribute("aria-hidden","true"); t.setAttribute("aria-expanded","false"); current = null; undim(); }); } function scheduleClose(){ cancelCloseTimer(); closeTimer = setTimeout(() => { if (hoverCount <= 0 && !isCoarse()) closeWithAnim(); }, CLOSE_DELAY); } function cancelCloseTimer(){ if (closeTimer){ clearTimeout(closeTimer); closeTimer = null; } } // ---------------- Hover-intent (desktop) ---------------- function onZoneEnter(){ if (isCoarse()) return; hoverCount++; cancelCloseTimer(); } function onZoneLeave(){ if (isCoarse()) return; hoverCount = Math.max(0, hoverCount - 1); if (hoverCount === 0) scheduleClose(); } bubble.addEventListener("pointerenter", onZoneEnter, true); bubble.addEventListener("mouseenter", onZoneEnter, true); bubble.addEventListener("pointerleave", onZoneLeave, true); bubble.addEventListener("mouseleave", onZoneLeave, true); const handleEnter = (e) => { if (isCoarse()) return; const target = getElementTarget(e); if (!target) return; const t = target.closest(".tt-trigger"); if (!t) return; onZoneEnter(); if (!current || current !== t) openFromTrigger(t); }; const handleLeave = (e) => { if (isCoarse()) return; const target = getElementTarget(e); if (!target) return; const t = target.closest(".tt-trigger"); if (!t) return; onZoneLeave(); }; document.addEventListener("pointerenter", handleEnter, true); document.addEventListener("mouseenter", handleEnter, true); document.addEventListener("pointerleave", handleLeave, true); document.addEventListener("mouseleave", handleLeave, true); // ---------------- Keyboard ---------------- document.addEventListener("focusin", (e) => { if (!e.target) return; const t = e.target.closest(".tt-trigger"); if (t) openFromTrigger(t); }); document.addEventListener("focusout", (e) => { if (!e.target) return; const t = e.target.closest(".tt-trigger"); if (t && current === t) closeWithAnim(); }); // ---------------- Mobile / coarse ---------------- document.addEventListener("pointerdown", (e) => { if (!isCoarse()) return; const t = e.target.closest(".tt-trigger"); if (!t) return; e.preventDefault(); e.stopPropagation(); if (current === t && bubble.classList.contains("is-open")) { closeWithAnim(); return; } openFromTrigger(t); }, true); document.addEventListener("click", (e) => { if (!isCoarse()) return; if (!bubble.classList.contains("is-open")) return; const inBubble = !!e.target.closest(".tt-bubble"); const onTrigger = !!e.target.closest(".tt-trigger"); if (!inBubble && !onTrigger) closeWithAnim(); }, true); // Close button + ESC elClose.addEventListener("click", closeWithAnim); document.addEventListener("keydown", (e) => { if (e.key === "Escape") closeWithAnim(); }); // Reposition on resize/scroll while open const reposition = () => { if (!current) return; placeAnchored(current); }; addEventListener("resize", reposition, { passive: true }); addEventListener("scroll", reposition, { passive: true }); });

Unformulaic expertise, right in Excel

Ask Claude about any cell, formula, or tab. Update assumptions without breaking your formula. Claude for Excel is in beta for all paid plans.

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How teams use Claude for Excel

Claude listens carefully, follows instructions precisely, 
and thinks through complex problems. Use Control+Option+C on Mac and Control+Alt+C on Windows to open Claude for Excel.

Get answers about any cell in seconds

Navigate complex models instantly. Ask Claude about specific formulas, entire worksheets, or calculation flows across tabs. Every explanation includes cell-level citations so you can verify the logic.

Test scenarios without breaking formulas

Update assumptions across your entire model while preserving all dependencies. Test different scenarios quickly—Claude highlights every change with explanations for full transparency.

Debug and fix errors

Trace #REF!, #VALUE!, and circular reference errors to their source in seconds. Claude explains what went wrong and how to fix it without disrupting the rest of your model.

Build models or fill existing templates

Create draft financial models from scratch based on your requirements. Or populate existing templates with fresh data while maintaining all formulas and structure.

Turn workflows in Excel into skills

Running a variance analysis, deal summary, or data cleanup? When your team figures out the right workflow for your process, save it as a skill so anyone can run it in one click from the Excel add-in.

Skills turn one-off results into a repeatable, scalable process. Teams can create and share custom skills for their specific workflows.

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A visual example of a user asking Claude to help create a skill in the Claude platform. Claude uses the Skill Creator Skill to create a Sales Call Prep skill based on a previous conversation.
A continuous conversation for all your work

Claude can pass context across the PowerPoint and Excel add-ins in one continuous conversation.

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The Claude you trust, right in Excel

Transparency and visibility

See Claude’s changes in real time with explanations

Formula integrity

Maintain Excel model structure and formatting

Enterprise security

Works within your existing compliance framework

Deployment flexibility

Access through a Claude account or your existing cloud provider (Amazon Bedrock, Google Cloud’s Vertex AI, or Microsoft Foundry).

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How can Claude help?

Increase revenue growth by 2% and show the impact on terminal value.

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How can Claude help?

What assumptions drive the revenue forecast in Q3?

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How can Claude help?

Why is the NPV calculation returning #VALUE! in cell G145?

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FAQ

Claude for Excel is available in beta for Claude Pro, Max, Team, and Enterprise plan customers.

Claude for Excel works within your existing security framework. Claude can make mistakes, so you should always review changes before finalizing, especially for client-facing deliverables.

Yes, Claude is trained to recognize common financial modeling patterns, formula structures, and industry-standard calculations. However, always verify outputs match your specific methodologies.

Currently .xlsx and .xlsm files are supported. File size limits apply based on your Claude plan.

Skills let you save a multi-step workflow as a repeatable, one-click action. When your team figures out the right way to run a variance analysis or populate a template, you can save it as a skill that anyone on the team can run directly from Claude for Excel. Skills are available for all paid plans

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