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Claude in Excel,程序员之后分析师的压力也来了?

2026-09-18 11:59:34

最近，Microsoft 365上线了Claude in Excel，继Claude Code让程序员们充满压力后，Claude in Excel也注定会给分析师带来很多影响。相比国内厂商们毫无新意地卷着AI生成PPT、AI写邮件、AI生成简历...不得不说微软和Claude这波操作真是既实用又让人眼前一亮。让我们看一下Claude in Excel的各种实用功能：

一、Claude in Excel 功能介绍

数据处理：数据清洗、改正公式
财务模型：简单模型、复杂模型

1、数据清洗：面对脏数据，你只需要一句clean up the data，无论是异常值、错误值、不规范的值统统可以修正。

2、改正公式：同样只需要一句debug the formulas in the sheet。

3、搭建简单模型：I have a $600k 20 year mortgage with5% interest. Create an amortizationtable breaking down the outstandingbalance and the interest paymentbreakdown (principal vs interest).

4、搭建复杂模型：把Apple的年报上传，让他根据年报做财务预测，并且给出假设。using apples most recent annual report i've attached, build a clean3 statement model and forecast it forward 5 years. use reasonable assumptions where needed, keep inputs separate and make sure there are no errors。然后模型就做好了

，抛开财务模型不谈，Claude in Excel几乎准确的从苹果的财报里提取出了利润表、资产负债表、现金流量表，在以前对于小编而言，这是非常繁琐且易错的工作，不停地copy、paste和抄数据...。当然Claude 给出来的假设看上去还挺像那么回事的。

Excel对于分析师好比VS Code这种集成开发环境对于程序员，虽然都是工具，但是承载着大家工作的思路和方法，不过这下看上去，无论是脏活累活、还是所谓的脑力劳动，Claude都可以在一定程度上帮助你了，不知道这是喜是悲

二、国内模型能力如何？

看到Claude in Excel时，我第一反应是看看有没有豆包 in 飞书多维表格，毕竟小编工作中也经常用到飞书多维表格、Coze这些产品，也用的非常顺手，但是小编并没有找到这么一个类似的插件。不过我还是比较了一下国内模型和Claude的效果，把同样的问题给了豆包和通义千问。

1、先看豆包的表现：

豆包分业务板块给出了营收预测，并且给出了盈利性预测等

Revenue Growth

iPhone: 3-5% annual growth (driven by Pro model demand and emerging markets; FY2025 growth = 4%)
Mac: 4-6% annual growth (stable enterprise and consumer demand; FY2025 growth = 12%)
iPad: 3-5% annual growth (education and hybrid work tailwinds; FY2025 growth = 5%)
Wearables, Home and Accessories: 0-2% annual growth (recovery from FY2025 decline; FY2025 growth = -4%)
Services: 10-12% annual growth (advertising, App Store, and cloud services expansion; FY2025 growth = 14%)

Profitability

Products Gross Margin: 36.5-37.0% (stable cost structure offsetting tariff risks; FY2025 = 36.8%)
Services Gross Margin: 75.0-76.0% (scalable model with low incremental costs; FY2025 = 75.4%)
R&D Expense % of Revenue: 8% (consistent investment; FY2025 = 8%)
SG&A Expense % of Revenue: 7% (efficient operations; FY2025 = 7%)
Effective Tax Rate: 15-16% (foreign earnings mix and tax credits; FY2025 = 15.6%)

当然，豆包同样对于财报的三张表的数据做了提取和相应的预测

其他不在一一展开，但是看上去，非常不错。

2、再看通义：通义同样也从年报中提取出了数据，但是通义的预测和估算明显更粗线条一点

Key Design Principles

Clean structure: All inputs are separated from calculations.
Integrated statements: Income Statement → Cash Flow Statement → Balance Sheet.
Reasonable assumptions: Based on historical trends, management commentary, and industry context.
No circular references or hard-coded numbers in formulas