Excel Checklist
4.8/5 with 144 votes
Table of Contents
Save the full checklist and customize it later.
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- Excel Program
- Start and exit a spreadsheet program (excel).
- Use help and the office assistant.
- Open a new Worksheet.
- Understand the design and layout of a spreadsheet (columns, rows, cells).
- Enter data into your Worksheet.
- Save a spreadsheet file.
- Format your Worksheet - add headers.
- Format numbers.
- Use the basic functions of a spreadsheet, such as sum and average.
- Write formulae.
- Copy formulae.
- Understand the difference between absolute and relative cell referencing in formulae.
- Create, format and print charts.
- Move information between worksheets and workbooks.
- Print your worksheet.
- Excel Document
- All tables have a row and/or column headers.
- All tables read from left to right, top to bottom.
- The spreadsheet free of merged cells.
- All tables described and labeled.
- All worksheets that contain data are named.
- Freeze heading row and column information so cells can be identified while scrolling through the worksheet.
- Refrain from using flashing/flickering text and/or animated text.
- All URL?s contain the correct hyperlink.
- All charts have a title, legend and axis labels associated with them.
- Complex charts have descriptive text immediately following them.
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Presented by:
Alex Strickland
Stats
Views
94
Views: 94
Uses
3
Uses: 3
Tasks
27
Tasks: 27
Who it's for
This Excel Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Excel steps every time, regardless of who executes
- Save time - reuse a proven Excel workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Excel checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Excel Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Excel comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 144 votes