Excel Checklist
Table of Contents
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.
Download or Print this Excel Checklist
Get a printable version of this checklist in your preferred format: PDF, Word, Excel, or print directly from your browser.
Presented by:
Alex Strickland
Stats
Views
30
Views: 30
Uses
2
Uses: 2
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.