Checklist for Microsoft Excel

1. Do not type (hard code) any numbers. All cells with numbers should be linked to the Data Box or be

a formula computation.

2. To grab data from a previous page, type =, then point to the cell on the previous sheet, then take your

hand off the mouse and hit Enter on the keyboard.

3. Do a Print Preview to make sure it looks pleasing to the eye!

Chapter 2:

1. Center heading across columns (make sure there are no empty columns under the heading).

2. Make the heading font bigger. Put a box around the heading. Shade the heading, maybe with color.

3. Increase column width to be slightly wider than the text and numbers

4. Formatting of numbers

Standard number format – Accounting, 0, no symbol

5. Align text to the left.

6. Make sure your numbers line up. If they don’t then you will need to correct the alignment.

7. Put bottom borders on the cell above where you are doing math. Put double bottom borders on the

bottom line of the statement. (Do not underline – use the border tool) Right click – Format Cells - Border

8. Formula

Use the @sum function if adding or subtracting multiple numbers rather than the + or - sign over and over

Chapters 3 & 4:

1. Formatting of numbers:

Format all numbers to the dollar, except for per unit and rates.

Format per unit and rate amounts to the penny.

2. Make sure your numbers line up. If they don’t then you will need to correct the alignment.

3. Formula

Use the @sum function if adding or subtracting multiple numbers rather than the + or - sign over and over

Use the @round function if multiplying or dividing numbers


Formula hierarchy (order of operations):

Please Excuse My Dear Aunt Sally

1. Parentheses

2. Exponents

3. Multiplication – use the Round function

4. Division – use the Round function

5. Addition – use the ∑ sum function

6. Subtraction – use the ∑ sum function

Help resources:

Correct number alignment:

http://www.journalofaccountancy.com/issues/2016/sep/excel-accounting-format.html

YouTube videos – ExcelIsFun

https://www.youtube.com/user/ExcelIsFun

Microsoft Excel 2010 Videos and Tutorials:

https://support.office.com/en-us/article/Excel-2010-videos-and-tutorials-807211fe-ee81-4887-b48a-68a94e1e912f?ui=en-US&rs=en-US&ad=US