INPUT SEPARATE FROM OUTPUT

Keep raw data on a separate tab to your final report.

DEFINE A PURPOSE FOR EACH SHEET

Each sheet should have a purpose. For example, the report tab is for final findings, the calculation tab organizes and prepares the data for the report tab.

HAVE CONTROL (SHEET)

Add a control sheet to record any changes you make to the structure of your file. Make sure you include time stamps.

ADD INSTRUCTIONS

Who will be using the file? Your colleagues? The client? Another department? Add a short explanation to describe how the file is organized.

KEEP FILE BACKUPS

Make sure you take copies of your file from time to time. Specially if youre revising formulas & values, keep a hard-coded version of your file (You can copy and paste special as values the data in the tabs).

PREPARE FOR PRINT

Who are you sending or sharing the file with? Is there a chance they would print the file or save it as PDF? If yes, prepare it for print.

CONSISTENT COLOR CODING

Keep colors consistent throughout the report. If you have input fields that are a specific color in one tab, keep it the same across your sheets and workbooks.

FORMAT FOR APPRECIATION

A little bit of formatting goes a long way. Keep your report organized with minimum formatting. This gives it a more professional look.

Remember: Your downloadable course notes cover the most important points. Make sure you keep them handy.

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