Excel Document Checklist

ID 1.0 General Layout and Formatting Requirement ass Fail

1.1 Are no merged cells contained in the data area of the table
(e.g. only headers and for titles)?
1.2 Do all active worksheets in the workbook have clear and
concise names that allows the user (and assistive technology)
to identify the source and contents of the table?
1.3 Are tables refi!ed ("itled) with the table name and table
number?
1.# Are table header rows formatted to reeat on the to of the
table as it goes from one age to another?
1.$
%f color is used to emhasi&e the imortance of te!t' is there
an alternate method?
1.( Does each searate table have its own worksheet and are
each of those worksheets named?
1.) *ave track changes been acceted or re+ected and turned off?
1., *ave e!traneous comments been removed?
1.- %s the document free of te!t bo!es?
1.1. *as the Document been reviewed in /rint /review for a final
visual check?

1.11 Do all 0123s contain the correct hyerlink and dislay the fully
4ualified 012 (i.e.' htt566www.fda.gov and not www.fda.gov)?

1.12 Are all 0123s linked to correct 7eb destinations?
ID !.0 Chart Requirements ass Fail
2.1 Do all images' groued images and non8te!t elements that
convey information have alternative te!t descritions?

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ID !.0 Chart Requirements ass Fail
2.2 Do comle! images (i.e.' charts and grahs) have descritive
te!t immediately after the image?

2.3 %s the document free of background images or watermarks?
2.# Does each :hart have its own worksheet or is a single chart
on the same worksheet with its associated data table?
2.$ Are multile associated images on the same age (e.g.' bo!es
in an organi&ational chart) groued as one ob+ect?
2.( *ave all multi8layered ob+ects been flattened into one image
and use one Alternative "e!t (Alt "ag) for this image?
2.) Do all charts have a "itle' 2egend and A!is labels associated
with them?
2., Does the chart rovide sufficient contrast between colors
(when rinted in grayscale?)
ID "otes#$dditional Requirements ass Fail
A Does the document file name not contain saces and6or
secial characters?

< %s the document file name concise' generally limited to 2.83.
characters' and makes the contents of the file clear in the
conte!t in which it is resented?

: Does the document utili&e recommended fonts i.e. "imes =ew
1oman' >erdana' Arial' "ahoma and *elvetica?
D Are the Document /roerties (i.e. "itle' ?ub+ect' Author'
@eywords and 2anguage) roerly filled out? =ote5 ;or
Author' do not use individuals name or contractor name.
?hould use government organi&ation name (i.e. **?)

9!cel Document :hecklist /age 2
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ID "otes#$dditional Requirements ass Fail
9 *as a searate accessible version of the document been
rovided when there is no other way to make the content
accessible? (9!amle5 An organi&ational chart).

Requirement Guidelines
"he following guidelines have been established by **? to ensure that A? 9!cel
documents meet ?ection $., :omliance re4uirements.
1.0 General Layout and Formatting
1.1Aerged cells should only be used for formatting uroses i.e. within
the non8data section of the table. ;or e!amle' merging the cells
within a table header would be accetable but would not be
accetable within the data area of the table. Assistive "echnology
cannot match the cells with the aroriate heading row or column
when merged cells are used.
1.2All tables must have a 1ow and6or :olumn headers. "his aids the
Assistive "echnology in knowing where the heading information is
located for each row or column.
1.3
"ables must have a title at the u most to left cell (A1) of the
sreadsheet. "his identifies what the data is about or corresonds
with.
1.#;ree&ing heading row and6or column assist the end users when
scrolling through the sreadsheets as the data cells can be
matched u with the heading information. "o free&e a heading row
or column' select the row6column below the osition you want
fro&en. :lick on the Window dro down menu then select Freeze
Panes.
1.$"here must be an alternate method if color was used to emhasi&e
imortance of selected te!t such as <old or Italic. "his aids
individuals with color blindness.
1.(
9ach searate table must have its own BworksheetC in the
BworkbookC. All worksheets that contain data must be named.
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"o rename a worksheet click on the Format dro down
menu. "hen select Sheet' then Rename. "his will highlight
the ?heetD title and allow it to be renamed. "itles can not
e!ceed 31 characters.
"o add a new worksheet' click on the Insert dro down
menu and then choose Worksheet.
1.)"rack changes need to be acceted or re+ected and then turned off.
Assistive "echnology cannot consistently read them.
1.,
:omments and formatting marks must be turned off. Assistive
"echnology cannot consistently read them.
1.-
"e!t bo!es must not be used as the content will not be recogni&ed
by Assistive "echnology.
1.1.;inal visual document checks need to be in the /rint /review. "his
will show items such as headers' footers' age numbers' and
reeating table heading rows. "o view a document in /rint /review
click on the File dro down menu' then click on Print Preview.
1.11All 0123s must contain the correct hyerlink and dislay the fully
4ualified 012 be hyerlinked with the full address.
1.12All 0123s must be linked to active 7eb destination.
!.0 Charts and Images Requirement
2.1. All images' groued images and non8te!t elements that convey
information must have alternative te!t (alt8tag) descritions.
Alternative te!t describes the non8verbal element resented and the
Assistive "echnology reads the alt8tag to the imaired individual. "o
aly alternative te!t' select the image by clicking on it once. 7ith
the image selected click on Format dro down menu and then click
on Picture. Alternative te!t is alied in the Web tab of the icture
roerties dialog bo!.
2.2. :omle! charts or images must have descritive te!t immediately
following them. %f the chart is laced on the worksheet that contains
the grahed content the descritive te!t can be added below the
chart. %f the chart was added as a new worksheet then immediately
following it would need to be a worksheet containing the descritive
te!t referencing the chart worksheet. "he descritive te!t is read by
the Assistive "echnology and rovides the imaired individual
9!cel Document :hecklist /age #
;DA .(62-611
additional information regarding the image.
2.3. "he document must be free of background images or watermarks.
Documents for visually imaired individuals are easier to read when
they are free of background images or watermarks.
2.#. :harts must have their own worksheet' or be laced alongside its
associated data table (1 chart only). "hey also need to be created
within 9!cel. "o create a chart' choose the cells that you are going to
have grahed. :lick the Insert dro down menu and then select
Chart. "his will launch 9!cel3s Chart Wizard which will walk you
through creating the chart.
2.$. Aultile associated images must be Eroued as Fne Fb+ect (i.e.'
Frgani&ational :harts). 7hen the images are groued as one
ob+ect' only one alt8tag needs to be alied to the non8verbal
element.
2.(. All multi8layered ob+ects must be flattened into one image and use
one Alternative "e!t (Alt "ag) for the image. 7hen multi8layered
ob+ects are flattened into one image' only one alt8tag needs to be
alied to the non8verbal element.
2.).
All charts should have a "itle' 2egend and A!is labels associated
with them. "his will give users a number of references oint to use in
order to correctly interret the information being resented. 7hen
creating a chart and you use 9!cel3s :hart 7i&ard you will ste
through the :hart Ftions which is where you aly the chart title'
and the G H I a!is labels. "o aly labels after a chart is created' left
click once on the chart to select it. "hen click on the Chart dro
down menu and then select Chart Options.
2.,. :harts must rovide sufficient contrast between colors. "his hels all
end users distinguish the values.
"otes#$dditional Requirements
A. "he document file name must not contain saces and6or secial
characters.
<. "he document file name must be concise' generally limited to 2.83.
characters' and make the contents of the file clear in the conte!t in
which it is resented.
9!cel Document :hecklist /age $
;DA .(62-611
:. "he document must utili&e the recommended fonts which are "imes
=ew 1oman' >erdana' Arial' "ahoma' *elvetica and :alibri
D. "he Document /roerties (i.e"itle' ?ub+ect' Author' @eywords and
2anguage) must be roerly filled out. =ote5 ;or BAuthorC do not use
individuals name or contractor name. ?hould use government
organi&ation name (i.e.' **?).
9. A searate accessible version of the document must be rovided when
there is no other way to make the content accessible. (9!amle5 An
organi&ational chart).
9!cel Document :hecklist /age (
;DA .(62-611