![]() □ Add a video overview link in the workbook. □ Protection and validation help the user navigate the sheet. □ Protect sheets and formulas to safeguard both users and formulas. □ Provide an Overview or Table or Contents page with instructions. □ Don't apply excess "glitz and glam," especially to dashboards. □ The goal of formatting is improving the UX. □ Build your workbook, then make it pretty with formatting. □ Reports, dashboards, and other output all draw directly from the data reservoir. □ Add rigorous validation to ensure clean data. □ Use PowerQuery as an import mechanism whenever possible. □ Use Tables to organize your data into a reservoir. ![]() □ How will I build it? (This is the first time you think in Excel terms.) □ Who is it for? (The design is about them, not you.) □ What should it do? (Dream of functionality, not functions.) ![]() □ Why am I creating this? (Is it even needed?) □ Before starting a new spreadsheet, ask the W's & H: Summarizing the community's advice about Excel: If you create spreadsheets, read them twice. If you use Excel, you MUST read the comments on the original post. ![]()
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