Documenting Excel projects

Documenting Excel projects

9 January 2018

Excel projects of any significance are very often complicated. Documenting such projects is crucial for auditing and maintainability.

Fortunately, Microsoft provides several options for documenting Excel projects:

  • Workbook name and path.
  • Workbook Properties.
  • Model structure.
  • Titles.
  • Value labels.
  • Names and Structured References.
  • Cell Comments.
  • Text boxes.
  • Data Validation.
  • Hyperlinks.
  • Documentation worksheets.
  • External documentation.

[Note: The article also suggests using the N() function to include documentation in a formula. This is a risky practice that may result in errors. i advises not to use the N() function for documentation.]