

Before sending out an Excel workbook, there are several things you should check: Are the contents correct? Can you print the workbook? How are the structure and formatting of the worksheets? Are the workbook properties all right? With this article, you’ll get a checklist of the things you should consider when you finalize a workbook. Probably not all items on these lists are applicable for any workbook.
Contents
We created a short version of the finalize checklist. Whenever you finish working on an Excel workbook – before sharing it with other – you could have a look at it. Usually you would just skip through this list as it is very comprehensive. But some points can be worth double checking.
Check these points before sharing your Excel workbook.
Download as PDF file: Click here.
For each item on the checklist, you can find a short description below.
Conduct a spell check by pressing F7 on the keyboard
Spellcheck (press F7): Conduct a complete spellcheck (start by pressing F7).
Check for outliers: Is there a valid explanation?
Check for outliers (e.g. with conditional formatting): Are there outliers? If yes, is there an explanation for them?
Steps for changing printout headers in footers in Excel
Printout headers and footers set: Have you defined headers and footers for printing worksheets? Please refer to this article for more information.
Check the workbook structure: Is it self-explanatory?
Order of worksheets: Are the worksheets sorted in a smart way? Are they grouped by their contents or type?
Apply consistent formatting
File name: Does the file name clearly describe the contents of the workbook?
Download short version of the finalize checklist as PDF file: Click here.
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