May 21

Spreadsheet Guidelines and Best Practices


Today, I found this journal article, The role of OR [Operations Research] specialists in ‘do it yourself’ spreadsheet development, from the European Journal of Operational Research, by John S Edwards, Paul N Finlay, John M Wilson. The article outlines 20 Guidelines for Spreadsheet Development and 21 Best Practices Points, which I excerpt below.

Guidelines for Spreadsheet Development

Fig. 2. Guidelines for spreadsheet development.

Best Practices for Spreadsheet Development

Fig. 3. Best Practices Points. 
My favorite point is #14 from the list of Best Practices: 

Never input the same piece of data more than once.
This rule reminds me of the 17th rule of composition from the Elements of Style: “Omit needless words.” Perhaps Best Practice-point #14 can be rewritten as “Omit needless data.” 
Figure 2 and Figure 3, from John S Edwards, Paul N Finlay, John M Wilson, The role of OR specialists in ‘do it yourself’ spreadsheet development, European Journal of Operational Research, Volume 127, Issue 1, 16 November 2000, Pages 14-27, ISSN 0377-2217, 10.1016/S0377-2217(99)00331-8.
Jordan Goldmeier
Latest posts by Jordan Goldmeier (see all)



You may also like

April 9, 2011

How to Create a Rollover Effect in Excel: Execute a Macro When Your Mouse is over a Cell

October 26, 2014

Monte Carlo Simulation Formula in Excel – Tutorial and Download

September 17, 2012

The Excel Rollover Mini FAQ
{"email":"Email address invalid","url":"Website address invalid","required":"Required field missing"}

Free Power User Quick Guide

Discover The BEST Ways To Use Lookups And Conditional Calculations Quickly And Easily With This Reference Guide -- You Won’t Want This To Leave Your Side

With so many ways to use Excel, it can be difficult to memorize all of the key functions, calculations, and techniques you can employ to meet your goal: simply get the job done.