Accessibility Checklist for Excel
Creating accessible Excel workbooks ensures everyone can read and use your data, including people using screen readers or keyboard-only navigation. Use the fast review for quick fixes, the full checklist for best practices, and the cheat sheets for step-by-step help.
✅ Fast Review
Quick fixes to make any workbook more accessible.
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Set document title, author, and language (File > Info > Properties).
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Name each worksheet with a unique, descriptive tab name.
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Start each sheet at A1 with a short title or description.
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Use Cell Styles for headings; avoid manually styled “fake” headings.
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Format data as a real Table (Home > Format as Table) with a header row.
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Avoid merged cells, blank spacer rows/columns, and layout-only tables.
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Add alt text to images and charts; provide longer descriptions nearby if needed.
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Ensure sufficient color contrast; don’t rely on color alone.
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Write descriptive link text (not “Click here”).
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Run the Accessibility Checker (Review > Check Accessibility).
📖 Full Checklist
🧩 View the full best practices list.
Workbook Setup
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Set title, language, and metadata (author, subject, keywords).
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Name each worksheet clearly (e.g., “Enrollment 2025,” “Budget Summary”).
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Place a brief sheet purpose in A1; screen readers begin at A1.
Structure & Formatting
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Use the Cell Styles gallery for headings and emphasis.
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Choose readable fonts (Calibri, Arial, Verdana, Helvetica) at 12 pt+.
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Avoid decorative fonts and excessive ALL CAPS.
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Keep layout simple: no merged cells, blank spacer rows, or overly complex nesting.
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Use consistent number/date formats; include units in headers or labels.
Data Tables
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Build data regions as true Tables (Home > Format as Table).
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Set a Header Row (and first column header if helpful for orientation).
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Avoid merged/split cells inside tables; keep structure rectangular.
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Provide a short table description above or in A1 of that sheet.
Images, Charts, and Color
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Add concise alt text to images and charts; mark decorative images as decorative.
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Include nearby long descriptions for complex charts/infographics.
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Ensure color contrast (≥ 4.5:1 for normal text; ≥ 3:1 for large text).
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Don’t rely on color alone—add labels, patterns, or symbols on charts.
Links
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Write meaningful link text (e.g., “FY25 Budget Notes”).
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Avoid vague text like “Click here.”
Headers/Footers & Media
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Keep critical info in the sheet body (not only in headers/footers).
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Provide captions for embedded video and transcripts for audio (if used).
Testing & Sharing
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Run the Accessibility Checker and address flagged issues.
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Share the original workbook when possible (avoid “Print to PDF”).
⚡ Quick Verification
Easy tools to double-check your Excel files.
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Run the Accessibility Checker and address flagged issues.
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Confirm sheet names and A1 cell content are descriptive.
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Tab through cells to check logical navigation and focus order.
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Verify images and charts have alt text or are marked decorative.
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Confirm color contrast in text, charts, and conditional formatting.
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Check links are descriptive and meaningful.
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Review that tables are real (not images) and have header rows.
📎 Cheatsheet Downloads...Coming Soon!
Step-by-step instructions with visuals and keyboard shortcuts.
- Excel Accessibility Cheat Sheet – Windows (PDF)
- Excel Accessibility Cheat Sheet – Mac (PDF)