Best Practice Modeling Guidelines
These guidelines allow teams or individuals to standardize their models in accordance with generally accepted best practices.
Go to the guidelines section of this website to learn more about creating and implementing your own guidelines.
| Area | Description | Guidelines | |
|---|---|---|---|
| 1. | Workbook Structure | Workbook structure, sections, table of contents and navigation. | 5 |
| 2. | Sheet Structure | Sheet types, structure, consistency, titles and content. | 10 |
| 3. | Formats & Styles | Format and style purpose, consistency, identification, explanation and appearance. | 14 |
| 4. | Assumptions | Assumptions entry interface structure, rules, consistency, location and formats. | 8 |
| 5. | Sensitivities & Scenarios | Sensitivity and scenario analysis structure, location, rules and identification. | 3 |
| 6. | Outputs & Presentations | Outputs segregation, section structure and presentation sheets. | 4 |
| 7. | Calculation Formulas | Calculation formulas consistency, rules, and calculation setting. | 6 |
| 8. | Naming Principles | Workbook, sheet and range naming syntax and consistency. | 4 |
| 9. | Time Series Analysis | Time series analysis, assumptions, consistency, structure, periodicity, rules and outputs. | 8 |
| 10. | Checks | Error, sensitivity and alert checks structure, rules, location, formats and communication. | 9 |
| 11. | Printing & Viewing | Printing and viewing consistency, rules, margins, page numbers and information. | 5 |
| 12. | Multiple Workbooks | Multiple workbook linking import and export sheet consistency and rules. | 3 |
| 13. | Security & Protection | Use of protection, prevention of non-assumptions content. | 2 |
| 14. | Visual Basic Programming | Recording and writing macros, variable declaration, reference range names. | 3 |