Microsoft Excel 2007

All office documents start with a template, which can be as simple as a blank standard-sized page or as complex as a nearly complete document with text, graphics and other content. For example, a “Meeting Minutes” template might include headings for information relevant to a business meeting, such as “Actions” above a table with rows to denote time and columns for actions of the meeting.

Because templates provide the starting-point for so many documents, accessibility is critical. If you are unsure whether a template is accessible, you should check a sample document produced when the template is used (see Technique 11, below).

Excel 2007’s default template for new documents is a blank page. The basic installation also includes other blank office-related documents. These are all accessible by virtue of being blank.

It is possible to create your own accessible templates from scratch in Excel 2007. As well, you can edit and modify the existing prepackaged templates, ensuring their accessibility as you do so and saving them as a new template.

To create an accessible template

1. Create a new document
2. Ensure that you follow the techniques in this document
3. When you are finished you should also check the accessibility of the document (see Technique 11, below)
4. Go to menu item: Office > Save As > Other Formats
5. In the Save as type list, select Excel Template
6. In the File name box, type a name for the template. Using a descriptive File name (e.g., “Accessible Inventory Template”) will increase the prominence of the accessibility status. As well, filling in the text box labeled Tags with the term “accessibility” will improve its searchability as an accessible file.
7. Select Save

To select an accessible template

Note: Only use these steps if you have an accessible template available (e.g. that you previously saved). Otherwise, simply open a new (blank) document.

1. Go to menu item: Office > New
2. Under Templates, select My templates…
   
3. In the New document dialog, select your accessible template from the list
4. Select OK
   
5. A new document based on the template will be displayed. If you have chosen an accessible template, the document will be accessible at this point. As you add your content (e.g., text, images, etc.), ensure that you consult the sections that follow to preserve accessibility.

In order for assistive technologies (e.g., screen readers) to be able to present your document accurately, it is important to indicate the natural language of the document. If a different natural language is used for a paragraph or selected text, this also needs to be clearly indicated.
At this time, it is not possible to indicate the natural language of selected cells within an Excel 2007 workbook. [Tested: Jan 10, 2011]

To change the default language for a workbook

1. In the operating system, activate the keyboard layout for the language in which you want to create and edit text

When using images or other graphical objects, such as charts and graphs, it is important to ensure that the information you intend to convey by the image is also conveyed to people who cannot see the image. This can be accomplished by adding concise alternative text to of each image. If an image is too complicated to concisely describe in the alternative text alone (artwork, flowcharts, etc.), provide a short text alternative and a longer description as well.

To add alternative text to images and graphical objects

1. Right-click* the object
2. Select Size…
3. Select the Alt Text tab
4. Fill in the Alternative text box
   

As you begin adding content, your spreadsheet will require structuring to bring meaning to the data, make it easier to navigate, and help assistive technologies read it accurately. One of the easiest ways to do this is to ensure that you properly format the cells.

4.1 Named Styles

You should make use of the named styles that are included with the office application (e.g., “Heading”, “Result”, etc.) before creating your own styles or using the character formatting tools directly. Named styles help your readers understand why something was formatted in a given way, which is especially helpful when there are multiple reasons for the same formatting (e.g., it is common to use italics for emphasis, Latin terms and species names). For more information on formatting using named styles, see Technique 9.

Note: While office application suites support headings in much the same way, the named styles often differ.

Formatting header and result cells brings order to the spreadsheet and makes it easier for users to navigate effectively. For example, you can format header rows and columns using “Heading” styles to apply bolded, enlarged, and italicized text (among other characteristics). You may also want to format cells containing results of calculations to appear bold and underlined to help distinguish them from the rest of your data.

To format a cell with default named styles

1. Highlight the cells that you want to format
   Note: to apply a style to an entire row or column, select the row or column indicator and follow the next steps
2. Go to menu item: Home
3. In the Styles section, select the Cell Styles icon
4. Select the desired formatting style from the drop-down menu
   Note: To modify a style, right-click* the desired formatting style from the drop-down menu and select Modify. Changes made to the style will affect all instances of the style within your workbook.

4.2 Other Cell Characteristics

Ensure your cells are formatted to properly represent your data, including number and text attributes.

To format cell characteristics

1. Highlight the cells that you want to format
2. Go to menu item: Home
3. In the relevant sections (e.g. Numbers, Font, etc.) make your adjustments
   Note: When formatting your spreadsheet, it is best to avoid merging cells. At times, it may seem easier to present your data by merging cells, but this can make it more difficult for users of assistive technologies and people navigating your spreadsheet using the keyboard.

5.1 Define Names

Naming the different data ranges within your spreadsheet makes it easier to navigate through the document and find specific information. By associating a meaningful name to a data range, you will be enhancing the readability of your document. These named ranges can be referenced in multiple locations of your document and within calculations and equations.

To define a name

1. Highlight the cells you would like to name
2. Go to menu item: Formulas
3. In the Defined Names section, select the Define Name button
4. In the Name text box, enter the name for the data range
5. In the Scope drop-down list, select scope within which the name can be referenced
6. Select OK
   

Spreadsheet applications support various types of charts, which can be used to display your spreadsheet data in meaningful ways for your audience. It is important to ensure that your chart is as accessible as possible to all members of your audience. All basic accessibility considerations that are applied to the rest of your document must also be applied to your charts and the elements within your charts. For example, use shape and color, rather than color alone, to convey information. As well, some further steps should be taken to ensure that the contents are your chart are appropriate labeled to give users reference points that will help to correctly interpret the information.

To create a chart

1. Select the data that you want to include in the chart
2. Go to menu item: Insert
3. In the Charts section, select the icon of the type of chart you would like to insert
4. Select a Chart Type from the Chart Gallery in the drop-down menu

To add titles and labels

1. In the Chart Tools menu section, go to menu item: Layout
2. In the Labels section, select the type of title or label you would like to define (e.g., Chart Title, Axis Titles, Data Labels)
   Note: It is a good idea to use as many of the titles and labels available in this section as possible.

To apply a predefined chart layout

1. In the Chart Tools menu section, go to menu item: Design
2. In the Chart Layouts section, select a Quick Layout from the scrolling Chart Layouts gallery

To change to a different predefined chart type

1. In the Chart Tools menu section, go to menu item: Design
2. In the Type section, select the Change Chart Type icon
3. In the Change Chart Type dialog, select a chart type from the left pane
4. Select a Chart Design from the right pane
5. Select OK

Other Chart Considerations

• When creating line charts, use the formatting options to create different types of dotted lines to facilitate legibility for users who are color blind
• Change the default colors to a color safe or gray-scale palette
• Use the formatting options to change predefined colors, ensuring that they align with sufficient contrast requirements (see Other Considerations, below)

Excel 2007 includes an “Insert Table” feature but this works by applying cell formatting to spreadsheet cells. As such, it is not a structural feature in the same way that tables are in Word 2010 and PowerPoint 2010.

While cell formatting is the most common method of structuring documents, other content structuring features should be used where appropriate:

8.1 Document Title

In case the document is ever converted into HTML, it should be given a descriptive and meaningful title.

To change the title of the current document

1. Go to menu item: Office > Prepare > Properties
2. In the Document Properties section that appears, select the Title text box
3. Enter the Title
   Note: The Title defined in the properties is different than the file name. It is also unrelated to the template name, discussed above.

8.2 Avoid “Floating” Elements

Avoid “floating” elements such as floating images, objects, tables or text boxes.
Similarly, avoid placing drawing objects directly into the document (e.g., as borders, to create a diagram). Instead, create borders with page layout tools and insert complete graphical objects.

9.1 Format of Text

When formatting text, especially when the text is likely to printed, try to:

• Use font sizes between 12 and 18 points for cell contents.
• Use fonts of normal weight, rather than bold or light weight fonts. If you do choose to use bold fonts for emphasis, use them sparingly.
• Use standard fonts with clear spacing and easily recognized upper and lower case characters. Sans serif fonts (e.g., Arial, Verdana) may sometimes be easier to read than serif fonts (e.g., Times New Roman, Garamond).
• Avoid large amounts of text set all in caps, italic or underlined.
• Use normal or expanded character spacing, rather than condensed spacing.
• Avoid animated or scrolling text.

But can’t users just zoom in? Office applications do typically include accessibility features such as the ability to magnify documents and support for high contrast modes. However, because printing is an important aspect of many workflows and changing font sizes directly will change documents details such the pagination, the layout of tables, etc., it is best practice to always format text for a reasonable degree of accessibility.

To change the text size for a default named style

1. Go to menu item: Home
2. In the Styles section, select the Cell Styles icon
3. Select the style to modify from the list
4. Right-click* and select: Modify…
5. In the Style dialog, select the Format button
   
6. In the Format Cells dialog, select the Font tab
7. In the Size text box, type the desired size or select it from the list
8. Select OK
   

9.2 Use Sufficient Contrast

The visual presentation of text and images of text should have a contrast ration of at least 4.5:1. To help you determine the contrast, here are some examples on a white background:

• Very good contrast (Foreground=black, Background=white, Ratio=21:1)
• Acceptable contrast (Foreground=#767676, Background=white, Ratio=4.54:1)
• Unacceptable contrast (Foreground=#AAAAAA, Background=white, Ratio=2.32:1)

Also, always use a single solid color for a text background rather than a pattern.
In order to determine whether the colors in your document have sufficient contrast, you can consult an online contrast checker, such as:

• WebAIM: Contrast Checker
• Juicy Studio: Luminosity Color Contrast Ratio Analyzer
• Joe Dolson Color Contrast Spectrum Tester
• Joe Dolson Color Contrast Comparison

9.3 Avoid Using Color Alone

Color should not be used as the only visual means of conveying information, indicating an action, prompting a response, or distinguishing a visual element. In order to spot where color might be the only visual means of conveying information, you can create a screenshot of the document and then view it with online gray-scale converting tools, such as:

• GrayBit v2.0: Grayscale Conversion Contrast Accessibility Tool

9.4 Avoid Relying on Sensory Characteristics

The instructions provided for understanding and operating content should not rely solely on sensory characteristics such as the color or shape of content elements. Here are two examples:

• Do not track changes by simply changing the color of text you have edited and noting the color. Instead use Google docs: Spreadsheet’s review functionality features to track changes, such as revision history.
• Do not distinguish between images by referring to their appearance (e.g., “the bigger one”). Instead, label each image with a figure number and use that for references.

9.5 Avoid Using Images of Text

Before you use an image to control the presentation of text (e.g., to ensure a certain font or color combination), consider whether you can achieve the same result by styling “real text”. If this is not possible, as with logos containing stylized text, make sure to provide alternative text for the image following the techniques noted above.

10.1 Write Clearly

By taking the time to design your content in a consistent way, it will be easier to access, navigate and interpret for all users:

• Whenever possible, write clearly with short sentences.
• Introduce acronyms and spell out abbreviations.
• Avoid making the document too “busy” by using lots of whitespace and by avoiding too many different colors, fonts and images.
• If content is repeated on multiple pages within a document or within a set of documents (e.g., headings, footings, etc.), it should occur consistently each time it is repeated.

10.2 Navigational Instructions

Provide a general description of the spreadsheet contents and instructions on how to navigate the data effectively. The best way to do this is to make a cell at the beginning of the data (e.g., A1) with this information. It will be the first cell accessed by assistive technologies. If you are using this cell for a label or data, you can attach a comment note to the cell containing navigational instructions.

At this time, Excel 2007 does not offer a mechanism to check for potential accessibility errors in your document prior to publishing. [Tested: January 10th, 2011]

In order to get some indication of the accessibility of your document or template (see Technique 1), then you may consider saving the file into HTML or PDF in order to perform an accessibility check in one of those formats, as described below.

To evaluate HTML accessibility

Another option is to save the document into HTML format and use one of the web accessibility checkers available online. Such as:

• AChecker
• WebAIM Wave Web Accessibility Evaluation Tool

To evaluate PDF accessibility

If you saved your document in tagged PDF format, you can use the following tools and steps to evaluate the accessibility of the PDF document:

• Adobe Acrobat Professional
• CommonLook PDF Evaluator
• PDF Accessibility Checker (PAC) – a free alternative provided by “Access for all”

To evaluate PDF accessibility in Adobe Acrobat Professional

1. Go to menu item: Advanced > Accessibility > Full Check…
2. In the Full Check dialog, select all the checking option
3. Select the Start Checking button

In some cases, additional steps must be taken in order to ensure accessibility information is preserved when saving/exporting to formats other than the default.

PDF

PDF documents are not always accessible. Accessible PDF documents are often called “Tagged PDF” because they include “tags” that encode structural information required for accessibility. To evaluate the accessibility of your PDF document, see Technique 11 (above).

1. Go to menu item: Office > Save As > PDF or XPS
2. In the File name box, type a name for the file
3. Select the Options button
4. Under Include non-printing information in the Options dialog, ensure that the Document structure tags for accessibility check box is selected
5. Under PDF options, ensure that Bitmap text when fonts may not be embedded check box is de-selected
6. Select OK and Save
   

HTML

1. Go to menu item: Office > Save As > Other Formats
2. In the File name box, type a name for the file
3. In the Save as type box, select Web Page
4. Select Save
5. Check the HTML file for accessibility (see Technique 11, above)

To clean up your HTML file

• Remove unnecessary styles, line breaks, etc.
• Remove unnecessary id, class, and attributes
• Remove font tags
• Remove styles in the <head> tag
• Ensure the <th> tags have a scope attribute
• Remove <p> tags nested inside <th> and <td> tags
• Check for accessibility (see Technique 11, above)
  Note: you may wish to use HTML editors or utilities to help with this process.

Disclaimer: This list is provided for information purposes only. It is not exhaustive and inclusion of an application or plug-in on the list does not constitute a recommendation or guarantee of results.

• Office 2007 Accessibility Tutorials
• Excel 2007 Shortcut and Function Keys

If you are interested in what features are provided to make using Excel 2007 more accessible to users, documentation is provided in the Help system:

1. Select Help icon in the right corner of the application window or select F1
2. Enter “Accessibility” as your search term in the Help dialog box

1. Microsoft Excel Help
2. GAWDS Writing Better Alt Text
3. Ryerson University: Microsoft Excel Accessibility Tipsheet (PDF)
4. Microsoft Excel: Video Tutorials

Authors: Jan Richards, Sabrina Ruplall

This document was produced as part of the Accessible Digital Office Document (ADOD) Project.

This project has been developed by the Inclusive Design Research Centre, OCAD University as part of an EnAbling Change Partnership project with the Government of Ontario and UNESCO (United Nations Educational, Scientific and Cultural Organization).