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  • Standards
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  • Standards
    • Overview
      • Introduction
        • Introducing the Standards
        • Defining Spreadsheet Modeling
        • The Evolution of Spreadsheet Modeling
        • Model Developers vs Model Users
        • The Need for Standards
        • Objectives of the Standards
        • Classification
      • SSRB
        • The Spreadsheet Standards Review Board
        • Role
        • Changes to the Standards - Process
        • Changes to the Standards - Approval Criteria
      • Using
        • Best Practice Utilization
        • Spreadsheet Modeling Areas
        • Reading the Standards
        • Using the Standards & Conventions
        • Implementing
        • More Information
        • Fundamental Terms
    • Full Listing
      • Standards
        • 1. General Concepts
          • 1. Workbook Purpose
          • 2. Sheet Classification
          • 3. Sheet Content
          • 4. Sheet Purpose
          • 5. Cell Classification
          • 6. Cell Content
          • 7. Cell Purpose
          • 8. Assumption Classification
          • 9. Assumption Cell Content
        • 2. Workbook Structure
          • 1. Workbook Cover Sheet
          • 2. Workbook Sections
          • 3. Section Cover Sheets
          • 4. Table of Contents
          • 5. Table of Contents Information
          • 6. Workbook Navigation
        • 3. Sheet Structure
          • 1. Sheet Titles
          • 2. Sheet Type Consistency
          • 3. Grouping Rows or Columns
        • 4. Formats & Styles
          • 1. Formats & Styles Key
          • 2. Worksheet Data Alignment
          • 3. Denomination Identification
          • 4. Workbook Denomination
          • 5. Hyperlink Consistency
          • 6. Work in Progress
        • 5. Assumptions Entry Interfaces
          • 1. Assumptions Location
          • 2. No Assumption Repetition
          • 3. Control Cell Link Placement
          • 4. Control Lookup Data
          • 5. In Cell Drop Down Lists
        • 6. Sensitivity Analysis
          • 1. Separate Sensitivity Assumptions Section
          • 2. Sheet Type for Sensitivity Assumptions Entry Interfaces
          • 3. Separate Sensitivity Assumptions Entry Interfaces
        • 7. Outputs & Presentations
          • 1. Segregation of Outputs
          • 2. Presentation Sheets
          • 3. Presentation Sheet Usage
        • 8. Calculation Formulas
          • 1. Consistent Formulas
          • 2. No Assumptions in Mixed Cell Content
          • 3. Circular References
        • 9. Naming Principles
          • 1. Workbook Naming
          • 2. Sheet Naming
          • 3. Range Naming
          • 4. Standardized Naming Prefixes
        • 10. Time Series Analysis
          • 1. Time Series Assumptions
          • 2. Time Series Period Labels
          • 3. Time Series Period End Dates
          • 4. Time Series Periodicity Identification
          • 5. Time Series Number of Periods
          • 6. Time Series Sheet Consistency
        • 11. Checks
          • 1. Checks Classification
          • 2. Error Checks
          • 3. Sensitivity Checks
          • 4. Alert Checks
          • 5. Error Checks Summary
          • 6. Sensitivity Checks Summary
          • 7. Alert Checks Summary
          • 8. Check Indicator Flag
          • 9. Check Cell Formatting
          • 10. Dedicated Checks Summaries
        • 12. Printing & Viewing
          • 1. Table of Contents Page Numbers
          • 2. Sheet Page Numbers
          • 3. Page Margin Consistency
          • 4. Print View Consistency
          • 5. Page View Consistency
          • 6. Worksheet View Consistency
        • 13. Multiple Workbooks
          • 1. External Workbook Imports
          • 2. External Workbook Exports
          • 3. Workbook Output Links
        • 14. Security & Protection
        • 15. Visual Basic Programming
        • 16. Miscellaneous
          • 1. Automatic Calculation Setting
      • Conventions
        • 1. General Concepts
          • 1. Sheet Types
          • 2. Sheet Purpose Identification
          • 3. Cell Content Identification
          • 4. Cell Purpose Identification
          • 5. Mixed Cell Exceptions
        • 2. Workbook Structure
          • 1. Workbook Section Structure
        • 3. Sheet Structure
          • 1. Sheet Content Consistency
          • 2. Hyperlinks in Worksheets
          • 3. No Chart Sheets
          • 4. Workbook Cover Sheet Content
          • 5. Workbook Cover Sheet Notes
          • 6. Section Cover Sheet Content
          • 7. Section Cover Sheet Notes
          • 8. Limiting Worksheet Depth
          • 9. Freezing Panes
          • 10. Grouping Levels
          • 11. Heading Indentation
        • 4. Formats & Styles
          • 1. Use of Purpose-Based Styles
          • 2. Cell Data Alignment
          • 3. Work in Progress Identification
          • 4. Hyperlink Formats
        • 5. Assumptions Entry Interfaces
          • 1. Preventing Invalid Assumption Entries
          • 2. Assumptions Entry Interfaces
          • 3. Controlling Assumptions Entry Interfaces
          • 4. No Heading, Title or Label Repetition
          • 5. Control Cell Link Range Names
          • 6. Use of Check Box Controls
          • 7. Use of Button Controls
          • 8. Use of Drop Down Box or List Box Controls
          • 9. Use of Spin Button or Scroll Bar Controls
          • 10. Data Validation
          • 11. Conditional Formatting of Assumption Cells
          • 12. Visual Identification of Inactive Assumptions
        • 6. Sensitivity Analysis
          • 1. Sensitivity Assumptions Entry Interface Structure
        • 7. Outputs & Presentations
          • 1. Separate Outputs Workbooks
          • 2. Outputs Section Structure
          • 3. Outputs Worksheet Summaries
        • 8. Calculation Formulas
          • 1. Avoid Complex Formulas
          • 2. Complex Formula Schematics
          • 3. Multiple Function Formulas
          • 4. No Repeated Calculations
        • 9. Naming Principles
          • 1. Workbook Name Display
          • 2. File Name Visibility
          • 3. Sheet Type Naming Suffixes
          • 4. Secondary Sheet Naming Suffixes
          • 5. Sheet Naming Key
          • 6. Range Naming Prefixes
          • 7. Range Naming Key
          • 8. Range Naming Conflicts
        • 10. Time Series
          • 1. Time Series Constants
          • 2. No Mixing of Periodicities
          • 3. Multiple Periodicities in One Workbook
          • 4. Time Series Data Direction
        • 11. Checks
          • 1. Linking Checks to Model Name Entry Cell
          • 2. Check Cell Conditional Formatting
          • 3. Check Calculation Location
          • 4. Check Type Summary Cell
        • 12. Printing & Viewing
          • 1. Workbook Print Scaling
          • 2. Printed Information
        • 13. Multiple Workbooks
          • 1. Workbook-Specific Import and Export Sheets
          • 2. Import and Export Sheet Consistency
          • 3. No Complex Formulas on Import Sheets
          • 5. Linked Workbooks Diagrams
        • 14. Security & Protection
          • 1. Workbook Protection
          • 2. Protection of Non-Assumptions
          • 3. Sheet and Cell Protection
          • 4. No Unnecessary Passwords
          • 5. Storing Passwords
        • 15. Visual Basic Programming
          • 1. Recording Macros
        • 16. Miscellaneous
          • 1. Model Developer Identification
          • 2. Emphasizing Information
          • 3. Help Files and Instructions
    • Commentary & Examples
      • 1. General Concepts
        • Clarity of Purpose
        • Purpose-Based Formatting
        • Assumption Classification
        • Sheet Classification
        • Sheet Identification
        • Cell Classification
        • Cell Identification
      • 2. Workbook Structure
        • Cover Sheets
        • Workbook Sections
        • Workbook Navigation / Hyperlinks
        • Workbook Consistency
      • 3. Sheet Structure
        • Sheet Consistency
        • Limiting Worksheet Depth
        • Window Panes and Splits
        • Grouping Levels
        • Heading Indentation
        • Sample Sheet Layouts
        • Sheet Type Component Summaries
      • 4. Formats & Styles
        • Purpose-Based Formatting
        • Styles
        • Data Alignment
        • Data Identification
        • Work in Progress Identification
        • Hyperlink Formatting
      • 5. Assumptions Entry Interfaces
        • The Interface Control Concept
        • Assumptions Entry Interface Rules
        • Controls / Forms
        • Data Validation
        • Conditional Formatting
        • Security and Protection
        • Interface Control Example
      • 6. Sensitivity Analysis
        • Overview
        • Sensitivity Analysis vs. Scenario Analysis
        • Sensitivity Assumptions Entry Interface Rules
        • Common Sensitivity Analysis Methods
        • Assumption vs. Output-Based Sensitivity Analysis
      • 7. Outputs & Presentations
        • Outputs Segregation
        • Outputs Worksheet Layout
        • Presentation Sheets
      • 8. Calculation Formulas
        • Formula Consistency
        • Assumptions Segregation
        • Complex Formulas
        • Formula Presentation
        • Calculation Layout & Sequence
        • Circular References
      • 9. Naming Principles
        • Workbook Naming
        • Sheet Naming
        • Range Naming
      • 10. Time Series Analysis
        • Overview
        • Time Series Assumptions
        • Periodicity Labels
        • Time Series Sheet Consistency
        • Multiple Periodicities
      • 11. Checks
        • Error Checks
        • Error Check Summaries
        • Sensitivity Checks
        • Sensitivity Checks Summaries
        • Alert Checks
        • Alert Checks Summaries
        • Check Identifiers
        • Reporting the Status of Checks
      • 12. Printing & Viewing
        • Page Numbers
        • Printing Workbooks
        • Printed Information
        • Viewing Workbooks
      • 13. Multiple Workbooks
        • Import and Export Sheets
        • Linked Workbooks Diagrams
        • Multiple Workbook Issues
      • 14. Security & Protection
        • Non-Assumptions Protection
        • Workbook Protection
        • Sheet Protection
        • Passwords
      • 15. Visual Basic Programming
        • Recording Macros
      • 16. Miscellaneous
        • Multiple Model Developers
        • Calculation Methodology
        • 'Calculate' in the Status Bar
        • Emphasizing Information
        • Help Files and Instructions
        • Other Commentary
    • Defined Terms
    • Open License Agreement
  • Knowledge Base
    • Best Practice Fundamentals
      • Introducing Best Practice
      • Standards
      • Users vs. Developers
      • Exploring a Best Practice Model
        • Cover Sheets
        • Table of Contents
        • Hyperlink Navigation
        • Sheet Purpose
        • Sheet Content
        • Cell Content
        • Cell Purpose
        • Checks
    • Standards Comparison
      • Introduction
        • Document Purpose
        • BPSM Standards
        • FAST
        • SMART
      • Comparable Elements
        • Standards - General Concepts
        • Standards - Workbook Structure
        • Standards - Sheet Structure
        • Standards - Formats & Styles
        • Standards - Assumptions Entry Interfaces
        • Standards - Sensitivity Analysis
        • Standards - Outputs & Presentations
        • Standards - Calculation Formulas
        • Standards - Naming Principles
        • Standards - Time Series Analysis
        • Standards - Checks
        • Standards - Printing & Viewing
        • Standards - Multiple Workbooks
        • Standards - Miscellaneous
        • Conventions
      • Standards Variations
        • FAST - Workbook Design
        • FAST - Worksheet Design
        • FAST - The Line Item
        • FAST - Excel Features
        • SMART
      • Summary
        • Implementation
        • Conclusion
        • Feedback
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