Excel: Assigning an Appropriate Document Title

Overview

A document title in Excel is metadata that describes the purpose of the spreadsheet. It allows assistive technology users to locate and identify the document more efficiently.

Considerations

• The document title is different from the file name or on-sheet title.
• Keep titles short, descriptive, and unique.
• Use relevant keywords.
• Use sentence case for readability.
• This is required by WCAG guidelines.
• The Accessibility Checker does not check document titles.

Steps

1. Open the Excel spreadsheet.
2. Go to the File tab and select Info.
   
3. In the Properties window, select Title field.
   
4. Enter a descriptive title in the Title field.
5. Go back to the Excel worksheet you work on. The document title is automatically saved.