Best Practices for Creating and Managing Spreadsheet Estimates

Essential Guidelines for Effective Spreadsheet Estimation

Learn how to handle cells, rows, and columns carefully for effective data input and estimation. Discover how to best utilize spreadsheet formulas, include notes, and avoid common errors while using spreadsheet templates.

Key Insights

  • Cells serve as the basic input boxes in a spreadsheet, with rows forming the horizontal lines and columns forming the vertical lines. Each column should have a consistent purpose and format, and hidden rows or columns should be avoided as a safety measure.
  • Spreadsheet formulas should be referenced directly from the original data source for accurate calculations. It's critical to leave the formulas in their cells for easy reference and recalculation in case any changes are required in the estimate.
  • Adding a notes column is beneficial not only for the user but also for anyone reviewing the estimate as it helps define quantity takeoff items. When using spreadsheet templates, it's advisable to save them with a new name to prevent overriding the unprotected template.

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These are things to remember. Cells are boxes where we can input data. Rows are the horizontal lines of cells, and columns are the vertical lines of cells.

Each column should have a consistent purpose and format. Always remember that there should never be any hidden rows or columns. This is a safety feature built into your process of estimating.

Make sure you do not include hidden rows or columns in your estimate. Spreadsheet formulas should utilize the original data source for calculations whenever possible. Do this instead of daisy-chaining calculations.

Leave the formulas in their cells for reference and to recalculate related values when needed. This is important in case any additional changes are required within your estimate. Make sure that changes are replicated or recalculated throughout the rest of the estimate.

Include a notes column. This is important not only for yourself but for anyone else that reviews your estimate. This helps define your quantity takeoff items as needed.

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When using spreadsheet templates, first use “Save As” with a new name to prevent overwriting the template if it's unprotected.

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Ed Wenz

Construction Estimating Instructor

Ed started Wenz Consulting after 35 years as a professional estimator. He continues to work on various projects while also dedicating time to teaching and training through Wenz Consulting and VDCI. Ed has over 10 years of experience in Sage Estimating Development and Digital Takeoff Systems and has an extensive background in Construction Software and Communications Technology. Ed enjoys spending his free time with his wife and grandchildren in San Diego.

  • Sage Estimating Certified Instructor
  • Construction Cost Estimating
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