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Accessibility for Microsoft Office

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This is not meant to be a complete or exhaustive explanation of Microsoft Office Accessibility.

Microsoft Word

Best Practices for Word A11y

  1. When available, use a11y Microsoft Office (MSO) templates. If a11y templates are unavailable, create one.
  2. Tag the language. This is especially valuable when writing the document in a language other than English. It allows screen reading software to pronounce the text correctly. In Word: go to the FILE tab > select the Options option > Select the Language option > Select the language > Click the OK button.
  3. Use the styles provided by Microsoft Office to ensure the headings are recognized by screen readers. Apply semantic markup rather than decorative markup for the document data structure (e.g., title, headings, lists, blockquotes.)
  4. Use Alternative Text for Images. See the Alternative (ALT) Text section elsewhere on this page for more information.
  5. Use Meaningful Hyperlink Text. When adding hyperlinks, use descriptive and meaningful text that describes the link destination. Avoid using phrases like "click here" or "read more."
  6. Use Consistent Formatting. Use consistent formatting throughout the document to make it easier to read and understand. For example, use the same font type, size, and color throughout the document.
  7. Use of Color. When using more colors than the simple "black text on white background" format. Use high color contrast between text and background colors to make it easier for people with visual impairments to read the document. See the Clarification on Colors page.
  8. Use tables properly.
    • Use tables only to display tabular data. Do not use tables for layout. Regardless of intent, screen reader software will try to interpret and describe tables assuming they contain tabular data. This unnecessary information can confuse and frustrate users of screen reading software.
    • Use Accessible Tables that are Simple and Easy to Read
      1. Use the built-in table formatting features to create accessible tables.
      2. Include header rows when inserting tables in Word.
      3. Avoid complex tables (e.g., merging table cells.)
    See the Tables section on the Random Notes on Accessibility page.
  9. Use Descriptive File Names. When saving the document, use descriptive file names that accurately describe the content of the document.
  10. Check for Accessibility
    • Use the accessibility checker provided by Microsoft Office to check for any accessibility issues in the document. The accessibility checker will identify any issues and provide suggestions on how to fix them.
    • Alternately, set the Accessibility Check to run by default whenever working in Word.
    • But automated testing alone will not be adequate. Manual testing is necessary.
    • See the Testing section elsewhere on Random Notes on Accessibility page.

Semantic vs Presentational Markup in Word

Semantic Markup (or "Structural Markup")
  1. (In Technical and Business Writing) naming sections of text according to the structural role they play in the document. (CITE: Highlighting and Emphasis in Online Technical Writing by David McMurrey)
  2. (In Information Technology) the use of a markup language such as HTML to convey information about the meaning of each element in a document through proper selection of markup elements, and to maintain complete separation between the markup and the visual presentation of the elements contained in the document.

Semantic markup conveys important information to screen reader users and allows them to navigate the document. Presentational markup doesn't.

Markup/Styles in HTML
Presentational Markup Semantic Markup
  • Strong
  • Bold
  • Font size
  • Font Color
  • Background Color
  • Strikethrough
  • Underline
  • Title
  • Heading
  • List
  • Paragraph
  • Blockquote
  • Code
  • Definition
  • Cite
Markup/Styles in Word
Presentational Markup Semantic Markup
  • bold
  • italic
  • underline
  • test color
  • background color
  • borders
  • font-face
  • font-size
  • strike-through
  • line break
  • title
  • header
  • defintion
  • language
  • background color
  • numbered list
  • table
  • label
  • footnote
  • caption
  • citation
Word's ribbon showing the presentational and semantic markup
The Word ribbon provides options for both presentational and semantic markup. Presentational formatting includes typeface name, typeface size, typeface color, bold, italic, and underline. Semantic formatting includes unordered list, ordered lists, title, header 1, header 2, etc.,
Presentational markup for headers
Text marked up with presentational formatting (e.g., typeface face, typeface color, typeface size, bold, italic, underline) to create headers will not be recognized as headers by assistive technology (such as screen readers).
Semantic markup for headers>
By using styles (e.g., header 1, heading 2) to mark up headers, your headers will be reccognized as headers by screen readers.

Title in Word

For Microsoft Word, the term Title applies to two concepts:

Title
  1. the text displayed prominently at the beginning of the document as a heading
  2. the metadata property within the document itself which describes the document's overall topic, accessed through the "File" menu and usually not visible directly within the document content itself.

The two titles are separate and do not have any practical relationship. They must be addressed separately.

To add a title (metadata) to the document properties:

  1. Open the document
  2. Select File
  3. Select Properties
  4. Select the Summary tab
  5. Enter a title in the Title field
  6. Click OK and save the changes

When you open the document in a browser, the browser's title bar will display the metatag title instead of the filename.

Screen capture of the File panel showing steps 3 and 4

Headings in Word

Applying a designated heading style will make it easier for screen readers to identify and navigate the document. Using a consistent heading style creates a clear visual hierarchy that makes your document easier to read and follow. It also allows you to quickly generate a table of contents and navigate to different sections with ease.

Headings created using decorative elements (i.e., typeface size, typeface face, and typeface styling) may be visually recognizable as headings, but assistive technology like screen readers will not recognize them.

In HTML the H1 tag pair is used for the title of the document. In Word, the Title style can be used instead.

In Word documents -- unlike HTML -- you can use more than one "Level 1" heading. This style is typically reserved for top-level headings, so it works well for multiple primary sections of your document.

Two Valid Ways to Structure Headings in Word
Title on Top Heading 1 on Top
  • Title
    • Heading 1
      • Heading 2
      • Heading 2
    • Heading 1
      • Heading 2
      • Heading 2
  • Heading 1
    • Heading 2
      • Heading 3
      • Heading 3
    • Heading 2
      • Heading 3
      • Heading 3

To View Headings (and the Title) in the Navigation Pane:

  1. Go to the View tab
  2. Click the Navigation Pane box

The headings will display to the the left of the document

Diplaying the View Panel
Applying a Table of Contents to a Word document

NOTE: The text marked up as Title will not be included in the document structure and will not display in the navigation panel.

Language Tagging

In Word: FILE tab > Options option > Language option > Select language > Click OK button

Microsoft Excel

Resources for Microsoft Excel A11y

Microsoft PowerPoint

Best Practices for PowerPoint A11y

My Personal Suggestions for PowerPoint Presentations

I don't follow all of the accepted best practices and conventional wisdom regarding PowerPoint presentations. Here's how I do things differently.

Additional Resources for PowerPoint A11y

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