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SPREADSHEETS

From the abacus
  to Excel and
     beyond

     Fall 2012
2




• What is a spreadsheet?
  – A spreadsheet is a grid that organizes data
    into columns and rows. Spreadsheets make
    it easy to display information, and people
    can insert formulas to work with the data.
    For example, there is a particular icon that
    has a formula to sum up numbers that are
    given. This icon is called auto sum.
    Information can also be sorted and filtered.
  – People use spreadsheet programs to
    learn about different kinds of things, and to
    make decisions. Spreadsheets are based on
    different varieties of subjects.
3

Interesting comparison
• A spreadsheet is the computer
  equivalent of a paper ledger sheet. It
  consists of a grid made from columns
  and rows.




   http://people.usd.edu/~bwjames/tut/excel/1.html
4

Precursors to spreadsheet
   • Abacus
    – The earliest counting device was the human
      hand and its fingers. Then, as larger quantities
      (larger than ten human-fingers could represent)
      were counted, various natural items like pebbles
      and twigs were used to help count. Merchants
      who traded goods not only needed a way to
      count goods they bought and sold, but also to
      calculate the cost of those goods. Until numbers
      were invented, counting devices were used to
      make everyday calculations. The abacus is one
      of many counting devices
      invented to help count
      large numbers.
       • A Brief History of the Abacus
5

A logarithmic digression
 • Reducing
   multiplication and
   division to addition
   and subtraction
    – Logarithms (or logs, as
      they are known in short) were invented by
      the Scottish mathematician and theologian
      John Napier and first published in 1614.
      He was looking for a way of quickly
      solving multiplication and division
      problems . . . using the much faster
      methods of addition and subtraction.
       • Introduction to the Slide Rule
6

From logs to slide rules
• Visualizing logs
   – The next step in the evolution of the slide rule was really an
     exercise in visualization. It is hard to get a feel for what the log
     of any given number will be, exactly, without looking it up in the
     standard reference tables. But what if instead you drew them
     down to give you a rough idea of where things lay? This is
     exactly what the English astronomer Edmund Gunter came up
     with in 1620. He drew a 2 foot long line with the whole numbers
     spaced at intervals proportionate to their respective log values
     (see image below, taken from HP's slide rule site).



   – We are now just a short jump away from the first real slide rule,
     developed by the Reverend William Oughtred a short time later.
     He placed two Gunter's scales directly opposite each other, and
     demonstrated that you could do calculations by simply sliding
     them back and forth (see the second image below). As such,
     Oughtred is generally considered to be the inventor of the slide
     rule

        • Introduction to the Slide Rule
7

Add Adding Machines!
       •   Slide Adding Machines (“Addiators”)
       •   Rotary Adding Machines
       •   Pin-Wheel Calculators
       •   Key-Driven Calculators (“Comptometers”)
       •   Printing Calculators (“Add-list machines”)
       •   Full-Keyboard Rotary Calculators
       •   Full-Function Calculators
            – Full-Function Ten-key Calculators
            – Miniature Full-Function Calculators
               • This list is from John Wolff's Web Museum: Calculating
                   Machines
               • Other sites:
8

Disadvantages of non-electronic
    • Disadvantage of using nonelectronic
      spreadsheets
      1. It’s very easy to smash your fingers on the
         abacus.
      2. It's virtually impossible to e-mail an abacus.
      3. No customer support for the abacus since
         MCIV. [That’s 1104 AD, in case you’re wondering!]
      4. Abacus formatting is rudimentary at best.
      5. Pivot tables are a real pain on an abacus,
         and don’t get me started on
         Visual Basic for Abacus. Buggy!
          •   PC Review Forums: Newsgroups: Microsoft Excel Microsoft
              Excel Misc: Disadvantage of using nonelectronic
              spreadsheets
9

 Real Spread Sheets!
• Where does the term come from ?
  – In the realm of accounting jargon a “spread
    sheet” or spreadsheet was and is a large
    sheet of paper with columns and rows that
    organizes data about transactions for a
    business person to examine. It spreads or
    shows all of the costs, income, taxes, and
    other related data on a single sheet of paper
    for a manager to examine when making a
    decision.
     • A Brief History of Spreadsheets by by D. J.
       Power, Editor, DSSResources.COM
10

Who applied it to computers?
   • Robert Frankston, co-inventor of the
     first electronic spreadsheet:
     – The goal was to give the user a conceptual
       model which was unsurprising -- it was called
       the principle of least surprise. We were
       illusionists synthesizing an experience. Our
       model was the spreadsheet -- a simple paper
       grid that would be laid out on a table. The
       paper grid provided an organizing metaphor
       for a working with series of numbers.
        • Implementing VisiCalc
        • See also Dan Bricklin’s Software Arts and VisiCalc
          and Spreadsheet: Its First Computerization (1961-
          1964) by Richard Mattessich
11

  How it worked
• Bob Frankston:
 – While there are many complicated
   aspects of implementing the VisiCalc
   program, the basic idea is quite simple.
   A spreadsheet program is a computerized version of the traditional
   accountant’s ledger sheet, with added “intelligence” in the form of
   mathematical or logical relationships between entries or “cells” so
   that changes in one entry can cause other entries to change
   accordingly. One of the fundamental mechanisms in any
   spreadsheet program is the ability to remember the calculation rule
   for each cell in the sheet. For example, once the user enters a
   formula, the program is able to remember how to recalculate that
   cell whenever a value changes.
    • How a Spreadsheet Program Works from the Atari Archives
12

The successor to Visicalc
       • Jan. 26, 1983:
         Spreadsheet as Easy as 1-2-3
          – Lotus Development Corporation begins
            selling its spreadsheet application for
            Microsoft DOS, called 1-2-3.
          – [Its] built-in charting and graphing
            capabilities, plus its support for macros,
            helped it in short order to begin outselling
            VisiCalc. Lotus sold $53 million of the
            software in the company's first year of
            existence, and 1-2-3 quickly came to
            dominate the business software market in
            the mid and late 1980s.
13

And it’s still around!
14

But 1-2-3 is not the market leader?
      • Why not?
        – 1-2-3’s reign lasted nearly five years,
          dwindling only when the company failed
          to make the transition from DOS to the
          increasingly Windows-centric world of the
          late 1980s and early 1990s. By
          comparison, Microsoft Excel was much
          easier to learn than the forbiddingly
          austere, black-and-green text screen of
          Lotus’ product, and by 1989 Excel had
          started to outsell 1-2-3.
           • Jan. 26, 1983: Spreadsheet as Easy as 1-2-3
15

Excel 2.0: first spreadsheet
           for Windows
           launched 1987


                               25th anniversary of
                                    computer
                                  spreadsheets
                                 (October 2004)
16

 A review of Excel 2.0
• Excel Extraordinaire
 – Microsoft’s Macintosh spreadsheet shines on the
   IBM AT, but is it fast enough?
 – The new Excel for IBM systems, officially called
   Excel 2.0 ($495), follows the original Macintosh
   version by about 2 years. On either the Macintosh or
   the AT, Excel is the paragon of bells and whistles. It
   does so many things, in so many different ways, that
   it tempts you to spend countless hours merely
   exploring.
 – The only things I might fault in Excel are the less-
   than-stunning recalculation speeds and the mouse
   support. But in view of the power and flexibility
   provided by the program, these criticisms seem
   empty.
      • Reprinted from Byte, issue 3/1988, pp. 155-157
17

Highlights in Excel evolution
        • Excel 3 – 1990
          – This version offered a significant improvement in both
            appearance and features. It included toolbars,
            drawing capabilities, worksheet outlining, add-in
            support, 3-D charts, workgroup editing, and lots more.
        • Excel 5 – 1994
          – This version introduced tons of new features,
            including multisheet workbooks and the new Visual
            Basic for Applications (VBA) macro language.
        • Excel 97 – 1997
          – Excel 97 is also known as Excel 8. It is probably
            offered the most significant upgrade ever. The
            toolbars and menus took on a great new look, online
            help moved a dramatic step forward, and the number
            of rows available in a worksheet quadrupled.
              • Microsoft Skip version 13th in Excel | Excel Versions History
18

Further highlights
         • Excel 2002 – 2001
          – Excel 2002 is also known as Excel 10 or Excel XP. It was
            released in June of 2001 and is part of Microsoft Office
            XP. This version offered several new features, most of
            which are fairly minor and were designed to appeal to
            novice users. Perhaps the most significant new feature was
            the capability to save your work when Excel crashes and
            also recover corrupt workbook files that you may have
            abandoned long ago. Excel 2002 also added background
            formula error checking and a new formula-debugging
            tool.
         • Excel 2007 – 2007
          – Also known as Excel 12, Excel 2007 was released in early
            2007. Its official name is Microsoft Office Excel 2007. This
            release represented the most significant change since Excel
            97, including a change to Excel’s default file format.
              • Microsoft Skip version 13th in Excel | Excel Versions History
19

Current version

        • Excel 2010
          – Excel 2010, was released in early 2010 and
            is also known as Excel 14. If you think
            you’ve spotted a typo in the previous
            sentence, you’re wrong. Yes, even big
            companies can be superstitious; Microsoft
            skipped Version 13 of Office and went
            from Version 12 to Version 14. Excel 2010
            builds on the improvements introduced in
            Excel 2007, and it offers several new
            enhancements.
             • Microsoft Skip version 13th in Excel | Excel
               Versions History
20

                   Excel 2007 vs. Excel 2010
                                                                   QAT=
                                                                   Quick
                                                                  Access
                                                                  Toolbar




 Bye bye Office
button, welcome
back “File” menu




                     10 Supercool UI Improvements in Excel 2010
21

Excel 2013?
          • Logical next step in an ongoing
            evolution
              – As Excel has evolved away from being simply a
                VisiCalc clone (or a clone of the Lotus 1-2-3
                VisiCalc clone), it has increasingly focused on data
                analysis of other sorts—processing data from
                enterprise and Web sources ranging from raw log
                files to data warehouses.
              – The top new features [in Excel 2013]—a pattern-
                recognition auto-fill, a new set of interactive chart
                tools, and a much easier and accelerated way to
                create Excel’s analytical Pivot Tables—are all
                aimed at converting raw data into something easier
                to analyze.
                  • First look: Excel 2013
                    by Sean Gallagher - July 16 2012
22

    A free online journal
•
     – SIE is an electronic journal devoted to the
       publication of quality refereed articles
       concerned with studies of the role that
       spreadsheets can play in education. Our aim is
       to provide a focus for advances in our
       understanding of the role that spreadsheets can
       play in constructivist educational contexts.
     – Spreadsheets in Education (eJSiE) is a free
       facility for authors to publish suitable, peer
       reviewed articles and for anyone to view and
       download articles.
        • http://epublications.bond.edu.au/ejsie/
23

A Classroom Resource
24

A Middle School Resource




     http://sbaran.net/excel/index.html
25

      The Future of (or for?) Spreadsheets?
                        • Probably mobile, like Grid



                                                                              http://vimeo.com/45760721




http://www.fastcodesign.com/1670545/a-spreadsheet-app-for-ipads-that-makes-number-crunching-a-treat#1

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Spreadsheets

  • 1. SPREADSHEETS From the abacus to Excel and beyond Fall 2012
  • 2. 2 • What is a spreadsheet? – A spreadsheet is a grid that organizes data into columns and rows. Spreadsheets make it easy to display information, and people can insert formulas to work with the data. For example, there is a particular icon that has a formula to sum up numbers that are given. This icon is called auto sum. Information can also be sorted and filtered. – People use spreadsheet programs to learn about different kinds of things, and to make decisions. Spreadsheets are based on different varieties of subjects.
  • 3. 3 Interesting comparison • A spreadsheet is the computer equivalent of a paper ledger sheet. It consists of a grid made from columns and rows. http://people.usd.edu/~bwjames/tut/excel/1.html
  • 4. 4 Precursors to spreadsheet • Abacus – The earliest counting device was the human hand and its fingers. Then, as larger quantities (larger than ten human-fingers could represent) were counted, various natural items like pebbles and twigs were used to help count. Merchants who traded goods not only needed a way to count goods they bought and sold, but also to calculate the cost of those goods. Until numbers were invented, counting devices were used to make everyday calculations. The abacus is one of many counting devices invented to help count large numbers. • A Brief History of the Abacus
  • 5. 5 A logarithmic digression • Reducing multiplication and division to addition and subtraction – Logarithms (or logs, as they are known in short) were invented by the Scottish mathematician and theologian John Napier and first published in 1614. He was looking for a way of quickly solving multiplication and division problems . . . using the much faster methods of addition and subtraction. • Introduction to the Slide Rule
  • 6. 6 From logs to slide rules • Visualizing logs – The next step in the evolution of the slide rule was really an exercise in visualization. It is hard to get a feel for what the log of any given number will be, exactly, without looking it up in the standard reference tables. But what if instead you drew them down to give you a rough idea of where things lay? This is exactly what the English astronomer Edmund Gunter came up with in 1620. He drew a 2 foot long line with the whole numbers spaced at intervals proportionate to their respective log values (see image below, taken from HP's slide rule site). – We are now just a short jump away from the first real slide rule, developed by the Reverend William Oughtred a short time later. He placed two Gunter's scales directly opposite each other, and demonstrated that you could do calculations by simply sliding them back and forth (see the second image below). As such, Oughtred is generally considered to be the inventor of the slide rule • Introduction to the Slide Rule
  • 7. 7 Add Adding Machines! • Slide Adding Machines (“Addiators”) • Rotary Adding Machines • Pin-Wheel Calculators • Key-Driven Calculators (“Comptometers”) • Printing Calculators (“Add-list machines”) • Full-Keyboard Rotary Calculators • Full-Function Calculators – Full-Function Ten-key Calculators – Miniature Full-Function Calculators • This list is from John Wolff's Web Museum: Calculating Machines • Other sites:
  • 8. 8 Disadvantages of non-electronic • Disadvantage of using nonelectronic spreadsheets 1. It’s very easy to smash your fingers on the abacus. 2. It's virtually impossible to e-mail an abacus. 3. No customer support for the abacus since MCIV. [That’s 1104 AD, in case you’re wondering!] 4. Abacus formatting is rudimentary at best. 5. Pivot tables are a real pain on an abacus, and don’t get me started on Visual Basic for Abacus. Buggy! • PC Review Forums: Newsgroups: Microsoft Excel Microsoft Excel Misc: Disadvantage of using nonelectronic spreadsheets
  • 9. 9 Real Spread Sheets! • Where does the term come from ? – In the realm of accounting jargon a “spread sheet” or spreadsheet was and is a large sheet of paper with columns and rows that organizes data about transactions for a business person to examine. It spreads or shows all of the costs, income, taxes, and other related data on a single sheet of paper for a manager to examine when making a decision. • A Brief History of Spreadsheets by by D. J. Power, Editor, DSSResources.COM
  • 10. 10 Who applied it to computers? • Robert Frankston, co-inventor of the first electronic spreadsheet: – The goal was to give the user a conceptual model which was unsurprising -- it was called the principle of least surprise. We were illusionists synthesizing an experience. Our model was the spreadsheet -- a simple paper grid that would be laid out on a table. The paper grid provided an organizing metaphor for a working with series of numbers. • Implementing VisiCalc • See also Dan Bricklin’s Software Arts and VisiCalc and Spreadsheet: Its First Computerization (1961- 1964) by Richard Mattessich
  • 11. 11 How it worked • Bob Frankston: – While there are many complicated aspects of implementing the VisiCalc program, the basic idea is quite simple. A spreadsheet program is a computerized version of the traditional accountant’s ledger sheet, with added “intelligence” in the form of mathematical or logical relationships between entries or “cells” so that changes in one entry can cause other entries to change accordingly. One of the fundamental mechanisms in any spreadsheet program is the ability to remember the calculation rule for each cell in the sheet. For example, once the user enters a formula, the program is able to remember how to recalculate that cell whenever a value changes. • How a Spreadsheet Program Works from the Atari Archives
  • 12. 12 The successor to Visicalc • Jan. 26, 1983: Spreadsheet as Easy as 1-2-3 – Lotus Development Corporation begins selling its spreadsheet application for Microsoft DOS, called 1-2-3. – [Its] built-in charting and graphing capabilities, plus its support for macros, helped it in short order to begin outselling VisiCalc. Lotus sold $53 million of the software in the company's first year of existence, and 1-2-3 quickly came to dominate the business software market in the mid and late 1980s.
  • 14. 14 But 1-2-3 is not the market leader? • Why not? – 1-2-3’s reign lasted nearly five years, dwindling only when the company failed to make the transition from DOS to the increasingly Windows-centric world of the late 1980s and early 1990s. By comparison, Microsoft Excel was much easier to learn than the forbiddingly austere, black-and-green text screen of Lotus’ product, and by 1989 Excel had started to outsell 1-2-3. • Jan. 26, 1983: Spreadsheet as Easy as 1-2-3
  • 15. 15 Excel 2.0: first spreadsheet for Windows launched 1987 25th anniversary of computer spreadsheets (October 2004)
  • 16. 16 A review of Excel 2.0 • Excel Extraordinaire – Microsoft’s Macintosh spreadsheet shines on the IBM AT, but is it fast enough? – The new Excel for IBM systems, officially called Excel 2.0 ($495), follows the original Macintosh version by about 2 years. On either the Macintosh or the AT, Excel is the paragon of bells and whistles. It does so many things, in so many different ways, that it tempts you to spend countless hours merely exploring. – The only things I might fault in Excel are the less- than-stunning recalculation speeds and the mouse support. But in view of the power and flexibility provided by the program, these criticisms seem empty. • Reprinted from Byte, issue 3/1988, pp. 155-157
  • 17. 17 Highlights in Excel evolution • Excel 3 – 1990 – This version offered a significant improvement in both appearance and features. It included toolbars, drawing capabilities, worksheet outlining, add-in support, 3-D charts, workgroup editing, and lots more. • Excel 5 – 1994 – This version introduced tons of new features, including multisheet workbooks and the new Visual Basic for Applications (VBA) macro language. • Excel 97 – 1997 – Excel 97 is also known as Excel 8. It is probably offered the most significant upgrade ever. The toolbars and menus took on a great new look, online help moved a dramatic step forward, and the number of rows available in a worksheet quadrupled. • Microsoft Skip version 13th in Excel | Excel Versions History
  • 18. 18 Further highlights • Excel 2002 – 2001 – Excel 2002 is also known as Excel 10 or Excel XP. It was released in June of 2001 and is part of Microsoft Office XP. This version offered several new features, most of which are fairly minor and were designed to appeal to novice users. Perhaps the most significant new feature was the capability to save your work when Excel crashes and also recover corrupt workbook files that you may have abandoned long ago. Excel 2002 also added background formula error checking and a new formula-debugging tool. • Excel 2007 – 2007 – Also known as Excel 12, Excel 2007 was released in early 2007. Its official name is Microsoft Office Excel 2007. This release represented the most significant change since Excel 97, including a change to Excel’s default file format. • Microsoft Skip version 13th in Excel | Excel Versions History
  • 19. 19 Current version • Excel 2010 – Excel 2010, was released in early 2010 and is also known as Excel 14. If you think you’ve spotted a typo in the previous sentence, you’re wrong. Yes, even big companies can be superstitious; Microsoft skipped Version 13 of Office and went from Version 12 to Version 14. Excel 2010 builds on the improvements introduced in Excel 2007, and it offers several new enhancements. • Microsoft Skip version 13th in Excel | Excel Versions History
  • 20. 20 Excel 2007 vs. Excel 2010 QAT= Quick Access Toolbar Bye bye Office button, welcome back “File” menu 10 Supercool UI Improvements in Excel 2010
  • 21. 21 Excel 2013? • Logical next step in an ongoing evolution – As Excel has evolved away from being simply a VisiCalc clone (or a clone of the Lotus 1-2-3 VisiCalc clone), it has increasingly focused on data analysis of other sorts—processing data from enterprise and Web sources ranging from raw log files to data warehouses. – The top new features [in Excel 2013]—a pattern- recognition auto-fill, a new set of interactive chart tools, and a much easier and accelerated way to create Excel’s analytical Pivot Tables—are all aimed at converting raw data into something easier to analyze. • First look: Excel 2013 by Sean Gallagher - July 16 2012
  • 22. 22 A free online journal • – SIE is an electronic journal devoted to the publication of quality refereed articles concerned with studies of the role that spreadsheets can play in education. Our aim is to provide a focus for advances in our understanding of the role that spreadsheets can play in constructivist educational contexts. – Spreadsheets in Education (eJSiE) is a free facility for authors to publish suitable, peer reviewed articles and for anyone to view and download articles. • http://epublications.bond.edu.au/ejsie/
  • 24. 24 A Middle School Resource http://sbaran.net/excel/index.html
  • 25. 25 The Future of (or for?) Spreadsheets? • Probably mobile, like Grid http://vimeo.com/45760721 http://www.fastcodesign.com/1670545/a-spreadsheet-app-for-ipads-that-makes-number-crunching-a-treat#1