1. James Tam Spreadsheets In this section of notes you will learn about some of the more important features of spreadsheets, as well as a few principles for designing and representing information.

2. James Tam Performing Calculations Tables When performing calculations with different instances of the same data repeated along the rows and columns These tables are referred to spreadsheets

3. James Tam Spreadsheet Terminology Columns Rows Cell

4. James Tam Paper Spreadsheets The original purpose was to show the data to be used in calculations. However making changes could be awkward: -Modifying the data e.g., correcting errors -Attempting variations e.g., for a personal budget what would be the effect of living in a 1 bedroom vs. 2 bedroom apartment, taking a full time vs. part time job, going on a vacation to Paris France vs. going to Dukhan Qatar.

5. James Tam Electronic Spreadsheets Early versions of electronic spreadsheets were primitive but they did what paper spreadsheets did and more. VISICALC Dan Bricklin & Bob Frankston

6. James Tam Electronic Spreadsheets Are used to perform calculations They may also be used to quickly try out different scenarios (this is called “what if analysis”) -E.g., : If I received a B+ on all the assignments what would my term grade be equal to if I got an “A” on the final exam? What if I got a “D” on the finals? Also spreadsheets are frequently used to help people visualize and understand information.

7. James Tam Example Visualization : Anscombe’s Quartet A famous example showing the benefits of having an effective visualization. Shown one way (as a set of numbered pairs) it’s hard to analyze the information e.g., is there any trends or patterns?

8. James Tam Overview Of Excel From the book “Go! Office 2007” by Gaskin, Ferret, Vargas, Marks

9. James Tam Overview Of Excel (2) From the book “Go! Office 2007” by Gaskin, Ferret, Vargas, Marks

10. James Tam Some Benefits Of Electronic Spreadsheets Calculations can be automated -Many formulas automatically come with the software e.g., sum a range of numbers along a column sum(r1:r10) -Most any arbitrary formula can be specified by the person creating a particular sheet E.g., term GPA = (assignment GPA) * (percentage worth for assignment) + (midterm GPA) * (percentage worth for exam) + (final exam GPA) * (percentage worth for exam) -Changes can be quickly made. Row 10 sums all the expenses The difference between B1 and Row 10

11. James Tam Some Benefits Of Electronic Spreadsheets (2) -Changes can be quickly made. Some Benefits Of Electronic Spreadsheets Automatically reflected here (where the data is referenced). A change is made here.

12. James Tam Some Popular Spreadsheets MS-Excel: -Produced by Microsoft and it’s part of the MS-Office suite of programs. -Why use it: The most popular spreadsheet (your sheets can be viewed and used by many people). Open Office: -A suite of programs produced by Sun Microsystems which includes a spreadsheet. -Documents produced with MS-Office may usually be viewed and edited with this program. -Why use it: It’s free!

13. James Tam Some Popular Spreadsheets (2) Google spreadsheet: -Produced by the same company that made the Google web search engine. -Part of the Google docs suite of programs -Documents can be saved in a variety of formats. -Why use it: It’s free! -Normally documents are saved on the Google servers (it allows you to access documents from anywhere but there’s limits on document sizes and the total amount that can be stored online).

14. James Tam Electronic Spreadsheets Are Also Grid-Based Columns (A, B, C…) Rows (1, 2, 3…)

15. James Tam Spreadsheet Cells It’s the intersection of a row and column. Cells can contain: -Text (alphabetic, numeric or most anything that can be entered with a keyboard). -Numerical information -Calculations in formulas

16. James Tam Formatting Effects Several of the formatting effects available in MS-Word are also available in MS-Excel

17. James Tam Number Formatting Are useful formatting effects that are unique only to numeric information. Example: currency format automatically displays a currency symbol and rounds to two decimal places.

18. James Tam Functions Any arbitrary function can be entered into an Excel spreadsheet

19. James Tam Functions (2) Functions that are used frequently are built into Excel so they don’t have to be retyped every time that they’re used.

20. James Tam Methods Of Referring To Cells Absolute Relative

21. James Tam Absolute Reference When a reference to an cell or range of cells doesn’t change when the contents of a cell or cells is copied or the sheet changes in size. Original formula (B12) =$B$1-B10 Copied (C12) =$B$1-C10

22. James Tam Absolute Reference (2) Original formula (B12) =$B$1-B10 Copied (C12) =$B$1-C10 Absolute reference Absolute reference because the same (absolute) reference to cell B1 is made when the formula is copied.

23. James Tam Absolute Reference (3) Typically it’s used in conjunction with constants (data that won’t change). Original formula (B12) =$B$1-B10 Copied (C12) =$B$1-C10 References to B1 are absolute because income doesn’t change

24. James Tam Relative Reference A reference to a cell or group of cells that may change if the cell/cells are copied or the sheet changes in size. Original formula (B12) =$B$1-B10 Copied (C12) =$B$1-C10

25. James Tam Relative Reference (2) Original formula (B12) =$B$1-B10 Copied (C12) =$B$1-C10 Recall: Total expenses (row 10) is a calculated value. It sums rows 4 – 9. Relative reference Relative reference because the copied formula will change relative to how far it’s copied.

26. James Tam Relative Reference (3) Typically it’s used with variable data (that may change over time or over different parts of the sheet). Original formula (B12) =$B$1-B10 Copied (C12) =$B$1-C10 Total expenses may change from month- to-month so references will likely be relative.

27. James Tam Absolute, Relative And Mixed References: Examples 1 ExampleReference typeCopied result $A$1Absolute column Absolute row $A$1 A$1Relative column Absolute row C$1 $A1Absolute column Relative row $A3 A1Relative column Relative row C3 1 Examples from the Excel 2003 Help System

28. James Tam Printing Options Although these options exist in many programs they’re especially useful for spreadsheets. Portrait: -It’s the default print option -Used when documents are longer than wide.

29. James Tam Printing Options Landscape: -Useful when the page is wider than it’s long. -Printing in portrait mode may result in lines in the spreadsheet being printed on different lines in the printout.

30. James Tam Each spreadsheet/workbook can consist of multiple worksheets. Worksheets Spreadsheet Worksheet

31. James Tam When To Use Multiple Worksheets Rules of thumb: -When there are multiple sheets of related information, each group of information can be stored in it’s own worksheet. -Information from one worksheet may be used in another worksheet. Grades for lecture 01 (worksheet) Grades for lecture 02 (worksheet) Grades for lecture 03 (worksheet) Grades for all sections(spreadsheet / workbook) Budget for dad (worksheet) Budget for mom (worksheet) Budget for sunny-boy (worksheet) Family budget (spreadsheet / workbook)

32. James Tam When Not To Use Multiple Worksheets If the information consists of groups of unrelated information then the information about each group should be stored in a separate spreadsheet / workbook rather than implementing it a spreadsheet with multiple worksheets. Grades for mom (spreadsheet) Expenses for the family business (spreadsheet) Daily calorie intake for dad (spreadsheet)

33. James Tam Good Spreadsheet Design Principles 1.Make calculations explicit 2.Employ lookup tables when appropriate

34. James Tam Example: Calculations Are Not Explicit Unless the formula is very obvious to the reader of the spreadsheet label all parts of a calculation.

35. James Tam Example: Calculations Are Shown In More Detail Whenever possible label the different parts of a calculation. This makes it easier for the reader to interpret and understand how your calculations work.

36. James Tam Using Lookup Tables Contain information that is referred to/used in a spreadsheet Example, grades: LetterPercentage A80 – 100% B70 – 79% C60 – 69% D50 – 59% F0 – 49%

37. James Tam Using Lookup Tables (2) All the entries in the ‘letter grade column’ will refer to the table on the right.

38. James Tam Example Of A Lookup Function ABCDEFG 1 PercentageLetterRange Min percentageLetter 2 91A0 - 590F 3 81B60 - 6960D 4 71C70 - 7970C 5 61D80 - 8980B 6 60D90 - 10090A =LOOKUP(A2, $F$2:F$6, $G$2:$G$6) A2: Cell whose value is to be looked up $F$2:$F$6 Look in this range of cells for a match. If no match is found then either stop at the cell whose value is less than or equal to the value in the cell or if there is no such value then shown an error. $G$2:$G$6 When a value is found in a cell in column ‘F’ put the value from the same row of column ‘G’ into the cell in column ‘B’.

39. James Tam Why Use Lookup Tables The values are made explicit. It minimizes the number of changes needed, changing the values in the table changes all the parts in the sheet that refer to that table.

40. James Tam What Representation Should Be Used In A Spreadsheet? Text? A graph? -What type of graph? (Pie, bar, scatter etc.)

41. James Tam The Benefits Of Using Text Text is the best representation to use when accuracy is paramount. Example term grades for individual students. Student IDPercentage 11195 22288 333100 44466 55586 66679 Vs.

42. James Tam The Benefit Of Using A Graph Graphical representations can make a powerful impression! Letter No. occurrences F0 D1 D+1 C-2 C8 C+12 B-17 B25 B+33 A-45 A30 A+10 Vs.

43. James Tam Ways Of Graphically Representing Information Pie chart Bar graph Line graph

44. James Tam Pie Charts Good for showing proportions, how much of the whole does each item contribute. It’s poor for showing exact numeric values.

45. James Tam Bar And Line Graphs For showing trends Comparing functions

46. James Tam Rules Of Thumb For Graphs 1.The X axis is used to plot known data (e.g., letter grades) while the Y axis is used to plot the unknown data (e.g., the number of students who received particular letter grades).

47. James Tam Rules Of Thumb For Graphs (2) 2.Bar graphs are used to plot non-continuous data e.g., the number of patients that go to different hospitals. 3.Line graph are used to plot continuous data e.g., mortality trends over time.

48. James Tam Order Of Operation Mathematical formulas are calculated in the same way that English sentences are read (left to right). Some situations result in exceptions to the left-right ordering. -Expressions inside brackets are evaluated first e.g., = 7 + (2 + 3) -Inner brackets are evaluated before outer ones e.g., = ((2 + 3) -2) -Multiplication and division operations are evaluated before addition and subtraction e.g., = 5 + 3 * 2 is not the same as (5 + 3) * 2

49. James Tam Some Potentially Useful Shortcuts AutoComplete -When typing the same alphabetic information repeatedly Excel will try to determine what you’re currently typing is and repeat it for you. -This may reduce the number of key strokes required.

50. James Tam Some Potentially Useful Shortcuts (2) AutoFill -A useful feature when entering data that is predictable function. The numerical information follows a predictable pattern (goes up by five)

51. James Tam Some Potentially Useful Shortcuts (3) AutoFill -A useful feature when entering data that is predictable function. Use the AutoFill feature to continue the pattern (rather than typing out a long set of predictable data). +

52. James Tam Sorting Data Spreadsheet information can be ordered to different criteria. Example (unsorted information):

53. James Tam Sorting Data (2) The data can be sorted by one (or more) of the categories in the sheet.

54. James Tam Sorting Data (3) In this example the data is sorted first by last name and then by first name.

55. James Tam Viewing A Large Spreadsheet Quite often a spreadsheet will be larger than the visible area of the computer screen. This is problematic if there is information that must remain visible on screen at all times.

56. James Tam Viewing A Large Spreadsheet (2) Parts of the screen (top row, first column or any arbitrary row) can be ‘frozen’ so it remains visible as you scroll through the spreadsheet.

57. James Tam Viewing A Large Spreadsheet (3) Column headings are always visible

58. James Tam After This Section You Should Now Know How electronic spreadsheets originated from paper spreadsheets What is the layout and major features in the overview of MS- Excel How functions can be entered in a spreadsheet both as one that the user has created and as one that comes built into Excel Absolute vs. relative cell references The difference between portrait and landscape printing What is the difference between a worksheet and a spreadsheet/workbook, when to use multiple worksheets vs. multiple spreadsheets Good design principles for spreadsheets and why they’re important

59. James Tam After This Section You Should Now Know (2) Some rules of thumb for choosing an appropriate representation in a spreadsheet What is the order of operation in a spreadsheet Some useful shortcuts: auto fill and auto complete How data can be sorted according to different criteria How different parts of a spreadsheet can be frozen and why this is useful Some of the benefits of using electronic spreadsheets