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Professional's Guide to Robust Spreadsheets

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Professional's Guide to Robust Spreadsheets
With Examples in Lotus 1-2-3 and Microsoft Excel
Ronny Richardson

1996 | 301 pages
ISBN: 013262320X
  $29.95 Softbound print book Out of print (?)

Index

Symbols
#VALUE! 232
\Ø 32

Numerics
2D worksheets xix, 13-15
     ad-hoc arrangement 14
     left-to-right 14
     top-to-bottom 14
3D worksheets xix, 16-19, 52
     navigating using 16

A
abbreviation
     level of significance 63
abbreviations in range names 196-201
absolute address 51
absolute references 51
ad-hoc arrangement 11, 13, 14
add-in program 5, 33
adding charts 240
adding color 70-71
adding columns 14
adding rows 14
address
     absolute 51
     mixed 51
     relative 51
adjusting column width 14
adjusting row height 14
alignment of data 68
alignment options 69
altering Lotus menu 128, 237, 246
application object
     Excel 138
argument 115
arranging worksheets 10-19
     ad-hoc 11, 13
     left-to-right 11
     top-to-bottom 10, 11-12
assumptions
     hardwired 48-49
     major 185
     variable 48-49
attributes, worksheet 20
     ease-of-use features 20
     error-checking 20
     external documentation 20
     input checking 20
     input prompting 20
     internal documentation 20
audience, intended 19-20
     frequent use by author 19
     frequent use by someone else 19
     frequent use with modification by someone else 20
     infrequent use by author 19
     infrequent use by someone else 19
     infrequent use with modification by someone else 19
     one-time use by author 19
auditing 169
     Excel
          dependent cells 172-174
          errors 175
          formulas 177-178
          notes 175
          precedent cells 172-174
     Lotus 170-172
          All Formulas 170
          Cell Dependents 171
          Circular References 171
          DDE Links 172
          File Links 172
          Formula Precedents 171
          Report at Range 170
          Selection 170
auditing toolbar
     Excel 175
auditing tools
     backward trace 180
     Excel 172-175
     forward trace 180
     Lotus 170-172
auditing worksheets 169-175
author xviii
Auto-Open 32
AUTO123.WK4 32
automatic charting 244
automatic recalculation 27-29, 53-54
automatically executed macro 32-34, 239
     log-on information 34
     reasons to use 32
     start-up screen 33-34
     verifying the environment 33
automating repetitive tasks 106

B
background colors 96
backward trace 180
batch entry 42, 59, 211, 243, 250
     built-in 227
     macro-based 227
batch entry problem 219-220
batch processing 42, 211
BIO-HELP.WK4 238
BIO-MENU.WK4 238
biorhythms 236
BIORYT.XLS 248
BIORYTHM.WK4 235, 238-247
BIORYTHM.XLS 248-249
BORDER-2.WK4 240
BORDER.WK4 240
borders 71-72, 240
BREAK-1.WK4 240-241, 247
BREAK-1.XLS 250, 255
BREAK-2.WK4 241
BREAK-2.XLS 250
BREAK-3.WK4 235, 241-243, 247
BREAK-3.XLS 250-253, 255
breakpoints
     Excel 153-154
bug 128-129
bulletproof
     input section 45
bulletproofing a program 23
button
     on-screen
          Excel 151


C
calculations
     defining 2, 4
     protecting 55-56
CAR.WK4 243
cell address
     absolute 51
     mixed 51
     relative 51
Cell Dependents 171
cell linking 53-54
cell protection 55-56
cells
     dependent 172-174
     precedent 172-174
     protected 26
     unprotected 26
changes
     documenting 167
changing tab colors
     Lotus 18
changing tab names
     Excel 18
     Lotus 18
CHAR 229
CHART-1.WK4 244
CHART-1.XLS 253
charting
     automatic 244
charts 79-84
     adding 240
     Excel 83-84
     Lotus 80-82
          dynamic 82
charts, using to spot errors 244
ChartWizard
     Excel 83-84
Circular References 171
class of objects
     Excel 139
clip art 96
Clipboard 88
CODE 230
code
     reusable 53
code-oriented programming 137
code pane
     Excel 154
collection
     Excel 139
column A: numbers 25-26
column width 66-67
     adjusting 14
column widths for slides 96
columns
     adding 14
     deleting 14
     inserting 14
common compose sequences 77
communicating with user 24
compose key 76
compose sequence 76,77-80
Compose sequences for common formatting operations 78
constant 140
container
     Excel 138
container document 85, 88
COP (code-oriented programming) 137
copy and paste 85-86
copying formatting 72-73
copying formulas 165-166
crash
     program 129
crash, program.See bulletproofing a program
cursor in input area 193-194
custom dialog box 244
     Lotus 126, 236
     lotus 236
custom menu 246

D
data
     alignment 68
     defining 2
     sharing 52-53
data entry 243
data, getting from user 23
data requirements 2
data table 212
data verification 195
DATE 230
DDE (Direct Data Exchange) 113
DDE Links 172
debugging 129
debugging macros
     Excel 152-155
     Lotus 128-131
declaring a variable
     Excel 145
default value 27
defining calculations 2, 4
defining inputs 3
defining outputs 1, 2-3
deleting columns 14
deleting rows 14
dependent cells 172-174
dependent relationships
     Excel 172-174
diagonal arrangement 14-15, 16
diagram, system 2
dialog box
     Excel
          custom 150-151
          predefined 149
     Lotus 123
          built-in 123-126
          custom 126, 236, 244
          modeless 127
DIALOG.DLG 235, 236-237
DIALOG.WK4 236, 244
dictionary of labels 193
display important log-on messages 24
documentation
     external 20, 184
     internal 20, 186
documenting changes 167
documenting formulas 186-187
documenting macros 187
double-checking totals 163-165, 244

E
ease-of-use features 20
embedding 85-90
embedding, linking and 5
ERR 230
error message 41-42
error message formula
     error messages 41
     warning messages 41
error prevention 106
ERROR-1.WK4 244
error-checking 20, 27-29
error-resistant worksheets 162
errors 159
     copying formulas 165-166
     Excel 175
          logic 153
          runtime 152
          syntax 152
     formulas 165
     range
          referencing the wrong one 162-165
     simple data 163-165
     worksheet 160, 162
errors, anticipating invalid inputs 30
errors table, possible 38, 39
Excel files 247-255
executive summary 65, 184-185, 235
existing forms 193
external documentation 20, 184, 235
     executive summary 184-185
     formulas 186
     logical 186
     macros, table of 185
     major assumptions 185
     range names, table of 185
     sample inputs and outputs 186
external monitor 91
extreme data 168-169

F
file links 172
filter user inputs 194
Format Painter 72
formatting
     adding color 70-71
     alignment of data 68
     alignment options 69
     borders 71-72, 240
     column width 14, 66-67
     Compose sequences for common formatting operations 78
     copying 72-73
     fonts and numbers 67-68
     Format Painter 72
     informational screens 70
     input section 70
     numbers 67-68
     rotated text 69
     row height 14
     text wrap 69
     TipWizard 74
formatting standards 196-197
forms
     matching existing 24
formula precedents 171
formulas 186
     auditing 177-178
     copying 165-166
     documenting 186-187
Formulas, All 170
forward trace 180
frames 96

G
GAS-1.WK4 244
GAS-2.WK4 244
GAS-3.WK4 244
group mode
     Excel 97
     Lotus 97
group mode warning
     Excel 19
     Lotus 18

H
hardwired assumptions 48-49
hardwiring xviii, 185
HEATPUMP.WK4 244-245
HEATPUMP.XLS 253
Help screens 110
history 10
home page, author's xx
hyperspace 132

I
IF 231
IF statements
     nested 38
immediate pane
     Excel 155
information, getting from user 23-24
informational screens
formatting 70
input 9
     verifying user 23
input checking 20
input prompting 20
input section 23
     bulletproofing 23, 45
     formatting 70
input section components
automatic recalculation 27-29
     column A: numbers 25-26
     column B: the questions 26
     column C: the answers 26
     column D: messages: communicating with user 26-29
     column E: values actually used 29-31
     default value 27
     documentation 25
     error-checking formula 27
     invalid inputs 27
     processing section 27
     suspect inputs 27
     valid inputs 27
input standards 193-195
     cursor in input area 193-194
     existing forms 193
     filter user inputs 194
     messages in column C 194
     numbers in column A 194
     prompts in column B 194
     range names 194
     top left corner 193
     use protection 194
     values used in column D 194
     visual 193
inputs
     defining 3
     invalid 27, 30
     suspect 27
     valid 27
inserting columns 14
inserting rows 14
INT 231
internal documentation 20, 186
     documenting formulas 186-187
     macro 187
Internet
     author's home page xx
invalid inputs 27, 30

L
labels
     dictionary of 193
     standards 192-193
left-to-right arrangement 11, 12-13, 14, 16, 245
level of significance 63
LFT-RGT.WK4 245
link, OLE 5
link results 253-254
LINK.DOC 235, 236-237, 245, 254
LINK.WK4 236-237, 245, 247, 254
LINK.XLS 253-254
linking 85-90, 245
     cell 53-54
     Clipboard 88
     container document 88
     spreadsheet 51-55
linking and embedding, object 5
LMBCS 75-76, 229, 230
LMBCS characters 246
LMBCS.WK4 246
log on information 34
log-on messages, displaying 24
logic errors
     Excel 153
logical documentation 186
lookup table 215-217
"looping" macro 212
Lotus
     opening screen, showing 238
Lotus menu
     altering 237
     replacing 237
Lotus Multibyte Character Set 75-76, 229, 230

M
macro 10, 105, 254
     \Ø 32
     argument 115
     Auto-Open 32
     automatically executed 32-34
     automating repetitive tasks 106
     debugging
          Excel 152-155
          Lotus 128-131
          Single Step mode 129-130
          Trace mode 129
     development process 107-108
     documenting 187
     error prevention 106
     Excel 137-155
          adding 219
          immediate pane 155
          logic errors 153
          runtime errors 152
          stepping 154-155
          syntax errors 152
     help system 122-123
     hyperspace 132
     "looping" 212
     Lotus 108-137
          adding 217-218
          Help screens 110
          range names 110
          recorder 112
          recording 111-113
          three-column formatting 109
          Transcript window 111-112
     performing tricky tasks 106
     recording 111-113
     running from a menu 116
macro button 247, 255
     creating 121-122
     modifying 122
macro categories
     Lotus
          chart 113
          data manipulation 113
          database 113
          DDE 113
          Direct Data Exchange 113
          edit 114
          file 114
          flow-of-control 114
          keystroke equivalents 114
          navigation 114
          object linking and embedding 113
          range 114
          solver 114
          style 114
          text file manipulation 114
          tools 114
          user environment 114
          Version Manager 114
          window and screen display 114
macro management 132-137
macro menus
     Excel 151-152
macro section 180
macro viruses 155
MACRO1.XLS 254-255
MACRONAM.WK4 246
macros, table of 185
major assumptions 185
matching existing forms 24
MAX 231
menu object
     Excel 138
menus 6
     Lotus
          altering 128, 246
          custom 246
          replacing 128, 246
     macro
          Excel 151-152
     stand-alone 116-120
     stand-alone nested 120-121
messages
     displaying, log-on 24
     error 41-42
     error message formula 41
     warning 29-30, 41
messages in column C 194
method 140
MIN 232
mixed address 51
model xviii.See also spreadsheet, working with someone else's 175-181
model modifications 189
MORTGAGE.XLS 255

N
named styles 73-75
navigating using 3D worksheets 16
Navigator [Name Box] 15
nested IF statements 38
NEWNAME.WK4 246
notes
     Excel 175
NOW 232
numbers
     formatting 67-68

O
object
     Excel
          application 138
          class of 139
          collection 139
          menu 138
          range 138
          range class 139
          read/write properties 140
          sheet 138, 139
          workbook 138
     method 140-141
     property 139
object linking and embedding 5, 85-90
     Clipboard 88
     container document 85, 88
     copy and paste 85-86
     linking 88-90
     object 85
     source document 85
objects 85, 137-139
OLE 5, 85-90
OLE (object linking and embedding) 113
OLE link 5
OOP (object-oriented programming) 137-139
opening screen, showing 238
operation precedence 48
organizational standards 192-193
output 9-10
output standards 197-199
outputs
     defining 1, 2-3
OWN-MENU.WK4 246

P
pages.See sheets
Paint Brush 99
password protected 33
PERCENT.WK4 247
performing tricky tasks 106
planning 1
positioning text 96
possible errors table 38, 39
precedence 47-48
precedent cells 172-174
precedent relationships
     Excel
          indirect 172-174
predefined dialog box
     Excel 149
presentations 91-92
     background colors 96
     clip art 96
     external monitor 91
     frames 96
     group mode
          Excel 97
          Lotus 97
     Paint Brush 99
     positioning text 96
     projection panel 91
     screen show 93
     slide show 247, 255
     slide types
          charts 94
          numbers 94
          text 93
          titles 93
     slides 93-94
     video projector 91
printing
     report 63
processing 9
     batch 42
processing section 27, 45, 180
processing standards 195-197
program
     add-in 5, 33
     utility 5
programmer xviii
projection panel 91
prompts 41-42
prompts in column B 194
properties
     Excel
          read 139-140
property 139
protected cells 26
protecting calculations 55-56

R
range
     referencing the wrong one 162-165
range class
     Excel 139
range names 15, 110, 194
     abbreviations in 196-201
     table 185
     using 49-50
range names and absolute references in links 196-201
range object
     Excel 138
read properties
     Excel 139-140
read/write properties
     Excel 140
recalculation
     automatic 27-29, 53-54
recording a macro 111-113
     references
     absolute 51
circular 171
relative address 51
replacing Lotus menu 128, 237, 246
report
     executive summary 65
     level of significance 63
Report at Range 170
report printing 63
reusable code 53
rewriting worksheets 13
rotated text 69
row height 67
     adjusting 14
rows
     adding 14
     deleting 14
     inserting 14
running macros from a menu 116
runtime errors
     Excel 152

S
sample inputs and outputs 186
Scenario Manager 255
     Excel 226-227
scenarios
     Excel 225-227
     Lotus 222
     standard test 167-168
screen show 93
selection 170
setting column width 66-67
sharing data 52-53
sheet objects
     Excel 138, 139
sheets xix
simple data 163-165
single step mode 129-130
slide show 247, 255
slide types
     charts 94
     numbers 94
     text 93
     titles 93
slides 93-94
SLIDES.WK4 247
SLIDES.XLS 254, 255
SmartMaster File 135-137
software depository 188
software standards 5, 5-6
source document 85
special characters
     Excel 78
     LMBCS (Lotus Multibyte Character Set) 75-76
     Lotus
          compose key 76
          compose sequences 77-80
specify full path to links 196-201
spreadsheet xviii
     author xviii
     programmer xviii
     strategic purpose 1
     three-dimensional xix
     two-dimensional worksheet xix
spreadsheet engine 159
spreadsheet linking 51-55
spreadsheet model designing 1-2
spreadsheet standards 5
spreadsheets 204-205.See also worksheets
standards
     formatting 196-197
     input 193-195
     labels 192-193
     organizational 192-193
     output 197-199
     processing 195-197
     range names 192
     software 5, 5-6
     spreadsheet 5
     technical 196
          abbreviations in range names 196-201
          range names and absolute references in links 196-201
          specify full path to links 196-201
     user 5, 6
     worksheet 5, 6
start-up screen 33-34
statement 145
stepping
     Excel 154-155
strategic purpose 2
styles
     named 73-75
subroutines 205-206
SUM 232
summary information 61
summary pages 61
suspect inputs 27
synergy 189
syntax errors
     Excel 152
system diagram 2
     developing 4

T
tab colors
     changing 18
tab names
     changing 18
tabs xix, 18
technical standards 196
     abbreviations in range names 196-201
     range names and absolute references in links 196-201
     specify full path to links 196-201
testing
     extreme data, with 168-169
     scenarios 167-168
text
     rotated 69
     wrap 69
three-dimensional worksheets xix, 16-19, 52
Time Stamps 54
TipWizard 74
title bar
     Lotus 126-127
tool xviii
toolbar
auditing 175
top left corner 193
TOP-DOWN.WK4 247
top-to-bottom arrangement 10, 11-12, 14
totals
     double-checking 163-165, 244
trace mode 129
tracers
     Excel 173
transcript window 111-112
two-dimensional worksheets xix, 13-15

U
unprotected cells 26
upgrading a worksheet 166-167
use protection 194
user, communicating with 24
user inputs, verifying 23
user standards 5, 6
users' group
     meetings 189
     model modifications 189
     software depository 188
     synergy 189
using range names to navigate 15
utility programs 5

V
valid inputs 27
values
     hardwiring xviii
values used in column D 194
variable assumptions 48-49
variables 144-145
     Excel
          declaring 145
VBA (Visual Basic for Applications) 137
verifying the environment 33
verifying user inputs 23
Version Manager
     Lotus 220-224
          index 223
          reports 224
VERSION.WK4 247
VERSION.XLS 255
VERSION2.WK4 247
VERSION2.XLS 255
versions
     Lotus 221-222
video projector 91
Visual Basic for Applications 137
VLOOKUP 233

W
warning messages 29-30, 41
warnings 39
     group mode
          Excel 19
          Lotus 18
Watch Pane
     Excel 154
Web xx
Word Basic 137
word processor, linking to 245
workbook objects
     Excel 138
worksheet xviii, 159
     auditing tools
          Lotus 170-172
     errors 160, 162
     formatting
          TipWizard 74
     sheets xix
     strategic purpose 1
worksheet arrangements 10-19
     ad-hoc 11, 13
     diagonal 14-15, 16
     left-to-right 11, 12-13, 14, 16, 245
     top-to-bottom 10, 11-12, 14
     two-dimensional
          ad-hoc 14
          left-to-right 14
          top-to-bottom 13
worksheet attributes
     ease-of-use features 20
     error-checking 20
     external documentation 20
     input prompting 20
     internal documentation 20
worksheet consolidation 52
worksheet documentation 184
worksheet sections 9-10
     arranging 10-19
          ad-hoc 11, 13
          left-to-right 11, 12-13
          top-to-bottom 10, 11-12
     history 10
     input 9
     macro 10
     output 9-10
     processing 9
worksheet standards 5, 6, 191
worksheet template 133-134
worksheets
     2D 13-15
     3D 52
     audience, intended
          frequent use by someone else 19
          frequent use with modification by someone else 20
          infrequent use with modification by someone else 19
     auditing 169-175
     auditing tools 169
     error-resistant 162
     formatting 65-66, 66-68
          adding color 70-71
          alignment of data 68
          alignment options 69
          borders 71-72, 240
          column width 14
          copying 72-73
          fonts and numbers 67-68
          Format Painter 72
          informational screens 70
          input section 70
          rotated text 69
          row height 14, 67
          text wrap 69
          using named styles 73-75
     input checking 20
     input section 23
          bulletproofing 23
     intended audience 19-20
          frequent use by author 19
          infrequent use by author 19
          infrequent use by someone else 19
          one-time use by author 19
     macro section 180
     review 161-162
     rewriting 13
     three-dimensional 16-19, 18, 52
     two-dimensional xix, 13-15
          top-to-bottom 14
     upgrading 166-167

X
XLSTART.XLS 32

DESCRIPTION

This book teaches you how to develop large, bug-free, easy-to-understand, and easy-to-maintain spreadsheets. It explains how techniques that work on small spreadsheets fail on larger projects. Methods from this book can be critical when the developer of the spreadsheet isn't the one using or maintaining it. The Professional's Guide to Robust Spreadsheets is rich with real-life examples in both Lotus 1-2-3 and Microsoft Excel. This book helps you:

  • Design for ease of use
  • Plan for trouble-free maintenance
  • Reduce programming errors
  • Write spreadsheets that self-detect and correct wrong data
  • Write effective reports
  • Bring quality control to your design
  • Set organizational standards for spreadsheet design
  • Automate routine tasks with macros
There's a real art to constructing effective spreadsheets, and a few lessons from this book will make you a master.

WHAT THE EXPERTS SAY ABOUT THIS BOOK...

"I found myself marvelling at how relatively profound points could be so clearly expressed. This refreshing clarity made the book fun as well as educational."
--Allan G. Atherton, Computer Consultant

"This is the only book I've read that shows how to write better spreadsheets, rather than simply use a spreadsheet program."
--Peter J. Luise, President, Renaissance Soluations

ABOUT THE AUTHOR...

Ronny Richardson, now a faculty member at Southern Polytechnic State University, was formerly a financial analyst at a Fortune 100 company where he developed and maintained thousands of spreadsheets, large and small. He has written 20 computer books, including several best sellers.

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