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Spreadsheet Program That Excels

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RICHARD O'REILLY <i> designs microcomputer applications for The Times</i>

Imagine a spreadsheet program that allows you to link up with a stock exchange. As the prices of your securities rise or fall, the figures in your portfolio spreadsheet change on your computer screen.

At the same time, bright red bars in a small chart occupying one corner of your screen bounce up and down, instantly illustrating your fortunes (or misfortunes).

When the market closes, your laser printer can produce a nearly typeset-quality report of the day’s results, mixing various styles and sizes of type on the page, if you wish, complete with a perfect copy of the chart.

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All of this is possible. In fact, it can be done with just a few sweeps of a pointing gadget called a mouse and several taps of the mouse’s button.

The software behind this is called Excel, a Microsoft program that has set a new standard for electronic spreadsheets. Excel simply does things that Lotus 1-2-3, the top-selling spreadsheet program, and other spreadsheet programs cannot do: among other things, it displays and prints typography so complex that it can reproduce the IRS 1040 tax form and share data simultaneously among several spreadsheets and with other programs.

Excel first was written for Apple’s Macintosh, so it was designed to take advantage of that computer’s graphics and mouse-driven, easy-to-use features from the beginning.

When Microsoft created a version for IBM personal computers and compatible machines--the version being reviewed in this column--it had Excel run with Windows software, bringing Macintosh-style computing to the PC world. But it won’t run well on low-powered PC and XT-class computers. It requires at least an AT-class computer and runs even better on machines with 80386 microprocessors.

You can do three basic kinds of tasks with Excel--create spreadsheets, which commonly are used to perform complex number-crunching; create databases to keep track of information such as customer lists or inventories, and create colorful charts to illustrate relationships of data. For any of these applications, you can produce an on-screen look or printed reports rivaling the quality of professionally designed, typeset documents.

Listed at $495, the same price as Lotus 1-2-3, Excel seems like a bargain, but there are other costs to keep in mind. Windows ($99) isn’t an absolute necessity since a limited version of it is included with Excel. But if you want to get the most out of the program, such as being able to link your spreadsheets to files in other programs, you’ll need the full Windows program. (It is the Windows “Dynamic Data Exchange” function that allows your spreadsheet to get real-time stock quotes, assuming you have the proper communications software and stock exchange data access.)

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Then there is the cost of the hardware. Microsoft recommends a high-performance IBM PC AT or compatible machine, Personal System/2 Model 50 or more powerful PS/2 machine, or a 386-chip computer with a hard disk. You also need at least 640 kilobytes of random access memory and a graphics video card.

Although not required, a mouse for moving around on the screen, an enhanced graphics adapter or higher resolution card, a color monitor and expanded computer memory provide significant advantages. You’ll also want a laser printer or high-resolution color printer to get the most out of the program.

You can have multiple spreadsheets open at once and link them so that a change in one changes related data in the others. But if those spreadsheets occupy more than about 180 kilobytes of memory, you’ll need to add memory to your computer, which is another expense.

Owners of lower-performance IBM PC and XT and compatible computers that run Lotus 1-2-3 just fine will find that they lack the processing speed to use Excel. (Microsoft does offer a $995 package combining Excel with its Mach 20 board to add a AT-class 80286 chip to a PC or XT plus 512K additional memory, which is a $390 savings over the cost of the separate components.)

Excel has 131 built-in functions, compared to a maximum of 84 for the current version of Lotus 1-2-3 and its accessory enhancement program, HAL. One of the more useful functions is UNDO, which lets you correct mistakes easily.

Among the others are 15 mathematical, 7 trigonometric, 13 financial and 11 database functions. There are also 21 kinds of text functions, including search and replace and the ability to extract phrases from sentences.

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Any position in the spreadsheet, called a cell, can have a note attached to it, documenting its contents or explaining the logic of the spreadsheet’s structure.

Excel speeds your work by recalculating only those cells affected by any change you make. It also will suspend recalculations whenever you type or move the mouse, resuming only when you pause.

Both Excel and Lotus allow you to create rows and columns of data and treat them as a database, but Excel has some nice enhancements. It automatically creates a data entry form, making it easier to type in your information.

When you want to sort the data, Excel lets you do successive sorts while retaining the order established by previous sorts. For example, in Excel if you sorted first by state, then by city, then by last name, you would end up with all the Herons in Los Angeles listed together. But if you did that with Lotus, the Herons in Falls Church, Va., could end up next to the Herons in Sacramento.

The real power of a spreadsheet is in its macros--collections of commands that carry out a number of steps at a single keystroke. Excel has a very powerful macro language with 425 commands or variations of commands.

Expert users will be able to automate extremely complex spreadsheet operations that less skilled workers then will be able to use easily. You don’t have to be an expert to make your own macros, however, because Excel simply will record your keystrokes and make a macro out of them.

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Another nice touch is that Excel stores macros separately from spreadsheets, which lets you use the same macro on any spreadsheet you wish. Lotus attaches macros to spreadsheets so that they can be used only on that spreadsheet.

If you are a Lotus user and want to convert to Excel, it is fairly easy. First of all, Excel will use spreadsheets created by all existing versions of Lotus and will translate its own spreadsheets into a form that can be used by Lotus. It also will translate Lotus macros, although you may have to tinker with complex macros to get them right.

Excel also is compatible with data files created by dBASE II and dBASE III.

When the new OS/2 operating system is available later this year with a feature called Presentation Manager, it will look very much like Windows on computers with the MS-DOS operating system. A new OS/2 version of Excel also will be available that will give you the ability to run it along with up to 11 other programs and share data back and forth among them.

The price for that new version of Excel hasn’t been announced, but Microsoft says that people who buy the MS-DOS version of Excel will be able to get the new one for $50.

The decision whether to switch from one program to another is always a difficult choice, especially when your old favorite does what you want to do. But if you take a look at Excel, you may find that it lets you do things you never thought of doing before.

Microsoft is offering an extra enticement aimed at Lotus users--a money-back guarantee valid until Jan. 1, 1990, “to give customers ample time to evaluate upcoming versions of Lotus 1-2-3.” If the new Lotus--or any other spreadsheet--looks better to you after you’ve bought Excel, all you have to do is take the complete Excel package and your receipt back to your dealer for a full refund.

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Computer File welcomes readers’ comments but regrets that the author cannot respond individually to letters. Write to Richard O’Reilly, Computer File, Los Angeles Times, Times Mirror Square, Los Angeles, Calif. 90053.

EXCEL: THE SPECS

Microsoft Excel is a graphics-oriented spreadsheet program. The IBM-compatible version works with Microsoft Windows software. A similar version (not reviewed) is available for the Apple Macintosh.

Features

The IBM version has the ability to have multiple, linked spreadsheets open simultaneously. Screen displays and printed copies can contain many type styles and sizes, lines, boxes, shadings and other graphics. Pull-down menus can be accessed by mouse or keyboard, or you can bypass with Lotus commands. Compatible with Lotus files and translates Lotus macros. Data can be exchanged with other programs if you have a separate Windows program. Comes with limited Windows version that does not allow other programs to be run. Works on networks. Money-back guarantee valid until Jan. 1, 1990.

Requirements

IBM-PC/AT or compatible, IBM PS/2 Model 50 or above or 80386-based personal computer; at least 640K of random access memory; hard disk; graphics card and monitor. Best if you also have expanded memory, mouse, color EGA or VGA monitor, laser printer or high-resolution color printer.

Publisher

Microsoft Corp., 16011 NE 36th Way, Box 97017, Redmond, Wash. 98073-9717. Phone: (206) 882-8080. Excel suggested retail price: $495, with guaranteed upgrade to OS/2 version for $50. Manuals for additional users on a network: $295. Excel package with 512K of expanded memory and Microsoft Mach 20 to upgrade PCs and XTs to AT-level processing power: $995.

Los Angeles Times

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