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Spreadsheet

Software that simulates a paper spreadsheet (worksheet), in which columns of numbers are summed for budgets and plans. It appears on screen as a matrix of rows and columns, the intersections of which are called "cells."

Rows, Columns and Cells
Worksheets are made up of cells organized into rows and columns. The height and width of rows and columns can be made larger or smaller.

Cells are the building blocks of workbooks. A cell can hold labels, values or formulas. At any given time, only one cell is active. The active cell has a bold border and its row and column headers will also display a bold number or letter (in the following example, A1 is the active cell).

To enter descriptive text (labels) and numbers (values), select a cell and start typing. When you're done, press Enter, and the active cell moves to the one below.

 

The cells are filled with (1) labels, (2) numeric values or (3) formulas.

Labels are descriptive text such as "Rent" and "Gross Sales." Values are the actual numeric data, and formulas command the spreadsheet to do the calculations; for example, SUM CELLS A5 TO A10.

 

Labels, Values and Formulas
In this Microsoft Excel example, the labels are in cells A1, A2 and A3, and numeric values are in B1 and B2. The formula in B3 is "subtract B2 from B1." In Excel, typing the equals sign starts the formula creation.

Cell Formatting

Cells, rows, columns (indeed wholes sheets) can be formatted to a variety of data categories; numeric, currency, date, time, percentage, text etc.

The Formulae

Formulae are the spreadsheet's magic, and they are easy to create. You click a cell and then press the key (+, -, etc.) of the arithmetic operation that affects it. For example, the creation of a formula might be "the contents of this cell PLUS the contents of this cell DIVIDED BY the contents of this cell."

The Ripple Effect

After numbers are added or changed, the formulas recalculate the data automatically or with the press of a key. Since the contents of any cell can be calculated with or copied to any other cell, a total of one column can be used as a detail item in another column. For example, the total from a column of expense items can be carried over to a summary column showing all expenses. If the contents of a cell in the detail column changes, its column total changes, which is then copied to the summary column, and the summary total changes.

What If?

The ripple effect lets you create a plan, plug in different assumptions and immediately see the impact on the bottom line. This "what if?" capability makes the spreadsheet indispensable for budgets, plans and other equation-based tasks.

Macro

A macro is a special-purpose command language used to automate frequently-used sequences within an application such as a spreadsheet or word processor.

Many tasks performed in a spreadsheet, such as entering sales data for a particular day or adding a formula to a sheet are done just once. Other tasks, like changing the format of a range of cells, are repeated often but can be done quickly by using tools in the software. However, often the user has one or two tasks that are performed frequently and that require a lot of steps to accomplish.

For example, one might want to highlight several important cells in a worksheet every time one present a report to colleagues. Rather than go through a lengthy series of steps to do this manually, the user can create a macro, or a series of recorded actions, to perform the steps automatically.

Template

Spreadsheet software includes a range of pre-formatted sheets which are set up by the manufacturers so that users can use the software more easily and quickly. A template can include formatting, styles such as font, font size and indentation, standardized text such as page headers and row and column labels, formulas, and custom toolbars.

Users can also create their own templates of frequently used sheets to be re-used as required.

Worksheet

Worksheet and Spreadsheet can mean the same thing.  Some people say that a worksheet is a single page of a spreadsheet. In Excel for example, a standard spreadsheet opens with three worksheets.  Most spreadsheet software allows worksheets to be added or deleted as required.

Range

A range refers to a selection of cells, rows and/or columns for example from cell B2 to cell B5

Absolute References

A cell located in a spreadsheet that does not change regardless of its attributes. An example of an absolute cell reference is A2 as shown in the below illustration. A2 is a cell that can be referenced by other cells or spreadsheets, can be copied, or have the attributes changed without affecting the value A2.


The opposite of an absolute cell reference is a relative cell reference.

Relative References

Similar to an "absolute cell reference",  a relative cell reference is a cell within a spreadsheet that is a location based cell reference. For example, the cell "B4" is one row down and three columns to the right. A relative cell reference allows a spreadsheet to be modified without affecting the formulas within the cell.
 

By default formulas and spreadsheets are setup using relative cell references, which means when the formula in a cell is copied from one cell to another it changes the formula to match the cells it has moved to. For example, if you have a formula that adds cells down a column and copy that formula to another column the values automatically change to the value of the column you copied it to. In some situations you may need to have the formula stay the same and not change, which is known as an absolute cell reference.

Changing a cell from a relative to an absolute reference in MS Excel for example can be done by following the below steps.
  1. Highlight the cell containing the formula you wish to have changed into an absolute or relative reference
  2. In the formula box as shown below highlight the complete formula and press the F4 key to switch between an absolute and relative cell reference. Tip: You can also highlight only portions of the formula and press F4 to have a partial absolute reference. 

If you wish to manually write or create your own absolute reference use the "$" symbol in your formula. Below is a basic example demonstrating the difference between a basic relative and absolute reference.

Relative reference

=SUM(A1:A3)

The above formula adds the values of A1 through A3 and is a basic formula most users should be familiar with.

Absolute reference

=SUM($A$1:$A$3)

To change the above relative reference to an absolute reference simply add a "$" symbol in front of the column and row. 

 

Paper vs Electronic Spreadsheet Files

Paper and Pencil
Advantages Disadvantages
  • Reliable: Remains functional during power outages
  • More Personal: Spending more time processing records means more familiarity with volunteers and clients
  • Affordable: May be all a program on a shoestring can support
     
  • Time-consuming
  • Inaccurate: susceptible to human error
  • Isolating: As more work is done on computers, the pressure is on to work in the same media as colleagues and sponsoring agencies
     
Spreadsheets
Advantages Disadvantages
  • Time-saving: Data is entered once and can be selectively linked to other data to use for many purposes (timesheets, reporting hours, etc.)
  • User-friendly: Once program is set up, does not require extensive expertise to use
  • Cross-functional: Data doesn't need to be translated from another program: Can use same spreadsheet for payroll management, accounting, reporting to sponsors, reporting to volunteers.
  • Unwieldy: As more data is added, the document expands across the screen
  • Limited sorting: All data entered is displayed at once. If a user wants to see the mileage figures for a volunteer, he or she has to sort through every other bit of information to find that one piece, or pull the selected info into another sheet.
  • Not text-friendly: Text can be entered (and lists even sorted alphabetically), but no lengthy text (like letters) can be included.