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Professional Excel Development

r3lody (Raymond Lodato) writes "Over the years, I've read a number of books on Excel programming. Each one seemed much like the previous one, generally talking about writing macros and creating data-entry forms. Professional Excel Development takes the concept quite a bit farther. Rather than giving you the same old tired lessons, this book goes into detail on exactly how to build professional level applications. It even explains how to make your Excel-based application look as though Excel had nothing to do with it. Suffice it to say, this ain't your daddy's Excel book." Read on for the rest of Lodato's review. Professional Excel Development: The Definitive Guide to Developing Applications Using Microsoft Excel and VBA author Stephen Bullen, Rob Bovey, John Green pages 936 publisher Addison-Wesley Professional rating 10/10 reviewer Raymond Lodato (rlodato AT yahoo DOT com) ISBN 0321262506 summary A remarkably detailed 'how-to' book on creating complete applications using Excel as a base.

The authors, Stephen Bullen, Rob Bovey, and John Green, show a level of sophistication well beyond the norm. They'd rather teach you the proper way to program instead of teaching you how to use Excel. In fact, the first thing they do is distinguish five different levels of usage: Excel users, Excel power users, VBA developers, Excel developers, and professional Excel developers. The book is written for the highest level, so expect a lot of depth.

Rather than simply show how to record a macro and reuse it, they start by talking about coding practices, naming conventions and application structure. That's followed by an entire chapter on worksheet design, including names, styles, validation, formatting and controls. After a chapter on add-ins, they launch into the topic of dictator applications, that is, applications that completely take over the Excel interface and look like a regular, non-Excel program.

The following chapters go into much more detail about wringing every ounce of functionality from Excel, and then turning to the operating system and Visual Basic for more help. After discussing data manipulation with databases, they talk about using XLLs and the C API, VB.NET, and writing Help files to complete the application. The entire structure of the book builds around a time-entry application that is developed from a simple spreadsheet to a full-blown, production quality program. A CD-ROM is also included with all of the source code and multiple examples that are scattered throughout the book.

Reading Professional Excel Development is not something to be taken lightly. The authors have done a fine job putting together a cohesive methodology for using Excel as an application development platform. I know of no other book that covers this platform in such depth. At times I found myself lost in the details, but I suspect a "professional Excel developer" (which I am not) would be delighted in the depth of description and copious examples provided.

I tried to relate a lot of what Stephen, Rob, and John discussed to OpenOffice Calc, to see if it could be ported to an open source environment. I was surprised by how much actually came across. Granted, items in OpenOffice are sometimes in different places, or named differently, than their counterparts in Excel, but most of the same functionality is there. Unfortunately, most of the examples are written in VBA, which doesn't translate cleanly into OpenOffice. Still, with perseverance, you would probably be able to develop most of what is described in the book.

Professional Excel Development is an extremely well-written book that covers the use of Excel to a depth few authors have dared to tread. The text gives you the tools to build applications that are much more than automated spreadsheets. Almost any program your imagination can devise can be created using the techniques given, which is a testimony to the power of Excel. Bash Microsoft if you want, but they do sometimes come up with a winner, and Professional Excel Development allows you to take full advantage of its capabilities.

You can purchase Professional Excel Development: The Definitive Guide to Developing Applications Using Microsoft Excel and VBA from bn.com. Slashdot welcomes readers' book reviews -- to see your own review here, read the book review guidelines, then visit the submission page.

30 of 318 comments (clear)

  1. Professional Excel Development by ShaniaTwain · · Score: 4, Funny

    Isn't this like painting a house with tomato paste?

    you could do it, but why?

    1. Re: Professional Excel Development by Just+Some+Guy · · Score: 3, Insightful
      I'm with you. "Because you can" is a poor excuse for attempting something like that. There are plenty of F/OSS and proprietary development environments that are infinitely more suitable for application development than a scripted spreadsheet ever could be.

      Put another way, I don't do accounting in Python - why would I want to write applications in Excel? Spreadsheets are the right tool for quite a few jobs, but this isn't one of them.

      --
      Dewey, what part of this looks like authorities should be involved?
    2. Re: Professional Excel Development by Otter · · Score: 4, Insightful
      Excel is a fantastically powerful, flexible tool, and also has a portability advantage when working with people who have Office installed, but not Perl or Python (i.e. pretty much everyone). The fact that people here don't know how to do anything more complicated than adding column A to column B doesn't change that.

      Now, if they'd only let me use a Mac at work, instead of making me run Excel on this hideous OS...

      Obligatory link to the god of Excel programming...

    3. Re: Professional Excel Development by Anonymous Coward · · Score: 5, Insightful

      If you are using spreadsheets to do your accounting it sounds like maybe you still need to work on this "right tool for the job" thing (unless you've just written a fantastic double-entry system in VB for Excel).

      And I can think of lots of reasons to write applications in Excel. The best one being that you probably already have it on your machine (no need to purchase a development environment). Another good one being that probably most of your users will have the "platform" to run your application. What else? How about an insanely good function library, including some amazing graphing tools?

      I try to stay away from MS in general, but you can do a lot worse than developing in Excel.

    4. Re: Professional Excel Development by blincoln · · Score: 3, Insightful

      Excel is a fantastically powerful, flexible tool, and also has a portability advantage when working with people who have Office installed, but not Perl or Python (i.e. pretty much everyone). The fact that people here don't know how to do anything more complicated than adding column A to column B doesn't change that.

      I'll give you that. You can do some cool stuff with Excel.

      But why use it as essentially an application runtime when you could be using .NET, or Java, or C/C++?

      If the advantage is supposed to be that it gives you a basis for storing data, my response would be that spreadsheets are not databases (as much as office workers like to pretend they are), and trusting production data to an XLS or CSV file is unwise.

      The idea of developing "professional" application in Excel seems to me like ricing out a base model Civic and pretending it's a real race car. You can do it, and the Civic will go pretty fast, but why not get an actual sports car instead of putting a ton of time and effort into working around the limitations that come from starting with a family vehicle?

      Years ago I worked at an internal corporate help desk, and I saw way too many people spending way too much time doing wack-ass shit in Excel when they could have used Access and done it all with a single SELECT statement.

      This is even more extreme: developers tying themselves to what is not only a proprietary platform, but one that will almost certainly break their app as soon as MS releases the next version.

      --
      "...always new atoms but always doing the same dance, remembering what the dance was yesterday." -Richard Feynman
    5. Re: Professional Excel Development by Otter · · Score: 3, Informative
      You make me laugh. Excel is MORE PORTABLE than Perl or Python?

      Yeah, God forbid you should bother to read all the way to the end of that sentence.

      Excel is more portable than a Perl script in the sense that nobody (to a reasonable approximation of nobody) has Perl installed, or would know what to do with it if they had it. (Yes, I'm sure some way to generate freestanding, cross-platform Perl executables exists. I was about to tell flamers not to bother, but, come to think of it, I'd love to see a link.)

    6. Re: Professional Excel Development by foobsr · · Score: 3, Insightful

      Put another way, I don't do accounting in Python - why would I want to write applications in Excel?

      The client is willing to sign a cheque.

      CC.

      --
      TaijiQuan (Huang, 5 loosenings)
    7. Re: Professional Excel Development by slantyyz · · Score: 5, Insightful

      A lot of people don't realize that Excel is sometimes a political choice for software development.

      The very fact that Excel is considered a desktop application allows departments to get away (not necessarily rightly so) with creating applications in Excel without having to go through as many approval channels.

      The fact that Excel has an IDE that lets you do many of the things you can do in VB allows you to do sophisticated application programming that can slip under the nose of some bureaucrats.

      I spent a couple of years doing Excel programming after doing "Enterprise" development. It paid the same as my previous work, and for my client, Excel was the platform of choice, simply because the development effort didn't require the involvement of the IT department and its associated red tape. Once I got accustomed to the fact that I could do anything that I could do in a normal development platform, I quickly got over the fact that I was doing Excel work. I used to snicker at the thought of doing Excel and Access work before. But business logic is business logic, so I guess it doesn't really matter what platform you're working on.

      Obviously Excel isn't the programmer's first choice, but it is a capable platform. The business reasons for using Excel as a development platform may be misguided, but it doesn't mean you shouldn't use the same practices that you would use to write anything in any other dev platform. I would think that the goal of the reviewed book is to ensure that.

    8. Re: Professional Excel Development by Stephen+Bullen · · Score: 4, Insightful

      That's exactly what drove us to write the book. Over and over again, we've been called in to fix such Excel applications. Rather than say "Don't do that", we recognised that a great many people *do* develop business-critical applications using Excel, but don't have the toolset and mindset to write code that is robust, maintainable, etc. This book attempts to teach much of the discipline and techniques that that we'd expect in 'proper' development environments.

      Regards

      Stephen Bullen

    9. Re: Professional Excel Development by GCP · · Score: 5, Informative

      When did Excel become a development environment?

      It became a development environment in version 1.0.

      Can I use Excel to compile my C++, Java and C# apps?

      It sounds as though you're confused about what software development really is.

      None of the Lisp or Scheme dev systems I use are capable of compiling your C++, Java, and C# apps. Likewise for my copy of Mathematica. Or the IBM mainframe I started out with or my current favorite Python/IDE combo. It sounds as though you don't realize that software development is a lot broader, with a much wider diversity of styles and tools, than your limited experience has acquainted you with.

      Excel is analogous to a scripting language in some ways, with easy scripting of powerful built-in functionality but certain semantics are represented visually instead of textually.

      It is also a functional programming platform that those with experience in functional programming immediately recognize and know how to exploit to great advantage. This is not an accident. Early spreadsheet engine designers were more familiar with functional paradigms than are most "C++, Java, and C#" programmers these days, so today's newbie programmers often don't even recognize the nature of the platform they're looking at.

      Excel is not a "platform". Excel is an application that you can control through Automation.

      Sure, sure. And Oracle isn't a platform, is it? Or Mathematica, or Matlab, etc. They're just big applications that you control through automation.

      Ah, I can tell you have limited development experience with _real_ applications that don't use Excel or Access as a "back-end".

      Oh, the irony is rich....

      Of course Excel is a platform, and an excellent one for certain types of work. I've used it for sophisticated and flexible financial modeling, nuclear effects data analysis, and genealogical data organization, among other things.

      I do agree with you about the quality of the built-in functions, though. I think the poster you were responding to may not realize how poorly implemented some of those built in functions are, from a numerical methods perspective. I tend to write my own implementations, using Excel primitives, instead of using Excel's fancier functions (e.g., random num generation, internal rate of return, etc.), and there are times when I'll prototype in Excel but end up doing the production implementation partially in C. The same can be said for Python, though. It doesn't mean that Excel and Python aren't real platforms.

      --
      "Those who have never entered upon scientific pursuits know not a tithe of the poetry by which they are surrounded."
  2. Professional Excel Development? by Shant3030 · · Score: 5, Funny

    Sounds like an oxymoron to me.

    --
    100% Insightful
  3. Experience helps too by chris09876 · · Score: 3, Interesting

    Although it's necessary to get a good idea of how the tool (any tool) works, you really can't replace good experience working with a spreadsheet.

    Knowing how the technology works is one thing, but knowing how to set up your tables and the data they contain is key. Depending on your use of the spreadsheet, and what you hope to get out of it, there are different ways you can organize worksheets/data. ...without doing things a number of times and thinking through how the system you're going to be building will be used, you'll likely end up with something inferior. Only experience can help you out there. coding practices, naming conventions and application structure are a good start, but that's about it.

  4. Programming? by daeley · · Score: 4, Funny

    My daddy didn't need Excel to make grocery lists, nor PowerPoint to give a speech, nor Word to send a letter.

    My daddy also called "spreadsheet programming" "math" and did it in his head or with a slide rule. ;D

    --
    I watched C-beams glitter in the dark near the Tannhauser gate.
  5. This better be for Office 2003 by MrAnnoyanceToYou · · Score: 3, Informative

    My advice is to not build huge applications in Office unless you have absolutely up-to-date versions. There are certain points in Office 97 / 2000 where you get to a critical load area of your code and suddenly die. Function calls are in the help but don't quite work properly. Old products aren't supported. I'm buying this book because I need it, but building an app with older tools - something many office users are relegated to - is not that great an idea.

    Note: this could all change in Office 2003.

  6. God help us by oniony · · Score: 3, Informative

    Heaven forbid any of the traders in the investment bank I work in get a hold of a copy of this. It's bad enough as it is trying to get them to move over to the manageable, scalable applications we build for them without encouraging them to build more spreadsheet solutions.

    --

    Powered by onion juice.

  7. all hail the ignorant masses! by Jailbrekr · · Score: 4, Insightful

    To quote the first two:

    "Professional Excel Development? Isn't that an oxymoron?"

    "Professional Excel Development is like painting a house with tomatoe paste"

    The entire financial sector bases its existance on Excel. Brokers, bankers, and virtually every banking or stock related position has a deep dependance on Excel. Laugh all you like at the thought of a professional excel developer, but I highly doubt that these firms will simply drop Excel in favour of some smelly nerds coding in C#.

    --
    Feed the need: Digitaladdiction.net
    1. Re:all hail the ignorant masses! by Arker · · Score: 3, Insightful

      Umm no. The financial sector uses mainframes, minicomputers, serious database applications... and in many cases even the clients are on OS/2. You may see excel on the desktop of some mid-level folks in the sector, but claiming that 'the entire financial sector bases it's existance[sic] on Excel' is ludicrous in the extreme.


      The stereotype/gratuitous insult about 'smelly nerds' just adds confirmation - you haven't a clue what you're talking about.



      --
      =-=-=-=-=-=-=-=-=-=-=-=-=-=-
      Friends don't let friends enable ecmascript.
  8. Papa? by blueadept1 · · Score: 3, Funny

    Suffice it to say, this ain't your daddy's Excel book. You know what, it's generalizations like this that make me sick. My father is a professional Excel developer, and he would be VERY disgusted to hear this comment.

  9. I know where they use excel by Mantorp · · Score: 3, Insightful

    It's called the real world, based on the ridiculous comments thus far I suggest a visit.

  10. Re:Programming by poot_rootbeer · · Score: 3, Insightful

    Please don't let your students use basic or visual basic, it will destroy any chance of learning to write real code.

    Malarkey. I started programming in Tandy BASIC in the early 1980's, and it didn't instill in me any bad habits that I was unable to shake once I moved on to Pascal, C, C++, Perl, Java, etc. "GOTO Considered Harmful"? In modern high level languages, yes, we have more elegant syntaxes for branching. But in assembly, what is a JMP instruction anyway but a GOTO?

    Visual Basic, I have no experience with and do not wish to gain any.

  11. Re:Uh, yeah.. by ScentCone · · Score: 5, Insightful

    But it's certainly possible to approach the range of things that Excel can do (which are substantial, especially when you use ODBC, etc., to patch into huge databases, etc) with a professional set of skills and business sensibilities.

    A well-conceived Excel file can carry with it everything you need for a pretty elaborate bunch of data crunching and presentation, and that can hop from machine to machine very easily. Sales people in the field working up quotes, or managers chewing on inventory info before making a buying decision at a meeting - certainly they could just "use" a spreadsheet to do all of that, but having a purpose-specific UI sitting on top of it (without having to drag around other runtimes, etc) can really help when you're dealing with non-power-users.

    "Professional level" can also refer to presentation sensibilities. For example, wise use of font families and graphs can make the tool's output more useful in a wider variety of settings. A pro knows how to wrap it all up in a smooth package, even if some of the logic is very simple. But a huge, complex, what-if business plan package friendly to investor-type users... that's a very cool type of app, with Excel running under the hood.

    --
    Don't disappoint your bird dog. Go to the range.
  12. Re:Uh, yeah.. by ALeavitt · · Score: 4, Interesting

    I'll bite: I'm masochistic enough to write complex apps in Excel. I'm pretty well-versed in Visual Basic, having used it since the 3.1 days, and I work in your typical cube farm. Everyone here "knows how to use Excel" but they often forget how to do those really complex things, like summing a column, or cutting and pasting. It got to the point where I was sick of dealing with inane help calls, so I started programming. Originally it was just going to be a few buttons to make everyone's life easier, but the project ballooned into a number of full-fledged programs that sit on top of Excel and hold the idiot-users' hands. I didn't initially set out to write a complex app in Excel, but I ended up doing it because it was the only way that many of the simpletons would accept and use the program... or even know how to run it.

    --
    This sig has been stolen. Return it to its original user for a reward.
  13. Re:Is excel really for development? by Anonymous Coward · · Score: 3, Informative
    Do people really "develop" in Excel?
    As far as I'm concerned, if an environment is rich enough to implement pacman then, yes, you can "develop" in it.
  14. He picked the wrong title by InstBrad · · Score: 5, Insightful
    Had the book been called "Professional OpenOffice Development", this crowd would have fallen all over themselves praising it.

    It gets real tiring listening to all the folks that couldn't say a nice word about a MS product if you paid them. Guess what folks... there are millions and millions of people that use Excel in very sophisticated ways. Why? Because it works well enough. With the help of this book, maybe it will work even better.

    There are many ways to skin a cat. You haven't got a lock on God's One True Programming Language.

  15. Re:limits by seatbelt123 · · Score: 3, Insightful

    That is the limit for displaying rows of data. Most users probably don't want or need to see that many records. You can use a pivot table to connect to an external datasource (oracle, text, xml, etc) without any limitations.

  16. Cheaper at Amazon by Arkham79 · · Score: 3, Informative

    This book is $32.99 on the Amazon site - save yourself $17 and get it there instead. Here's the link (no value add for myself)

    --
    https://comerford.net
  17. Excel is a great "Swiss Army Knife" by Anonymous Coward · · Score: 3, Interesting

    Excel is reasonably powerful, very customizable, and, most importantly, very accessible to the normal user.

    Case in point - I served as a Mormon missionary for two years in South America. Five months of that was in the mission office making sure things ran smoothly (running logistics, renting apartments, materials, mail, etc.). The mission consisted of roughly 200 people.

    It didn't take long for me to realize that our office of four people was overstaffed and that two of us could be replaced if we used our technology resources more efficiently. Due to the widely different conditions missions around the world operate in (it's impossible to run 300+ units in more than 100 countries the same way), the church does not provide much in the way of standardized software - missions are left on their own.

    I was charged with creating programs to track inventory and missionary statistics (baptisms, contacts, etc.). I COULD have written the whole thing in C or C++ (only languages I knew at the time), but I opted for Excel and Visual Basic for Applications because I knew that it was very unlikely that there would be a steady stream of missionaries in years to come that could code in C or modify things if necessary. But, I was able to teach myself enough VBA in 24 hours to create programs that could do everything I wanted them to do, and they're still used today. They also turned out to be flexible enough to be used elsewhere - I hear that four other missions are using variants of the software I created almost 3 years ago. In the end, our office staff was cut down to two, and even those without great technical knowledge can be used to fill the jobs.

    Excel really is like a Swiss Army Knife - not really the best at anything, but versatile and easy enough for anybody to use.

  18. Re:SQL? by Lemmeoutada+Collecti · · Score: 4, Interesting

    I've been reading all the whines about this language or that language. Here is a challenge for you:

    1) You have the following data sources: Oracle, Access, CSV Files, Microsoft SQL, and IBM DBase
    2) You need to generate a set of reports for a management group (more than three PHB's involved)
    3) One of these PHB's is the one who approves your paychecks
    4) You have at your disposal the following tools:A full development environment with IDE for C++, 5) Visual Basic, Java, and (X)HTML, Microsoft Office Pro XP
    5) The report has to be viewable by anyone at the company, all systems will have Office installed
    6) The workstations are locked down, and installing is not an option on the user end
    7) Some data will need to be gathered from other departments to complete the reports
    8) The reports must be in a form that can be put into a Powerpoint, because the PHB says so
    9) It is not 6:30 a.m. ***The meeting starts at 10:00 a.m.*** THIS MUST BE DONE IN TIME!

    What tool and approach would you use?

    I don't know about you, but I find that pumping data into Excel from Access using a bunch of linked tables and queries and doing the calculations and presentation in Excel to be a rapid way to keep receiving my paycheck. As much as I would love to have time to develop fully tested, object oriented, language of the day applications, I rarely have that option. Once I do develop something, it will change tomorrow. I am a data analyst. My job is not to build applications, it is to crunch numbers as rapidly as possible, analyze them, and explain in plain English what those numbers mean (sometimes in PHB English).

    I am going to use the tools that help me accomplish my job most effectively. Given the constraints, none of the programming languages to date allow me to do the analysis as rapidly as Excel. And yes, I do write Excel code, macros, and complex formulas. I also reuse the same ones again and again. They are objects in my environment.

    So if you have the time to leisurely tell your PHB that sure, the report he needs in three hours will take you six months to develop a solution for, we can certainly trade jobs!

    --

    You can have it fast, accurate, or pretty. Pick any 2.
  19. Programming is too hard... by cmacb · · Score: 3, Insightful
    1. Programming is too hard. Why can't I do simple things without writing a program?
    2. Let's come up with something to do ordinary math, tables, reports and so forth.
    3. Let's add higher math function, trigonometry, just in case people need those too.
    4. Oh, a macro language would be nice for repetitive tasks, and fancy formatting, multi-page printing, multi-dimensions.
    5. That macro language doesn't handle all the new features very well, let's model it after a real programming language,
    6. and put API calls in so it can be called from outside, or call to outside,
    7. or interface with a DBMS, or web pages, or any I/O device.
    8. That macro language needs to be compiled, and have object orientation.
    9. Programming is too hard.
  20. The facts of life by Stephen+Bullen · · Score: 3, Informative

    Firstly, thanks for the review!

    Lots of the comments here have been about whether or not it is 'right' to develop applications based around Excel. As one of the authors of this book, I think that misses the point. The simple fact is that in the real world, there are lots of people who do develop such applications and really need to know some techniques that can make their programs much more robust, maintainable, etc.

    When teaching our children about the facts of life, we can lecture them about abstinence, let them know about lifestyle choices that might or might not be relevant, or we can teach them how to be prepared (physically and emotionally), safe, considerate and responsible. The latter is the attitude we've taken towards Excel development, while also teaching some advanced techniques that might help their activities.

    FWIW, more information about the book and a few sample chapters are available from my web site at http://www.oaltd.co.uk/ProExcelDev.