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Microsoft Excel

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Making features easier to find and quicker to use

One of the things the ribbon afforded us a chance to do was to make existing Excel functionality (meaning functionality already available in current versions of Excel) easier to find and quicker to use.  Today I thought I would walk through a few (but in no way exhaustive) examples.

Find can be more than just find
Most users are likely familiar with Edit|Find, which allows users to look for text in their Excel document.  Not as many are familiar with the fact that you can find all cells that have conditional formatting applied, all cells that contain formulas, or all cells that contain comments, primarily because there is a separate UI path to get at these capabilities (Edit|Go To … and then the “Special” button).  In Excel 2007, we have merged “Find”, “Go To Special”, and a few other capabilities in one control in the Ribbon, which our research shows helps users discover and take advantage of functionality they did not previously know existed.


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Paste can be Special too
In a similar vein, we have taken the most heavily used Paste Special commands and merged them into the Paste control in the Excel 2007 Ribbon.  Again, we believe that this will serve two purposes – advertising capabilities like “Transpose” to users that may not have otherwise discovered the feature, and putting commonly used Paste Special commands fewer clicks away.


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Wrap text to the forefront
Our research shows that “Wrap Text” is a very heavily used command in Excel, yet in current versions of Excel, it is only available as a checkbox on one of the tabs in the Format Cells dialog.  In Excel 2007, we have added a button on the first Excel tab that allows users to toggle “Wrap Text” on and off.


Users simply need to jab the button or use a keyboard shortcut to toggle “Wrap Text”.  Again, the benefits are feature visibility and efficiency.


Text orientation too
Another example of a commonly used feature that is only available on the Format Cells dialog is text orientation.  We have added a drop-down to the first Excel tab that allows users to orient text with one or two clicks.


Note that these features are still available on the Format Cells dialog; we have simply made them available front and centre on the Ribbon.

Number format
The final example from the front tab of the Excel Ribbon is setting number formats.  Excel 2007 has a control that allows uses to set the most common number formats without needing to launch the Format Cells dialog.


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Paste Names Renamed … A "Formula" tab example
Folks that use names frequently may be familiar with Excel’s Insert|Name|Paste feature.  In its current incarnation, the feature brings up a dialog listing names available in a workbook which users can then insert into formulas they are building.  In Excel 2007, we have shifted the UI to the ribbon, again making the feature (hopefully) more discoverable and more efficient to use.  To build a formula using names is as simple as clicking the drop-down control in the ribbon and picking the names that you want to use.  Here are a few screenshots that should give you an idea of how this works ... in this case, I am building a formula that subtracts “Cost” from “Sales” by simply picking those two names from the “Use In Formula” drop down in the “Named Cells” chunk.


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That’s it for today.  Next week, I will start a series of posts on work we have done to make producing professional-quality documents simple and fast.

Posted: Thursday, March 02, 2006 6:05 AM by David Gainer

Comments

James Harris said:

I noted your comments on putting formats, especially currency, as a button on the toolbar. Does this mean that Microsoft is (finally) going to correct the continuing error of calling the accounting format "currency" that has been in place ever since the $ format button was put in the formatting toolbar? I would like to be able to stop explaining to students that even though the tooltip for the $ button on the formatting toolbar says that the format is currency, it is really accounting. (I have a significant number of accounting courses in addition to my finance MBA, and that mis-identification really REALLY bugs me
# March 2, 2006 12:13 PM

Stephen Bullen said:

I like the number formats dropdown, but it's a shame that it doesn't show the current format in the cell, and can't be used to type in custom formats.
# March 2, 2006 12:24 PM

Harlan Grove said:

Re Paste Special, will Excel still force users to paste different items separately. For example, pasting a range containing formulas as values, formatting and comments into a different range currently requires 3 paste special operations. FWIW, OpenOffice Calc makes each item a check box rather than an option button in its Paste Special dialog, so the same functionality in OOo Calc requires just one paste special operation.
# March 2, 2006 12:29 PM

Jean Martineau said:

I agree with Harlan. It would be productive to be able to paste special more than one item at once. I frequently use paste values and paste format at the same time.
# March 2, 2006 8:16 PM

Bryan said:

Will you also be discussing how keyboard accelerators will be implemented with the Ribbon?

I've used Excel since 2.1c (I believe, running on Windows/386) in an investment banking environment (read: heads-down, high pressure, all numbers).  It seems that each version of Excel makes it a wee bit harder to do everything with the keyboard.

For example, "Center across selection" (since merging cells causes other problems) requires a combo move reminiscent of a Tekken game: Ctrl-1, a, Alt-h, c, c, enter, enter.

Will the ribbon make keyboard acceleration more "discoverable" as well?  How?

Oh, and while I'm on the topic, will standard formatting shortcuts be normalized across Office 2007 and into Excel?  I'm thinking specifically of Ctrl-e, Ctrl-l, Ctrl-r for center, left, and right justify.  If so, how will "fill right" be changed (currently Ctrl-r)?  If not, what other UI inconsistencies (and untraining of neural pathways) across the Office suite will users face?

Please don't get me wrong, I /love/ Excel, flaws and all.  Now I just wish I could say the same for PowerPoint... ;-)
# March 2, 2006 11:15 PM

Jensen Harris: An Office User Interface Blog said:

Although the focus of my blog is the Office 2007 user interface, really the purpose of any software interface...
# March 3, 2006 10:01 AM

Mal Ross said:

As an occasional Excel user, I had *no idea* you could name cells. Thanks for bringing this to the fore. I suspect I'll be using the feature pretty much every time I use Excel now. :)
# March 3, 2006 11:09 AM

Brandon Bloom said:

Argh!

Just yesterday, I had a severe need for the Paste->Transpose feature. I knew that Excel HAD TO HAVE A WAY to mirror cells about the X=Y axis, but had no idea where to look. I was searching the help and some news groups to no immediate satisfaction so I wound up writing some VBA. (This brings to mind the need for synonyms in help searching)

Then this morning, I barely even glance at the new Office 12 interface in your blog, and discovered that "Transpose" was an option of paste special (even in the Excel 2003 I have installed).

I can not wait for Office 2007 so that things like this happen less often because I find the features I need when I actually need them :-)
# March 3, 2006 1:41 PM

Carl Manaster said:

I've long wanted quicker, easier access to Paste Special Values.  But I'm quite surprised to see that you have added Formulas and No Borders to the ribbon - I have never wanted these options and never witnessed anyone else using them.  Did your research genuinely show that these are heavily used?  I'm surprised.

Transpose is nice, too, but I would like to see <a href="http://groups.google.com/group/microsoft.public.excel.worksheet.functions/browse_thread/thread/8d0b861c03c38828">transpose-relative cell references</a> as well.
# March 3, 2006 10:03 PM

shahine.com/omar/ said:

# March 4, 2006 10:04 PM

David Walker said:

There's not much difference, conceptually, between Find and Goto.  One of them finds a cell, and goes to that cell, and the other one... does the same thing.  

I know they are implemented differently and have different ways of finding things, but how do you explain to a novice, how they should know to pick one tool or the other?

Could/should Find and Goto be merged?
# March 8, 2006 11:34 AM

David Walker said:

Carl -- Yes, I have pasted formulas before.  Sometimes the same formula needs to go on another worksheet or in another workbook; occasionally I want to paste a formula without letting its relative cell references get updated (while keeping them relative).
# March 8, 2006 11:36 AM

C# .Net Tales said:

I have been doing some research into the new release of Sharepoint again after inital readings yesterday....
# March 9, 2006 3:57 AM

David Gainer said:

Howdy

James, thanks, I will pass that along to the feature owner.

Stephen, thanks for the feedback.  When  you say “doesn’t show current format”, what exactly do you mean?

Harlan, unfortunately yes, but this is high on my personal list of tweaks to look at in future versions.

Bryan, glad you love Excel.  We are still finalizing details, but we hope to have a plan that preserves users’ existing knowledge of shortcuts while offering a discoverable way to learn new ones.  Changing existing ones is harder – users have learned them, and they get understandably upset when we change anything.

Mal, Brandon, thanks for the comments sort of confirm what we are doing in this area.

Carl, we generally use data where we can.  Some is collected automatically, some is based on surveys, but if something is on the menu, you can assume we had some decent data behind the decision.

David, that’s sort of what we are trying to do – to the user, we hope that the just use the Find control and don’t worry about what “mechanism” that entails.
# March 9, 2006 5:06 PM

Alex Barnett blog said:

Sander Viegers is a user experience (UX) designer in the Office Design Group who contributed to Excel...
# July 14, 2006 6:31 AM

Alex Barnett blog said:

Sander Viegers is a user experience (UX) designer in the Office Design Group who contributed to Excel...
# July 14, 2006 6:36 AM
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