Numbers (software)

Numbers (software)
Numbers
NumbersIcon.png
Numbers.png
Numbers 2.0, part of iWork '09
Developer(s) Apple Inc.
Stable release 2.1 / July 20, 2011
Operating system Mac OS X
Type Spreadsheet
License Proprietary
Website Numbers

Numbers is a spreadsheet application developed by Apple Inc. as part of the iWork productivity suite alongside Keynote and Pages.[1] Numbers 1.0 was announced on August 7, 2007 and thus it is the newest application in the iWork Suite. Numbers runs on Mac OS X v10.4 "Tiger" or newer. On January 27, 2010, Apple announced a new version of Numbers for iPad with an all new touch interface.[2]

Unlike traditional spreadsheets like Microsoft Excel, Numbers uses a free-form "canvas" approach that demotes tables to one of many different media types. Numbers includes features from the seminal Lotus Improv, notably the use of formulas based on ranges rather than cells, but implements these within the traditional spreadsheet concepts as opposed to Improv's use of multidimensional databases. Numbers also includes numerous stylistic improvements in an effort to improve the visual appearance of spreadsheets. At its introductory demonstration, Steve Jobs pitched a more usable interface and better control over the appearance and presentation of tables of data.

Contents

Description

Basic model

Numbers works in a fashion somewhat different from traditional spreadsheets like Microsoft Excel or Lotus 1-2-3. In the traditional model, the spreadsheet is the first-class citizen of the system, acting as both the primary interface for work, as well as the container for other types of media like charts. In contrast, Numbers uses a separate "canvas" as its basic container object, and sheets are simply one of many objects that can be placed within the canvas.[3][Note 1]

This difference is not simply a case of semantics. In order to provide a large workspace, conventional spreadsheets extend in X and Y to form a very large table - ideally infinite, but normally limited to some smaller dimension. Some of these cells, selected by the user, hold data. Data is manipulated using formulas, which are placed in other cells in the same sheet and output their results into the cell's display. The rest of the sheet is "sparse", currently unused. Sheets often grow very complex with input data, intermediate values from formulas and output areas, separated by blank areas. In order to manage this complexity, Excel allows one to hide rows that are not of interest, often intermediate values.

In contrast, Numbers does not have an underlying spreadsheet in the traditional sense, but uses individual tables for the same basic purpose.[3] Tables are an X and Y collection of cells, like a sheet, but extend only to the limits of the data they hold. Each section of data, or output from formulas, can be combined into an existing table, or placed into a new table. Tables can be collected by the user onto single or multiple canvases. Whereas a typical Excel sheet has data strewn across it, a Numbers canvas could build the same output through smaller individual tables encompassing the same data.

Formulas and functions

A newly created Numbers document is styled to indicate suggested header areas in column A and row 1. Note that the table stops in the lower right of the screen, which can be resized with the widget in the corner.
After adding data and headers, Numbers has automatically created named ranges over the data. The ranges were used to create a formula that has populated column D. Note that the same formula can be used for the entire column - the row number is not required.
The table has been resized to show only the used area, moved into the center of the canvas, and styled. A chart has been added above the table. The pane in the upper left shows an object tree, with the "canvas" objects confusingly referred to as "sheets".

Consider a simple spreadsheet being used to calculate the average value of all car sales in a month for a given year. The sheet might contain the month number or name in column A, the number of cars sold in column B, and the total income in column C. The user wishes to complete the task of "calculate the average income per car sold by dividing the total income by the number of cars sold, and put the resulting average in column D". From the user's perspective, the values in the cells have semantic content, they are "cars sold" and "total income", and they want to manipulate this to produce an output value, "average price".

In traditional spreadsheets, the semantic value of the numbers is lost. The number in cell B2 is not "the number of cars sold in the month of January", but simply "the value in cell B2". The formula for calculating the average is based on the manipulation of the cells, in the form =C2/B2. As the spreadsheet is unaware of the user's desire for D to be an output column, the user copies that formula into all of the cells in D. However, as the formula refers to data on different rows, it must be modified as it is copied into the cells in D, changing it to refer to the correct row. Excel automates this later task by using a relative referencing system that works as long as the cells retain their location relative to the formula. However, this system requires Excel to track any changes to the layout of the sheet and adjust the formulas, a process that is far from foolproof.[4]

During the development of Improv, the Lotus team discovered that these sorts of formulas were both difficult to use, and resistant to future changes in the spreadsheet layout.[5] Their solution was to make the user explicitly define the semantic content of the sheets - that the B column contained "cars sold". These data ranges were known as "categories". Formulas were written by referring to these categories by name, creating a new category that could be (if desired) placed in the sheet for display. Using the car example, the formula in Improv would be average per car = total income / cars sold. Changes to the layout of the sheet would not effect the formulas; the data remains defined no matter where it is moved. It also meant that formulas calculating intermediate values did not have to be placed in the sheet and normally did not take up room. The downside to Improv's approach is that it demanded more information up-front, and was thus less suitable for "quick and dirty" calculations or basic list building.[6]

Numbers uses a hybrid approach to the creation of formulas, supporting the use of named data like Improv, but implementing them in-sheet like Excel. In basic operation, Numbers can be used just like Excel; data can be typed anywhere and formulas can be created by referring to the data by its cell. However, if the user types a header into the table, something one normally does as a matter of course, Numbers uses this to automatically construct a named range for the cells on that row or column. For instance, if the user types "month" into A1, and then types the names "January", "February"... into the cells below it, Numbers constructs a named range for the cells A2 through A13 and gives it the name "month". The same is true when the user types in the figures for sales and income. The user can write the averaging formula in a category-like text format, = total income / cars sold. The formula will find the appropriate data and calculate the results independent of the row.[7] Like Improv, this formula does not refer to the physical location of the data in the sheet, so the sheet can be dramatically modified without causing the formula to fail.[7]

Similar to Improv, formulas can be represented as icons in Numbers, allowing them to be dragged about the sheets. One noteworthy example of this is a sidebar which contains the sum, average and other basic calculations for the current selection in the active table. These serve a function similar to the sum that appears at the bottom of the window in Excel. However, the user can drag one of the function icons from the sidebar into the sheet to make the calculation appear in that location.[7] In another nod to Improv, the Formula List shows all of the formulas in the spreadsheet in a separate area, and allows edits in place or easy navigation to their use in the sheets.

Numbers '09 contains 262 built-in functions that can be used in formulas.[8] This contrasts with Excel 2007's 338 functions.[9] Many of the functions in Numbers are identical to those in Excel; missing ones tend to be related to statistics, although this area was greatly improved in Numbers '09.[10]

Numbers '09 includes a system for categorizing data similar to pivot tables. Pivots were introduced in Improv and were manipulated by dragging the category headers,[10] allowing the user to quickly rotate rows into columns or vice versa. Although Numbers has similar draggable headers, this style of direct manipulation is missing. Instead, Numbers places pop-up menus in the column headers allowing the user to collapse multiple rows into totals (sums, averages, etc.) based on data that is common across rows. This is the same basic functionality as a pivot table, but lacks the ease of re-arrangement of the Improv model.

Layout and display

As Numbers uses the canvas as the basis for the document, media is not tied to the tables at all. One could build a Numbers canvas with a collection of photographs and no tables at all. In typical use, one or more tables are placed about the canvas and sized and styled to show only the data of interest. Charts and labels are commonly positioned around the tables. Other media, like photographs or illustrations, can be added as well.[11] Numbers' display-centric model has been referred to as a "page layout and presentation app disguised as a spreadsheet app".[12]

Like other products in the iWork suite, Numbers includes a variety of styles and layouts designed by professional illustrators. Opening an Excel sheet in Numbers results in a display with smooth fonts, and clean layout and color selections. These can then be modified, optionally using one of the supplied templates, and saved out to Excel format again with these styles intact. Numbers also allows sheets to be emailed in Excel format in a single step, or shared on Apple's iWork.com website.[13]

Reception

Numbers has been well received in the press, notably for its text-based formulas, clean looks and ease-of-use.[14][15][16] MacWorld has given it high marks, especially newer versions, awarding Numbers '09 four mice out of five. They did point out a number of common issues, especially problems exporting to Excel and the inability to "lock" cells to prevent them moving when the table is scrolled.[10] Numbers for the iPhone and iPad have received similar favourable reviews.[17]

Other notable features

  • Highly table-centric workflow, where lists are easy to structure with headers and summaries.
  • Checkbox, slider, and pulldown list cells.
  • Drag and drop of functions from a sidebar into cells.
  • A Print Preview that allows all editing functions while previewing, as well as realtime scaling and moving of tables to arrange them freely on the page(s).
  • An XML native file format, using document bundles to contain media and associated files.
  • Exports to Microsoft Excel, but lacks certain Excel features, including Visual Basic for Applications (absent from the 2008 version of Office for Mac) and pivot tables.

See also


References

Notes

  1. ^ For reasons that are not mentioned in the documentation, canvases are referred to as "sheets" within the program.

Citations

  1. ^ "Apple - iWork - Numbers - Create perfect spreadsheets in minutes". Apple Inc.. http://www.apple.com/iwork/numbers/. Retrieved 13 June 2010. 
  2. ^ "Apple - iPad - Innovative spreadsheets in just a few taps". Apple Inc.. http://www.apple.com/ipad/features/numbers.html. Retrieved 13 June 2010. 
  3. ^ a b "Numbers, uncrunched.", Apple Inc.
  4. ^ Paul McFedries, "Copying and Moving Formulas", Building Basic Formulas in Excel, 27 August 2004
  5. ^ Simson Garfinkel, "Improv: The Inside Story", NEXTWORLD, Fall 1991, pg. 34
  6. ^ Joel Spolsky, "The best software writing", Apress, 2005, pg. 25
  7. ^ a b c "Formulas for everyone", Apple Inc.
  8. ^ "250+ Functions", Apple Inc.
  9. ^ "Excel functions (alphabetical list)", Microsoft
  10. ^ a b c Rob Griffiths, "Review: Numbers ’09", Macworld.com, 27 january 2009
  11. ^ "Intelligent tables", Apple Inc.
  12. ^ "iWork ’08 Review: NUMBERS – Spreadsheet Layout App", Two A Day, 23 August 2007
  13. ^ "Compatibility and sharing", Apple Inc.
  14. ^ Phil Windley, "A First Look at Apple's Numbers spreadsheet", ZDNet, 9 August 2007
  15. ^ Rob Griffiths, "Apple Numbers '08 spreadsheet software", PC Advisor, 21 August 2007
  16. ^ Tiffany Maleshefski, "Apple iWork 08 Provides Simple But Solid Spreadsheet App", eWeek, 17 August 2007
  17. ^ Jason Parker, "Numbers for iPhone", cnet, 31 May 2011

External links


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