Computing systems that provide the capability of managing data, formatting, and programming in an electronic spreadsheet format are common. Current tools for manually cutting and pasting rows and columns in spreadsheets, or copying selected rows, columns, or sections, help in building and editing spreadsheets. Traditionally, when a user adds a new row to such an electronic spreadsheet that has preexisting rows with a column of formulas or with particular formatting, the user must then manually copy and apply formulas from the existing rows to the new rows, and must also manually apply formatting to the new row to match the formatting of existing rows. A user must also check and fix as appropriate to ensure the correct syntax of certain items contained in the formulas, such as cell references, data ranges, and/or the like.
It is desirable to automate this process to maintain the integrity of calculations and design in complex spreadsheets during the creation process, rather than editorially. However, rules for automatic propagation of data and formatting in electronic spreadsheet documents are difficult to configure properly. This causes users to take steps to prevent changes caused by such automation, such as locking cells, turning off automated features, or writing scripts to constrain the automated formatting and formula copy features. Users may also find that they have to make manual corrections and overrides on the results of automated formatting and copy features applied to rows and cells in a spreadsheet.
Re-configuring automated features and manually making corrections is difficult at least because data, formatting, formulas and configuration settings in electronic spreadsheet programs are often accessed using unrelated portions of the user interface, and users are not often trained in their use and interdependencies. Thus, spreadsheet automation, user action, and design intention can be in conflict, and errors can thereby be introduced in the electronic spreadsheet. What is desired are systems and methods that are configured to automatically inspect, and copy, and apply appropriate information, including spreadsheet formulas and cell formatting, from existing rows to newly updated rows.
This summary is provided to introduce a selection of concepts in a simplified form that are further described below in the Detailed Description. This summary is not intended to identify key features of the claimed subject matter, nor is it intended to be used as an aid in determining the scope of the claimed subject matter.
In some embodiments, a computer-implemented method of automatically modifying a computerized information display is provided. The method comprises detecting, by a computing device, that a trigger indicating an updated row in a spreadsheet has been activated; reviewing, by the computing device, rows in the spreadsheet to determine if the updated row should be automatically modified; and, in response to identifying a peer row to be used to modify the updated row, modifying, by the computing device, the updated row based on the identified peer row.
In some embodiments, a nontransitory computer-readable medium having computer-executable instructions stored thereon is provided. In response to execution by one or more processors of a computing device, the instructions cause the computing device to perform actions for automatically modifying tabular data. The actions comprise detecting, by the computing device, that a trigger indicating an updated row in the tabular data has been activated; reviewing, by the computing device, rows in the tabular data to determine if the updated row should be automatically modified; and, in response to identifying a peer row to be used to modify the updated row, modifying, by the computing device, the updated row based on the identified peer row.
In some embodiments, a computing device configured to display, store, and manage tabular data is provided. The computing device is configured to detect activation of a trigger indicating that a row in a collection of tabular data has been updated, review rows other than the updated row in the collection of tabular data to identify a peer row to be used to modify the updated row, and automatically modify the updated row based on the identified peer row.
The foregoing aspects and many of the attendant advantages of this invention will become more readily appreciated as the same become better understood by reference to the following detailed description, when taken in conjunction with the accompanying drawings, wherein:
Spreadsheets have patterns in design and calculation, represented in the layout, formatting and formulas used in the spreadsheet. It is useful to repeat application of these patterns of formats and formulas at certain points, noting that peer rows in the grid hierarchy perform similar operations on the data in their given row. Matching this to the design of the spreadsheet maintains consistency of the evaluation performed by a spreadsheet, and simplifies review and editing.
In some embodiments, the present disclosure improves a computer-implemented spreadsheet management method by automatically identifying matching formatting and formulas from appropriate existing rows and applying them to an updated row. Embodiments of the present disclosure automatically evaluate and determine which rows, if any, are peer rows of the updated row in the spreadsheet hierarchy, and should be matched by copying and applying formatting and formulas to the updated row. Embodiments of the present disclosure may also automatically copy, apply, fix, and/or adapt formulas to the updated row and in other cells that are affected by, dependent upon, or programmed in reference to the updated row in order to maintain consistency throughout the spreadsheet.
In some embodiments, it is determined how to automatically apply the pattern—in design and calculation—defined by one or more peer rows to the updated row. Note that this description, while written describing spreadsheets, is applicable to automating the management of data, formatting and programming in other forms of electronic software that include data displayed or managed in tabular formats, including without limitation project management schedules, task lists, data lists, database tables, or other systems using information indexing and coordinate grids for the computation and display of information.
As illustrated in
Also, although a single row is illustrated as the updated row 104 for ease of discussion, in some embodiments more than a single row may be considered as the updated row 104. For example, if multiple rows are inserted as part of a paste operation, then all of the rows in the inserted range will be evaluated together as the updated row 104 with respect to determining which row is the preceding row 102 (the row above the range of pasted rows) and which row is the following row 106 (the row below the range of pasted rows). One of ordinary skill in the art will recognize that this terminology may be used to refer to further rows that are not illustrated in
Using similar formatting for rows at a given indentation level that contrasts with that of other indentation levels allows a spreadsheet designer to indicate on the computer display indentation levels for rows in the spreadsheet, which in turn can make the hierarchy of rows apparent. Understanding the indentation level or location within a hierarchy of a row may be particularly important when programming behavior such as formula evaluation and applicable ranges depend on an indentation level of a row. Visual displays of program intent are useful when editing, correcting, and reviewing spreadsheets. The illustrated backgrounds in
In some embodiments, peer rows are identified for the copying, application, and adaptation of formatting and/or formulas based on the indentation level given the updated row.
Though formulas are not specifically illustrated in
In some embodiments of the present disclosure, automated changes are applied to an updated row from an automatically identified peer row. As used herein, “peer rows” are rows that logically match each other in various aspects of the design of the electronic spreadsheet. For example, rows may be considered to be peer rows that match each other if they are on the same level of hierarchy and/or indentation in the spreadsheet grid or table, and/or if they have matching features that would be copied to the updated row, such as identical formatting, matching formulas, and/or the like. Peer rows may or may not be directly adjacent to each other in the spreadsheet table or grid. One example of peer rows that are not directly adjacent to each other is if two matching rows at a given indentation or hierarchy level are separated by a row at a different indentation or hierarchy level, as illustrated in
Accordingly, a desired result provided by some embodiments of the present disclosure is, upon creating an updated or new row, to identify peer rows in the spreadsheet by matching rows to each other with reference to a location of the updated row; to automatically copy, apply and adapt formatting and formulas from the identified peer row(s) to the updated row; and to check/fix up cell references and data ranges in and depending upon the updated row in the spreadsheet to ensure proper formula evaluation.
The method 300 then proceeds to a procedure block 304, where a procedure is performed wherein the computing device reviews preceding rows and following rows, if any exist in the spreadsheet, to determine if formatting and/or formulas should be copied and/or applied to the updated row. An example procedure for determining whether formatting and/or formulas should be copied and/or applied to the updated row is illustrated in
Once the procedure at procedure block 304 is completed, the method 300 proceeds to a decision block 306, where a test is performed based on the result of the procedure regarding whether there is formula and/or formatting information from another row that should be applied to the updated row. If the procedure did not identify a peer row from which formatting and/or formulas should be copied and/or applied, then the result of the test at decision block 306 is NO, and the method 300 proceeds to an end block and terminates.
Otherwise, if the procedure did identify a peer row from which formatting and/or formulas should be copied and/or applied to the updated row, then the result of the test at decision block 306 is YES, and the method 300 proceeds to block 308 where the computing device copies and applies formatting and/or formulas from an identified peer row to the updated row. In some embodiments, row-level formatting and cell-level formatting are copied from the peer row to the updated row. In some embodiments, equivalent formulas are copied from the peer row to the updated row. Equivalent formulas may be identical but for having dynamic reference values (such as cell, row, or range references) updated as appropriate for the location of the updated row.
In some embodiments, only some of the content from the peer row is copied. For example, any user-entered content in the updated row (such as text or formulas entered into a cell that caused the trigger to be detected at block 302) or user-applied formatting in the updated row is preserved, even if there is content or formatting in the peer row to be copied in the corresponding cell. As another example, any static values may not be copied to the updated row. Even if the static values might be copied if the user performed an action such as a “fill down” operation, the static values will not be copied into the updated row by the method 300, because it may create duplicates or cause the other rows to be unnecessarily re-indexed. In some embodiments, other information may appear in the updated row without having to be copied by the method 300. For example, system columns, column-level formatting, and sheet-level conditional formatting may be applied to the updated row when it is created, independent of the method 300 as described herein.
If an updated row is an insertion affecting a set of rows that have formulas with dynamic references to other rows, then the formulas may need to be updated elsewhere in the spreadsheet. Accordingly, at block 310, if the updated row was an insertion and a formula is copied into the updated row, the computing device fixes up the formulas as appropriate, including adjusting both static and dynamic cell references and formulas so that the spreadsheet will evaluate properly.
Returning to
In some embodiments, modification history for an electronic spreadsheet may be tracked in order to record what edits were made by which users, to provide undo functionality, and/or the like. Accordingly, at block 314, the computing device inserts entries for the modifications into an undo stack and maintains a cell history log. In some embodiments, separate entries may be created in the undo stack and cell history log for the fixups, for the formula copying, and/or for the format copying. In some embodiments, in the cell history, changes are attributed to the user who took the action that caused the trigger to be detected. The method 300 then proceeds to an end block and terminates.
From a start block, the procedure 500 proceeds to block 502, where the computing device determines whether the updated row is between peer rows. The determination of whether the preceding row and the following row are peer rows is based on a determination of whether they match each other as described above. Next, at decision block 504, the procedure 500 branches based on the determination made in block 502. If the result of the determination at block 502 is that the updated row is located between peer rows, then the result of decision block 504 is YES, and the procedure 500 advances to block 506, where either one of the split rows is identified as the peer row to match. From block 506, the procedure 500 advances to an end block and terminates.
Otherwise, if the updated row was not determined to be between peer rows, then the result of decision block 504 is NO, and the procedure 500 advances to block 508. At block 508, the computing device determines whether the updated row is beneath peer rows. The updated row is beneath peer rows if the preceding row (R−1) and the row before the preceding row (R−2) are peer rows of each other (i.e., if R−1 and R−2 match each other).
Next, at decision block 510, the procedure 500 branches based on the determination made in block 508. If the result of the determination at block 508 is that the updated row was beneath peer rows, then the result of decision block 510 is YES, and the procedure 500 advances to block 512, where the preceding row (R−1) is identified as the peer row to match. From block 512, the procedure 500 advances to an end block and terminates.
Otherwise, if the updated row was not determined to have been beneath peer rows, then the result of decision block 510 is NO, and the procedure 500 advances to block 514. At block 514, the computing device determines whether the updated row is above peer rows. The updated row is above peer rows if the following rows, row (R+1) and row (R+2), are peer rows of each other (i.e., if R+1 and R+2 match each other).
Next, at decision block 516, the procedure 500 branches based on the determination made in block 514. If the result of the determination at block 514 is that the updated row was above peer rows, then the result of decision block 516 is YES, and the procedure 500 advances to block 518, where the following row (R+1) is identified as the peer row to match. From block 518, the procedure 500 advances to an end block and terminates.
Otherwise, if the updated row was not determined to have been above peer rows, then the result of decision block 516 is NO, and the procedure 500 advances to block 520. At block 520, the computing device determines whether the updated row is beneath a single peer row. The updated row is beneath a single peer row if the preceding row (R−1) has formatting and/or formulas to be copied and/or applied and the row before the preceding row (R−2) is blank, empty, or does not exist because the preceding row is the first row in the spreadsheet (or is the first row in the spreadsheet at an indentation level or hierarchical level that matches that of the updated row).
Next, at decision block 522, the procedure 500 branches based on the determination made in block 520. If the result of the determination at block 520 is that the updated row was beneath a single peer row, then the result of decision block 522 is YES, and the procedure 500 advances to block 524, where the preceding row (R−1) is identified as the peer row to match. From block 524, the procedure 500 advances to an end block and terminates.
Otherwise, if the updated row was not determined to have been beneath a single peer row, then the result of decision block 522 is NO, and the procedure 500 advances to block 526. At block 526, the computing device determines whether the updated row is above a single peer row. The updated row is above a single peer row if the following row (R+1) has formatting and/or formulas to be copied and/or applied and the row after the following row (R+2) is blank, empty, or does not exist because the following row is the last row in the spreadsheet (or is the last row in the spreadsheet at an indentation level or hierarchical level that matches that of the updated row).
Next, at decision block 528, the procedure 500 branches based on the determination made in block 526. If the result of the determination at block 526 is that the updated row was above a single peer row, then the result of decision block 528 is YES, and the procedure 500 advances to block 530, where the following row (R+1) is identified as the peer row to match. From block 530, the procedure 500 advances to an end block and terminates.
Otherwise, if the updated row was not determined to have been above a single peer row, then the result of decision block 528 is NO. At this point, no row was able to be determined to be a peer row to match, and the procedure 500 will indicate this result. The procedure 500 then advances to the end block and terminates. On termination of the procedure 500, the identified peer row (or the indication of no match) is provided to the caller, such as to block 304 of the method 300 described above.
One of ordinary skill in the art will recognize that, though YES and NO decisions are illustrated in
In some embodiments, the operations described above may be applied to multiple updated rows at once. As one example of how multiple rows may be updated at the same time, a paste operation may be used to insert multiple rows into a spreadsheet in a group. Because multiple rows may be updated at once, it is possible that that the updated rows are not all at the same indentation level or hierarchical level. Accordingly, in some embodiments of the present disclosure, updated rows of a plurality of rows updated at once may be updated based on different peer rows in the spreadsheet depending on the indentation level or hierarchical level of the given updated row. This is illustrated as follows.
From a start block, the method 700 proceeds to block 702, where a computing device detects a trigger to analyze a plurality of updated rows in a spreadsheet. As described with respect to block 302 in
Next, at block 703, the computing device determines a hierarchical level for each of the plurality of updated rows. For example, as illustrated in
The method 700 then proceeds to a for loop defined between a for loop start block 705 and a for loop end block 707. The for loop is executed for each of the hierarchical levels that were determined in the plurality of updated rows, thus processing each hierarchical level within the plurality of updated rows separately. Accordingly, from the for loop start block 705, the method 700 proceeds to a procedure block 704, where a procedure is performed wherein the computing device reviews preceding row(s) and following row(s) to determine if formatting and/or formulas should be copied and/or applied to the updated row(s) at the hierarchical level. As with procedure block 304 from
Once the procedure at procedure block 704 is completed, the method 704 proceeds to a decision block 706, where a test is performed based on the result of the procedure regarding whether there is formula and/or formatting information from another row that should be applied to the updated row(s) at the hierarchical level. If the procedure did not identify a peer row from which formatting and/or formulas should be copied and/or applied, then the result of the test at decision block 706 is NO, and the method 700 returns to the for loop start block 705 to process the next hierarchical level, if any remain.
Otherwise, if the procedure did identify a peer row from which formatting and/or formulas should be copied and/or applied to the updated row(s) at the hierarchical level, then the result of the test at decision block 706 is YES, and the method 700 proceeds to block 708 where the computing device copies and applies formatting and/or formulas from an identified peer row to the updated row. At block 710, if updated row(s) at the hierarchical level were an insertion and a formula is copied into the updated row(s), the computing device fixes up the formulas as appropriate. At block 712, if a copied formula references a range of cells, the computing device fixes up the range bounds as appropriate, and at block 714, the computing device inserts entries for the copies and fixups into an undo stack and maintains a cell history log. Details of the actions performed in blocks 708, 710, 712, and 714 are similar to those discussed above with respect to blocks 308, 310, 312, and 314 of
The method 700 then proceeds to the for loop end block 707. If more hierarchical levels remain to be processed, then the method 700 returns to the for loop start block 705. Otherwise, if all of the hierarchical levels have been processed, then the method 700 proceeds to an end block and terminates.
In some embodiments, the functionality described above treats hidden rows and locked columns as if they were visible and unlocked. In both cases, the patterns in the spreadsheet still exist, and the user is more likely to want the data patterns to hold regardless of whether rows are hidden and/or columns are locked. This may lead to non-intuitive functionality, in that an authorized action taken by a user may cause changes to hidden rows or locked columns for which the user does not have authority to view or edit. Regardless of the non-intuitive nature of this result, the result is nevertheless maintains consistency between peer rows in the spreadsheet.
One of ordinary skill in the art will recognize that the figures and other disclosure provided above describe spreadsheet functionality provided by a computing device. Such functionality is provided by a computing device and is used to organize, format, display, and automatically manage information in a tabular format that is stored on a computer-readable medium.
In its most basic configuration, the computing device 800 includes at least one processor 802 and a system memory 804 connected by a communication bus 806. Depending on the exact configuration and type of device, the system memory 804 may be volatile or nonvolatile memory, such as read only memory (“ROM”), random access memory (“RAM”), EEPROM, flash memory, or similar memory technology. Those of ordinary skill in the art and others will recognize that system memory 804 typically stores data and/or program modules that are immediately accessible to and/or currently being operated on by the processor 802. In this regard, the processor 802 may serve as a computational center of the computing device 800 by supporting the execution of instructions.
As further illustrated in
In the exemplary embodiment depicted in
As used herein, the term “computer-readable medium” includes volatile and non-volatile and removable and non-removable media implemented in any method or technology capable of storing information, such as computer readable instructions, data structures, program modules, or other data. In this regard, the system memory 804 and storage medium 808 depicted in
Suitable implementations of computing devices that include a processor 802, system memory 804, communication bus 806, storage medium 808, and network interface 810 are known and commercially available. For ease of illustration and because it is not important for an understanding of the claimed subject matter,
As will be appreciated by one skilled in the art, the specific routines described above in the flowcharts may represent one or more of any number of processing strategies such as event-driven, interrupt-driven, multi-tasking, multi-threading, and the like. As such, various acts or functions illustrated may be performed in the sequence illustrated, in parallel, or in some cases omitted. Likewise, the order of processing is not necessarily required to achieve the features and advantages, but is provided for ease of illustration and description. Although not explicitly illustrated, one or more of the illustrated acts or functions may be repeatedly performed depending on the particular strategy being used. Computer interfaces may be included that allow users and/or other software processes to input conditions and/or rules, and/or to inspect, modify, test, customize, re-order, or prioritize one or more rules or processes used by embodiments of the present disclosure. Further, these FIGURES may graphically represent code to be programmed into a computer-readable storage medium associated with a computing device.
While illustrative embodiments have been illustrated and described, it will be appreciated that various changes can be made therein without departing from the spirit and scope of the present disclosure.
This application claims the benefit of Provisional Application No. 62/040,992, filed Aug. 22, 2014, the entire disclosure of which is hereby incorporated by reference herein for all purposes.
Number | Date | Country | |
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62040992 | Aug 2014 | US |