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IX.5 September 2002
Page: 9
Digital Citation

A scalable method for deductive generalization in the spreadsheet paradigm



The following abstracts are from recent issues and the
  forthcoming issue of ACM’s Transactions of Computer
  Human Interaction
(ToCHI). They are included here to
  alert interactions’ readers to what research is being
  done in the field of Computer Human Interaction. The complete
  papers, when published, can be found in ACM’s Digital Library


"Generalization" in spreadsheets occurs when a
  formula referring to a particular cell is copied to other
  cells. Once the formula is copied, the system then needs to
  determine the appropriate references in the formulas of those
  new cells. We have developed a new generalization method that
  supports extending the spreadsheet paradigm beyond today’s
  commercial spreadsheets, which are restricted to a single
  grid of cells.


The usual solution to generalization in commercial
  spreadsheet systems is to apply a strictly spatial approach
  based on physical relationships. In this approach, when a
  user copies or "fills" a formula into other cells,
  the system generalizes any cell references in the copied
  formula according to the distance of the new cells’ number of
  rows and columns from the original cell.


However, the spreadsheet paradigm includes not only
  commercial spreadsheet systems, but also a number of research
  systems that extend the paradigm with features such as
  supporting multiple copies of the same sheet, graphical
  types, and high-quality visualizations of complex data. With
  these extensions, the spatial approach falls short, because
  the extensions require logical relationships—in
  addition to or instead of spatial relationships—to
  define the generalized meaning of the spreadsheet.


For example, suppose a population analyst wants to define
  a visual representation of data using domain-specific
  visualization rules that make use of the built-in
  primitive Circle spreadsheet shown in
  Figure 1. Figure 2 shows such
  a visualization in Forms/3. The spreadsheet categorizes
  population data into cities, towns, and villages, and
  represents each with a differently sized black circle. If a
  referenced cell is on another spreadsheet, the notation
  displayed in the formula is to precede the cell name with the
  spreadsheet name and a colon, such as


To create the spreadsheet shown in Figure
, the population analyst sketches a circle, which
  creates another instance of the system-provided
  primitiveCircle spreadsheet (e.g.,
  179_primitiveCircle), and then edits
  the instance’s cell fillForeColor to
and its cell
  radius to be 1 +
  (population:population[i@j] / 10000))
  to refer generically to an element of the
  Population grid.


The analyst’s task is finished, but the system still needs
  to generalize further. If it did not generalize, all the
  cells in the graph grid would be the
  same size, because they would all refer to
  newCircle on the same copy
  (such as 179_primitiveCircle). After
  the system generalizes, each reference in graph’s formula
  will be to cell newCircle on an
copy of


After generalization, overly specific instances in the
  formula, such as 179_primitiveCircle,
  are treated as samples. The fact that they are now just
  samples is communicated to users by the tiny key icon next to
  them. If the user places the mouse over or clicks the key
  icon, a legend is displayed, as in Figure
(b), to show what the sample stands for.
  Figure 2(b) says that the sample reference in
  the formula for the Graph[i@j] cells
  is to newCircle on a copy of
  primitiveCircle, the
  fillForeColor cell of which is Black
  and the radius cell of which is calculated using


How did this come about? The generalization method
  consists of two steps: (1) incrementally tracking logical
  relationships and (2) lazily generalizing these relationships
  "just in time." Step 1 consists of incrementally
  building a graph of the relationships among the cells. This
  step is triggered whenever a user establishes or changes a
  relationship by editing a formula. Step 2 uses this graph to
  generalize. It is triggered whenever the system determines
  that generalization cannot be delayed any longer. Sometimes
  the relationships are fairly simple to figure out, as in
  Figure 2, but sometimes they involve complex
  paths through a number of related cells. In Step 2, the
  system completes its work in a bottom-up fashion. Starting
  with an overly concrete cell reference, the system deduces a
  generalized description from the graph of relationships it
  built during Step 1 and substitutes, via algebraic
  back-substitution, the generalized description into all
  relevant formulas that use the concrete reference.
  Generalization is complete when all the concrete instances
  involved in the computation being generalized have finally
  been eliminated through these substitutions.




This research was supported in part by the National
  Science Foundation under awards CCR-9806821 and ITR-0082265
  and by National Aeronautics and Space Administration grant




Margaret Burnett

  Department of Computer Science

  Oregon State University

  Corvallis, OR 97331


Sherry Yang

  Computer Systems Engineering Technology

  Oregon Institute of Technology

  3201 Campus Dr.

  Klamath Falls, OR 97601


Jay Summet

  College of Computing

  Georgia Institute of Technology

  Atlanta, GA 30332-0280

SRC="thumbs/f1.jpg" BORDER="0" VSPACE="5" HSPACE="5"

Figure 1. A portion of a Forms/3
  spreadsheet that defines a circle. The attributes of the
  circle in cell newCircle are
  specified by the other cells, some of which look like buttons
  and menus.


SRC="thumbs/f2.jpg" BORDER="0" VSPACE="5" HSPACE="5"

Figure 2. (a) The population
  spreadsheet in Forms/3. Generalization has occurred, as is
  clear from the different circles in
  Graph‘s different cells, even though
  they all share the same formula. (b) The legend showing what
  179_primitiveCircle has been
  generalized to mean.


©2002 ACM  1072-5220/02/0900  $5.00


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