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Spreadsheet Engineering: A Research Framework (0711.0538v1)

Published 4 Nov 2007 in cs.SE

Abstract: Spreadsheet engineering adapts the lessons of software engineering to spreadsheets, providing eight principles as a framework for organizing spreadsheet programming recommendations. Spreadsheets raise issues inadequately addressed by software engineering. Spreadsheets are a powerful modeling language, allowing strategic rapid model change, and enabling exploratory modeling. Spreadsheets users learn slowly with experience because they focus on the problem domain not programming. The heterogeneity of spreadsheet users requires a taxonomy to guide recommendations. Deployment of best practices is difficult and merits research.

Citations (50)

Summary

  • The paper introduces eight core principles that adapt software engineering practices to improve spreadsheet reliability and efficiency.
  • It demonstrates that spreadsheets serve as dynamic modeling languages, empowering rapid adjustments for strategic decision-making.
  • The study reveals that spreadsheet user expertise does not necessarily lead to higher quality outcomes, emphasizing the need for tailored best practices.

Spreadsheet Engineering: A Research Framework

The paper "Spreadsheet Engineering: A Research Framework" presents a foundational perspective on adapting software engineering principles to spreadsheets, a critical modeling tool in business contexts. Although spreadsheets are widely utilized across diverse industries, their unique characteristics and user demographics raise engineering questions beyond the scope of traditional software engineering practices. The paper introduces eight principles central to spreadsheet engineering, highlighting both discrepancies in spreadsheet practices and the advantages of spreadsheets as modeling languages.

Principles of Spreadsheet Engineering

The transition from software engineering to spreadsheet engineering is spearheaded by eight essential principles, which guide the creation and management of spreadsheets. These principles emphasize the importance of adopting best practices for significant efficiency gains, lifecycle planning to mitigate the inherent risks of premature coding, and the necessity of forecasting software usage to tailor its construction.

Notably, the paper addresses the social dimensions of programming. Spreadsheet programming differs from conventional software engineering due to its decentralized nature, often involving end-users who may not possess professional programming skills. Hence, deploying best practices in spreadsheet engineering necessitates careful management and motivation strategies.

Spreadsheets as Modeling Languages

The paper elucidates spreadsheets' capabilities as powerful modeling languages that facilitate rapid model adjustments with substantial strategic implications. Spreadsheets allow end-users to modify applications instantaneously, providing strategic advantages in business negotiations and decision-making processes. This ability underscores the unique role spreadsheets play in competitive business environments.

Furthermore, spreadsheets enable exploratory modeling, allowing users to commence programming without clear requirements. This flexibility can be instrumental in enhancing business insight, although caution must be exercised in using resulting spreadsheet artifacts as foundations for intended programming tasks.

Experience and Heterogeneity

An intriguing finding discussed in the paper is the lack of correlation between spreadsheet user experience and spreadsheet quality. This result challenges conventional wisdom, suggesting that spreadsheet users—often domain experts—prioritize solving business problems over enhancing programming skills. The heterogeneity among spreadsheet users, ranging from amateurs to professionals and exploratory modelers, underscores the need for a comprehensive taxonomy to tailor engineering recommendations appropriately.

Deployment of Best Practices

The effective deployment of spreadsheet engineering practices remains a significant challenge, especially among end-user programmers who may not prioritize programming proficiency. The paper argues for integrating social and organizational elements into deployment strategies. Furthermore, spreadsheet asset management is highlighted as an area that demands further attention, given the substantial value spreadsheets hold within organizations.

Implications and Future Directions

The implications of this research framework extend across practical and theoretical domains. Understanding the unique needs of spreadsheet users can enhance spreadsheet utility and reliability in business contexts. This paper advocates further research into deployment methodologies and the creation of spreadsheets as valuable organizational assets. Looking forward, establishing a nuanced taxonomy, along with developing practices adaptable to varying user profiles, could significantly refine the future of spreadsheet engineering.

The presented principles and findings offer a promising direction for improving spreadsheet practices, aligning them more closely with established software engineering methodologies, and ensuring they adequately cater to the diverse user base.

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