Reflections on Digital Literacy topics, inquiry into core uses of Microsoft Excel

Category: Inquiry

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Excel Inquiry #2: Troubleshooting, Improving the Table, and a Comparison to Apple Numbers

Since my previous initiation into Excel, my main goal has been to get it working properly and finish my hours and billing tracking table for the pianist I work with. Since it went unmentioned in my first blog, I’m a music performance major in Classical saxophone, and I hire a pianist to join me for pieces for saxophone and piano, which is usually about half of my repertoire, since my pieces are too demanding for the student accompanists other performers work with. Moving on, the troubleshooting issues made me realize the integration of Microsoft Excel with my Macbook operating system was a bit clunky, so I took a detour to recreate the table in Apple Numbers to compare the experiences on each platform. Below is the completed hours tracking sheet in Microsoft Excel:

Excel spreadsheet depicting hours and payment tracking

First off- saving and file access problems. Last time, Excel insisted that the files I created were read only and kept prompting me to make new copies, which would also be read only, giving me an endless cycle of file copying that occasionally deleted progress anyway. The solution to this problem was not intuitive, to say the least. First, I had to find the file in the MacOS Finder app, which, for some reason, wasn’t possible with regular menu navigation. The only way to bring up the file in Finder was to right click it in the Excel app home page and select “show in Finder”, which showed it inside a long tree of nested folders topped by a greyed out Library folder that was hidden when Finder was opened normally. In order to allow me to edit the file, I had to select get info > sharing and permissions > set to read and write for the “staff” and “everyone” roles. I will mention that xavierm (Me), which is me, was already set to read and write, and I remain unclear on why this needed to be done, but sometimes we must accept things and move on. Often, when older people use computers, they attempt actions that seem to us youthful people to be entirely unreasonable, clicking random buttons that we have no idea why they would expect to do anything. I now fully understand this, since the solutions that actually do work are also so unreasonable that I often feel there’s no reason to use sense at all, really.

The Get Info menu open to the sharing & permissions section showing all names set to Read & Write privilege

Having solved this issue, I continued working on my tracking sheet. I had two issues I wanted to solve as mentioned in the previous blog:

  1. “Waignein and Weber” being separate categories from “Waignein” and “Weber” for the purposes of counting hours spent on each piece, and
  2. incorporating the first hour of performances being billed at $75 instead of $50 in the sheet’s automated cost calculations.

The first of these problems, the rehearsal focus labeling, I opted simply not to solve. A rehearsal with a combined focus would be split into two rows each counted at half of the duration and each with their own focus. This prevents potential doublecounting and makes the whole operation a lot simpler. I also added a dropdown menu to this row for easier entry by using the Data Validation feature.

A dropdown menu with the following items: Demersemann, Robert, Waignein, Weber, Recording, Audition, Recital.

When you have a set list of possible values that can be added into a column of cells, it’s convenient to make a dropdown list both to save the trouble of typing things in every time and to prevent you from creating a new category every time you spell something wrong or capitalize something differently. This Microsoft Support tutorial for making them is straightforward and simple to follow. The process requires you to make a reference table with the possible values to select in the Data Validation window. I placed my reference tables beside my tracking table, but for larger sheets with greater complexity, it can be better to move them to a separate sheet.

Two single column tables, one labeled Pieces with the items Demersemann, Robert, Waignein, Weber, Recording, Audition, and Recital, the other labeled Answers, with the items Y and N.

As for the incorporation of the $75 first hour of public performances, I realized that this was equivalent to adding $25 to every session that was considered a performance, since the normal hourly rate is $50. I used the same Data Validation feature to add a Y/N performance column, and used the COUNTIF function, =COUNTIF(Table1[Performance], “Y”), to show the number of cells within that range that I counted as performances. I could then multiply that number by 25 and add it to the total.

An Excel spreadsheet showing a cell containing =COUNTIF(Table1[Performance], "Y") with a column labeled Performance containing Y/N responses highlighted.

To determine the total cost, I used a straightforward SUM feature: =SUM(B26*50+25*B31). This function adds the number of hours multiplied by the hourly rate to the number of performances multiplied by the performance charge, giving me a total cost that factors in the hourly rate and the $75 charge for hour one of performances. The total cost since January came out to $1,275.00. This is why I don’t buy textbooks for my classes. The profs always tell you you need to but you almost always don’t.

The function, =SUM(B26*50+25*B31), with the cells containing the hour total, B26, and number of performances, B31, highlighted

I had most recently paid my accompanist on January 24th, so to determine what I still owed, I added another cell with a similar SUM function to the one above, replacing the total hours since January 1st, B26, with B8:B25, the range of dates after January 24th, using the following function: =SUM(B8:B25*50+25*B31). Interestingly, this gave me $2,725.00, which doesn’t sound quite right. When I moved the bracket to create the function =SUM(B8:B25)*50+25*B31, it showed the correct figure, $1,025.00. I initially thought that this meant you need to surround your ranges in brackets, but the function =SUM((B8:B25)*50+25*B31) also shows $2,725.00. For some reason, adding a close bracket to the end of the function, regardless of where other brackets are placed, groups together (50+25*B31), breaking the normal order of operations you would normally use when doing algebra and multiplying B8:B25 by 75 by B31. This perplexes me, but, as with many things, one can only move on.

The function, =SUM(B8:B25)*50+25*B31, with the cells containing hours for dates after January 24th, B8:B25, and number of performances, B31, highlighted

As I mentioned, the troubleshooting I needed to do to get Excel working made me curious about the native spreadsheet program for MacOS, Apple Numbers. Numbers is ultimately a shoddy competitor to Excel, purely due its propreitary device locking making it much less universal, transferrable, or shareable, so I don’t intend on getting more experience with it going forward, but I thought recreating the hours tracking table in Numbers would be a good way to get more context for the strengths and weaknesses of Excel specifically, not just spreadsheets in general. As I suspected, I saw no barriers from permissions issues or OS navigation to create and access the file. The result can be found below:

Apple Numbers spreadsheet depicting hours and payment tracking

The difference in design language is the most apparent factor, with Apple presenting a much more streamlined sheet with things looking a little more plain and having larger and more separated text by default. I do prefer the more open layout, and I may increase the row height and text size in Excel going forward to borrow some of the improved readability. The column headings are also mobile, staying at the top of your screen as you scroll down in the table so that they stay visible, which I do appreciate. The cell overflow response is also far superior here. In Excel, if you type text longer than the cell, it bleeds over into the next cell and then cuts off at the edge of the cell when you click away. In Numbers, the text continues on a lower line as one would expect in any text box. This makes it much easier to design better looking tables without constantly readjusting the column width every time you type a longer phrase than normal. The most apparent functional difference is that Numbers opens straight into a table and does not give you the same endless grid of cells that Excel bases itself on. This isn’t a huge limitation, you can still open extra tables or extra sheets for blank space, but this does lend the program a sense of inflexibility compared to Excel, where you can input your data wherever you want and then impose a table structure onto it automatically after the fact.

Numbers offers more ways to represent data. As you might notice, Numbers allows you to format cells as checkboxes, which feels a bit more graceful than my Y/N dropdown menu I used for the Performance tab in Excel. Numbers also allows you to format cells as durations. In Excel, there is no option to format a cell to represent hours and minutes, you must always convert the fraction of 60 into a decimal. Numbers allows you to enter numbers as decimals or x:xx formats and will format them into xh xxm notation automatically when the Data Format menu on the right side of the screen is set to durations and its further specifications. Hours tracking has been my main use of Excel in the past and I have always wanted this, it’s so much more satifsying and occasionally less confusing to write 15 minutes instead of 0.25.

Apple Numbers spreadsheet with the Cell format menu opened to Duration

On the flip side, there is some unwanted inflexibility here. A cell feeding from a totalling cell in duration format can only itself be set to duration format. I tried to set the Hours total on the pricing table, which feeds from Hours Tracking B26, to number format, since, knowing it’s going to be fed into another equation, it’s nice to be able to see it as a decimal, but the input didn’t do anything. This led me down a bit of a rabbit hole trying to figure out how to get the system to allow you to change the cell format from durations when referencing a total of hours and minutes.

Table row with: Cost    Fx SUM (B3x50+B5x25)

Above is the SUM feature determining the total cost of accompaniment since January on the Pricing table using essentially the same equation as the Excel sheet. In this case, the system does allow you to change the cell format to currency, so I knew feeding from a duration total didn’t make it impossible to change the format. I experimented with adding 0 or multiplying and dividing by the same number in a SUM function for the Pricing table Hours total cell, but nothing seemed to let me change the format. After additional experimentation, I began to find strange arbitrary combinations of equations, cell references, and bracket placements that either did or did not allow the cell format to be changed, which I intended to document here, but after closing and reopening Numbers after a break, I found it was all a glitch. As long as you get the SUM function to do something, like adding 0, it does allow you to change the format, and all of that time I spent experimenting could have been a dream for all I know.

I’ll also note a difference in the dropdown menu functions of each program. Excel requires you to build a table of responses somewhere in the workbook for your drop down menu to reference, but in Numbers, you can simply select “Pop-Up Menu” in the Data Format menu and add your list from there. I found this to be the much more elegant and intuitive solution. The Pop-Up Menu does prevent you from typing manually at all in the cells formatted to it though, you can only bring up the menu and select from the list. In Excel cells with drop-down menus, you still can type, with the system automatically autofilling from the first couple of letters of something on the list and simply rejecting your input if you type something not on the list. This is a less consequential but widely representative example of how Numbers streamlines processes while making the system feel less flexible, even when the material difference is negligible.

Apple Numbers spreadsheet with an open Pop-Up Menu with the items None, Demersemann, Robert, Waignein, Weber, Recording, Audition, and Recital. The Data Format Pop-Up Menu options open on the right side of the image

The final item I want to call attention to is Pivot tables. Here, you can find a more detailed explanation of the concept, but they are essentially a tool that automatically reorganizes data on a table in another sheet to make it easier to analyze various aspects of it. Excel and Numbers both have pivot tables and they work almost entirely identically, but Numbers has the small problem of getting the figures wrong.

A table labeled Hours tracking Pivot with the following data as months and hours tracked in each month: January, 6, February, 2, March, 9, April, 7, (blank) 1, Grand Total, 25

Above, you can see the pivot table that Numbers generated for the Hours tracking table, with Dates as rows and Rehearsal Hours as values. You might notice a Grand Total of 25 hours, which is an hour and a half more than the total on the table it’s pulling the data from. One of these mysterious extra hours comes from (blank), though I have no idea what that could be referring to. I was also able to determine that another extra hour was added to January, specifically showing 2 hours on January 10th, directly contradicting the table. Correcting for these errors, however, leaves us short at 23 total hours. I don’t have the slightest idea of where this discrepency comes from, but Apple markets this program as an accounting tool, so the fact that it misrepresents its own data is positively unacceptable. If this were a bigger dataset where these issues were less noticeable, this could have serious consequences for a business. This kind of error being possible makes the pivot table feature impossible to trust, which makes it completely useless.

Overall, Apple Numbers was the easier platform to pick up, though the fact that I already learned the same skills in Excel likely helped. I only needed to consult external sources twice, to find the Pop-Up menu option and to figure out how to use the COUNTIF function on the checklist, and I likely could have figured out both on my own if I was slightly more persistent. On Excel, I needed a tutorial for basically everything. In the end, however, Excel does remain the better program overall, allowing for greater flexibility and forgoing some streamlining to keep you more firmly in the drivers seat. The Excel pivot tables are also accurate.

Something that was particularly striking for me was how the central difference in presentation, Numbers with tables and Excel with their open grid, made the idea of converting files from one system to the other fundamentally impossible to do smoothly. Many of the unique input and representation features on Numbers, like the checklists, star ratings, and duration formats, seem almost deliberately designed to make Numbers files unconvertible into Excel files. Compare to Google Docs and Microsoft Word, which are not nearly as divergent, Docs being able to export directly into .docx files with relatively minor impact. This to me suggests a certain intentionality of incompatibility on the part of these companies, showing how locked down to their platforms they want their users to be. For all of these differences, though, the formats offer the same core benifit of horizontal and vertical data storage that make spreadsheet programs desirable in the first place, and everything layered on top is really just icing on the cake.

Weekly reflection: Surveillance, AI, and Community-Centred Activism

This week’s materials focused primarily on issues surrounding eroding privacy in the digital realm and the effect of this erosion on our lives, along with a brief interview with Nodin Cutfeet on their Waniskaw Foundation for Indigenous digital literacy.

A lecture given by Ian Linkletter this week had a large focus on opposing AI proctoring software, digital tools designed to algorithmically analyze data from cameras and browser monitering during exams to prevent students from cheating. This sort of use of AI can seem benign, but it’s representative of a deep incompetency in the use of many modern AI tools; an ignorance of their need for supervision.

The below video by Physicist Angela Collier outlines some flaws and false narratives surrounding AI technology with a focus on it’s place in science. The section “What AI is not” focuses on why experts are necessary in the process of using these tools. One example offered is the use of machine learning to diagnose Tuberculosis in samples given to an algorithm to analyze. The algorithm was built well enough to be able to diagnose Tuberculosis more accurately than doctors overall, but it was still important to probe the responses it gave to find out how it was coming to the conclusions at which it arrived. Through AB testing, it was found that the algorithm was measuring the date that the pictures were taken and weighing older pictures to be more likely to contain Tuberculosis in the samples than newer ones. Because older machines were used in places with more Tuberculosis and thus more positives, the algorithm didn’t simply notice the trend, but incorporated it into it’s assessment as though it were a causal factor. This is because machine learning is, as Collier frequently emphasizes, not intelligent, and has no way of understanding causality, so even as this algorithm became more effective than humans at diagnosing Tuberculosis samples, it was still including nonsensical data based on an irrelevant bias in it’s analyses which could potentially cause serious harm.

AI does not exist but it will ruin everything anyway – What AI is not – 5:55-11:17

AI proctoring tools fly in the face of these concerns. These tools reproduce biases and confer important judgements without proper supervision and often without a clear idea of how they are coming to their conclusions. On a basic level, they should not be trusted to function without the kind of heavily involved supervision that would make their usage redundant. Even with greater supervision, what camera systems flag are simply reconstructions of biases we have about how students should look or act. The prominence of facial recognition failing to find black faces is relevant here, as well as the list of abnormalities that Linkletter claims that AI proctoring tools highlight, including deviations from the norm in head movement, eye movement, keystrokes, and clicking. This seems like a machine perfectly constructed to bring scrutiny to neurodivergent or differently abled students, and it is no surprise at all that Linkletter was able to cite a Dutch study that showed that the effectiveness of a particular proctoring software was no more than that of a placebo. The idea that people who move in odd ways are more likely to be cheating, when you think about it for more than a moment, is absolute nonsense. It’s the academic integrity equivalent to the body language experts in British tabloids claiming that Meghan Markle is a sea witch because she tucked her hair behind her ear too many times.

In his podcast on digital surveillance, Chris Gilliard focuses on the increasing prominence of surveillance tools acceptance in our lives, including cctv cameras in businesses that feed directly into police stations, doorbell security cameras surveilling neighbourhoods, and consumer tech products offering conveniences while collecting data to sell.

A big theme of the podcast was who surveillance is aimed at. Gilliard mentions how wage theft takes far more money out of the pockets of American citizens than shoplifting takes from corporations, but we don’t see cops patrolling corporate offices. Surveillance technology is based in bias. Linkletter also mentioned how algorithmic tools play on our assumptions that computers are less irrational than humans, but the data they use is always collected by squishy-brained humans with biases and within systems built on them. If people of colour are more likely to see their behaviour criminalized, more crimes will be reported in a racialized area, and if the response is an increase in surveillance, the fact that more eyes are on the area will mean that more crimes will be reported without any need for crime in the area to increase, or necessarily be more prominent than in another, less surveilled area. Data is collected through bias, so data analysis will always hold on to the same biases.

Midjourney generated image of a black man wearing white clothes with the prompt "white man robbing store"
Frequently resposted image of unclear source demonstrating the propensity of AI to reproduce biases

On the subject of consumer technology, Gilliard raises concerns over how many products are accepted as items of luxury surveillance, tracking data to offer a consumer convenience in exchange for privacy. Fitness watches, for example, track your heartrate, steps, and location, which I presume is very helpful for people who use them, but this amount of personal info being in the hands of large corporations aiming to squeeze as much value out of consumers as possible is disquieting at the very least, especially given the precedent Gilliard mentions of these companies readily sharing their data with law enforcement. You have nothing to hide only until you disagree with the state on what behaviour is acceptible. As we are quickly seeing in the United States, this is not as unlikely as we might think.

Nodin Cutfeet’s Waniskaw foundation seems to be an excellent example of community oriented activism. The organization aims to improve digital literacy in underserved indigenous communities by utilizing programs, hardware and community engagement that fall in line with the priorities and capacity for engagement in reserve communities. Cutfeet mentions that in many indigenous reserve households, the closest devices to a computer are xboxes or other consoles with a web browser installed on them, and getting grants that would allow them to send compatible keyboards to these households to facilitate digital engagement on the devices they already have is a potential goal for their organization. The understanding represented by this idea demonstrates a genuine connection to the community being served that I see as a positive example for effective organizing.

A coding interface with a simple layout
Landing page for waniskaw.ca

I enjoyed Cutfeet’s mention of differences in motivation between mainstream and indigenous engagement in coding education, how indigenous students are less susceptible to Zuckerburg admiration and promises of wealth and control. Rather than presenting them as being too high-minded or principaled for that sort of thing, Cutfeet frames this lack of effectiveness as indigenous youth being more interested in seeming smart in front of their friends and community than being corporate big-shots. It’s not so high a bar to expect an indigenous person to not engage in noble savage stereotypes, treating their place outside of mainstream expectations as an untainted purity from our materialism, but the fact that it isn’t a worry underscores the benefit of the awareness and connection Cutfeet has in this community.

Excel inquiry #1: Foundations

My goal in this inquiry is to gain more familiarity with excel as a tool for productivity and management for individuals and small businesses. To begin, I focused on the individual side of things.

I started with some basics to try to get a handle on how microsoft excel is commonly presented, looking through blogs, articles, and listicals, and my results were quite mundane. This blog on everyday uses of Excel by the Way of the Duck outlines how the author uses the tool for savings account tracking, date tracking, and making lists. Independantly of any advanced tools or highly designed functionality, this author considers the greatest strength of excel to be the simple concept of storing data both vertically and horizontally. Having such immediate access to rows and columns in a far more convenient format than can be found with table insert functions of word processers, making the storage and presentation of dry, quantitative information far easier.

I have decided to get started with the basics of Excel by tracking the hours I rehearse with my pianist and how much of a bill I run up with him since January of this year. This puts into practice the basic of basics of Excel; making tables, setting cell formats, and applying SUM features. I have previously used precreated Excel templates for hours tracking in my job in UVic Reslife and bookkeeping practice for a fundamentals of accounting class, but these purposes didn’t require any meaningful familiarity with the program itself.

As with most microsoft products, Excel is unintuitive and often unruly. When I use Google Docs or a similar service, I can usually find a feature I’m looking for simply by exploring the menus without needing to look anything up, and I have rarely had any issues with file sharing or downloading. Microsoft Word is the opposite of Google Docs in that respect, as I can almost never figure out how to do the most basic tasks in Word without an external resource, probably due to some high-level UI design factors I haven’t studied enough to understand. The above video from Kevin Stratvert lays out the core functions of Excel for beginners. It’s a good watch to cover your basics, and below you can find a list of features Stratvert mentions that are really convenient and that I didn’t find out on my own when I have previously used Excel.

  • Drag from bottom right of a cell to continue a pattern that excel derives, like dragging down on a date to get that same day of each subsequent month
  • Double click a vertical line between cells to fit the length of the cell to the longest text in the column, avoiding clumsy text overlap
  • Shift and drag a selected set of cells to move them instead of using cut and paste commands, since ctrl x doesn’t work in Excel the same way it does elsewhere
  • Use the insert table feature to autoformat your table, including buttons to add totals at the bottom

My biggest challenge so far with Excel is getting it to save my work and let me open it. Below, you’ll find the current version of my previously mentioned rehearsal hours tracking. I had combined the two hours columns into one, reworked my labelling in the notes column, and added a formula to multiply hours by cost per hour to give me a running total of the accompanist fees, but, despite me clicking “save as” and following all the regular procedures, excel discarded that work, and now every time I try to open the sheet, it tells me that Xavier M locked the sheet to be read only (which I didn’t do). It still lets me edit the sheet, but gives me a popup to let me know that the sheet is “now available”, then tells me that the file has been changed by another user and prompts me to make a new copy, at which point the cycle repeats.

An Excel table shows 4 columns: date, rehearsal, Performance, and Notes with 8 rows filled.

My next steps will be to figure out how to get Excel to behave. Once I can be confident that my work in Excel can be saved and remain accessible, I will try to add more complexity to my table. There are data sorting functions that let me see how many sessions were spent under each label in the notes column, letting me compare how much time I have spend on the piece by Robert compared to the piece by Waignein, but so far, I can only add one label to each session, making “Waignein and Weber” a separate category from “Waignein” and “Weber”. I hope to be able to add both labels on one session, but I suspect Excel will be resistant to double counting things. Also, the regular hourly rate for rehearsals with my accompanist is $50, but the first hour he needs to be present for a concert is $75. I intend to figure out how to use automation in Excel to calculate the cost with this stipulation.

So far, Excel has yet to truly win me over. The unreliability of the program makes me distrust it, and I am almost offended that this up-to-date program by a trillion dollar company can’t seem to work on an up-to-date operating system it claims to support without some sort of trouble shooting. Excel does still come with some upsides. The table automation is convenient, and seeing a number go in one cell and automatically raise the total at the bottom of the table is just intrinsically satisfying. I look forward to seeing the kind of possibilities Excel could bring for productivity if I can get it to stop complaining.

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