smalltalk as a convertor of excel spreadsheets - georg heeg

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Georg Heeg eK Baroper Str. 337 44227 Dortmund Germany Tel: +49-231-97599-0 Fax: +49-231-97599-20 Email: [email protected] http://www.heeg.de Georg Heeg AG Seestraße 135 8027 Zürich Switzerland Tel: +41(848) 43 34 24 Georg Heeg eK Wallstraße 22 06366 Köthen Germany Tel: +49-3496-214 328 Fax: +49-3496-214 712

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In the real life of business people Excel spreadsheets play an important role. They are easy to create, easy to modify, easy to deliver. Copy – Paste – modify is the standard Excel (programming) activity. Cells named by row and column represent the data model (or object model if you prefer). This is easy and absolutely not scalable. In my personal real life as manager of my company I have Excel spreadsheets as everybody else. And I have to consolidate them, sometimes over many years. By whatever reason, in 2002 some data might be in column D which is in 2003 to 2005 in column E and since 2006 in column F. Doing the consolidation in VBA is almost as painful as doing it manually (unifying the original spreadsheets), while the latter has the extra challenge to be error-prone. Our silver bullet is Smalltalk. I create a real object model for the business presented in the spreadsheets, I use COM Connect to populate the object model, I use Smalltalk to transform the objects (consolidate), and use COM Connect to create Excel spreadsheets in the format desired for the consolidated information.

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Page 1: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Georg Heeg eK Baroper Str. 337 44227 Dortmund Germany Tel: +49-231-97599-0 Fax: +49-231-97599-20

Email: [email protected]

http://www.heeg.de

Georg Heeg AG Seestraße 135

8027 Zürich Switzerland

Tel: +41(848) 43 34 24

Georg Heeg eK Wallstraße 22 06366 Köthen

Germany Tel: +49-3496-214 328 Fax: +49-3496-214 712

Page 2: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

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Alexander Augustin Georg Heeg

Georg Heeg eK

EXCEL Extraction -

Modeling in Smalltalk as Converter of Excel

Spreadsheets

Page 3: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Georg Heeg eK

• Founded 7/7/1987 in Dortmund – Original Mission

• Spread Smalltalk in Central Europe

• 1996 – Georg Heeg AG Zurich

• To serve the Swiss Market

• 1999 – Subsidiary in Köthen (Anhalt)

• To keep Family Heeg together

Page 4: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Main Activities

• 100% Smalltalk

–Training

–Consulting

–Product development for customers

–Own projects

–Own products

–Project support

Page 5: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Our Team

• 13 Smalltalkers

–4 to 25 years of Smalltalk experience

–6 certified Scrum Masters

• 2 Web Designers

• 4 Craftspeople

• 1 Business Administration Manager

Page 6: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Microsoft Excel

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Page 8: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

The Situation

• Business data is collected and stored in Excel tables – In our organization

– And others

• Short term needs allow – Easy analysis

– Easy adaptations of the tables

• From year to year tables are slightly modified

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Page 9: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

The Problem

• Trying to create analysis across years

–These little changes are extremely annoying

• Handwork is needed

– Labor-intense

–Error prone

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Page 10: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

The Problem

• Flexibility in the small

• Difficulty in the large

• Same reason: Excel Data Model

–Data in cells

–Addressed by row and column

• Business models

–Human only readable in texts

– Incomprehensible for Excel programming 10

Page 11: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Our Concept I

• Model business models in Smalltalk

–Object oriented

• Excel-to-Smalltalk-Interface

–Based upon COM Connect

–Fills the business model with data

–For each variant of Excel tables a variant of the import functionality is used

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Page 12: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Our Concept II

• Analysis is done in the business models using business rules

• Smalltalk-to-Excel-Interface

–Based upon COM Connect

–New Excel Spreadsheets are written with an overview of the analysis results

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Page 13: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

COM Office API I

• VisualWorks 7.8 COM Connect will provide an updated API for easy Office communication

• COMAutomationApplication

• ExcelApplication

• WordApplication

autoformat

activeSheetName:

getAllCells

isVisible:

selectSheet:

open:

saveAs:

Page 14: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Experiences

• Timetable management at Anhalt University

• Cost overview real estate renovation for SALEG - Sachsen-Anhaltinische Landesentwicklungsgesellschaft mbH

• In the domain of automation in the industry

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Page 15: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Demo

• Part 1

–Black Box Demo

• Timetable management at Anhalt University

• Part 2

–Let’s go into the browsers

• Part 3

–Let’s look at Word

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Page 16: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Base

• Cincom VisualWorks 7.8

• Com Connect

–Reflection

• Without mirror classes

• Without mirror methods

• Just objects created from the Type Library

• Just simple

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Page 17: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Status

• Service offering as part of Smalltalk projects we do

• Goal

– Individual service

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Page 18: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Summary

• Overcome Excel concept limitations

• Easy to understand analysis

• No error prone handwork

• Modeling of the business – Thus conceptual correctness

• Reproducible analysis

• Adaptability to changing Excel formats

• Independent of Excel version

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Page 19: Smalltalk as a Convertor of Excel Spreadsheets - Georg Heeg

Georg Heeg eK Baroper Str. 337 44227 Dortmund Germany Tel: +49-231-97599-0 Fax: +49-231-97599-20

Email: [email protected]

http://www.heeg.de

Georg Heeg AG Seestraße 131

8027 Zürich Switzerland

Tel: +41(848) 43 34 24

Georg Heeg eK Wallstraße 22 06366 Köthen

Germany Tel: +49-3496-214 328 Fax: +49-3496-214 712