Dear Microsoft Excel team
By Chris Gemignani
June 1, 2006
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Dear Microsoft Excel team,
In the last all hands meeting, you probably heard that I’ve been temporarily assigned as program manager of Microsoft Excel 2007. Granted this is an extraordinary action, but these are extraordinary times, my friends.
In the spirit of openness, I will tell you we will be making some specific changes to the product. We must work quickly as my time here is limited. I’m not even an Microsoft employee and I'm sure HR will have some say in the matter once they figure out what's going on.
In my limited time we will improve one specific thing, Excel's charting and data visualization functionality. People live and, unfortunately, die on infographics and frankly, the situation in Excel 2007 right now is deeply...busted.
We will improve the situation by working on five projects:
Project 1: Improve the defaults: Making a basic chart in Excel with default settings is easy but the results are poor from a data visualization standpoint. For instance, Excel’s default colors do not provide good contrast and nearly all Excel charts are laden with chart-junk. Let's get out the brooms! I know many of you have read Tufte. Good infographics are within our reach. Let's not multiply choice, but gently guide users to a limited set of good choices.
Incidentally, 3D charts will be turned off globally, although users can easily turn it back on by going to Preferences, selecting the Charting tab, opening the Advanced Charting subdialog box, finding the "Pimp my ride" sub-sub tab (it's down there in the back, just look for it!), and choosing both the "3D" and "extra glossy" checkboxes. There may also be some permissions issues here, too.
Project 2: Provide guidance on chart types: Users choose from a large variety of chart types in Excel without any background in effective data visualization principles. As a result, users can select from charts that are known to be ineffective in displaying data. These chart types include: pie charts, stacked column charts, clustered bar charts, cone charts, pseudo 3-D charts.
Well, we're going to solve some of that problem in Phase 1 by removing ineffective chart types. However, we can do better. We're the intellisense guys, remember! We will intelligently introspect on selected data to present no more than three good charting choices to a user. If lots of series are selected, then we offer multi-line and parallel trellis graphs as options. If it's a single series with just a few values, then we show bar. If it's a lot of data with a category dimension, we can offer box charts. We can do this.
Project 3: Provide missing chart types: As the right hand taketh away (Project 1), the left hand giveth. Excel lacks a number of effective chart types including: box charts, bullet charts, dot plots, trellis displays. Tableau's got all this advanced infovis stuff, why don't we? This is our chance to exercise innovation and move the industry forward.
Project 4. Create a common packaging format for Excel add-ins: Mozilla Firefox provides an excellent example of how to build a lightweight and easy to use extension process. There, I said it. Let me say it again: Mozilla Firefox provides an excellent example of how to build a lightweight and easy to use extension process. Let's all say it together. Mozilla Firefox provides an excellent example of how to build a lightweight and easy to use extension process. Whew! Feel liberated?
Let's face it, using Excel add-ins is difficult, confusing and, at times, frightening, to users. Furthermore, add-ins from different providers are packaged differently. There's no consistent process to add functionality to Excel.
We must make it easier for ordinary users to innovate and add features they need to Excel. A side benefit of this project will be that this will damp down our need to pack the product with every conceivable feature under the sun. What's more, we can harvest the best of these add-ins as built-in features for future versions of Excel. That's what Firefox has done.
Project 5: Develop a community around Excel: There are a number of practitioners providing good technical advice for Excel charting. However, even this excellent technical advice is not reaching users. A recent user group meeting in Atlantic City, New Jersey featuring several Excel luminaries got only 50 attendees!When SAS puts together a user conference, they have thousands of attendees and hundreds of papers are presented. They have it in a convention center for goodness sake.
Users don't know what they don't know. They don't know that they need to keep learning and sharing what they know. We need to celebrate the luminaries among our users that help fill the inevitable gaps in our products. And we need to encourage innovation and sharing from our lead users.
That's it. Just five things. Five things that will make Excel a better product and the world a better place. Let's get to work. One way or another these changes must come to Excel even if I have to do them myself.
Megalomanically yours,
Chris Gemignani
Microsoft Excel 2007 Program Manager
Note: Concept cribbed from the temporarily ennobled Jonathan 'Wolf' Rentzsch. Thanks to Kelly O'Day for indirect inspiration.





6 comments | Show all comments only the last 5 are shown
DougHolton said:
Why not request these features for the free and open source alternative OpenOffice, which works on Windows, Linux, or Mac. You can even add it yourself.
Chris said:
Doug,
Let me give you a couple of reasons why I don't mention OpenOffice.
1) Everybody (for a sufficiently loose definition of everybody) uses Office. Everybody uses Excel for charts and graphics. If you want to move the world, you must position one end of your lever against the world (not against some much smaller interplanetary object [woot! woot! metaphor strain reaching critical levels]).
2) OpenOffice has been tracking Microsoft Office's feature set for years. Strategically, I think it's a fine decision.
3) I've heard the OpenOffice code base is difficult. I'm just not going there.
Thanks for the comment, Chris
Coty said:
Nice riff on Rentzsch's post. Mac geek that I am, I read his blog reguarly. I was pleasantly surprised when I added y'all to my reader and found this.
With respect to Doug's suggestion and your response, I'm not so sure I agree with #2. I think OpenOffice is relatively pointless because they are tracking Office's feature set. Strategically, I think they would have far more impact if they went where Microsoft wasn't. I think the "web office" applications (Writely and its ilk) are vastly more interesting and more likely to dislodge Office from its dominance.
Chris said:
Coty,
You make a nice point particularly about the web office apps.
I think that OpenOffice still gets traction from being a feature equivalent, work-alike. It certainly makes it easier for people to switch over, all the more so, since Office is moving to a pretty different UI model for 2007. I think that will incent some businesses that just don't want to deal with the potential hassles of upgrading to Office 2007.
I will say, here at Juice, we're using a heck of a lotta webapps and not a lot of OpenOffice.
Cheers,
AnonymousCoward said:
While it's true that "pimp my ride" charts are a plague set loose upon office meetings - I don't think that the answer is to remove features from the software.
Given the woes of "paperclip man" and the dastardly auto-correction that forces me to hit the Undo hotkey a dozen times whenever I use CamelCaps or technical jargon - the thought of the software prechoosing how it "thinks" my data should be displayed and limiting my options accordingly fills me with fear & trepidation.
I deeply appreciate your reference to the work of Edward Tufte. Here's some advice - stop assuming that your audience actually HAS read it, understood it, or attempted to implement it. The scientific evidence to support such a hypothesis is severely lacking. Beat them over the head with the book! Make them read it again until you see it on the screen. Forget all other 4 projects and focus on this ONLY.
People write extensions for FireFox because it's open and free. The community exists for exactly the same reason - and building one is hardly a trivial exercise. People are less likely to write plugins and to rally around a product where the end objective is not to provide a better product, but rather to increase the profits of the largest software company on Earth.
Chris said:
Dear Coward,
Thanks for the passion. I get infuriated too. Word's a big offender, PowerPoint has a number of moronic issues when managing and copying text. I also am discouraged by MSFTs inability to face up the the damage they've done (check this out for an example: http://office.microsoft.com/en-us/assistance/HA012308991033.aspx).
You're right that we shouldn't assume our audience has read Tufte. But even for those who have, there's still a big gap in making the principles that they've read about come to life. Have you tried our Chart Cleaner (http://www.juiceanalytics.com/weblog/?p=161)? What do you think?
People also write extensions for FireFox because its easy, it makes their life better, and the get attention and respect for their skills. All of these factors can exist for Excel.
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