Technical documentation using Excel?

Subject: Technical documentation using Excel?
From: Geoff Hart <ghart -at- videotron -dot- ca>
To: "TECHWR-L" <techwr-l -at- lists -dot- techwr-l -dot- com>
Date: Fri, 10 Dec 2004 10:54:09 -0500


Ashaki Hamlett wondered: <<The hiring manager stated she wanted to verify my friend's competency using Office, therefore, she requested writing samples of technical documentation using Microsoft Excel. Does anyone have any suggestions or experience creating technical documentation using Excel?>>

Although it's most likely that the interviewer simply screwed up (not enough coffee) and said "Excel" when they meant "Word", this isn't the only reasonable explanation.

Many people (including my former employer) use Excel to rapidly create and distribute decision-support software in the form of worksheets. The quite reasonable rationale for this is that it's faster, easier, and often more accurate than going through the full development cycle using a programming language such as Delphi, particularly when most of the functionality you need is already built into Excel and (at least in theory) adequately debugged.

In this context, the documentation comes in three forms: the Good, the Bad, and the Really Ugly. The "good" is embedded help: instructions provided directly in the spreadsheet cells, in headings, in field descriptions, and so on. When intelligently designed, this integration of help with the interface (rather than in an external file) is very effective. The "bad" is an external help file linked to the Excel spreadsheet; I call it "bad" because it's not likely to be context sensitive unless the spreadsheet developer goes to heroic lengthst to make it so, and in any event, external help will always be less effective than good embedded help.

The "really ugly" is when the help is made contextual by using Excel's "insert comment" feature to attach a comment to various cells in the spreadsheet. Although this does provide context-sensitive help, the presence of the comments is denoted only by a tiny, scarcely visible arrow at the right edge of the cell that hints (to the eagle-eyed spreadsheet user who knows that this feature exists) that a comment is present. In my experience (editing the comments), the comments are easy to miss, hard to click on when you want to display the comment, and generally poorly integrated with the surrounding interface. Zooming in on the spreadsheet makes the comments more usable, but you still have to educate users of their existence--few people realize that they exist, just as some computer users still don't know of the existence of online help or how to use it.

--Geoff Hart ghart -at- videotron -dot- ca
(try geoffhart -at- mac -dot- com if you don't get a reply)


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References:
Technical Documentation using Excel: From: Hamlett, Ashaki

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