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Lotus Improv

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longer an issue. Salas demonstrated that this separation meant that a number of common tasks that required lengthy calculations on existing spreadsheets could be handled almost for free simply by changing the view. For instance, if a spreadsheet contained a list of monthly sales, it was not uncommon to have an output column that summed up the sales by month. But if one wanted that summed by year, this would normally require another formula column and a different output sheet.
1633: 274:. As they worked on the project, it became clear that the basic concept was a good one, and was especially useful for financial modeling. At the end of the spring, they hired Bonnie Sullivan to write up a project specification, and Jeff Anderholm was hired to examine the market for a new program aimed at the financials industry. That summer, the team took Modeler to a number of financials companies, and found an overwhelmingly positive reception. 250:
This insight led to ideas for a new spreadsheet that would cleanly separate these concepts — data, formulas, and output views that would combine data and formulas in a format suitable for the end user. At the same time, the new product would allow users to group data "by purpose", giving it a name instead of referring to it by its position in the sheet. This meant that moving the data on the sheet would have no effect on calculation.
1657: 1645: 177:, was a proponent of using spreadsheets for financial modeling and "what if" calculations for businesses, but noted that it could take so long to recalculate it to run a different scenario that the inputs would be out of date by the time the calculation was finished. In 1964 he proposed using a computer to run all of the calculations from the point of the change on, thereby updating the sheet in seconds, rather than days. 246:, a developer at ATG, decided to attack this problem. After a few months of studying existing real-world examples, it became clear that the data, views of that data, and the formulas that acted on that data were very separate concepts. Yet in every case, the existing spreadsheet programs required the user to type all of these items into the same (typically single) sheet's cells. 451:). Then that formula must be copied into all of the cells in column C, making sure to change the reference to A1 to a new reference for A2, etc. The sheet can automate this to some degree, but the real problem is that it simply has no idea what the formula means. Any changes to the layout of the spreadsheet will often make the entire sheet stop working properly. 439:
sheet was given a name, and could then be grouped into categories. Formulas were typed into a separate section, and referred to data through their range, not their physical position in the sheets. Views of the data, some of which looked like spreadsheets, others like charts, could be created dynamically and were not limited in number.
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allowed output sheets to be re-arranged in seconds. Jobs remained a supporter throughout, and constantly drove the team to improve the product in many ways. Blumberg remained on-call to help with technical issues, which became serious as NeXT was in the process of releasing NeXTSTEP 2.0, the first major update to the system.
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Returning for a visit in April 1989, Jobs took the team to task about their categorization system. He demanded a way to directly manipulate the categories and data on-screen, rather than using menus or separate windows. This led to one of Improv's most noted features, the category "tiles", icons that
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In spite of the positive reviews, sales on Windows were slow. In March 1994, Lotus decided to attack this problem by re-positioning Improv as an add-in for 1-2-3, although the programs had nothing in common other than Improv's ability to read data in 1-2-3 files. This had no effect on the sales, and
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To illustrate the difference between Improv and other systems, consider the simple task of calculating the total sales for a product, given unit sales per month and unit prices. In a conventional spreadsheet the unit price would be typed into one set of cells, say the "A" column, and the sales into
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The core of what would become Improv was to separate the concepts of data, views of the data, and formulas into three portions. The spreadsheet itself would contain only input data. Instead of referring to the data as, in effect, "the data that happens to be in these cells", each set of data in the
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This overlap of functionality led to considerable confusion, because it's not obvious which cells hold what sort of data. Is this cell an input value that is used elsewhere? Is it an intermediate value used for a calculation? Perhaps it is an output value from a calculation? There's no way to know.
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computer. When he saw Back Bay he immediately got excited and started pressing for it to be developed on the NeXT platform. The Lotus team was equally excited about NeXT, but continued work on the OS/2 platform. This proved to be much more difficult than imagined; at the time, OS/2 was very buggy,
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In Improv, one simply enters the data into columns called "Unit Price" and "Unit Sales". A formula can then be created that says "Total Sales = Unit Price times Unit Sales". Then if "Total Sales" view is added to the workbook, the totals would automatically appear there, because the sheet "knows"
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Improv for NeXT was released in February 1991, resulting in "truckloads" of flowers from Jobs. The program was an immediate hit, receiving praise and excellent reviews from major computer publications, and, unusually, mainstream business magazines as well. Earlier predictions that Improv might be
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After struggling with OS/2 for months, in February 1989 they decided to move it to NeXT. When Jobs learned of the decision he sent an enormous bouquet of flowers to the team. More importantly, he also sent Bruce Blumberg, one of NeXT's software experts, to teach the Lotus team about NeXTSTEP. One
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Improv was an attempt to redefine the way a spreadsheet program should work, to make it easier to build new spreadsheets and to modify existing ones. Conventional spreadsheets used on-screen cells to store all data, formulas, and notes. Improv separated these concepts and used the cells only for
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Salas also noted that it was the views of output data that was often the weakest part of existing spreadsheets. Since the input, calculations and output were all mixed on a sheet, changing the layout could lead to serious problems if data moved. With the data and formulas separated, this was no
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Lotus set up an advanced technology group in 1986. One of their initial tasks was to see if they could simplify the task of setting up a spreadsheet. Completed spreadsheets were easy to use, but many users found it difficult to imagine what the sheet needed to look like in order to get started
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But the real power of Improv did not become clear until work had already started on the project. With the grouping system, one could collect monthly sales into groups like "1995" and "1996", and call the category "years". Then the unit prices could be grouped in terms of the product type, say
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platform could be explained by NeXTs limited marketshare, but the failure on the PC was another issue. Among the favored explanations are the fact that, unlike the release on NeXT, the Windows version faced strong internal resistance from 1-2-3, and
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became an issue. Lotus' sales and marketing teams, well versed in selling 1-2-3, did not know how to sell Improv into the market, so they simply didn't, selling the well known and understood 1-2-3. Other explanations include the fact that
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Although Improv disappeared in the 1990s, the program is fondly recalled in the industry and continues to be mentioned in books on Excel. When Improv disappeared a number of clones of Improv quickly appeared. Notable among these was
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proved true, and thousands of machines would eventually be sold into the financials market, initially just to run Improv. This gave NeXT a foothold in this market that lasted into the late 1990s, even after their purchase by
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After release on NeXT (a version known as "Black Marlin"), attempts were made to port to Windows ("Blue Marlin") and Macintosh ("Red Marlin"). The APIs and programming language for NeXTSTEP were so different from
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uses. Users would enter data into rectangular areas on the sheets, known as cells, then apply formulas to the data to produce output values that were written down in other cells. A Berkeley professor,
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input and output data. Formulas, macros and other objects existed outside the cells, to simplify editing and reduce errors. Improv used named ranges for all formulas, as opposed to cell addresses.
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Garfinkel and Jelen appear to disagree on Salas' role in ATG. Garfinkel implies that he simply worked at ATG, while Jelen seems to imply he set it up. See Garfinkel, p. 34 and Jelen, p. 28.
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after the release of the minor 2.1 upgrade, development ended in August 1994. The project was left in limbo until April 1996 when the product was officially killed, shortly after
459:"clothing" and "food". Now by dragging these groups around (represented by small tabs) the view could be quickly changed. This concept has later been implemented in the form of 396:
Improv's disappointing sales and eventual cancellation on the PC platform has been used as a case study in numerous post-failure analyses of the software market. Sales on the
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creating it. Should data be entered down columns, or across rows? Should intermediate values be stored within the sheet, or on a separate one? How much room will we need?
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marked up with a layout similar to the paper versions. Using a chalkboard made it easier to fix errors, and allowed the sheet to be shared with a class. In 1979,
920: 430:. After leaving Sun Microsystems, Peter Murray founded an ISP and then a B2B named GoFish followed by a third new company in 2001 with the name Quantrix. 277:
A year later, in September 1988, the team was finally given the go-ahead to start implementing Modeler. After examining a number of platforms, including
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in 1993. Development was put on hiatus in 1994 after slow sales on the Windows platform, and officially ended in April 1996 after Lotus was purchased by
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bundle at marginal rates that were tiny in comparison, as well as several mis-steps during introduction, like the lack of a macro language or undo.
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let the team experiment with different UIs at a rate that was not possible on other platforms, and the system evolved rapidly during this period.
426:'s Quantrix, an almost direct clone aimed at the financial market. Quantrix suffered the same fate as Improv when the company was purchased by 374:(there was no 1.0) shipped in May 1993, running on Windows 3.1. Like the NeXT release, the Windows version also garnered critical praise, with 219:
VisiCalc was an enormous success, so much so that a huge number of clones appeared. One of these was written by a former VisiCalc programmer,
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blames it on the design itself, claiming it was too perfectly aimed at a specific market and lacked the generality that Excel featured.
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worrying problem turned out to be an enormous advantage in practice; as the back-end was written in C++ and the front-end in
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another, say "B". The user would then type a formula into "C" that said "A1 times B1" (typically in a form such as
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saw the program, he wrote that "VisiCalc might be the software tail that wagged the computer industry dog."
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combines a formula and naming system similar to Improv's, but running within a conventional spreadsheet.
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The original spreadsheets were pieces of paper with vertical and horizontal lines on them, a customized
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was using such a device when he decided to attempt to computerize it on the newly introduced
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Lotus Improv running on NeXTSTEP showing Improv's interface to multidimensional data
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The Spreadsheet at 25, The Evolution of the Invention that Changed the World
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further separated data and formulas, representing both graphically on-screen
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Although not a commercial success in comparison to mainstream products like
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program that introduced the idea of named formulas and blocks in 1987
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UI was in its infancy. Development was not proceeding well.
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Teaching the use of spreadsheet modelling was common in
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By the end of the summer of 1986, Salas had created a
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No. Premier. pp. 59–64. 308:visited Lotus to show them the new 13: 1084: 353: 293:"Back Bay", which was named after 14: 1709: 1043: 1014:; Erwig, Martin (16 March 2009). 945:Abraham, Burnett & Erwig 2009 455:that is what the formula is for. 410:was being offered as part of the 370:that porting was very difficult. 304:The next month, in October 1988, 1655: 1643: 1632: 1631: 1375: 919:Gurau, Michael (June 16, 2008). 961:Garfinkel, Simson (Fall 1991). 954: 912: 886: 869: 849: 836: 819: 806: 789: 773: 756: 740: 727: 718: 703: 687: 565:Webster, Bruce (January 1991). 391: 320: 670: 533: 1: 546: 372:Lotus Improv for Windows v2.0 160: 551: 7: 844:"The best software writing" 466: 433: 257: 54:; 33 years ago 10: 1714: 963:"Improv: The Inside Story" 204:, and released it for the 155: 1626: 1488: 1455: 1431: 1383: 1302: 1289:Lotus Symphony (original) 1209: 1133: 1092: 403:corporate immune response 107:released in 1991 for the 82: 66: 48: 36: 24: 989:Jelen, Bill (May 2005). 770:, 24 January 1994, p. 70 737:, NeXT Inc., 25 May 1993 684:, 15 October 1990, p. 86 526: 1688:Lotus Software software 1017:Spreadsheet Programming 977:(PDF version available 827:"Copyrights and wrongs" 877:"Power Excel and Word" 803:, 14 March 1994, p. 10 700:, December 1990, p. 88 234: 111:platform and then for 1210:Discontinued products 881:John Wiley & Sons 846:, Apress, 2005, p. 25 463:in several products. 1698:Spreadsheet software 1433:Proprietary freeware 1385:Free and open-source 1201:Lotus Sametime Unyte 1181:Lotus Notes Traveler 780:"Improv for Windows" 753:, August 1993, p. 42 315:Presentation Manager 816:, 21 September 2004 762:Christie Williams, 715:, Volume 122, p. 94 21: 16:Spreadsheet program 1667:Online spreadsheet 1563:IBM Lotus Symphony 1232:Freelance Graphics 1050:A review from 1993 862:2012-03-30 at the 855:Michael O'Malley, 833:, 18 February 1999 825:Simsom Garfinkel, 194:personal computers 175:Richard Mattessich 136:financial modeling 99:is a discontinued 19: 1693:NeXTSTEP software 1675: 1674: 1343: 1342: 1325:Approach Software 1284:Lotus Marketplace 1259:Lotus Foundations 1141:Lotus Connections 1012:Burnett, Margaret 866:, 4 February 2002 424:Lighthouse Design 388:purchased Lotus. 332:Interface Builder 140:Lighthouse Design 105:Lotus Development 94: 93: 43:Lotus Development 1705: 1659: 1658: 1647: 1635: 1634: 1401:Collabora Online 1370: 1363: 1356: 1347: 1346: 1279:Lotus Manuscript 1217:Lotus SmartSuite 1134:Current products 1124:HCL Technologies 1079: 1072: 1065: 1056: 1055: 1039: 1037: 1035: 1029: 1022: 1010:Abraham, Robin; 1006: 970: 948: 942: 936: 935: 933: 931: 916: 910: 909: 907: 905: 890: 884: 873: 867: 853: 847: 840: 834: 831:The Boston Globe 823: 817: 810: 804: 793: 787: 777: 771: 760: 754: 744: 738: 731: 725: 722: 716: 707: 701: 691: 685: 676:Michael Miller, 674: 668: 662: 656: 650: 639: 633: 614: 608: 599: 593: 587: 581: 575: 574: 562: 540: 537: 483:Spreadsheet 2000 450: 446: 445:@times(A:1, B:1) 428:Sun Microsystems 182:business schools 68:Operating system 62: 60: 55: 29: 22: 18: 1713: 1712: 1708: 1707: 1706: 1704: 1703: 1702: 1678: 1677: 1676: 1671: 1622: 1588:Microsoft Works 1548:Gobe Productive 1484: 1470:Microsoft Excel 1451: 1447:WPS Spreadsheet 1427: 1393:Calligra Sheets 1379: 1374: 1344: 1339: 1315:Iris Associates 1298: 1205: 1151:Lotus Expeditor 1129: 1088: 1083: 1046: 1033: 1031: 1030:on 26 July 2011 1027: 1020: 1003: 995:. Holy Macro!. 957: 952: 951: 943: 939: 929: 927: 917: 913: 903: 901: 891: 887: 874: 870: 864:Wayback Machine 854: 850: 841: 837: 824: 820: 811: 807: 794: 790: 778: 774: 761: 757: 751:Popular Science 745: 741: 733:Karen Logsdon, 732: 728: 723: 719: 708: 704: 694:"Spreading Out" 692: 688: 675: 671: 663: 659: 651: 642: 634: 617: 609: 602: 594: 590: 582: 578: 563: 559: 554: 549: 544: 543: 538: 534: 529: 469: 448: 444: 436: 408:Microsoft Excel 394: 368:system software 356: 354:Windows release 323: 260: 237: 223:. 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When 184:, often using 162: 159: 157: 154: 142:'s Quantrix. 92: 91: 86: 80: 79: 70: 64: 63: 50: 46: 45: 40: 34: 33: 30: 15: 9: 6: 4: 3: 2: 1710: 1699: 1696: 1694: 1691: 1689: 1686: 1685: 1683: 1668: 1665: 1663: 1662: 1653: 1651: 1650: 1646: 1641: 1639: 1638: 1629: 1628: 1625: 1619: 1616: 1614: 1611: 1609: 1606: 1604: 1601: 1599: 1596: 1594: 1591: 1589: 1586: 1584: 1581: 1579: 1576: 1574: 1571: 1569: 1566: 1564: 1561: 1559: 1556: 1554: 1551: 1549: 1546: 1544: 1541: 1537: 1534: 1532: 1529: 1527: 1524: 1522: 1519: 1518: 1516: 1514: 1511: 1509: 1506: 1504: 1501: 1499: 1496: 1495: 1493: 1491: 1487: 1481: 1478: 1476: 1473: 1471: 1468: 1466: 1465:Apple Numbers 1463: 1462: 1460: 1458: 1454: 1448: 1445: 1442: 1441:Google Sheets 1439: 1438: 1436: 1434: 1430: 1424: 1421: 1419: 1416: 1412: 1409: 1407: 1404: 1402: 1399: 1398: 1396: 1394: 1391: 1390: 1388: 1386: 1382: 1378: 1371: 1366: 1364: 1359: 1357: 1352: 1351: 1348: 1336: 1333: 1331: 1328: 1326: 1323: 1321: 1318: 1316: 1313: 1311: 1310:Software Arts 1308: 1307: 1305: 1301: 1295: 1292: 1290: 1287: 1285: 1282: 1280: 1277: 1275: 1272: 1270: 1267: 1265: 1262: 1260: 1257: 1255: 1254:Lotus cc:Mail 1252: 1250: 1247: 1243: 1240: 1238: 1235: 1233: 1230: 1228: 1225: 1223: 1220: 1219: 1218: 1215: 1214: 1212: 1208: 1202: 1199: 1197: 1194: 1190: 1189: 1184: 1183: 1182: 1179: 1177: 1174: 1172: 1171:Lotus Mashups 1169: 1167: 1164: 1162: 1159: 1157: 1154: 1152: 1149: 1147: 1144: 1142: 1139: 1138: 1136: 1132: 1125: 1122: 1119: 1116: 1113: 1110: 1107: 1105: 1104:Massachusetts 1101: 1098: 1095: 1094: 1091: 1087: 1080: 1075: 1073: 1068: 1066: 1061: 1060: 1057: 1051: 1048: 1047: 1026: 1019: 1018: 1013: 1008: 1004: 1002:9781932802047 998: 994: 993: 987: 986: 980: 976: 975: 974: 973: 968: 964: 959: 958: 946: 941: 926: 922: 915: 900: 896: 889: 882: 878: 872: 865: 861: 858: 852: 845: 839: 832: 828: 822: 815: 812:Bob Congdon, 809: 802: 798: 795:Doug Barney, 792: 785: 781: 776: 769: 765: 759: 752: 748: 743: 736: 730: 721: 714: 710: 706: 699: 695: 690: 683: 679: 673: 667:, p. 79. 666: 661: 655:, p. 35. 654: 649: 647: 645: 638:, p. 34. 637: 632: 630: 628: 626: 624: 622: 620: 613:, p. 16. 612: 607: 605: 598:, p. 12. 597: 592: 585: 580: 572: 568: 561: 557: 536: 532: 522: 518: 514: 513:(source code) 511: 508: 506: 502: 499: 496: 493: 490: 487: 484: 481: 478: 477:classic MacOS 474: 471: 470: 464: 462: 456: 452: 440: 431: 429: 425: 419: 417: 413: 409: 404: 399: 389: 387: 381: 379: 378: 373: 369: 366: 362: 351: 350: 345: 339: 335: 333: 329: 318: 316: 311: 307: 302: 300: 296: 292: 288: 284: 280: 275: 273: 269: 265: 255: 251: 247: 245: 241: 232: 230: 226: 222: 217: 215: 211: 207: 203: 199: 198:Bob Frankston 195: 191: 187: 183: 178: 176: 172: 169:intended for 168: 153: 151: 147: 143: 141: 137: 133: 129: 124: 120: 118: 114: 110: 106: 103:program from 102: 98: 90: 87: 85: 81: 78: 74: 71: 69: 65: 51: 47: 44: 41: 39: 35: 28: 23: 1654: 1642: 1630: 1578:Lotus Improv 1577: 1490:Discontinued 1377:Spreadsheets 1303:Acquisitions 1264:Lotus Improv 1263: 1249:Lotus Agenda 1185: 1161:Lotus iNotes 1146:Lotus Domino 1120:(until 2019) 1096:Headquarters 1032:. Retrieved 1025:the original 1016: 991: 969:: 33–35, 79. 966: 955:Bibliography 947:, p. 4. 940: 930:February 10, 928:. Retrieved 924: 914: 904:February 10, 902:. Retrieved 899:The Register 888: 875:Dan Gookin, 871: 851: 838: 830: 821: 808: 800: 791: 783: 775: 767: 758: 750: 742: 729: 720: 712: 705: 697: 689: 681: 672: 660: 591: 586:, p. 6. 579: 570: 560: 535: 461:pivot tables 457: 453: 441: 437: 420: 416:Joel Spolsky 395: 392:After Improv 382: 375: 371: 357: 340: 336: 324: 321:NeXT release 303: 283:Macintosh OS 276: 261: 252: 248: 242: 238: 218: 196:. Joined by 190:Dan Bricklin 179: 164: 144: 125: 121: 97:Lotus Improv 96: 95: 38:Developer(s) 20:Lotus Improv 1573:Lotus 1-2-3 1543:Full Impact 1508:Boeing Calc 1480:Quattro Pro 1406:LibreOffice 1176:Lotus Notes 1156:Lotus Forms 1126:(from 2019) 517:open source 328:Objective-C 225:Lotus 1-2-3 221:Mitch Kapor 186:chalkboards 128:Lotus 1-2-3 113:Windows 3.1 101:spreadsheet 89:spreadsheet 77:Windows 3.1 1682:Categories 1649:Comparison 1521:StarOffice 1503:As-Easy-As 1498:AppleWorks 1411:OpenOffice 1269:Lotus Jazz 1188:QuickPlace 611:Jelen 2005 596:Jelen 2005 584:Jelen 2005 547:References 519:clone for 510:Flexisheet 501:FlexiSheet 349:Apple Inc. 344:killer app 313:and their 306:Steve Jobs 244:Pito Salas 171:accounting 161:Background 146:Apple Inc. 1608:SuperCalc 1593:Multiplan 1583:Lucid 3-D 1536:NeoOffice 1475:PlanMaker 1242:Organizer 1186:formerly 1166:LotusLive 1100:Cambridge 1034:1 October 967:Nextworld 801:InfoWorld 768:InfoWorld 682:InfoWorld 571:NeXTWorld 552:Citations 365:Macintosh 291:code name 264:slideshow 210:Ben Rosen 167:worksheet 1637:Category 1618:VisiCalc 1553:GNU Oleo 1443:(online) 1423:Pyspread 1418:Gnumeric 1335:Outblaze 1237:Approach 925:Mainebiz 860:Archived 713:Newsweek 505:Mac OS X 495:Quantrix 467:See also 434:Concepts 295:Back Bay 281:and the 258:Back Bay 206:Apple II 202:VisiCalc 109:NeXTSTEP 73:NeXTSTEP 1613:T/Maker 1320:cc:Mail 1227:WordPro 1108:Founded 521:GNUstep 489:Javelin 473:Trapeze 361:Windows 342:NeXT's 156:History 150:Numbers 57: ( 1568:KCells 1457:Retail 1114:Parent 999:  449:=A1*B1 412:Office 299:Boston 268:IBM PC 229:IBM PC 1531:Go-oo 1517:Calc 1397:Calc 1330:Samna 1222:1-2-3 1028:(PDF) 1021:(PDF) 527:Notes 1661:List 1603:Siag 1111:1982 1036:2012 997:ISBN 979:here 932:2022 906:2022 784:Byte 503:for 475:, a 398:NeXT 377:Byte 363:and 310:NeXT 287:OS/2 84:Type 59:1991 52:1991 1118:IBM 698:CIO 515:an 447:or 386:IBM 297:in 279:DOS 272:C++ 235:ATG 212:of 148:'s 130:or 117:IBM 1684:: 1598:sc 1102:, 965:. 923:. 897:. 879:, 829:, 799:, 782:, 766:, 749:, 711:, 696:, 680:, 643:^ 618:^ 603:^ 569:. 119:. 75:, 1369:e 1362:t 1355:v 1078:e 1071:t 1064:v 1038:. 1005:. 981:) 934:. 908:. 61:)

Index


Developer(s)
Lotus Development
Operating system
NeXTSTEP
Windows 3.1
Type
spreadsheet
spreadsheet
Lotus Development
NeXTSTEP
Windows 3.1
IBM
Lotus 1-2-3
Microsoft Excel
financial modeling
Lighthouse Design
Apple Inc.
Numbers
worksheet
accounting
Richard Mattessich
business schools
chalkboards
Dan Bricklin
personal computers
Bob Frankston
VisiCalc
Apple II
Ben Rosen

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