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FOSS spreadsheet hands-on comparison

By Bruce Byfield on May 12, 2005 (8:00:00 AM)

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Rumors about the capabilities of free and open source spreadsheets are common among office software users, but not all of the rumors are backed by hands-on experience with the products. To get a better sense of the current state of FOSS spreadsheets, I installed the latest versions available for Debian: build 1.9.83 of the OpenOffice.org 2.0 beta (for OpenOffice.org Calc), KSpread 1.3.5, and Gnumeric 1.4.3-6. Some of what I found contradicts the common wisdom.

I examined their functionality in categories meant to reflect the majority of office users' needs:

  • list-making and display
  • functions
  • formulas
  • formatting
  • charts
  • computational speed

In each category, I examined functionality and ease of use. The results present a more complex, less static, and less well-ordered state of affairs than popular opinion would lead me to expect.

List-making and displaying

Filtering and sorting are two basic functions for lists in spreadsheets. Filtering determines which cells are displayed, sorting the order they in which they are displayed.

For filtering, Calc and Gnumeric offer similar functionality, giving a choice of filters that are a combo box (auto), listed elsewhere on the sheet (advanced), or defined (standard in Calc, or custom in Gnumeric). Custom filters, however, are available in Gnumeric only from the combo box of an auto filter. KSpread, surprisingly, does not seem to have any filtering at all, nor does it have any sorting capacity beyond arranging cells in ascending (A-Z) or descending (Z-A) order. By contrast, both Calc and Gnumeric allow sorting by multiple column criteria. Each offers three sort criteria by default, but more can be added in Gnumeric. Both also allow case sensitivity in sorting, and Calc offers additional options such as the recognition of column labels to keep them from being part of the sort, custom sorts based on pre-defined fills, and the language of the cells to use in the sort.

All three programs have automatic cell filling, which detects a pattern in cell data such as the days of the week or an incremental pattern in numbers, then uses the pattern to fill other cells when you drag on the lower right corner of the first cell. In Calc and KSpread, you can define fills and add them to the patterns that the program can detect -- a feature especially useful when creating templates. In addition, KSpread has a Series tool in the Insert menu which can be used to define numerical patterns. Gnumeric, though, not only does not allow custom fills to be defined, but recognizes fill patterns only when functions are used.

All three programs let you hide rows or columns, so that non-adjacent data can be viewed together or irrelevant data removed from view. Calc and Gnumeric also have outline tools, which group individual cells together for hiding and revealing by means of buttons in the top or left margins. Other tools for manipulating spreadsheet display in Calc and Gnumeric include the option to freeze a row or column so that it is unaffected by scrolling. Calc can also split the screen to provide multiple panes, each with its own scrolling bars.

Verdict: While each program has features for list-making that the others lack, Calc has the widest range of features and the most options. By contrast, KSpread has yet to pay much attention to list-making as one of the main uses of spreadsheets.

Basic function tools

For intermediate and advanced users, functions are the most important features in a spreadsheet. You can get some idea of how developed each spreadsheet is simply by counting the functions available. My count was 368 for Calc, 311 for KSpread, and 464 for Gnumeric. However, numbers do not tell the entire story. For one thing, all three spreadsheets are more than adequate for the majority of users, who need little except simple arithmetic and possibly basic statistical functions such as averages and medians. It is mostly high-end users who might miss the inclusion of other functions. And, for another thing, how functions are entered and what tools support them can be just as important as the functions themselves.

In addition to an input line below the toolbars, all three spreadsheets offer graphical tools for adding a function to a cell. In fact, Calc offers two: The Function List, a floating tool bar that docks on the right side of the editing window and provides a summary of functions, and the Function Wizard dialog. Most people are likely to opt for the Function Wizard, which guides users through the process of building each function, and lets them know whether each parameter entered is valid before they apply a formula. Conveniently, the Function Wizard also scrolls up so that users can select cell ranges from the spreadsheet itself.

Unfortunately, Calc's Function Wizard has a number of weaknesses. When a user makes a mistake, the program reports error codes rather than explanations of exactly what is wrong with the input. Similarly, the help available is frequently too concise. Admittedly, more detailed information is available in OpenOffice.org's help utility, but for new users especially, even this help may not be enough. Nor does Calc mention which functions are compatible with Microsoft Excel, a concern that many users may have.

In comparison, both Gnumeric's Function Selector and KSpread's Functions window have more detailed help built-in, including examples and notes on Excel compatibility. Both also give some help in entering parameters, although in both cases it is less detailed than in Calc, and does not pre-warn about errors. Moreover, Gnumeric's Function Selector window does not scroll automatically to allow cell selection, while whether KSpread's Function window does depends on the window manager rather than the spreadsheet program.

All three spreadsheets divide functions into categories to make them easier to find. Gnumeric and Calc both maintain separate lists of recently used functions. Although all the categories are similar, Gnumeric's categories are the most useful, mainly because there are 16, compared to the other programs' 12. The extra categories may not seem like much, but they are enough to make tracking down functions easier. To a greater or lesser extent, all categories in all the spreadsheets seem based on Excel's.

Verdict: This category is close, with none of the programs winning in all aspects. Gnumeric, however, takes the top spot because, while its Function Selector is not quite as handy as Calc's Function Wizard, its help, function categories, and sheer number of functions surpasses Calc. KSpread is in the third spot.

Next: Formula tools
 

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on FOSS spreadsheet hands-on comparison

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Macro Recorder?

Posted by: Anonymous Coward on May 13, 2005 01:15 AM
Those of us who are accustomed to macro recording have a rough time without it.

With regard to spreadsheet use in large offices, there are often a few key speadsheet-users whose opinion is important. Any spreadsheet that doesn't satisfy those users has little chance of grabbing a foothold, let alone becoming a standard. Those users typically make extensive use of macro recording.

This is a nice article from the standpoint of home use.

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Re:Macro Recorder?

Posted by: Anonymous Coward on May 13, 2005 01:40 AM
I'll second this opinion. I worked for a large financial services firm that used a lot of macros-and other customizations for a non-microsoft spreadsheet application. When they wanted to migrate to another office suite, this complicated the process.

For the large business, user education and a responsive IT shop can help here. From a large enterprise perspective, spreadsheets and single-user databases (MS-Access) can be bad. They result in inconsistent snapshots of data being held in silos around the business. (Bob's customer file in sales doesn't match Gene's customer file in accounting, etc.) In addition, end users like Bob and Gene may be doing their own Access programming and macro- creation. Finally, these all important spreadsheets could be stored locally and unbacked up on the user's machine.

If a fancy spreadsheet is being used for regular, routine, processing tasks that are essential for a business, a business should probably consider replacing it with a database and program that does the processing and is stored and regularly backed up on a network.

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Re:Macro Recorder?

Posted by: Anonymous Coward on June 05, 2005 05:46 AM
Does that mean you're a key spreadsheet user? Let us bow down to thee.

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Useful features?

Posted by: Anonymous Coward on May 13, 2005 01:52 AM
In what universe is adding movies and sounds to a spreadsheet deemed a useful feature? Puhleeze.

On a different note altogether, I for one find all that bulky deadweight of OOo to be a gargantuan anchor, dragging Calc down -- in contrast to Gnumeric's "lack of other office apps" cited as a drawback in the article.

Not having to install a gigabyte-sized suite of unrelated and unwanted applications is a huge plus.

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Re:Useful features?

Posted by: Bruce Byfield on May 13, 2005 11:25 PM
Some non-programmers use spreadsheets to create interactive tutorials. The practice is especially common in education.

This is the audience for whom movies and sounds are useful.

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Statistical Accuracy?

Posted by: Anonymous Coward on May 13, 2005 01:58 AM
How do Calc and KSpread compare to Gnumeric in terms of the correctness of their statistical functions? Even Excel still fails miserably here and always has. The studies I read all put Gnumeric soundly ahead of Excel in this regard, but none of them included Calc or KSpread in their comparisons.

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Re:Statistical Accuracy?

Posted by: Anonymous Coward on May 13, 2005 03:39 AM
Gnumeric's accuracy and numerical stability is dramatically higher than any other spreadsheet, on any platform, AFAIK. Part of this is that it borrows numerical code from R (and I think LAPACK). Some of this is actually being rolled into OOCalc. Gnumeric is going to be spinning off a calculation engine library that can be used by other projects, so that other F/OSS apps can benefit.

The other important point is that Gnumeric has 100% Excel function compatibility (albeit with higher numeric accuracy). I think the other sheets are in the high 90's.

The conclusion to the article didn't seem congruous with the rest of the article. It did not appear to me that Calc came out on top in "more than half the categories". It appeared that Calc and Gnumeric were comparable in the areas the author looked at. So -- do you need the whole suite, or do you just need a spreadsheet? Realistically, how many people actually embed a live spreadsheet table (and not just copy-pasted static data) in their wordprocessor, or a wordprocessor-managed text field in their spreadsheet? Nobody does that anymore, OLE is too clunky. Gnumeric is clean lightweight, and is one of the truly stellar examples of Free software.

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Re:Statistical Accuracy?

Posted by: Anonymous Coward on May 13, 2005 08:15 AM
I agree that hardcore spreadsheet users tend to care more about accuracy, robustness, recalc speed, and programmability than fancy formatting features and that sort of thing.

A realistic project might have dozens of spreadsheets each containing thousands of rows of a couple dozen columns each. Judging computation speed by "eyeballing" relative performance on a very simple test is a reasonable place to start, but it is not a serious comparison.

Not that this review isn't worthwhile. It is, but it's like comparing a trio of new cars based on dashboard layouts and cabin features.

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Bravo Bruce!

Posted by: Anonymous Coward on May 13, 2005 02:18 AM
One of the best articles seen here so far. I will be waiting for more articles of this type with great anticipation.

Thanks!

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what about database access?

Posted by: Anonymous Coward on May 13, 2005 06:50 AM
This is the single most important function for a spreadsheet, which is basically a quick and dirty way to deal with info in a database (or whatever tabular data).

Unfortunately, most folks use spreadsheets *as* databases, or worse, as a word processor.

The biggest problem at first glance with the open source products is there are no references for functions.

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Re:what about database access?

Posted by: Iain Roberts on May 13, 2005 09:18 PM
No idea about Gnumeric or Koffice but OOo Calc has excellent database access. A database from a range of sources (from text file to MySQL, PostgreSQL, ODBC etc.) can be linked into a spreadsheet using form controls.

OOo Calc also has good function references (currently under review in the OOo Authors project - www.oooauthors.org).

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Nice article

Posted by: Anonymous Coward on May 13, 2005 08:27 PM
I always find Bruce Byfield's articles very very useful- they dwell on topics that are missed by most writers, but are actually the most valuable to users in practical, everyday situations.

And the little gaps (macro recorder etc.) are filled in by knowledgeable readers, so it's win-win for everyone.

Thanks for another good one.

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Core application functionality

Posted by: Anonymous Coward on May 13, 2005 11:16 PM
One reason i still use windows as a primary os inspite of being a Linux/FreeBSD/Solaris admin since 97 is Excel.
I use excel at work and try to use Calc at home, but when i have to get something done, i have to use excel.

The OSS tools havent matured to the extent to support:
- extensive ODBC/web data retrieval
- high row counts
- intuitive user interface (think Mac OS)

No user bothers to try a new product if it takes ages to load and has all the menus located differently, i doubt M$ has copyrighted the term Pivot Table, but if some new learning is required to do the same task, not many routine users prefer that.

At times i have to parse/report from logs and no OSS tool would support text based odbc connects to read a 200 meg plus ascii text and still allow you to build a pivot table with that

Excel sucks once a while, but those limitations are pretty well documented and dont show up as silly error codes most of the time

OSS tools have a long way to go before they can replace M$ office in enterprises and till that happens, they will always be taken with a pinch of salt.

bottomline: features/functionality/disk footprint/load time dont matter as much as an intuitive user experience (think Nokia/Blackberry menus)

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Apples, Oranges and Potatos

Posted by: Anonymous Coward on May 16, 2005 04:32 AM
The article was reviewing OOo pre version 2.0. Your comments are true about OOo versions 1.0.x and 1.1.x.

OOo version 2 should provide you with a very pleasant surprise. It has good ODBC functionality(provided you include a java runtime environment), and capacity for twice as many rows of data as Excel instead of the half as many rows that you are used to.

The user interface is much closer to Excel than the current version. I don't know if that means easier to learn, or just less hard to change if you already use Excel.

Performance is another area where the OOo team has worked diligently. In my opinion, there is still room for improvement, but the performance compared against OOo 1.x is very significant, with the start up times being a good example. With 1.x you could get reasonable startup times by pro-loading a runtime environment. With Version 2, you can still load a runtime environment to improve startup times, but the startup times with V2 and no runtime loaded seem to be about half as long as the startup times for V1.x when they had a runtime environment pre-loaded.

There is still an issue with comprehensible/consistent error messages, but there has been a great improvement over what was.

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OASIS format not invented by OOo

Posted by: Anonymous Coward on May 14, 2005 05:14 PM
OASIS is a Open Standard, and Developers from both OOo and KOffice Developed it.
(There might be more contributors from OOo, but then OOo has much more people working on it.)

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Re:OASIS format not invented by OOo

Posted by: Anonymous Coward on May 14, 2005 06:10 PM
Oasis format is sxw with some cosmetic changes. That whole committee stuff was pure wankery, required for the "open standard" label. The real work was all done long before.

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Observation...

Posted by: Anonymous Coward on May 16, 2005 08:52 PM
What I'm seeing here is a lot of very subtle attempts by Microsoft supportors at FUD.

They run the usual course of, "I love Linux, but... there is this little function (x) that I use and Open Source products don't have it."

More than likely it's something Open Source products do better anyway (like ODBC support: Try hooking up Oracle 11i to Excel. Good Luck. It runs fine with OO2)

Just an observation.

Nick

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About charts.

Posted by: Anonymous Coward on May 17, 2005 11:22 PM
I think your ranking in this aspect is completly wrong. As far as I know, kspread doesn't have dot charts, for example, and it doesn't offer too much options in the customization of a chart.

Gnumeric is the unique spreadsheet which is capable of drawing error bars and its charts functionality is better and more complete, from my point of view, than any of the others programs.

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Charts performance

Posted by: Anonymous Coward on May 18, 2005 03:23 AM
I was surprised to find that OpenOffice Calc was considered the winner in charts and had no performance-related complaints. Perhaps it's then just me, but I've always found especially its charting to be horrible performer. This both with 1.x and the 2.0 beta, when used with various versions of Fedora Core (the 2.0 beta with FC4test).

Try this simple test: create an empty spreadsheet, copy =rand() to its first 1000 rows and draw a line chart over the range.

Calc 2.0 beta freezes for nearly 30 seconds calculating this on my 1.6GHz Centrino laptop. The same happens when I try to resize the just-created chart object or manipulate it in nearly any way.

In contrast, Gnumeric's response is immediate, with any calculation it might be making so fast that I can not measure it in wall-clock terms.

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OOo 2.0

Posted by: Anonymous Coward on May 19, 2005 03:57 AM
When I compare OOo Calc 2.0 to Gnumeric I must say that Gnumeric's user interface is horrible. I don't care if Gnumeric has functions that an average user will never require. How can you use that as an argument in favor of Gnumeric? I have never had any data corruption with OOo but I sure did with Gnumeric. Furthermore, they are one of the least HIG-compliant GNOME applications on earth. Even simple copy and paste shortcuts don't work properly in Gnumeric. <A HREF="http://download.openoffice.org/680/index.html" title="openoffice.org"> GNOME Office is dying. Download OOo 2.0</a openoffice.org>. Move along.

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Re:OOo 2.0

Posted by: Anonymous Coward on May 19, 2005 11:03 PM
and so is BSD...

Ok who's up for more trolling?

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Re:This is too much

Posted by: Anonymous Coward on May 24, 2005 01:57 PM
HURD will soon be alive.

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KSpread, Gnumeric Combining forces

Posted by: Anonymous Coward on May 25, 2005 01:49 PM
I remember hearing somewhere that the next version of KSpread would use the Gnumeric engine... This would certainly be an interesting development

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