Wednesday, June 19, 2024

Spreadsheet Superstars

It’s happy hour in Las Vegas, and the MGM Grand casino is crawling with people. The National Finals Rodeo is in town, the NBA’s inaugural in-season tournament is underway, the Raiders play on Sunday, and the U2 residency is going strong at the giant Sphere, so it seems everyone in every bar and at every slot machine is looking forward to something. (And wearing a cowboy hat.) Even for a town built on nonstop buzz, this qualifies as a uniquely eventful weekend.

But I’d wager that if you wanted to see the most exciting drama happening at the MGM on this Friday night, you’d have to walk through the casino and look for the small sign advertising something called The Active Cell. This is the site of the play-in round for the Excel World Championship, and it starts in five minutes. There are 27 people here to take part in this event (28 registered, but one evidently chickened out before we started), which will send its top eight finishers to tomorrow night’s finals. There, one person will be crowned the Excel World Champion, which comes with a trophy and a championship belt and the ability to spend the next 12 months bragging about being officially the world’s best spreadsheeter. Eight people have already qualified for the finals; some of today’s 27 contestants lost in those qualifying rounds, others just showed up last-minute in hopes of a comeback.

The room is set up with four rows and three columns of tables, each one draped in a black tablecloth and covered in power strips, laptops, and the occasional notepad. There’s a long table with coffee in the back, and over the two days we’ve been in this room, carts have occasionally wheeled in with cookies, queso dip, and at one point, surprisingly delicious churros. The unofficial dress code is business casual, the overall vibe somewhere between summer camp and business conference.

Now the room is quieter, more focused. 26 of the contestants are furiously setting up their workspaces. They plug in their computers, clean up their areas, and refill their beverages. A number of players reach into their bags and pull out an external mouse and keyboard — everyone in the room has strong opinions on brands and features, but all agree that what you really need is a keyboard with function keys separate from media keys, and then to turn those media keys into more function keys so you can work even faster.

And then there’s me. I’m the 27th competitor, and I’m both the only person in the room using a Mac and the only person who has no idea what I’m doing. I’ve spent the last two days in this room with this group, as they’ve taught each other new Excel tricks and compared notes on the state of the art in the world’s most important piece of software. They’ve been debating VLOOKUP and XLOOKUP and teaching each other how to use the MOD function. I’ve been desperately trying to get my app to update on the MGM’s Wi-Fi.

At 6PM on the dot, Andrew Grigolyunovich, the founder and CEO of the Financial Modeling World Cup, the organization hosting these championships, takes the modular stage in the ballroom. He loads an unlisted YouTube link, which begins explaining today’s challenge, known as a “case.” It’s a puzzle called “Potions Master,” and it goes roughly like this: You’re training to be a potions master in Excelburg, but you’re terrible at it. You have a number of ingredients, each of which has a certain number of associated points; your goal is to get the most points in each potion before it explodes, which it does based on how much of a white ingredient you’ve added.

The Potions Master case, like so many of the puzzles conquered by these competitive Excelers, is not particularly complicated. This is a flashier, faster, deliberately more arcade-y version of spreadsheeting, more like trying to win 10 simultaneous games of chess on easy mode rather than painstakingly taking on a grandmaster. If you like, you can solve the whole thing manually: figure out when the white number gets too high, count the total points until that spot, then double-check it because it’s a lot of numbers, and eventually answer the first question. That’s my strategy, and I think I get it right. Now there are 119 more, worth a total of 1,500 points, and it’s quickly clear I’m not going to finish in the 30 minutes we’ve been allotted.

While I’m squinting into my 13-inch screen and carefully adding 1s and 3s, the other 26 contestants are whirring through their spreadsheets, using Excel’s built-in formula and data visualization tools to organize and query all that data. Everyone in the room seems to have their own way to chew through the ingredient lists and spends the first few minutes turning a mess of numbers and letters into real, proper capital-d Data. They start answering questions a half-dozen at a time, while I’m still checking my mental math.

Almost everybody who participates in competitive Excel will tell you that the app itself will only get you so far. If you can’t hack the puzzle or figure out what you’re trying to do, it can’t make something out of nothing. Your brain will always matter more than your software. But if you really know how to make Excel sing, there’s simply no more powerful piece of software on the planet for turning a mess of numbers into answers and sense.

Competitive Excel has been around for years, but only in a hobbyist way. Most of the people in this room full of actuaries, analysts, accountants, and investors play Excel the way I play Scrabble or do the crossword — exercising your brain using tools you understand. But last year’s competition became a viral hit on ESPN and YouTube, and this year, the organizers are trying to capitalize. After all, someone points out to me, poker is basically just math, and it’s all over TV. Why not spreadsheets? Excel is a tool. It’s a game. Now it hopes to become a sport.

I’ve come to realize in my two days in this ballroom that understanding a spreadsheet is like a superpower. The folks in this room make their living on their ability to take some complex thing — a company’s sales, a person’s lifestyle, a region’s political leanings, a race car — and pull it apart into its many component pieces. If you can reduce the world down to a bunch of rows and columns, you can control it. Manipulate it. Build it and rebuild it in a thousand new ways, with a couple of hotkeys and an undo button at the ready. A good spreadsheet shows you the universe and gives you the ability to create new ones. And the people in this room, in their dad jeans and short-sleeved button-downs, are the gods on Olympus, bending everything to their will.

There is one inescapably weird thing about competitive Excel: spreadsheets are not fun. Spreadsheets are very powerful, very interesting, very important, but they are for work. Most of what happens at the FMWC is, in almost every practical way, indistinguishable from the normal work that millions of people do in spreadsheets every day. You can gussy up the format, shorten the timelines, and raise the stakes all you want — the reality is you’re still asking a bunch of people who make spreadsheets for a living to just make more spreadsheets, even if they’re doing it in Vegas.

You really can’t overstate how important and ubiquitous spreadsheets really are, though. “Electronic spreadsheets” actually date back earlier than computers and are maybe the single most important reason computers first became mainstream. In the late 1970s, a Harvard MBA student named Dan Bricklin started to dream up a software program that could automatically do the math he was constantly doing and re-doing in class. “I imagined a magic blackboard that if you erased one number and wrote a new thing in, all of the other numbers would automatically change, like word processing with numbers,” he said in a 2016 TED Talk. This sounds quaint and obvious now, but it was revolutionary then.

Bricklin’s software, eventually called VisiCalc, gave many people their first good reason ever to buy a computer. In 1996, Apple CEO Steve Jobs called VisiCalc the first of two “explosions that propelled the industry forward” and said spreadsheets were the driving force behind the success of the Apple II. A generation later, a competitor called Lotus 1-2-3 became a key app for the IBM PC. By 1985, after briefly dabbling with a program called Multiplan, Microsoft announced a powerful spreadsheet app of its own, called Excel. At the time, it was an app for Apple’s Macintosh, which was flagging in sales; both Apple and Microsoft thought the best way to compete was with spreadsheets. They were right.

Four decades later, Microsoft CEO Satya Nadella called Excel “the best consumer product we ever created.”

by David Pierce, The Verge |  Read more:
Image: uncredited