What are Hyperlinks ?
A Hyperlink is a reference to a document, a location or an action that the reader can directly follow by selecting the link.
Hyperlinks are used extensively on the Internet and are generally Words highlighted in Underlined Blue <– Like that.
The use of Hyperlinks in Excel has been extended to a number of areas and this includes:
- Opening Files (of any type)
- Opening Web Pages (Internet or Intranet)
- Jumping/Navigating to locations within an existing document
- Creating New Documents (Excel files only)
- Sending Emails
Microsoft has added the ability to place Hyperlinks,
- Directly on an Excel worksheet ,
- Connected to a number of worksheet objects, including shapes, charts and wordart
- Included as a worksheet formulas.
- Programmatically using VBA
These 4 methods above will be discussed here.
Inserting Hyperlinks
As described above there are 4 methods for inserting hyperlinks in an Excel Workbook.
Directly on an Excel worksheet
There are 3 ways to insert a Hyperlink directly into a cell, either:
Right click on the cell and select Hyperlink; or
Use the Insert, Hyperlinks Tab; or
Use a Keyboard Shortcut – Ctrl K
Connected to a number of worksheet objects, including shapes, charts and wordart
You can also add a Hyperlink to many objects within Excel including Pictures, Shapes, Text Boxes, Word Art and Charts.
Right clicking a lot of these objects brings up the Objects Shortcuts Menu, select Hyperlink…,
or
Select the object, Use the Insert, Hyperlinks Tab; or
Select the Object and Use the Keyboard Shortcut – Ctrl K
Hint: Right Clicking on Charts Doesn’t Show the Add Hyperlink option, so Select the Chart and Ctrl K
Adding Hyperlinks using Worksheet Formulas.
Hyperlinks can be added using worksheet formulas.
=HYPERLINK( Link Location, Name)
Link Location: This is the path and file name to the document to be opened.
The Link Location can refer to a place in a document – such as a specific cell or named range in an Excel worksheet or workbook, or to a bookmark in a Microsoft Word document. The path can be to a file that is stored on a hard disk drive. The path can also be the path on a server or a URL, HTTP or FTP and a location of an object, document, World Wide Web page, or other destination on the Internet or an intranet. The Link Location can be a text string enclosed in quotation marks or a reference to a cell that contains the link as a text string.
Name: This is the text or value that is displayed in the cell. The Name is displayed in blue and is underlined.
Eg:
Jump to a cell on Another sheet
=HYPERLINK(Sheet3!B3,”Monthly Budget”)
The above will add a Hyperlink, titled “Monthly Budget” and link to Sheet3!B3 of the current workbook
Jump to a Named Range on Another sheet
=HYPERLINK(Budget,”Yearly Budget”)
The above will add a Hyperlink, titled “Yearly Budget” and link to the Named Range “Budget” of the current workbook
Open a File on a network Drive
=HYPERLINK(“//Server01\01 Administration\Administration.docx”,”Open Admin File”)
The above will add a Hyperlink, titled “Open Admin File” and link to the file at: //Server01\01 Administration\Administration.docx
Open a File on a network Drive at a specific bookmark
=HYPERLINK(“[//Server01\01 Administration\Administration.docx]Contents”,”Open Admin File @ TOC”)
The above will add a Hyperlink, titled “Open Admin File @ TOC” and link to the Named Section “Contents” of the file at: //Server01\01 Administration\Administration.docx
Jump to a Web Page
=HYPERLINK(“http://chandoo.org/wp/”,”Goto Chandoo.org”)
The above will add a Hyperlink, titled “Goto Chandoo.org” and link to http://chandoo.org/wp/
Send an Email
=HYPERLINK(“mailto:chandoo.d@gmail.com”,”Email Chandoo”)
The above will add a Hyperlink, titled “Email Chandoo” and send an email to chandoo.d@gmail.com
Adding Hyperlinks Programmatically using VBA
Hyperlinks can be added to a worksheet or a worksheet object programmatically using some simple code
Sheets(SheetName).Hyperlinks.Add Anchor:=Sheets(SheetName).Range(Range), Address:=””, SubAddress:=”Address!Range“, TextToDisplay:=NameWhere:
SheetName: The Name of the Sheet where the Hyperlink is to go
Range: The Range where the Hyperlink is to go
Address!Range: The address and Range linked to in the Hyperlink
Name: The Display Name of the Hyperlink
Types of Hyperlinks
There are 5 Types of Hyperlinks which Excel offers, each is described below:
- Existing File
- Existing Web Page
- Place in This Document
- Create a New Document
- Send an Email Link
Existing File
Select the existing File or Web Page icon in the Link to: area
Navigate to the existing file using the Look in: area of the dialog
Add your Display Text in the Text to display: area
Add a ScreenTip…, a Tip which is displayed when you hover the mouse over a Hyperlink
Use the Bookmark… button to jump to predefined Named Ranges and common Cell References dialog
Existing Web Page
Select the Existing File or Web Page icon in the Link to: area
Navigate to the existing file using the Look in: area of the dialog
Add your Display Text in the Text to display: area
Add a ScreenTip…, a Tip which is displayed when you hover the mouse over a Hyperlink
Place in This Document
Select the Place in this Document icon in the Link to: area
Type in Cell Reference using the Type in Cell Reference: area of the dialog or select a Defined Names in the Defined Names area
Add your Display Text in the Text to display: area
Add a ScreenTip…, a Tip which is displayed when you hover the mouse over a Hyperlink
Create a New Document
Select the Create New Document icon in the Link to: area
Type in the Name of the New Document in the Name of the New Document: area of the dialog.
Add your Display Text in the Text to display: area
Add a ScreenTip…, a Tip which is displayed when you hover the mouse over a Hyperlink
You can choose wether to Edit the File Now or Later in the When to Edit area
Send an Email Link
Select the Email Address icon in the Link to: area
Type in the Email Address in the Email Address: area of the dialog.
Add your Display Text in the Text to display: area
Add your Email Subject in the Subject: area
Add a ScreenTip…, a Tip which is displayed when you hover the mouse over a Hyperlink.
Editing Hyperlinks
Once you have a hyperlink established you can edit the hyperlink by right click on the hyperlink and select Edit Hyperlink
The Edit Hyperlink dialog will vary depending on the type of Hyperlink as described above.
Deleting Hyperlinks
Once you have a hyperlink established you can delete the hyperlink by right click on the hyperlink and select Remove Hyperlink
Hyperlink Uses
Hyperlink can be used for a number of uses as described above.
Tables of Contents
One common use of hyperlinks is the creation of Tables of Contents.
The construction of a Table of Contents page was discussed here Table of Contents
The construction of Tables of Contents can also be automated using some simple VBA.
So instead of reinventing the wheel I will direct you to The Microsoft Office Blog where Tables of Conents were recently discussed.
Table of Contents 1 or Table of Contents 2
Dealing with Lots of Hyperlinks
The following 2 posts at http://chandoo.org/forums have solved users problems and will easily be adapted to other Hyperlink issues
Find Dead Hyperlinks
http://chandoo.org/forums/topic/check-broken-external-hyperlinks
Edit Hyperlinks
http://chandoo.org/forums/topic/marco-for-editing-link-in-workbook
How have you used Hyperlinks?
How have you used Hyperlinks?
Let us all know in the comments below:
25 Responses to “Display Alerts in Dashboards to Grab User Attention [Quick Tip]”
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which could also provide another piece of information.
I prefer the red,grey,light grey,black icon set. I've also used in-cell pie charts from Fabrice's Sparklines for Excel as an alert which can also provide another piece of information.
For Excel 2007, your formula should do the same as the Excel 2003 version, so that non-alert rows are blank - if they are 0, the unnecessary green icon will show
Hi Chandoo,
Nice Post !! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
Hi Chandoo,
Nice Post !!! just to add something for EXL 2003, we can also 4 Ifs and link to the alert data
For Ex: If we have alert data in Cell A2 and want to split in 4 orders namely <25%, 25-50%, 50-75% and 75%< then we can following formula and put fonts as you have suggested :
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
And then using Conditional Formating we can dashboard reflected on different COLOURS as per their respective alert.
Best Regards
Rohit1409
The Complete formula [Don't Know how it got cut ]
=IF(A2<0.25,CHAR(153),IF(A2<=0.5,CHAR(155),IF(A2=0.76,CHAR(152)))))
PS : Use in single line [I have split it to avoid cuts 😉 ]
Hi Chandoo..
why it is not displaying the complete formula..
anyways here is the balance
"=IF(A2<0.25,CHAR(153), IF(A2<=0.5,CHAR(155), IF(A2=0.76,CHAR(152)))))"
@Rohit... your formulas are fine. Just that the width of comment area is fixed and hence my website is cropping it at 640pixels. I just edited your formula and added few white spaces so that it wraps nicely.
Very good idea btw.. kudos!
Hi,
Maybe just go for 'bold' ; 'underline' or 'italic' to draw the users attention? Those methods (if those can be called methods) are used cross media type (books, journals, blogs, billboards, ...) to guide the readers eye to valuable information.
Just a basic thought
@Tom.. good idea..
[...] has a very nice writeup on how to add such alerts to dashboard sheets. Possibly related posts: (automatically generated)Divide your data set into workbooksHow to enforce [...]
Hi Chandoo,
You certainly grabbed my attention! although I wasn't sure what my brother (Suresh) and cousin (Shyam) were doing right, and I was doing wrong? 😉
I love your blog btw - Many thanks for all your hard work in unravelling the secrets and mysteries of Excel!
Best regards
Ramesh
I thought I saw an advertisment for a book about learning excel called excel himalaya or something. It cost about 35.00 us money but seemed to have the things I need to have my admin assistant to start to use. I was hoping to start with this book and then send her to school if she shows some interest and aptitude. Any help on this would be appreciated. Thanks
Great web site and information!!!!
@Jeff... checkout http://chandoo.org/wp/2010/08/25/excel-everest-review/
thanks, your website is awesome!
[...] Alerts to highlight focus areas [...]
[...] There are lots of numbers in this dashboard. I would suggest adding few more visualizations like showing indicators or applying conditional formatting or replacing a table with a chart. This would reduce the [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo
Firstly thanks for all the cool tips on how to use Excel better.
I am new to the site and have a question which you may be able to assist with but dont know if these comment boxes are the best way of asking ?
I am looking at assets and trying to calculate the depreciation total by taking a year (say 2010) adding the expected life of the asset (say 10 years) then comparing that to a future date (say 2015) using an IF statement. The calculation in normal is - IF((year in col B (2010) plus 10years)>year 2015, add a years depreciation, otherwise leave blank). The converted date value does not appear able to add 10 years in order to compare it to 2015. Am I missing something ?
I use the “IF” Statement in conjunction with Conditional Formatting in MS Excel to give verbiage to alert one of a required action, dependant on a review date. This makes a visual stimulus, plus it clues one as to what the conditional format is trying to warn you about and what follow-up actions are required.
Wow, I'm really impressed with dashboards. I had no idea this stuff was even possible with excel. I'd like to offer an interactive dashboard to my customers, showing analytics of their data. I have a .pdf file with the datapoints. I'd like them to enter the data on my website, and be able to see their data. Is something like that possible.
Hi Chandoo,
I've recently purchased the package for both templates.
In the portfolio dashboard,under the calculations worksheet, I'm attempting to change the date range in the gantt chart to show only the range of the project that starts in late 2013. How do I do this?
Thanks
Adam
[...] is the same technique as alert icons in dashboard. Just that I also showed green [...]
Hi Chandoo,
I'm new at Excel Dashboard and found your blog really useful and helpful! It's very nice of you that you dedicate your time to do this.
Could you please explain how can I use Alerts based on dates on a Dashboar?
For example, if a target date is coming closer to the actual date, the alert is yellow or red.
I'd really appreciate some help!
Thank you
Where can I download the file Excel of Averall Statistics ???
Thanks a lot.