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:
28 Responses to “CP024: Customize Excel to boost your productivity”
I think that the most useful customisation that I utilise frequently is some code I found that allows multiple items to be selected from a data validation list. For example one workbook we use lists the business drivers for a project. Another uses this technique to select the staff involved in a particular project. See http://blog.contextures.com/archives/2009/09/18/select-multiple-items-from-excel-data-validation-list/
Another terrific podcast Chandoo! Glad to hear that you, your family, friends and community are recovering well from HurHur.
You did a great job of covering so many of the customization techniques that I use but one that I really like is the addition of those top portion of the quick access tool bar with items that I use often but are not standard to any of the tool bar options.
Thank again Chandoo for the terrific website! It definitely is helping to make me awesome in Excel.
I customise excel toolbars by inserting an icon and dragging it to the appropriate area.
I prefer not to customize (too much).. I use Excel on a work pc, on two pc's at home, and sometimes on other PC's (even on different languages). I've found that if I keep the most "standard" look, I manage to get around on any pc, whatever the language pack.
The only thing I do is "pinning" the most used files on the Windows taskbar. And even then I sometimes forget what I placed where, and look it up manually anyway...
Hi, Chandoo. Thanks for the complete review of customizations. I use most of the items you mention, such as Options to set the default font to “old” Arial rather than Cambria. I’ve also adapted the QAT, adding a button to Repeat last action as well as ones to close the current workbook and the Excel application. Lastly, I developed a personal Add-in that contains macros and changes the ribbon (via Microsoft’s Custom UI editor) to rearrange buttons for functions I always use and adds a new ribbon tab with buttons for my personal macros. For example, one of my most frequently used macros deletes all rows below and columns to the right of a selected cell and resets the Excel used range value for the worksheet (helpful for when I press Ctrl-End).
Thank you again for another great podcast! I always learn something from your podcast/Blog/site. I can't believe I never bothered to look at setting the number of sheets excel creates when you open a New workbook. That will save me time everyday!
I usually create a Personal Macro set to use, as well as creating some custom ribbon and toolbar sets to make my most needed functions handy (I even include some personal macros in these toolbars.) I also spend some time creating some themes to match the Company reporting colors so that my work can easily be incorporated into company communications.
Thanks for helping me be awesome at Excel everyday!
Hi Chandoo - excellent podcast. At the moment I only use the quick access tool bar to add not standard icons. But now I have several techniques that I am going to try. Thanks
excellent podcast!! not enough users maximise their productivity by making Excel more comfortable to work with!!
I use many of the techniques already mentioned (personal macro book, customised QAT/ribbon, etc) but but, instead of adding lot's of buttons I find it's better learn and use the relevant keyboard shortcuts instead of adding buttons for all those functions you use all the time (avoid button overload!!).
Far better to add buttons for functions you don't use often and that are difficult to find/use in their regular guise
I also use a default 'dashboard' workbook that has hyperlinks to a handful of files I use regularly.
also maybe worth mentioning creating default workbook/worksheet 'styles' - to do this create a workbook with the formats you want (fonts, page setup, # of sheets, etc) and save it to your excel start folder with the name BOOK (use SHEET for the sheet template). From then on all new books/sheets will have the same basic formatting
Thanks for the podcast Chandoo, glad you are recovering from the typhoon experience.
Here at work we created 2 template files, a "simple" one and a "large" one. We often have to put together engineering calculations and having these templates makes it so much faster. The simple one has a cover page (used for tracking revisions) and then a sheet set out in our standard format. The large one has the same cover page, then a contents page that has macro buttons to jump to any of the 10 tabs set up in it. And yes, we often use 5-10 tabs when doing our calculations! This makes the navigation much easier and means we can get on with calcs and not have to spend time formatting.
Thanks and enjoy, Oxi
Hi Chandoo – I liked this episode. So far I only use quick access bar to add icons for Macros, special paste etc.. Looking forward to explore some of the techniques shared by you. Thanks
Thanks for the podcast. There's a couple of things I'll have to try.
I've set up a default workbook that's saved to my excel start directory that contains:
* corporate colours and fonts
* a cover sheet
* modified and expanded cell styles
* default table and pivot table styles
* custom page setup settings
Another thing I've tried is creating chart templates which saves a bit of time.
My Quick Access toolbar is jampacked with macros:
- Save all open spreadsheets
- Backup the active workbook to another folder. Useful if I'm making big changes to the spreadsheet that i might want to revert later.
- Copy & Paste special values. Why click two buttons when you can click one?
- Set my preferred number formatting
- Format graphs in company colours
- Apply red/green conditional formatting for growths data. 0% growth is white, 20% growth is green, -20% growth is red
- Format and apply settings to pivot tables as I like them. E.g. Tabular format, no retained items, no style, etc
- Sort items in a pivot filter. Standard Excel capability only lets you sort items if they are in rows or columns not in a filter
- Delete all custom styles. It amazing how many junk styles spreadsheets can accrue, especially when copying in data from other spreadsheets
- Resize and reposition all comments. I swear comments have a mind of their own, constantly moving to bizarre places.
- Print in a Userform all external links and whether the links are active. Including those in name manager and in pivot tables that don't show up in the 'Edit links' window.
- Print in a Userform all HIDDEN name manger names. As a company we need to be careful about what is exposed when we publish spreadsheets.
These (and more I've not mentioned) save me countless hours during a normal working week!
Thanks for a great podcast. Really useful tips on customisation. The tip on only one sheet instead of three - using that now myself.
Personally I use customisation for two main purposes. Quick access to functions I use regularly – to state the obvious – but also some functions I use so infrequently I may not be able to quickly find them when I need them. Forms, for example.
And if I ever need to use a function or command that I have recently learned or used in a new or different way, I add that to the Quick Access Ribbon.
Hi Chandoo,
On top all those customization you've mentioned, I also use the Custom UI Editor for Microsoft Office to create my own Ribbon menu buttons in Excel 2007 and hide the default ones. With the help of macros of course, this makes Excel looks and behave like an App.
Try that to impress your boss !
Chandoo,
Until recently, I had only created custom VBA to solve specific problems related to work. I usually placed a shortcut in a new ribbon. Now I am going to use some of the tips that you mentioned to customize one ribbon for all of the common items that I use (like filter, sort, number format, etc.)
Thank you.
Hi Chandoo,
I really like your podcast. I will appreciate if you continue to do podcast in the future.
Regarding my customize of excel, I usually keep lot of commands in Quick Access Toolbars (QAT), esp, insert/delete sheet row, insert/delete sheet column,copy, cut, format copying, paste, paste special, paste value, Font color, Fill color, camera tool and open recent file etc. Also I click on click on Developer tab so that it is visible on my tabs.
When I was studying MBA, I used to do add-ins of Analysis Toolpak but I have not used that Toolpak since I completed MBA.
Thanking you,
Sam
Hi Chandoo,
I really like your page and it's the first time I listen your podcast and it's great!!. I use a lot the Quick Access Toolbar and also use personal macros for rutine task and for look-and-feel in corporate colors, but after listen you I will try to costumize the ribbon and also I will work with themes and styles.
Thanks to inspire us!!.
Regards from Mexico.
Uriel
Thank you Chandoo, very useful.
I have done 3 things to customize my excel,
Created a new tab and put in it all my frequently used commands.
Recorded all my repeated activities as macros and I am running this everyday.
Added the commands I use very very frequently (including the recorded macros) to the QAT.
Thank you again
Hi Chandoo,
Great podcast. I usually do the following to customize my Excel:
1) I use custom themes and chart & slicer templates
2) Custom macros in QAT and Ribbon for repetitive tasks
3) Keep generic VBA routines in a module for use when needed for specific workbooks, I can just copy it into the target workbook.
Thanks,
Dave
Hi Chandoo,
I have been using the quick access toolbar and it is great for having frequently used features all in one place. As well as macros and those less commonly known features, such as select visable cells when working with hidden rows/columns. The list of all commands available to add to the toolbar is mind numbing.
I did not know about adding your own tab to the ribbon. I have already begun contructing my own.
Thank you for the wonderful information.
Chandoo,
I mainly use the personal macros. There are a few charts that I update frequently, this requires that I keep the old data and change the range of the chart. Changing the range causes Excel to pick all new colors for my chart. So, one macro reverses this issue.
Thanks for sharing your awesomeness.
My customization:
I have three add-ins: Macabacus light for shortcuts (free), XL Campus to work with lots of tabs and the Tableau reshaper add-in (free), to reshape tables in database form.
I have created and copied macros for:
Clean formats
Search and select constants
Format as constant (I used to do financial modeling)
Trace dependents simultaneously
Center across selection (not used anymore since it's in one of the Add-ins)
Search and select blanks cells
Select cell A1 in every sheet (before closing the file)
Protect and unprotect sheets and workbook
Almost all macros have shortcuts and a dedicated tab in the ribbon.
As for Excel options themselves:
Automatic calculations
Error tracking disabled
Cursor stays in same cell when Enter is pressed
And I used to have a Financial modeling template as a predefined sheet where different formats and styles were pre-established
Dear chandoo
Thanks for the excellent podcast. I regularly visit your website and have listened to all your podcast which are very informative. I customise my toolbar by using a quick access and inserting icons in toolbar.
i used all of you suggestions, but have refrained from pinning files to the Recent Workbook List. It bothered me that this pinned files also took over the keybord shortcuts for the last opened files. If I press ALT-F+1, i want to open the last used file, not the file i pinned first.
I missed a very powerful Excel customization option in your podcast, which i use every day and saves me hours: custom keyboard shortcuts. There are two of them:
1. Assign a Key combination to a macro (e.g. "Ctrl-Shift-V" for my VBA-procedure "PasteSpecial_Values")
-> Open the Macro-dialog (Alt-F8) and go to Options, set the key...
2. Assign a Key combination even to F-Keys (e.g. "F5" for "my_favorite_Macro")
-> Open VBA-Editor (Alt-F11), go to any Module in your Personal.xlsb and add this code:
Sub auto_open()
Application.OnKey "{F5}", "my_favorite_Macro"
End Sub
There is no quicker way to call your macro!
Hi Chandoo, very excellent podcast.
I use the quick access toolbar to link my VBA macro's and at the moment I'm experimenting on adding a personal ribbon tab with personal ribbon buttons. I use a Custom UI Editor to do this, it let me link macro's to the buttons used in the personal ribbontab.
This way for a project dashboard I can add the buttons necessary there and they are attached to the file. So other people opening the file have the same ribbon tab. Looking professional and to quote 'awesome' ;-).
Thanks for your prodcast.
I customize my excel in the ribbon. This allows to feature the items I need
Hi Chandoo,
Would you please link me to your Excel Customization Handbook? I am sure that this will help me in a huge way!
Hi Chandoo!
I would love an Excel Customization Handbook! Here is my tip:
To recreate the CTRL-HOME functionality on Excel for Mac copy and paste the following code into your personal macro workbook. I assigned my code to the hotkey Option-Cmd-G and now it's like I have a "Home" button on my Mac!
----------
Sub GoHome()
'
' GoHome Macro
' Simulates Ctrl-Home on a PC
'
' Keyboard Shortcut: Option+Cmd+g
If ActiveSheet.Type = xlWorksheet Then
With ActiveWindow
.ScrollRow = 1
.ScrollColumn = 1
.ActivePane.VisibleRange.Cells(1).Select
End With
End If
End Sub