Beam Me Up Scotty – Excel Hyperlinks

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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:=Name

Where:

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:

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14 Responses to “How to Add your Macros to QAT or Excel toolbars?”

  1. Ashfire says:

    We have only just got excel 2007 so this is helping me navigate my way through the differences cheers.

    For Macro's i always add a Command Button, rename it something obvious, change the colour of it and finally add the following to its View Code section.

    Application.Run "MAcro1"

    This way anyone opening the file knows what to do if i ever win the lottery and dont make it in 🙂

  2. Ron Murphy says:

    Hi,
    Good article. But I have this problem.
    1) Customized QAT with a macro. Macro name = MacroX
    2) Runs OK from original location (e.g. C:\TestLoaction1\TestFile.xls)
    3) Copy past file to new location (e.g. C:\TestLoaction2\TestFile.xls)
    Menu button now fails:
    Cannot run the macro "C:\TestLoaction1\TestFile.xls'!MacroX' The macro may not be available in this workbook...

    Of course the code is there, and macros are enabled.

    Could get it to work after deleting and recreating macro custom buttons. So have to re-assign macro to QAT button every time I move the file?

    If I put a form button on he worksheet and assign the macro to that, it's location independent.

    Any ideas?
    Thanks

  3. Hui... says:

    @Ron
    What you have said is correct
    Macros within a worksheet are stored within the worksheet and hence follow it.
    Macros referenced by a button in the QAT or elsewhere are locaed in a file and if that file is moved the linkages don't follow.

    The easiest way around this is to store all your macros in a location that doesn't move and is in fact reloaded everytime that Excel starts and that is called the Personal.xlsx/b file.

    These are refered to several time at Chandoo.org or have a read of
    http://www.rondebruin.nl/personal.htm
    or
    http://office.microsoft.com/en-us/excel-help/deploy-your-excel-macros-from-a-central-file-HA001087296.aspx

    • Col Delane says:

      In Excel 2003 and prior versions, a button added to the Toolbar maintained a DYNAMIC link to the file (e.g. Personal.xlsb) holding the assigned macro, such that if the file was relocated for any reason (by using Excel's native Save As command rather than just moving it via Windows Explorer), the link between the button and the file was updated.
      I expected the same to occur with Excel 2007+, but alas, Microsoft in their infinite wisdom have removed another feature useful to advanced users (just as they did by removing the ability to design your own buttons)!!
      So having just done some reorganisation of my files, I now have to remove and recreate every friggin macro button on my QAT (I have lots) - what a pain in the proverbial!!

  4. Ron Murphy says:

    Hi Hui,

    Thanks for the help, that's really useful.

    1) The macros I'm adding are for one specific Excel application, so I really wanted the macros to follow the file

    2) I didn't want to have to pass other files around too and have users installing those - either Personal.xlsx/b or as an Add-In.

    3) I realise now that the QAT additions will appear for other Excel workbooks in which I don't want the macros available.

    So, it looks like I need to keep it local, by using a button on the worksheet. Unless you can suggest any way of adding to menus just for a specific workbook.

    Thanks again for your help. Great site, so I'll be signing up for the emails.

    Ron

  5. cheryl says:

    I know I'm a little late jumping on this post, but wondering if anyone knows how to add a UDF to the QAT? I've saved my UDF in my personal workbook, but it does not show up in my list when I choose Macros when customizing my QAT. Suggestions? Thanks!!

    • Chandoo says:

      @Cheryl: UDFs cannot be accessed like Macros. You can use them from other macros or from worksheet cells as formulas...
      @David: If you save your macros file and then install it as an add-in then it will be always available for you.

  6. David says:

    The instructions work great when you are creating a new file, and it is still open. I find that I can't access macros after I've saved a file as an xlam and closed it. When I reopen the xlam, either by browsing to it, or by having it set to open as an addin using Excel Options, the macros are no longer available in the macros list when I go to edit the QAT. Any way around that?

  7. JimH says:

    I need to create a button that will run a macro. Once you click the button it needs to open up a browser asking you to select a report/file. Once you select the file, it will run the macro on the selected file and then save it as a new report with a name and the current date. I created the macro to sort/modify the report but I do not know how to do what I mentioned above. I hope this makes sense.

  8. NathanG says:

    I'm having trouble adding a macro to the QAT. I've done everything up to step 5 but my macro isn't showing up. What am I doing wrong?

  9. surfinette says:

    Hi,
    Thank you for the explanation. Very useful for a recent switcher from office 2003 to office 2010.
    My follow-up question is: in Excel (or ppt) 2010, can you customize the macro button that you put in the QAT?
    In office 2003, once you chose the custom button for your Macro, you could then edit pixel by pixel the said button.
    For instance, I've created 2 Macros in PPT that are converting all my slides to either English or French language, so I'd like one button to show EN and the other FR... that would be more meaningful that any of the possible "custom" office 2010 buttons

  10. Morton Wakeland says:

    I read all the post and one important aspect to the QAT was never mentioned. That is, you have a macro driven worksheet that you want to share with other. You have customized the QAT with two icons to run the macros (VBA programs in reality). However, when the others receive the workbook, the icons are no where to be found. It's my understanding those "customized buttons" have been saved to an outside file, Excel.qat. QUESTION: Could one simply attach that file to your email, along with the worksheet, and tell the recipients to copy that file to correct location on their computer - C:\Users\\AppData\Local\Microsoft\Office|\
    Would the customize macro buttons then appear in the worksheet and, more importantly, work? Thanks for your thoughtfulness and thanks for well written instructions Chandoo!
    MortW

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