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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39 Responses to “Some charts try to make you an April fool all the time (or why 3d pie charts are evil)”

  1. TheQ47 says:

    Another little trick they've used in that pie chart is in the positioning of the car sales in relation to each other. The way in which you present them in the column chart is from highest seller to lowest seller, left to right, which is what we're used to seeing. But in the dastardly pie chart, the two smallest selling cars (the SX4 and the Scala) are placed one either side of the Verna, which serves to make it look bigger again.
    Also the perspective at which you look at the pie chart makes the Verna look bigger. From my experimintation, a perspective of around 35-37 degrees makes it look like an even bigger slice, which appears to be what the advertiser has done.
    All of this manipulation would make you think of the "photoshopping" or "air-brushing" that is done on photos of models, film stars, and so on, in magazines, to give them the unattainable looks, skin, shape, etc., etc., that many aspire to, but can never reach.
    This post is quite the learning experience, thanks very much.

    • amanda says:

      please help!!!! im taking a computer class at SPC in clearwater. i have an excel worksheet to turn in and my pie charts are just blank no pie at all, all the other charts are working but i need #D pie chart can anyone help me to restore the 3D Pie chart??? Emergency

  2. David Onder says:

    This is a great example of why I do not like pie charts.  
    I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
    And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.
    signed David Onder

  3. kidakaka says:

    Reminds me of the quote ... statistics are like bikinis ... what they reveal is suggestive, what they conceal is vital.

    • KStilwill says:

      I love that Quote and you are so right, now to get the upper management to understand that!!!

  4. kidakaka says:

    Oh .. and wont it be awesome if u can create a quick decision tree tool for jo so that she can buy shoes :p ... perhaps link it to jabong.com or flipkart.com account and boom ... a spreadsheet shopping tool!

  5. There are a only two acceptable pie charts: actual pie and cheesecake. 

  6. Leon Kowalski says:

    My own commitment to the truth is to incorporate pereto graphs (Few, 2006) into most of my bar/column graphs.  The pereto is  activated by a non-printing check box form control.  This method has proven its worth on a number of occasions when presenting data and demonstrating its integrity when challenged - Also gets a kudos point from the boss for foresight, preparedness and professionalism :-).
     
    Leonk

  7. Luke M says:

    A little part of me dies inside whenever I see presentations from upper level technical management that includes exploded 3D pie charts.
    I promise to never make a 3d pie chart. If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.signed Luke M

  8. PPH says:

    So if the goal is to mislead, 3-D pie charts are great.  There is a use for everything.

    • Avi says:

      Definitely agree with you. They did the appropriate thing as a marketing scheme. The chart is not "wrong" in any way, just misleading to the eye. 

      I think it's an excellent ploy.

  9. eagerpies says:

    I think these are an excellent display of the versatility of storytelling that is allowed by the champion of charts, the pie.  Great work Chandoo.  See my site for some further examples of effectively working with pie charts.  eagerpies.com

  10. Bryn Baker says:

    Well done Chandoo, all points clearly made; I'd add that there are lies, damned lies, statistics, pie charts and tweaked pie charts.
    I never recommend a pie chart but some of my custoners are so stupi are sure their requirements are correct. And the customer is always right (when he is the boss). So no pledge but lots of support.
    When I teach charts I ask what is the purpose of charts? Fairly sharp students talk about information over data. The purpose is to make better decisions happen. The accuracy is essential, the usability is essential, but the real gain is when the manager sees what to do to make the figures better.

  11. Bryn Baker says:

    Why do you have strikethru option in replies that is visble when editing but lost when posted? Of course is this does show a strikethru I must have got it wrong; let's see..

  12. Bryn Baker says:

    ... no thought not. Register aplea for strikethru to work. Thanks

  13. Kiev says:

    Hand on experience, thank you for sharing this.

  14. Meic Goodyear says:

    My favourite (if that's the right word) is Stve Jobs at

    http://www.myspace.com/crazyalaskandude/photos/30206354

    Some people must be assumed to know better, in which case it must be intentional.
    There's a classic book called How to Lie with Statistics, and another called How to Lie with Maps. Time for How to Lie with Charts?

  15. 5antiago says:

    A time and a place for everything, in my opinion. E.g. pie charts are good for communicating specific things to a wide and general audience, because everyone feels comfortable with the form at least.

    3D pie charts are good for giving the appearance of analysis to people who wouldn't read them anyway.

    In Excel, I use flattened 3D pie charts because they let me control the rotation of the chart to put the most important slices where I want them. That said, I don't use pie charts very often because my audience doesn't demand them

  16. SomeintPhia says:

    Sorry, but all kind of 3d stuff is horrible! Better, let's back a pie!

  17. SomeintPhia says:

    Sorry, but all kind of 3d chart stuff is horrible! Better, let's back a pie!

  18. Guest says:

    Call this the chandoo effect!!! Did u check out the same advertisement with a different type of chart in yesterdays newspapers??? Even the marketing managers listen to chandoo.

  19. Sarah says:

    I've always disliked pie charts for this reason and exploded 3d pie charts makes a liar out of their creators. its like the old man and his fish story.... I promise to never make a 3d pie chart (unless its as a joke). If I ever see one, I promise to not rotate or explode it. I also promise to create alternative charts (usually column, bar, line or scatter plots) so that my audience can see the truth better.
    And oh yeah, I promise to bake & eat pies whenever possible. Apart from cakes, pastries, ice creams, biscuits and other assorted fun foods that is.

  20. OberonViking says:

    I teach mathematics at high school, and this article will now feature as a regular teaching tool in the topic Misleading Graphs. Thank you.
    ...and along those lines, I realise I need to create more exploded 3D pie charts, more over-formatted graphs and more line graphs for categorical data to demonstrate poor graph choice.

  21. OberonViking says:

    ...and the staircase graph is even worse than the 3D pie chart. When you analyse it in terms of the amount of yellow on the graph compared to any other colour - particularly green which was second - it appears that Verna holds at least 50% market share.

    • OberonViking says:

      I ran through this graph as a lesson on Misuse of Graphs. We placed a 5mm grid over the image of the graph and counted the squares. The image is 58% yellow. This surprised the students because they were analysing the chart and interpreting it as about 40%. I remarked that the 58% yellow was influencing their judgement. It was a very good lesson.
      Thanks for this great teaching resource.

  22. For most practical reasons, I believe there is no need to use a 3D chart unless a Z-axis is needed for your data -- and pie charts need not be 3D since they don't need to show any axis!

  23. text the romance back review says:

    Your method of telling the whole thing in this paragraph is genuinely good, every one be capable of simply
    understand it, Thanks a lot.

  24. Matt Healy says:

    I agree about pie charts. I didn't recognize the name "Verna" so I had to Google it: Hyundai sells the same car in the US as the "Accent."

  25. Shadow Jam says:

    I cant stand 3d pie charts. 2d ones are bad enough. And im my opinion the staircase chart is even worse. Note that with the verna we see two sides which gives it a visible width on the page/screen about three times as wide as the second highest scoring one, where we can only see one side of it.

    However, I won't make the promise. Whilst I think acurate representation of stats is a morale obligation of those who need to present impartial data, you have to admire the marketing team for not missing a single trick.

    Unfortunately with slick charts with the lighting and 3d effects, it makes acurate flat charts look boring and unprofessional to the uniformed 90% who view style over substance.

    As an example of this, I was reading information packs from vendors, and out of the dozen or so, not a single one had flat charts....

  26. Alex says:

    Hi, Chandoo!
    Can we download some chart template like in your post? ))
    It is really pretty.

  27. […] Ah good day to my Tableau disciples. Peace be with you. May your day be free of exploding 3D pie charts… […]

  28. […] ovšem uvádí Chandoo, kolá?ové grafy lze naproti tomu dob?e využít k manipulaci. Linkovaný p?íklad s videem […]

  29. […] Even people who have the best of intentions create graphics that mislead just because they don’t know about statistics, they don’t know about logic, they about the principles of visualization. It’s not their fault, just like it was not my fault 10 or 15 years ago. Nobody had educated me. It was only through the process of reading books, studying, and learning from other people that I discovered the many mistakes that I’d made in the past, for example, creating 3D pie charts. […]

  30. Jon T says:

    I think if the point is to create BS, everything should be not only in 3d but in 4d!

    4d FTW

  31. […] makes it very difficult to visually compare data. A good example of how misleading a 3-D charts can be found here. Less is more. Make your visualizations as simple and clean as possible, it makes them much easier […]

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