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Navigation and Buttons in Excel

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Business Analysis with Microsoft Excel

If you regularly use a large Excel spreadsheet and repeatedly need to move between particular sections, it is worth adding some simple links to automate moving from one area to another. The link can be placed anywhere convenient on a worksheet and when clicked, it takes you directly to another location. If you follow good spreadsheet design practice (see spreadsheet testing) and keep your data separate from your calculations and reports, these hyperlinks can save a lot of time.

adding hyperlinks to an excel spreadsheet

Hyperlinks

Select a cell where you wish to place the link. Using the menu option Insert | Hyperlink a dialog box opens and lets you link to an external file/web page/document or to a place within the current spreadsheet (document). In the current document you can either choose a cell reference (all of the worksheet names are listed) or a previously defined range name.

The Excel Hyperlinks dialog box - insert a link to another cell

A new hyperlink will be added to your worksheet (normally identified by a blue font and underlined). A single click on this link will instantly move you to the specified location. If the cell containing the link already contained text, that text becomes the visible link, otherwise the destination cell reference appears as the link text.

You may choose to add your hyperlink to a button or a graphic object instead of a text item. Graphics such as boxes and banners can be selected from the Drawing toolbar. If you wish to use a button, use the menu options View | Toolbar | Control Toolbox. (Do not use the similar button from the Forms toolbar.) The button can be selected from this toolbar and placed anywhere. Having placed a button or graphic on your worksheet, select it and then use the Hyperlink menu option as before. If you format the button or graphic control, you can choose whether or not you wish it to appear when the document is printed (Format | Control | Properties | Print object).

There is also a HYPERLINK function which performs a similar role. It does not however appear to work with internal links. It could be configured to read from a list of filenames (stored in a range of cells), thereby offering a link to alternative external documents, depending on a calculated result. In other words if a result = x then link to document_one, if a result = y then link to document_two and so on.

Note that all hyperlinks within an Excel spreadsheet can be affected by a field called Hyperlink Base within the File menu | Properties. This can force all hyperlinks to be searched for within a particular external web page/document.

The Excel Forms toolbar

Buttons

Buttons can be placed on your worksheets and configured to run a macro when clicked.

an excel spreadsheet containing buttons linked to macros

To add a button, select View | Toolbar | Forms. (Do not use the similar button from the Control Toolbox toolbar.) The button can be selected from this toolbar and placed anywhere. The properties of the button allow you to assign a pre-existing macro to it and to edit the text displayed on the button.

If you consider that writing macros is beyond your ability, think again. Excel gives the option of recording macros whereby your keystrokes are recorded and can then be replayed. If you have a worksheet containing various different reports, record the keystrokes necessary to set the print area of a required report and any alterations to the page setup details. Each configuration can be linked to a series of user friendly buttons.

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file: xlnavig.htmLast updated Jul07 © MeadInKent.co.uk 2006