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Excel Use Hyperlinks to Create an Opening Menu for a Workbook

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Use Hyperlinks to Create
an Opening Menu for a Workbook

Problem: I have designed a budget workbook that has various worksheets. Managers throughout the company need to use it, but some of the managers are not entirely comfortable with Excel. A navigation tool would help them get through the worksheet.

Strategy: You can make your first worksheet a menu with hyperlinks. Here’s how:

1. Insert an opening worksheet called Menu. Add an entry for each section of the workbook.

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Figure 108 Column B will become clickable hyperlinks.

2. Select cell B4 and then select Insert, Hyperlink or press Ctrl+K.

3. In the Insert Hyperlink dialog, choose Place In This Document from the left icons.

4. Select the correct worksheet. Verify the cell address of A1.

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Figure 109 Choose the proper worksheet.

5. Optionally, click the ScreenTip button and provide friendly text that will appear when someone hovers over the link.

Gotcha: If you don’t provide ScreenTip text, Excel will display a rather verbose ToolTip that will distract managers.

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Figure 110 Replace this default ToolTip.

Results: The cell becomes a clickable hyperlink. Clicking on the link will take the manager to the Actuals worksheet.

Additional Details: Be sure to provide a hyperlink on the Actuals worksheet to take the manager back to the menu

Additional Details: It is tricky to select a hyperlinked cell. One method: Click on the hyperlink and hold the mouse button for two seconds. When the hand icon changes to a plus icon, let go of the mouse button. To edit an existing hyperlink, you use the Insert, Hyperlink command again or right-click the cell and choose Edit Hyperlink.

See Also: “Remove Hyperlinks
Automatically Inserted by Excel" on page 551
.

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