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:
- Insert an opening worksheet called Menu. Add an entry for each section of the workbook.
- Column B will become clickable hyperlinks.
- Select cell B4 and then select Insert, Hyperlink or press Ctrl+K.
- In the Insert Hyperlink dialog, choose Place In This Document from the left icons.
- Select the correct worksheet. Verify the cell address of A1.
- Choose the proper worksheet.
- 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 distracting 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.