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EXCEL HYPERLINK BUTTONS

November 20, 2013 by Mynda Treacy

I like to use Excel hyperlink buttons in my Excel workbooks to help with
navigation.

I link them to a Shape that looks like a button to make it intuitive for the
user, and also because I think it looks nicer than a text hyperlink.

If I have a lot of worksheets in the file I'll make an index in the first sheet
and include a button back to the index in every other worksheet too. Just like
in the example file.



Another technique I like to use, particularly in dashboard report files where I
might have multiple dashboards, is to create what appear to be tabs in the top
of the report:



The process is quick and easy:

 1. Insert a shape
 2. Insert the hyperlink

Let’s take a look at the steps in a bit more detail, plus I’ll give you a tip to
prevent your hyperlinks from breaking if you change the worksheet name or move
the linked cell.




WATCH THE VIDEO





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INSERTING SHAPES

You’ll find the shapes on the Insert tab of the ribbon in the Illustrations
group.



I like to use the Rounded Rectangle for my buttons. To format them select the
Shape then on the Drawing Tools: Format tab you’ll find various formatting
options.

I’ve chosen the Shape Style that makes it look like a button:



Once you’ve entered the text on your button you can insert the hyperlink.


INSERTING HYPERLINKS

 1. Right-click on the shape and select Hyperlink. This will open the Insert
    Hyperlink dialog box.
 2. In the ‘Link to’ options choose ‘Place in This Document’ and then on the
    right 'Type the cell reference' field enter the cell you want to land in,
    and select the worksheet from the list.


QUICKLY REPLICATE

Once you set up one button you can easily replicate it by copying and pasting.
Simply hold down CTRL and left click the Shape > CTRL+C to copy > CTRL+V to
paste.

I particularly like to use this technique for my buttons that return to the
index. Since these are the same on every sheet I just set up one and copy and
paste it as many times as I need.

Tip: make sure you get your formatting just how you want and insert the
hyperlink before copying and pasting!


DEFAULT SHAPE

If you find yourself applying the same formatting options every time you insert
a Shape why not set it up as your default.

Once you've completed your formatting right click the Shape > Set as default.

Now when you insert any shape it will have that formatting applied. Too easy!


PREVENT HYPERLINKS FROM BREAKING

Hyperlinks are great but if you change the worksheet name you’re linking to, or
insert cells above your ‘cell reference’ you’ll find that the hyperlink either
doesn’t work anymore, or it’s no longer going to the right location in the
workbook.

To avoid these problems I like to give the cell I’m linking to a Defined Name.
That way if I change anything in the workbook my name will automatically pick up
the change and my hyperlink won’t break.

To define a name, simply go to the cell in the worksheet that you want your
hyperlink to go to and in the name box type in the name and press ENTER:



Now when you insert your hyperlink you choose from the Defined Names list
instead of the cell reference:






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it quick and easy to set up.


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enables some super easy keyboard shortcuts.


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while still allowing interaction with Slicers and refreshing.


EXCEL CUSTOM NUMBER FORMAT CONDITIONS

Custom number format conditions allow you to specify a different format based on
the size of a number. Sample workbook to download

Filed Under: Excel Tagged With: Hyperlink


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COMMENTS

 1.  Taylor says
     
     April 13, 2022 at 7:38 pm
     
     Hi,
     Is there anyway I can get the hyperlink link shape/button to be based on
     the hyperlink in another cell?
     I have a HR dashboard that pulls up relevant employee info based on the
     name searched for or selected from the search bar/dropdown list at the top.
     Currently data is populated from a table on another sheet by having
     shapes/textboxes on the dashboard = hidden cells running an iferror formula
     based on the employee selected. Ideally I would also like to have
     hyperlinks (same as above i.e. in shapes to look like buttons) on the
     dashboard linking to HR folder, pdf of contract and pdf or jpeg of passport
     on file. However I can’t figure out a way to insert hyperlinks based on a
     hyperlink in another cell.
     It would obviously have to change based on which employee is selected. If
     joe blogs is selected the hyperlinks would go to his HR folder, contract or
     passports, if jane doe is selected it would go to hers.
     Thanks,
     
     Reply
     
     * Mynda Treacy says
       
       April 13, 2022 at 8:57 pm
       
       Hi Taylor,
       
       You’d have to write some VBA code to dynamically update the hyperlinks
       for each button as there’s no formulaic way to link shapes to hyperlinks
       in cells.
       
       Mynda
       
       Reply
       
     

 2.  Margut says
     
     February 27, 2021 at 10:48 pm
     
     Hi there, I hope you can help me, is it even possible to link a shape from
     main tab to other tabs on the same sheet however is hidden?
     
     Reply
     
     * Mynda Treacy says
       
       February 28, 2021 at 2:11 pm
       
       Not is a sheet is hidden.
       
       Reply
       
     

 3.  Letsatsi says
     
     September 5, 2020 at 3:06 pm
     
     I have a shop page and i inserted ‘Contact us’ navigation page at the
     bottom with the customer name and email and a send hyperlink button. The
     problem is that i copied all these from someone and pasted, now when i
     click the send button, it takes me to that person’s site that I copied
     from. I tried to edit the link but it does the same..
     
     Reply
     
     * Mynda Treacy says
       
       September 5, 2020 at 3:14 pm
       
       If editing the link doesn’t fix it then you’ll have to enter them again.
       Not sure why editing it wouldn’t work though. I’m assuming right-clicked
       to edit the hyperlink, not just typed something new in the cell.
       
       Reply
       
     

 4.  Amer says
     
     June 27, 2018 at 8:43 pm
     
     Hello
     Any user can move the hyperlink button .haw can I protect
     Thank you
     
     Reply
     
     * Catalin Bombea says
       
       June 27, 2018 at 11:45 pm
       
       You have to protect the worksheet, they will not be able to move the
       button.
       Catalin
       
       Reply
       
       * Amer says
         
         June 30, 2018 at 2:07 am
         
         Thank you
         The cells was protect but the hyberlink button no
         (You can’t edit but you can move or deleted )
         Can you please help me
         
         Reply
         
         * Catalin Bombea says
           
           June 30, 2018 at 2:20 pm
           
           Hi Amer,
           Right click the shape, Size and Properties, look into Properties
           section, the shape should have the Locked property checked by
           default.
           Again, the worksheet must be protected to lock the shape, not the
           cells. When protecting he worksheet, there are other things you can
           use from protect sheet dialog options, Edit Objects is usually
           unchecked by default, make sure it’s unchecked.
           Catalin
           
           Reply
           
           * Amer says
             
             July 1, 2018 at 2:13 am
             
             Hi catalin
             Thankyou very much. It’s working
             I’m so happy thank you again
           
             
           
           * Catalin Bombea says
             
             July 1, 2018 at 6:14 pm
             
             Hi Amer,
             great, glad to hear you managed to make it work.
             Cheers,
             Catalin
           
             
           
         
       
     

 5.  Muhammad Sufyan says
     
     April 18, 2018 at 8:32 pm
     
     I have many shapes like Districts of Province, so I try to clink anyone to
     show result value in one excel cell.
     Anyone Help me.
     
     Reply
     
     * Mynda Treacy says
       
       April 18, 2018 at 9:32 pm
       
       Hi Muhammad,
       
       Thanks for your question, however I’m having trouble picturing what
       you’re trying to do. Please post your question on our Excel forum where
       you can also upload a sample Excel file so we can see your question in
       context.
       
       Mynda
       
       Reply
       
     

 6.  Slobodan Horvatic says
     
     July 9, 2014 at 6:43 pm
     
     Hello everybody,
     
     great techinuque indeed, looks really nice and adds value to the report!
     There is one thing I just recently discovered though. There is a way to get
     rid of nasty (default) screen tip message when you hoover over the
     hyperlink. So, if you go to EditHyperlink, on the top right corner you can
     find “Screen tip” button. Just type more user friendly name and that is it
     :))
     
     Reply
     
     * Mynda Treacy says
       
       July 9, 2014 at 7:18 pm
       
       Great tip, thanks Slobodan 🙂
       
       Reply
       
     

 7.  duncan says
     
     January 21, 2014 at 9:24 am
     
     Very good tutorial.
     
     A few years ago I prepared a series of self directed learning spreadsheets
     for accountibg students. I wanted to hyperlink from my menu to the relevant
     sheet/exercise. Excel 2000 or thereabouts, I think … couldn’t be done!
     
     Things can only get better!
     
     Duncan
     
     Reply
     
     * Mynda Treacy says
       
       January 21, 2014 at 2:17 pm
       
       Onwards and upwards 🙂
       
       Reply
       
     

 8.  nitin says
     
     December 4, 2013 at 5:20 pm
     
     Is there a way by which we can insert formula which relate to data in other
     text boxes ?
     Meaning: I have a sub index of my application which has hyper links to
     various sheets in the work book. against each sub-index item, I also have a
     sub total of the relative sheet so I have a summary of all the sheets in
     the sub index.
     
     I would like to use your hyper-link shapes for the hyperlionks but would
     like to complement each shape with a counter shape with the sub total of
     that work sheet…..
     
     Reply
     
     * Catalin Bombea says
       
       December 6, 2013 at 1:32 pm
       
       Hi,
       Please upload a sample of your workbook, it will be a lot easier for me
       to understand the situation! Every details you can give is important, so
       be generous with details 🙂 ,i will gladly help you. You can use the Help
       Desk to upload an example file:
       https://www.myonlinetraininghub.com/helpdesk/
       Cheers,
       Catalin
       
       Reply
       
     

 9.  Philip Treacy says
     
     November 22, 2013 at 11:39 am
     
     Doug Drury emailed me asking how to open an Excel template using this
     hyperlink method.
     
     Using a hyperlink to do this causes the template to be opened for editing.
     Whereas double clicking the template file opens a new workbook using that
     template.
     
     To use a shape within a workbook to open a new workbook based on an
     existing template, you need to use a macro and assign the macro to the
     shape. Fortunately it’s a very simple macro :
     
     Sub OpenTemplate()
     
     Workbooks.Add Template:="C:\Users\PGT\AppData\Roaming\Microsoft\Templates\test.xltx"
     
     End Sub
     
     
     Just add that into a module in your workbook, change the path to point to
     your template, assign it to your shape and when you click the shape, a new
     workbook will be created based on your template.
     
     Phil
     
     Reply
     

 10. Rachael Hanna says
     
     November 21, 2013 at 6:32 am
     
     An(other) excellent tutorial – I will be sharing this one with a few
     friends. I often wondered if something like this were possible, because it
     would save a lot of time. Now I know that it is.
     Regards
     
     Reply
     
     * Mynda Treacy says
       
       November 21, 2013 at 9:40 am
       
       Thanks, Rachael 🙂
       
       As another member pointed out, you can also insert hyperlinks to take you
       to locations outside of your workbook. A bit like icons on your desktop,
       you can have an Excel workbook with hyperlinks to your most common web
       pages, or programs/files etc.
       
       Reply
       
     

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