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Watch Video – Creating a Bullet Chart in Excel
One of the challenges while creating a dashboard is to present the analysis in limited screen space (preferably a single screen). Hence, it is important to make smart choices while creating the right chart. And here is where Bullet Charts score over others.
Bullet charts were designed by the dashboard expert Stephen Few, and since then it has been widely accepted as one of the best charting representations where you need to show performance against a target.
One of the best things about bullet charts is that it is power-packed with information and takes little space in your report or dashboards.
Here is an example of a Bullet Chart in Excel:
This single bar chart is power-packed with analysis:
These bands help in identifying the performance level. For example, 0-60% is Poor performance (shown as a dark blue band), 60-75% is Fair, 75-90% is Good and 90-100% is Excellent.
Target Performance Marker:
This shows the target value. For example, here in the above case, 90% is the target value.
Actual Performance Marker:
This bar shows the actual performance. In the above example, the black bar indicates that the performance is good (based on its position in the qualitative bands), but it doesn’t meet the target.
Download Bullet Chart Template
Now, let me show you how to create a bullet chart in Excel.
Here are the steps to creating a Bullet Chart in Excel:
Arrange the data so that you have the band values (poor, fair, good, and excellent) together, along with the actual value and the target value.
In the Change Chart Type dialog box, change the Target Value chart type to Stacked Line with Markers, and put it on the secondary axis. Now, there would be a dot in the middle of the bar.
You would notice that the primary and secondary vertical axis are different. To make it same, select the secondary axis and delete it.
In the Format Data Series pane, change the Gap Width to 350% (you can change it based on how you want your chart to look).
Type: Select dash from the drop down
Size: 15 (change it according to your chart)
Also, change the Marker fill to red and remove the border
Now you are all set! Just change the color of the bands to look like a gradient (gray and blue look better)
Download the Excel Bullet Chart Template
You can extend the same technique to create a multi-KPI bullet chart in Excel.
Here are the steps to create a multi KPI bullet chart in Excel:
Get the data in place (as shown below)
Create a single KPI bullet chart as shown above
Select the chart and drag the blue outline to include additional data points
Note: Creating Multi-KPI bullet chart technique works well if the axis is the same for all the KPIs (for example here all the KPIs are scored in percentage varying from 0 to 100%). You can extend this to margins – for example comparing Net Income margin, EBITDA margin, Gross profit margin, etc. If the scales are different, you would need to create separate bullet charts.
While I am a big fan of bullet charts, I believe a single-KPI bullet chart is not always the best visualization. I often gravitate towards a speedometer/gauge chart in
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You're reading Creating A Bullet Chart In Excel (A Step
If you are reading this tutorial, there is a big chance you have heard of (or even used) the Excel Pivot Table. It’s one of the most powerful features in Excel (no kidding).
The best part about using a Pivot Table is that even if you don’t know anything in Excel, you can still do pretty awesome things with it with a very basic understanding of it.
Let’s get started.
Even if you’re absolutely new to the world of Excel, you can easily use a Pivot Table. It’s as easy as dragging and dropping rows/columns headers to create reports.
Suppose you have a dataset as shown below:
This is sales data that consists of ~1000 rows.
It has the sales data by region, retailer type, and customer.
Now your boss may want to know a few things from this data:
What were the total sales in the South region in 2024?
What are the top five retailers by sales?
How did The Home Depot’s performance compare against other retailers in the South?
You can go ahead and use Excel functions to give you the answers to these questions, but what if suddenly your boss comes up with a list of five more questions.
You’ll have to go back to the data and create new formulas every time there is a change.
This is where Excel Pivot Tables comes in really handy.
Within seconds, a Pivot Table will answer all these questions (as you’ll learn below).
But the real benefit is that it can accommodate your finicky data-driven boss by answering his questions immediately.
It’s so simple, you may as well take a few minutes and show your boss how to do it himself.
Hopefully, now you have an idea of why Pivot Tables are so awesome. Let’s go ahead and create a Pivot Table using the data set (shown above).
Here are the steps to create a pivot table using the data shown above:
In the Create Pivot Table dialog box, the default options work fine in most of the cases. Here are a couple of things to check in it:
Table/Range: It’s filled in by default based on your data set. If your data has no blank rows/columns, Excel would automatically identify the correct range. You can manually change this if needed.
If you want to create the Pivot Table in a specific location, under the option ‘Choose where you want the PivotTable report to be placed’, specify the Location. Else, a new worksheet is created with the Pivot Table.
While the Pivot Table has been created, you’d see no data in it. All you’d see is the Pivot Table name and a single line instruction on the left, and Pivot Table Fields on the right.
Now before we jump into analyzing data using this Pivot Table, let’s understand what are the nuts and bolts that make an Excel Pivot Table.Also read: 10 Excel Pivot Table Keyboard Shortcuts
To use a Pivot Table efficiently, it’s important to know the components that create a pivot table.
In this section, you’ll learn about:
As soon as you create a Pivot Table using the data, something happens in the backend. Excel takes a snapshot of the data and stores it in its memory. This snapshot is called the Pivot Cache.
When you create different views using a Pivot Table, Excel does not go back to the data source, rather it uses the Pivot Cache to quickly analyze the data and give you the summary/results.
The reason a pivot cache gets generated is to optimize the pivot table functioning. Even when you have thousands of rows of data, a pivot table is super fast in summarizing the data. You can drag and drop items in the rows/columns/values/filters boxes and it will instantly update the results.
Note: One downside of pivot cache is that it increases the size of your workbook. Since it’s a replica of the source data, when you create a pivot table, a copy of that data gets stored in the Pivot Cache.Read More: What is Pivot Cache and How to Best Use It.
The Values Area is what holds the calculations/values.
Based on the data set shown at the beginning of the tutorial, if you quickly want to calculate total sales by region in each month, you can get a pivot table as shown below (we’ll see how to create this later in the tutorial).
The area highlighted in orange is the Values Area.
In this example, it has the total sales in each month for the four regions.
The headings to the left of the Values area makes the Rows area.
The headings at the top of the Values area makes the Columns area.
In the example below, Columns area contains the months (highlighted in red):
Filters area is an optional filter that you can use to further drill down in the data set.
For example, if you only want to see the sales for Multiline retailers, you can select that option from the drop down (highlighted in the image below), and the Pivot Table would update with the data for Multiline retailers only.
Now, let’s try and answer the questions by using the Pivot Table we have created.
To analyze data using a Pivot Table, you need to decide how you want the data summary to look in the final result. For example, you may want all the regions in the left and the total sales right next to it. Once you have this clarity in mind, you can simply drag and drop the relevant fields in the Pivot Table.
In the Pivot Tabe Fields section, you have the fields and the areas (as highlighted below):
The Fields are created based on the backend data used for the Pivot Table. The Areas section is where you place the fields, and according to where a field goes, your data is updated in the Pivot Table.
It’s a simple drag and drop mechanism, where you can simply drag a field and put it in one of the four areas. As soon as you do this, it will appear in the Pivot Table in the worksheet.
Now let’s try and answer the questions your manager had using this Pivot Table.
Q1: What were the total sales in the South region?
Drag the Region field in the Rows area and the Revenue field in the Values area. It would automatically update the Pivot Table in the worksheet.
Note that as soon as you drop the Revenue field in the Values area, it becomes Sum of Revenue. By default, Excel sums all the values for a given region and shows the total. If you want, you can change this to Count, Average, or other statistics metrics. In this case, the sum is what we needed.
The answer to this question would be 21225800.
Q2 What are the top five retailers by sales?
Drag the Customer field in the Row area and Revenue field in the values area. In case, there are any other fields in the area section and you want to remove it, simply select it and drag it out of it.
You’ll get a Pivot Table as shown below:
Note that by default, the items (in this case the customers) are sorted in an alphabetical order.
To get the top five retailers, you can simply sort this list and use the top five customer names. To do this:
This will give you a sorted list based on total sales.
Q3: How did The Home Depot’s performance compare against other retailers in the South?
You can do a lot of analysis for this question, but here let’s just try and compare the sales.
Drag the Region Field in the Rows area. Now drag the Customer field in the Rows area below the Region field. When you do this, Excel would understand that you want to categorize your data first by region and then by customers within the regions. You’ll have something as shown below:
Now drag the Revenue field in the Values area and you’ll have the sales for each customer (as well as the overall region).
You can sort the retailers based on the sales figures by following the below steps:
This would instantly sort all the retailers by the sales value.
Now you can quickly scan through the South region and identify that The Home Depot sales were 3004600 and it did better than four retailers in the South region.
Now there are more than one ways to skin the cat. You can also put the Region in the Filter area and then only select the South Region.
I hope this tutorial gives you a basic overview of Excel Pivot Tables and helps you in getting started with it.
Here are some more Pivot Table Tutorials you may like:
Stacked Column Chart in Excel
A stacked Column Chart in Excel is used when for a single time period; we want to show the data with the coverage of each parameter over the same period, which is available in the Insert menu tab. For example, we have six months of sales data for Mobile, Laptop, and TV. Using the Stacked Column Chart, we can show the coverage of all 3 products in a single column for each six-month data. This saves space, and the chart created using this type also looks compact.
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The stacked chart represents the sales of products in different quarters.
A column chart that only represents the sales of a different product but not allows us to easily know the share of different products in the total sales.How to Create a Stacked Column Chart in Excel?
You can download this Stacked Column Chart Excel Template here – Stacked Column Chart Excel TemplateStacked Column Chart in Excel Example #1
Let’s consider a case in which the company sold four types of products in a year, and we have data on the sales of these products.
Now we want to know what type of product has contributed what percentage to the total sales. We can use a stacked column chart.
Step 1: Firstly, enter the data for which you want to create a stacked column chart and select the data.
Step 2: Then go to the toolbar tab. Here, you can see the “insert” option.
You will see several options in Column chart options; choose the stacked column stack option to create stacked column charts.
Step 3: After selecting the above data and a stacked column chart. You can see the below chart.
Step 4: Use the DESIGN option to make the chart more presentable.
Add chart elements
In the chart elements, we can add all the above-listed elements in our stacked column chart, adding more information to the usually stacked charts.
Now the Legend will look at the bottom of our Chart.
If we are confused about what elements should be in our stacked column chart, this option will be of utmost use. In this option, we can simply hover on the icons in the quick layout elements and see what elements are inserted by these options.
Sometimes this becomes important that color plays an important role in the graphs, especially if the data belongs to the paint industry.
Using the change color option, we can simply change the chart’s theme and choose more comfortable colors for our stacked column chart.
A chart tile is added to the above chart.
Finally, the Stacked Column Chart looks like this.Stacked Column Chart in Excel Example #2
Suppose now we have a case of a college where we want to know how many lectures are taken by which lecturer. In this case, we use a stacked column chart.
Then go to the toolbar tab; here, you can see the “insert” option.
You can see the chart below after selecting the data mentioned above and selecting a stacked column chart.
Follow the steps as per the above Example, i.e., Example 1, to get the desired Stacked Column Chart.Pros of using Stacked Column Chart in Excel
They help in easily knowing the contribution of a factor to the group.
They are easy to understand.
Easy to visualize results on bar graphs.
Easy to depict the difference between the various inputs of the same group.Cons of using Stacked Column Chart in Excel
These charts do not give good results regarding deeper data analysis.
Stakeholders find assembled column charts useful only when small segments are in a group. If many inputs belong to the same group, the stacked column chart will be very congested, making the analysis difficult.
Overlapping of data labels in some cases is seen in that the labels overlap each other, making the data difficult to interpret.Things to Remember
You can only prepare a stacked column chart in Excel if you have more than 1 data to represent in a bar chart. If we have only one data to be displayed, then we can only make a Bar chart and not a stacked column chart.
Each column in the bar represents only the data that belongs to that group. Suppose we have to show the data of two product sales in Q1, then the bar will represent the data of product A, and the same bar will have the data of Product B.
Only one data from one row can represent in the bar chart of the stacked column charts.Recommended Articles
This has been a guide to Stacked Column Charts in Excel. We discuss its uses and how to create Stacked Column Chart in Excel with Excel examples and downloadable Excel templates. You may also look at these useful functions in Excel –
What is Comparison Chart in Excel?
A comparison chart is a graphical representation of different informational values associated with the same categories, making it easy to compare values. It shows how different things are performing relative to each other.
For example, to compare the profits of Tesla for the years 2023–2024, use a comparison chart to display information. Additionally, a comparison chart can help compare sales figures for a particular product in different regions or compare how much profit a business is making in two different regions for the same product. Therefore, by using a comparison chart, you can better understand the data and make informed decisions about your business strategy. In this article, we will see the process of creating a comparison chart in Excel step by step.How to Create a Comparison Chart in Excel?
To create a comparison chart, follow these basic steps:
Select the data for comparison.
Choose a chart type like a column or bar chart.
Customize the chart with titles, legends, labels, design, colors, and layout.
Save your Excel workbook.
Now, let’s explore how to create a comparison chart in Excel using sales data associated with different regions, as depicted in the screenshot below.
Now, we need to add Data to this blank chart to see the sales values for countries in a comparative manner. Follow the steps below:
This window helps you modify the chart by allowing you to add the series (Y-Values) and Category labels (X-Axis) to configure the chart as per your need. Under Legend Entries (Series), inside the Select Data Source window, select the sales values for 2023–2024. Follow the step below to get this done.
NOTE: You can add Sheet 1 or Sheet 2 under Series Value.
Now, on the right-hand side, there is a Horizontal (Category) Axis Labels section. Here you must edit the default labels to segregate the sales values column Country wise.
Please note that there is no such option as Comparison Chart under Excel to proceed with. We added a bar/column chart with multiple series values (2024 and 2023). However, adding two series under the same graph automatically makes it look like a comparison since each series value has a separate bar/column associated with it.Examples of Comparison Charts in Excel #1 Sales Comparison Chart
In this example, a sales comparison chart displays the sales figures of MacBook and iPhone products by three different sales executives in a firm. It helps identify the top-performing sales executive for each product and the overall sales. For instance, the chart shows that Peter sold the most iPhones, while John sold the most MacBooks.#2 Budget Comparison Chart
For example, in a monthly budget comparison chart, each column would represent a different month, with the budgeted amount represented by a dark-shaded column and the actual expenses represented by a light-shaded column.
The chart helps quickly identify areas where actual expenses are higher or lower than the budgeted amount for each month. In the above example, the actual expenses in March, April, and June exceed the budgeted expenses by $120 (750-630), $50 (600-550), and $20 (720-700), respectively.#3 Market Share Comparison Chart
For example, a market share comparison chart for automobile companies may show the market share of different companies for 2023 and 2023, with dark-shaded bars representing the market share for 2023 and light-shaded bars representing the market share for 2023.
In the above example, the market share of BMW reduced to 2.95% from 3.10%, and the market share of Toyota increased from 10.80% to 11%.#4 Product Comparison Chart
In this example, the product comparison chart shows the sales of four different products over four months, from January to April. We can easily see which product had the highest sales in a particular month and which had the lowest. For instance, in April, Product 4 had the highest sales of $355, while in March, it had the lowest sales of $280.Types of Comparison Chart in Excel 1. Column Chart
A column chart is a type of chart used to display data in columns, where the height of each column represents the value of the data shown. It is identical to a bar chart but with the bars oriented vertically. Column charts are also useful for comparing values across different categories or periods.
In this example, the horizontal axis represents LED Lamp Sales in different locations in 2023, and the vertical axis represents the number of sales made by each area. The columns show the number of sales for each site, with the height of the column corresponding to the number of sales made. Thus, by comparing the sizes of the columns, it is easy to understand that the location “Southeast” had the most sales ($478,683), and West had the least ($255,986).2. Bar Chart
In this example, the horizontal axis represents the number of sales made by each area, and the vertical axis represents LED Lamp Sales in different locations 2023. Further, the bars show the number of sales for each region, with the length of the bar corresponding to the number of sales made. Therefore, comparing the bar measurements makes it easy to see which location had the most and the least sales.3. Line Chart
A line chart is a powerful tool for visualizing trends and changes over time. It displays data as a series of points connected by straight lines, making it easy to see trends over time. It is also useful for showing changes over time or comparing multiple data sets.4. Pie Chart
A pie chart is an easy way to show how each category contributes to the aggregate. Moreover, it is useful for showing data distribution or the relative size of different categories. It displays data as a proportion of a whole, making it easy to see the relative size of each type.
In this example, each slice of the pie represents a different location, and the size of each portion corresponds to the percentage of total sales made by that area. The chart shows that the biggest share of sales comes from the Southeast area, i.e., 26%.5. Scatter Chart
In this example, the scatter chart represents the relationship between LED Lamp sales by different locations in 2023 and the number of sales made by each area. Each point on the graph represents one region, and the position of the point shows the number of sales made by a particular site. Therefore, the chart facilitates the correlation between the aggregate LED Lamp sales and the number of sales in each location.When to Use it?
You can use comparison charts to visually display and compare various data types, as seen in the table below.
Type of Data
Financial Monthly revenue, stock prices, sales figures
Academic Student grades in exams
Sports Performance of sports teams over the years
Web Analytics Monthly website traffic
Business Number of employees for different businesses
Technology Market share of different software over the yearsThings to Remember
Although there is no “Comparison Chart” chart in Excel, you can create one by adding multiple series under a bar/column chart to achieve a comparison view.
A comparison chart is best suited for situations where you have different/multiple values against the same/different categories and want a comparative visualization.
Comparison Charts are also known as Multiple Column Charts or Multiple Bar Charts.
Although there is no “Comparison Chart” chart in Excel, you can create one by adding multiple series under a bar/column chart to achieve a comparison view.
Choose the right type of chart for the data you want to display. Also, ensure the data is easy to understand, accurate, and complete.
Further, use formatting options like labels, legends, and colors to make the chart visually appealing.
Add a chart title and axis titles to help the audience understand the chart’s purpose.
Lastly, update your chart regularly to keep it relevant and up-to-date with the latest data.Recommended Articles
This is our guide to Comparison Chart in Excel. Here are some further articles for expanding understanding:
How to Make a Graph in Excel?
Create compelling Excel graphs and charts!
Published August 1, 2023
Updated July 7, 2023How to Make a Graph in Excel?
In addition to working with large volumes of data, finance and accounting professionals need to learn how to make a graph in Excel. Data visualization (visual representation of data in charts or graphs) is critical to many jobs. The graphical visualization of data is an effective method to communicate information to readers quickly. Charts and graphs identify trends and patterns in the data, as well as to detect anomalies and outliers.
Among finance and accounting professionals, Microsoft Excel remains the top choice for many tasks, and data visualization is no exception. MS Excel allows for creating various types of charts and graphs. In addition, the templates can be easily modified to improve the financial models. Finally, graphs and charts created in Excel can be exported to other applications to include them in your report or presentation.Step-by-Step Guide on How to Create a Graph in Excel
The guide discusses the steps to create any type of chart in Excel:
Enter the data in Excel. Also, the data can be imported into Excel from other applications.
Ensure that the data is organized in a table format, and all variables are carefully labeled.
Select the data that will be used to create a graph. Don’t forget to include the labels as well.How to Edit a Graph in Excel?
Follow the four simple steps above and you can create a graph in Excel. However, if you want your data visualization to be compelling to the readers, you must also know how to edit your graph. It can be done in several ways:
Design: With this button, you can edit the design of your graph. You can add or remove elements on your graph (e.g., axis titles, labels, legend), change the layout or style of a graph, swap data over the axis, change the data range used in a graph, and change the chart type.
Format: The Format option allows for changing the appearance of the graph. For example, you can change the colors of the chart’s elements and add shapes and shape effects to it.
Chart Elements: With this feature, you can add or remove chart elements such as axis, axis titles, chart title, etc.
Chart Styles: This feature allows for altering the style of the chart, as well as the color palette used in the chart.
Chart Filters: This function enables filtering the results displayed on your chart.Data Visualization Tips
Now you know how to create graphs and charts in Excel. However, it is not the end of the story. Data visualization is not simply stacking several graphs together, but is concerned with the ability to convey the correct message from the data to the reader in a compelling way. Here are some tips that will allow you taking your data visualization skills to a new level:1. Keep it simple
“Keep it simple” remains the golden rule in data visualization. Always try to make your graphs or charts as simple as possible. Remember that a reader should be able to understand the message that your chart intends to convey quickly.2. Choose the right chart 3. Pick the right colors
Color is a powerful tool in data visualization. Selecting the appropriate colors for a chart or graph may help your readers to grasp the key pieces of information quickly. When you use the right colors for a chart, remember that too similar colors cannot convey the differences between data points while extremely contrasting colors, as well as too many colors, can be distracting for a reader.4. Properly label data
Data labeling is crucial to powerful data visualization. For example, it always a good idea to label axes of your chart and main data categories. Nevertheless, be aware that excessive labeling on your chart can be distracting to your readers.5. Don’t use special effects
Don’t use special effects (e.g., 3D) unless necessary. For example, a 3D feature on a bar chart is not necessary since a bar chart considers only two dimensions. Special effects may only distort dimensions on a chart, and a reader can be easily confused.Additional Resources
CFI is the official provider of the Financial Modeling and Valuation Analyst (FMVA)™ certification program, designed to transform anyone into a world-class financial analyst.
To keep learning and developing your knowledge of financial analysis, we highly recommend the additional CFI resources below:
Excel allows having hyperlinks in cells which you can use to directly go to that URL.
There are many things you can do with hyperlinks in Excel (such as a link to an external website, link to another sheet/workbook, link to a folder, link to an email, etc.).
In this article, I will cover all you need to know to work with hyperlinks in Excel (including some useful tips and examples).
There are many different ways to create hyperlinks in Excel:
Manually type the URL (or copy paste)
Using the HYPERLINK function
Using the Insert Hyperlink dialog box
Let’s learn about each of these methods.Manually Type the URL
When you manually enter a URL in a cell in Excel, or copy and paste it in the cell, Excel automatically converts it into a hyperlink.
Below are the steps that will change a simple URL into a hyperlink:
Select a cell in which you want to get the hyperlink
Similarly, when you copy a URL from the web (or some other document/file) and paste it in a cell in Excel, it will automatically be hyperlinked.Insert Using the Dialog Box
If you want the text in the cell to be something else other than the URL and want it to link to a specific URL, you can use the insert hyperlink option in Excel.
Below are the steps to enter the hyperlink in a cell using the Insert Hyperlink dialog box:
Select the cell in which you want the hyperlink
Enter the text that you want to be hyperlinked. In this case, I am using the text ‘Sumit’s Blog’
In the Insert Hyperlink dialog box, enter the URL in the Address field.
Press the OK button.
This will insert the hyperlink the cell while the text remains the same.
There are many more things you can do with the ‘Insert Hyperlink’ dialog box (such as create a hyperlink to another worksheet in the same workbook, create a link to a document/folder, create a link to an email address, etc.). These are all covered later in this tutorial.Insert Using the HYPERLINK Function
Another way to insert a link in Excel can be by using the HYPERLINK Function.
Below is the syntax:HYPERLINK(link_location, [friendly_name])
link_location: This can be the URL of a web-page, a path to a folder or a file in the hard disk, place in a document (such as a specific cell or named range in an Excel worksheet or workbook).
[friendly_name]: This is an optional argument. This is the text that you want in the cell that has the hyperlink. In case you omit this argument, it will use the link_location text string as the friendly name.
Below is an example where I have the name of companies in one column and their website URL in another column.
Below is the HYPERLINK function to get the result where the text is the company name and it links to the company website.
In the examples so far, we have seen how to create hyperlinks to websites.
But you can also create hyperlinks to worksheets in the same workbook, other workbooks, and files and folders on your hard disk.
Let’s see how it can be done.
Below are the steps to create a hyperlink to Sheet2 in the same workbook:
Select the cell in which you want the link
Enter the text that you want to be hyperlinked. In this example, I have used the text ‘Link to Sheet2’.
In the Insert Hyperlink dialog box, select ‘Place in This Document’ option in the left pane.
Enter the cell which you want to hyperlink (I am going with the default A1).
Select the sheet that you want to hyperlink (Sheet2 in this case)
Note: You can also use the same method to create a hyperlink to any cell in the same workbook. For example, if you want to link to a far off cell (say K100), you can do that by using this cell reference in step 6 and selecting the existing sheet in step 7.
You can also use the same method to link to a defined name (named cell or named range). If you have any named ranges (named cells) in the workbook, these would be listed in under the ‘Defined Names’ category in the ‘Insert Hyperlink’ dialog box.
Apart from the dialog box, there is also a function in Excel that allows you to create hyperlinks.
So instead of using the dialog box, you can instead use the HYPERLINK formula to create a link to a cell in another worksheet.
The below formula will do this:=HYPERLINK("#"&"Sheet2!A1","Link to Sheet2")
Below is how this formula works:
“#” would tell the formula to refer to the same workbook.
“Sheet2!A1” tells the formula the cell that should be linked to in the same workbook
“Link to Sheet2” is the text that appears in the cell.
You can also use the same method to create hyperlinks to other Excel (and non-Excel) files that are in the same folder or are in other folders.
For example, if you want to open a file with the chúng tôi which is in the same folder as your current file, you can use the below steps:
Select the cell in which you want the hyperlink
In the Insert Hyperlink dialog box, select ‘Existing File or Webpage’ option in the left pane.
Select ‘Current folder’ in the Look in options
Select the file for which you want to create the hyperlink. Note that you can link to any file type (Excel as well as non-Excel files)
[Optional] Change the Text to Display name if you want to.
You can also do this using the HYPERLINK function.
The below formula will create a hyperlink that links to a file in the same folder as the current file:=HYPERLINK("Test.xlsx","Test File")
In case the file is not in the same folder, you can copy the address of the file and use it as the link_location.
This one also follows the same methodology.
Below are the steps to create a hyperlink to a folder:
Copy the folder address for which you want to create the hyperlink
Select the cell in which you want the hyperlink
In the Insert Hyperlink dialog box, paste folder address
You can also use the HYPERLINK function to create a hyperlink that points to a folder.=HYPERLINK("C:UserssumitDesktopTest","Test Folder")
To use this formula, you will have to change the address of the folder to the one you want to link to.
You can also have hyperlinks which open your default email client (such as Outlook) and have the recipients email and the subject line already filled in the send field.
Below are the steps to create an email hyperlink:
Select the cell in which you want the hyperlink
Enter the E-mail address and the Subject line
[Optional] Enter the text you want to be displayed in the cell.
You can also do this using the HYPERLINK function.
The below formula will open the default email client and have one email address already pre-filled.
Note that you need to use mailto: before the email address in the formula. This tells the HYPERLINK function to open the default email client and use the email address that follows.
In case you want to have the subject line as well, you can use the below formula:
In the above formula, I have kept the cc and bcc fields as empty, but you can also these emails if needed.
Here is a detailed guide on how to send emails using the HYPERLINK function.
If you only have a few hyperlinks, you can remove these manually, but if you have a lot, you can use a VBA Macro to do this.Manually Remove Hyperlinks
Below are the steps to remove hyperlinks manually:
Select the data from which you want to remove hyperlinks.
The above steps would instantly remove hyperlinks from the selected cells.
In case you want to remove hyperlinks from the entire worksheet, select all the cells and then follow the above steps.Remove Hyperlinks Using VBA
Below is the VBA code that will remove the hyperlinks from the selected cells:Sub RemoveAllHyperlinks() Selection.Hyperlinks.Delete End Sub
If you want to remove all the hyperlinks in the worksheet, you can use the below code:Sub RemoveAllHyperlinks() ActiveSheet.Hyperlinks.Delete End Sub
Note that this code will not remove the hyperlinks created using the HYPERLINK function.
You need to add this VBA code in the regular module in the VB Editor.
For some people, it’s a great feature that Excel automatically converts a URL text to a hyperlink when entered in a cell.
And for some people, it’s an irritation.
If you’re in the latter category, let me show you a way to prevent Excel from automatically creating URLs into hyperlinks.
The reason this happens as there is a setting in Excel that automatically converts ‘Internet and network paths’ into hyperlinks.
Here are the steps to disable this setting in Excel:
In the AutoCorrect dialog box, select the ‘AutoFormat As You Type’ tab.
Uncheck the option – ‘Internet and network paths with hyperlinks’
Close the Excel Options dialog box.
If you’ve completed the following steps, Excel would not automatically turn URLs, email address, and network paths into hyperlinks.
Note that this change is applied to the entire Excel application, and would be applied to all the workbooks that you work with.
There is no function in Excel that can extract the hyperlink address from a cell.
However, this can be done using the power of VBA.
For example, suppose you have a dataset (as shown below) and you want to extract the hyperlink URL in the adjacent cell.
Let me show you two techniques to extract the hyperlinks from the text in Excel.Extract Hyperlink in the Adjacent Column
If you want to extract all the hyperlink URLs in one go in an adjacent column, you can so that using the below code:Sub ExtractHyperLinks() Dim HypLnk As Hyperlink For Each HypLnk In Selection.Hyperlinks HypLnk.Range.Offset(0, 1).Value = HypLnk.Address Next HypLnk End Sub
The above code goes through all the cells in the selection (using the FOR NEXT loop) and extracts the URLs in the adjacent cell.
In case you want to get the hyperlinks in the entire worksheet, you can use the below code:Sub ExtractHyperLinks() On Error Resume Next Dim HypLnk As Hyperlink For Each HypLnk In ActiveSheet.Hyperlinks HypLnk.Range.Offset(0, 1).Value = HypLnk.Address Next HypLnk End Sub
Note that the above codes wouldn’t work for hyperlinks created using the HYPERLINK function.Extract Hyperlink Using a Formula (created with VBA)
The above code works well when you want to get the hyperlinks from a dataset in one go.
But if you have a list of hyperlinks that keeps expanding, you can create a User Defined Function/formula in VBA.
This will allow you to quickly use the cell as the input argument and it will return the hyperlink address in that cell.
Below is the code that will create a UDF for getting the hyperlinks:Function GetHLink(rng As Range) As String GetHLink = "" Else GetHLink = rng.Hyperlinks(1).Address End If End Function
Note that this wouldn’t work with Hyperlinks created using the HYPERLINK function.
Also, in case you select a range of cells (instead of a single cell), this formula will return the hyperlink in the first cell only.
If you’re working with a huge dataset that has a lot of hyperlinks in it, it could be a challenge when you want to find the ones that have a specific text in it.
For example, suppose I have a dataset as shown below and I want to find all the cells with hyperlinks that have the text 2023 in it and change it to 2023.
And no.. doing this manually is not an option.
You can do that using a wonderful feature in Excel – Find and Replace.
With this, you can quickly find and select all the cells that have a hyperlink and then change the text 2023 with 2023.
Below are the steps to select all the cells with a hyperlink and the text 2023:
Select any cell which has a hyperlink in it. You will notice that the Format gets visible in the box on the left of the Format button. This indicates that the format of the cell you selected has been picked up.
Enter 2023 in the ‘Find What’ field and 2023 in the ‘Replace with’ field.
In the above data, it will change the text of four cells that have the text 2023 in it and also has a hyperlink.
Note: This technique works as Excel is able to identify the formatting of the cell that you select and use that as a criterion to find cells. So if you’re finding hyperlinks, make sure you select a cell that has the same kind of formatting. If you select a cell that has a background color or any text formatting, it may not find all the correct cells.
While Hyperlinks are useful, there are a few things about it that irritate me.
For example, if you want to select a cell that has a hyperlink in it, Excel would automatically open your default web browser and try to open this URL.
So let me quickly show you how to get rid of these minor irritants.Select the Cell (without opening the URL)
This is a simple trick.
After a second, you’ll notice that the hand cursor icon changes into the plus icon, and now when you leave it, Excel will not open the URL.
Instead, it would select the cell.
Now, you can make any changes in the cell you want.
Neat trick… right?
This is another thing that might drive you nuts.
Here is a quick fix.
This happens when these cells have the wrap text enabled.
There are useful things you can do when working with hyperlinks in Excel.
In this section, I am going to cover some examples that you may find useful and can use in your day-to-day work.Example 1 – Create an Index of All Sheets in the Workbook
If you have a workbook with a lot of sheets, you can use a VBA code to quickly create a list of the worksheets and hyperlink these to the sheets.
This could be useful when you have 12-month data in 12 different worksheets and want to create one index sheet that links to all these monthly data worksheets.
Below is the code that will do this:Sub CreateSummary() 'This code can be used to create summary worksheet with hyperlinks Dim x As Worksheet Dim Counter As Integer Counter = 0 For Each x In Worksheets Counter = Counter + 1 If Counter = 1 Then GoTo Donothing With ActiveCell .Value = x.Name With Worksheets(Counter) .Range("A1").Value = "Back to " & ActiveSheet.Name chúng tôi Sheets(x.Name).Range("A1"), "", _ "'" & chúng tôi & "'" & "!" & ActiveCell.Address, _ ScreenTip:="Return to " & ActiveSheet.Name End With End With ActiveCell.Offset(1, 0).Select Donothing: Next x End Sub
You can place this code in the regular module in the workbook (in VB Editor)
This code also adds a link to the summary sheet in cell A1 of all the worksheets. In case you don’t want that, you can remove that part from the code.
You can read more about this example here.
Note: This code works when you have the sheet (in which you want the summary of all the worksheets with links) at the beginning. In case it’s not at the beginning, this may not give the right results).Example 2 – Create Dynamic Hyperlinks
But you can also use a little bit for Excel formula trickery to create dynamic hyperlinks.
By dynamic hyperlinks, I mean links that are dependent on a user selection and change accordingly.
For example, in the below example, I want the hyperlink in cell E2 to point to the company website based on the drop-down list selected by the user (in cell D2).
This can be done using the below formula in cell E2:
When you change the selection using the drop-down list, the VLOOKUP result will change and would accordingly link to the selected company’s website.
This could be a useful technique when you’re creating a dashboard in Excel. You can make the hyperlinks dynamic depending on the user selection (which could be a drop-down list or a checkbox or a radio button).
Here is a more detailed article of using Dynamic Hyperlinks in Excel.Example 3 – Quickly Generate Simple Emails Using Hyperlink Function
As I mentioned in this article earlier, you can use the HYPERLINK function to quickly create simple emails (with pre-filled recipient’s emails and the subject line).
Single Recipient Email Id
Multiple Recipients Email Id
For sending the email to multiple recipients, use a comma to separate email ids. This would open the default email client with all the email ids in the ‘To’ field.
Add Recipients in CC and BCC List
Add Subject Line
You can add a subject line by using the &Subject code. In this case, this would add ‘Excel is Awesome’ in the ‘Subject’ field.
Add Single Line Message in Body
This would add a single line ‘I love Excel’ to the email message body.
Add Multiple Lines Message in Body
To add multiple lines in the body you need to separate each line with %0A. If you wish to introduce two line breaks, add %0A twice, and so on.
Here is a detailed article on how to send emails from Excel.
Hope you found this article useful.
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