Excel Linking

How to Create Text Links in Excel

 

Excel screenshot showing 3 steps to create text links in Excel

 

1.  Select the cell with text that you wish to link.

2.  In the Name Box enter the "item name prefix_name".  For example rpt_MyCustomer (then hit enter)

3. Click on Submit Content when you are done with linking all of your content.

 

How to Create Table Links in Excel

Excel screenshot showing 3 steps to create table links in Excel

 

1. Select the range that you would like to link.

2. In the name box enter the "item name prefix_name"  For example rpt_ROISumTable (then hit enter.)

3. Click on Submit Content when you are done with linking all of your content.

Alternate method

Excel screenshot showing alternate method to create table links in Excel

 

1. Select the range that you would like to link

2. Under the home tab in Excel choose Format as Table

3. Choose OK on the Format as Table pop up that appears

 

Excel screenshot showing 2nd part of alternate method to create table links in Excel

 

4. In the Table Name box enter "item name prefix_name"  For example rpt_ROISumTable (then hit enter.)

5. Click on Submit Content when you are done with linking all of your content.

 

How to Create Chart Links in Excel

Excel screenshot showing how to create chart links in Excel

 

1.  Select the chart that you wish to link.

2.  In the Name Box enter the "item name prefix_name".  For example rpt_CostsVsBenefitsChart (then hit enter)

3. Click on Submit Content when you are done with linking all of your content.

Check your links

Excel screenshot showing the steps to check your links in Excel

 

Before submitting your links it is a good idea to check that all of your links have been created.

1. Go to the List tab of the add-in

2. Click on "List Linkable Content"  to find the complete list