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LinkingWorksheets
Email:training@health.ufl.edu
WebPage:http://training.health.ufl.edu
MicrosoftExcel2010:LinkingWorksheets
1.0hour
Topicsincludeinserting,deletingandrenamingworksheets;linkingworksheets;editingand
printingmultipleworksheetsandlinkingworkbooks.Thisworkshopassumessomeprior
experiencewithExcel.Completionof"Excel:BasicsI"isrecommended.
NumberofWorksheets.......................................................................................................1
InsertingWorksheets..........................................................................................................1
DeletingWorksheets...........................................................................................................2
RenamingWorksheets........................................................................................................2
ColorCodingWorksheets...................................................................................................2
MovingandCopyingWorksheets.......................................................................................3
HidingWorksheets..............................................................................................................3
UnhidingWorksheets...................................................................................................3
SelectingMultipleWorksheets...........................................................................................4
RangeofWorksheets....................................................................................................4
SelectingSpecificWorksheets......................................................................................4
SelectingAlltheworksheets.........................................................................................4
UnselectingWorksheets...............................................................................................4
LinkingCells.........................................................................................................................5
CreateaLink..................................................................................................................5
UsingtheClipboard.................................................................................................5
RemoveaLink...............................................................................................................5
Absolutevs.Relative.....................................................................................................5
LinkingWorkbooks..............................................................................................................6
OpeningLinkedFiles.....................................................................................................6
HandlingBrokenLinks...................................................................................................7
EditLinkWindow..........................................................................................................7
ClassExercise......................................................................................................................8
PandoraRoseCowart
SeniorTrainingSpecialist
AcademicHealthCenterTraining
C3012ACommunicore
POBox100152
Gainesville,FL326100152
Updated05/17/2012
(352)2735051
prcowart@ufl.edu
http://training.health.ufl.edu
NumberofWorksheets
AnExcelworkbookcancontainupto255worksheets.Bydefault,newworkbookshavethree
worksheets.Thesesheetscanberenamed,rearranged,deleted,andmorecanbeadded.
YoucanchangethedefaultsettingfromtheExcelOptions.TheOptionsbutton
isatthebottomoftheFilemenu.IntheGeneralgroupoftheExcelOptionsyou
cansetthenumberofsheetstobeopenedinanewworkbook.
Youcansetnewbookstostartbetween1and255sheets.Changingthissettingwillnotmodifythe
currentworkbook,onlyfuturenewworkbooks.
InsertingWorksheets
Youcaninsertaworksheetbydoingoneofthefollowing:
ClickontheInsertSheetbuttonlocatedafterthelastsheet.
orPressShiftF11onthekeyboard.
orFromtheHometab,intheCellsgroup,chooseInsert,andchoose
InsertSheet.
orRightclickonthenameofanysheetandchoosingInsertExcelwillthenaskwhatyouwant
toinsert.ChooseWorksheetandclickOK.
Toinsertmultiplesheetsatonce,selectthenumberofworksheetsyouwouldliketoinsertandfollow
thestepsabove.Ifthreesheetsareselectedwhenyouinsertaworksheet,thenthreenewsheetswill
beinserted.SeeSelectingMultipleWorksheetslaterinthishandout.
Page1
DeletingWorksheets
Youcandeleteaworksheetbydoingoneofthefollowing:
RightclickonthenameoftheworksheetandchooseDelete.
orFromtheHometab,intheCellsgroup,chooseDelete,and
chooseDeleteSheet
Iftheworksheetisemptyitwillbedeleted,otherwiseExcelwillaskyoutoconfirmthedeletion.
Notethatthemessagesays,"Topermanentlydelete"OnceyouconfirmthisdeletionthereisNo
Undo.Thesheetandallthedataaregone.
Todeletemultiplesheetsatonce,selecttheworksheetsandfollowthestepsabove.SeeSelecting
MultipleWorksheetslaterinthishandout.
RenamingWorksheets
Youcanrenameaworksheetbydoingoneofthefollowing:
Doubleclickonthenameofthesheet.
orFromtheHometab,intheCellsgroup,chooseFormat,and
chooseRenameSheet.
orRightclickonthenameoftheworksheetandchoosingRename
Howeveryouchoosetorename,theworksheetnamewillbeselected.
TypethenewnameandpressEnteronthekeyboardtoacceptit.
PressEsconthekeyboardtocancelrenamingthesheet.
Yourworksheetnamecancontainupto31characters.Thereareafew
charactersthatExcelwon'tletuseinthesheetname.
Examples:Asterisk(*),Backslash(\),Colon(:),andBrackets([])
ColorCodingWorksheets
Youcanchangethecoloraworksheet:
RightclickonthenameoftheworksheetandchoosingTabColor.
orFromtheHometab,intheCellsgroup,chooseFormat,andchooseTabColor.
Page2
MovingandCopyingWorksheets
Aworksheetcanbemovedbydraggingittoanewlocation.Clickontheworksheetname,don'tletgo,
anddragthenewworksheetleftorrighttothenewlocation.Whenyouareholdingontoaworksheet,
yourmousecursorwillshowasheetofpaperandalittleblackarrowwillappearabovethesheets,this
blackarrowwillshowyouwherethenewworksheetwillbewhenyouletgoofthemouse.
Ifyouholddownthecontrol(Ctrl)keywhilemovingtheworksheet,youcancreateaduplicate
worksheet.Thiswillcopytheentiresheet,contents,formattingandall.(Remembertoletgoofthe
mousebeforelettinggoofthekeyboard.)
Formoreoptionsdooneofthefollowing:
RightclickonthesheetnameandchooseMoveorCopy...
orFromtheHometab,intheCellsgroup,chooseFormat,
andchooseMoveorCopySheet
Thewindowthatcomesupallowsyoutochooseawhereyou
wouldliketoplacethesheetinthecurrentworkbook,oranyopen
book(undertheToBook:menu).Thisincludesanoptiontocreate
anewExcelworkbook(newbook).
Clickthecheckboxatthebottomofthiswindowtocreateacopy
oftheworksheet.
HidingWorksheets
Forsometemplatesandlookupfilesyoumaywishtohideaworksheet.
RightclickonthenameoftheworksheetandchoosingHide.
orFromtheHometab,intheCellsgroup,chooseFormat,
chooseHide&Unhide,andchooseHideSheet.
UnhidingWorksheets
Unhideaworksheet:
Rightclickonthenameofanyworksheetand
choosingUnhide.
orfromtheHometab,intheCellsgroup,choose
Format,chooseHide&Unhide,andchoose
UnhideSheet
Page3
SelectingMultipleWorksheets
TheShiftandCtrlkeysonthekeyboardallowyoutoworkwithmultipleselections.Youcanusethemto
selectmultipleshapes,multiplecells,andmultipleworksheets.
Withmultipleworksheetsselectedyoucan:
- Enterdataonthecurrentsheetanditwillbeenteredontheselectedworksheets
-
EnterFormulasonthecurrentsheetanditwillbeenteredontheselectedworksheets
Changeformatsonthecurrentsheetanditwillchangeontheselectedworksheets
Insertmultipleworksheets
Deleteselectedworksheets
Colorselectedworksheets
Moveselectedworksheets
ChangethePageSetupforselectedworksheets
Printselectedworksheets
RangeofWorksheets
ToselectarangeofworksheetsusetheShiftkey.
1. Clickonthefirstworksheetyouwouldlike
2. HolddowntheShiftkeyonthekeyboardandclickonthelastworksheet
Ifweclickon1stQtrandShiftclickon3rdQtr,wewillhaveallthreesheetsselected.
SelectingSpecificWorksheets
Toselectspecificworksheetsusethecontrolkey.
1. Clickonthefirstworksheet
2. HolddowntheCtrlkeyonthekeyboard,andclickonthesecondworksheet
3. KeepingtheCtrlkeypressed,clickoneachworksheetyouwouldliketoselect
Ifweclickon1stQtrandCtrlclickon3rdQtr,wewillhaveonlythosetwosheetsselected.
SelectingAlltheworksheets
Toselectalltheworksheets,clickonthefirstsheetandshiftclickonthelastsheet.
OrrightclickonanyworksheetnameandchooseSelectAllSheets.
UnselectingWorksheets
Todroptheselection,clickonaworksheetthatisnotpartofthecurrentselection.Ifalltheworksheets
areselected,clickonanyworksheetnameexceptthecurrentsheet.Thecurrentworksheetnameis
bold,anddoesnothavealineaboveit.
Page4
LinkingCells
LinkingcellsisoneoftheoperationsinExcelthatissosimpleit'sscary.WhenyoucreatetheLink,Excel
willenterthepathandkeeptrackofthemomentsoftheoriginalcell.
CreateaLink
Clickinsidethecellwherewewanttheanswer,presstheEqual(=)keyonthekeyboard,asifwewere
goingtobuildanequation,andthenclickonthecellwewanttolinkto,puttingExcelintoa"Point"
mode.Fromhereyoucanclickonanycellonthesheet,onanothersheet,andeveninanotherbook.
LinktocellA1
Presstheequalbuttononthekeyboard.ClickincellA1.PressEnteronthekeyboard.
LinktoCellA1inSheet2
Presstheequalbuttononthekeyboard.ClickonSheet2,clickincellA1.PressEnteronthekeyboard.
LinktoCellA1inSheet1ofBook2
Presstheequalbuttononthekeyboard.ClickonBook2,Sheet1,cellA1.PressEnteronthekeyboard.
UsingtheClipboard
Anotherwaytocreatealinkistocopytheoriginaldata,movetowhereyouwould
likethelinkedvaluetoappearandchoose"PasteLink".PasteLinkcanbefoundon
thePastedropdownlist,therightclickmenu,andasanoptioninthePasteSpecial
window.Theiconlookslikeasmallchainlink.
RemoveaLink
Tobreakthelink,deletethecontentsofthecell.Toremoveallthelinks,seethe
EditLinkWindowsectionofthishandout.
Absolutevs.Relative
WhenyoulinktoacellinthesameworkbookExcelcreatesa"relative"link.When
thelinkistoanotherworkbookitcreatesan"absolute"link.Youcanseethisbythedollarsigns($)
aroundthecelladdress.
Youcantypeinorremovethedollarsignstochangebetweenthetwooptions.F4isthekeyboard
shortcuttotogglebetweentheabsolute/relativeoptions.Thisisimportanttoourformulasandifwe
aregoingtocopyorfillthecells,buttheadditionorlackofthe$willnotchangeourlinks.
ExcelwillfollowtheaddressoftheoriginaldatawhetherwearesettoRelativeorAbsolute.However,if
weareusingdifferentworkbooks,Excelcanonlyfollowthedatawhiletheotherbookisstillopen.If
datamovesinanotherbook,andthelinkedfileisnotopen,thecelllinkswillnotfollow.
TheAbsoluteandRelativesettingswillonlymatterwhenyoutrytocopyorfillthelink.Withthe
Absolute($),thecopy/fillwillcontainthesamecelladdresses;withtheRelative(no$),thecopy/fillwill
containtheseries(i.e.A1A2A3)
Page5
LinkingWorkbooks
Asstatedinthepreviouspagelinkingworkbooksisjustassimpleaslinkingworksheets.Thereisjustthe
addedstepofchoosingthefilefirst.Clickinthecellwhereyouwanttheresulttobe,presstheequal
sign(=)onthekeyboardandthenuseyourmousetoselecttheworkbook,clickontheworksheet,click
onthecellyouwanttolinktoandpressEntertoaccept.
Theformulabarwillshowthefullpathofthelinkedcell.Ifthefileisopenyouwillseejustthefile
name,worksheetnameandcelladdress.
Ifthelinkedfileisnotopenyouwillseethelocationofthefileaswell:
OpeningLinkedFiles
Thesafestwaytoplaywithlinkedfilesistohavetheoriginaldataandthelinkedfilesopenwhenyou
movethingsaround.However,that'snotalwaysfeasible.
Case1:OpentheoriginalfileandthenLinkedfile
ResultExcelseesthelinksandupdatesallchangesandwillcontinuetoupdateyougo.
Case2:OpenLinkedfilebyitself(orbeforetheoriginal)
ResultExcelpromptsforpermissiontoupdatelinks.Dependingonyoursecuritysettingsyou
mayseethesubtleyellowsecuritymessagebetweentheribbonandtheformulabar,orthe
warningmessageboxforcingyoutochoose.
Ifyouignorethemessageyoucancontinue
toworkinExcelwiththe'old'data.
IfyouclickEnableContentExcelwillupdate
thelinksifitcanfindtheoriginalfile.
IfyouclickDon'tUpdate
youcancontinuetoworkin
Excelwiththe'old'data.
IfyouclickUpdateExcelwill
updatethelinksifitcanfind
theoriginalfile.
Page6
HandlingBrokenLinks
Exceldoesawonderfuljobupdatingthelinks,IFitcanfindthefilethesheetthecellyouare
referringtoinyourdataset.Ifthefilenameorsheetnamehaschangedwhilethelinkedfileisopen,the
linkswillbeabletofollowalong,however,iftheyarechangedwhilethelinkedfileisclosedExcelwill
loseitsway.
WhenyouaskExceltoupdatethelink,ifithasaproblemitwillpromptyou:
IfyouContinue,youcanworkwiththe"old"data.
IfyouclickEditLinksyoubeabletomodifywherethesourcefileislocated.
ClickontheChangeSourcebuttontofindtheoriginalfile.Ifthe
worksheetnameshavechanged,itwillthenprompttofindthesheet
name.
Iftheoriginalfilesorsheetshavebeendeletedyoumayneedtouse
theBreakLinkoption.Thiswillconvertallthelinkedcellstovalues.
Thisoptioncannotbeundone.
EditLinkWindow
YoucanopentheaboveEditLinkwindowatanytimefromtheData
tab,intheConnectionsgroup.
Page7
ClassExercise
Review
-
OpenExcel
Viewworksheets
o
ViewOptionstosetDefault#ofsheets
RenameSheets
-
DoubleclickonSheet1
o
Renameto1stQtr
Sheet2>2ndQtr
Sheet3>3rdQtr
Insertaworksheet
-
ClickonInsertSheetbutton
Renameworksheet4thQtr
Labelthesheets
-
Foreachworksheet,InCellD1Typenameofworksheet
o
ClickonSheet1,clickinCellD1,type1stQtr
Repeatforeachsheet,2ndQtr,3rdQtr,4thQtr
Modifymultiplesheets
-
Clickon1stQtr,ShiftClickon4thQtr
Zoom200%
Vieweachworksheet
Modifyspecificsheets
-
Clickonthe1stQtrworksheet
CtrlClickonthe3rdQtrWorksheet
ClickinCellD1
UsetheFillbuckettochangethecolor
Clickonthe2ndQtrworksheet
CtrlClickonthe4thQtrworksheet
ClickinCellD1
UsetheFillbuckettochangethecolor
Vieweachworksheet
Page8
Enterdataonmultiplesheets
-
Clickon1stQtrsheet
RightclickonthesheetnameandchooseSelectAll
o
Checktitlebarfor[Group]
Type:
o
A1:BigCityStore
A2:QuarterlySalesReport
Vieweachworksheet
SelectAllworksheetsagain
Createthistable:
Formatmultiplesheets
-
BoldTitlesandplaceabottomborder
IncreaseIndentforItems
Accounting($)formatPrice&blankTotalcells
CenterQty
CreateformulaforTotalforItemA
o
=B5*C5
UseFillhandletocreateequationsforItemsB&C
IncellC8:"QuarterlyTotal:"
o
RightAlign
InCellD8:UseAutoSumbuttontototal
ViewOtherworksheets
o
Makesureallthesheetsarenowunselected(no[Group]intitlebar)
Page9
Adjustingformatting
-
Onthe1stQtrsheet,add987toItemA'sQty
o
NoticeColumntooNarrow########
Selectallworksheets
ExpandColumnD
Add654toitemB'sQty
Turnto2ndQtr
Fixmultiplesheets
-
Clickon2ndQtrSheet,shiftclickon4thQtrSheet
ClickincellC6(the654),pressdeletetoremoveunwanteddata
Clickon1stQtrSheet
Confirmlackof[Group]intitlebar
InCellC7type321
CreateaTotal'sPage
-
Insertaworksheet
MoveittoBeginning
o
DragSheet5tothebeginningoftheworksheets
NameitYearlyTotals
IncreasetheZoomto200%
Typedataincells
o
D1:YearlyTotal
B2:1stQtr
Dragfillhandletocreate2nd,3rd&4thQtrlabels
Linktoanothercell
-
LinkcellB6toD1
o
InCellB6,pressequal(=)
clickonCellD1
pressEnter
ChangeD1:GrandTotal
o
SeeB6change
Page10
Linktoanothersheet
-
LinkcellC2tototalon1stQtr
o
InCellC2,pressequal(=)
Clickonsheet1stQtr
ClickinD8
PressEnter
ViewLinkinformulabar
LinkCellsC3to2ndQTR,C4to3rdQTR,C5to4thQTR
CalculateGrandTotalinC6UsingtheAutoSum
RightAligncolumnB
TestLinks
-
Turntosheet2ndQtr
EnterQtyvalues
o
951,624,357
Viewtotalstab
o
AdjustColumnCtofitGrandTotal
MoveTotalsSheettoanotherbook
-
RightclickTotalssheet
ChooseMoveorCopySheet
FromBookmenuchoose(newbook)
ViewLinksintheTotalssheet
o
UseCtrl~
SaveFiles
-
SavefilewiththetotalsheetasTotals(onthedesktop)
SavefilewiththequartersheetsasQuarters(onthedesktop)
ViewLinksinTotalsSheet
o
='[Quarters.xlsx]1stQtr'!D8
Page11
Viewingmultiplefiles
-
SwitchingWindows
o
Clickonfilenamesinthetasklist(bottomofwindow)
FromtheViewtab,useSwitchWindows
PressCtrlTab
FromtheViewtab,chooseArrangeAll
o
Tryeachoption
Maximizethecurrentwindow
TestLinks
-
InQuarters,turntosheet3rdQtr
EnterQtyvalues
o
967,688,384
ViewTotalsforresult
Closefiles
-
CloseQuarters
ViewLinksinTotals
o
='C:\Users\prcowart\Desktop\[Quarters.xlsx]1stQtr'!D8
ExitMicrosoftExcel
ModifyQuartersfile
-
OpenQuarters(only,don'topenTotals)
InQuartersfileturnto4thQtr,entervalues
o
300,600,900
CloseandSave
ViewTotalsfile
-
OpenTotalsFile
SeeSecurityWarning
ChooseEnableContent(or"Update")
Deletealltotals
SetupFileView
OpenQuartersFileto1stQtrSheet
FromtheViewTab,chooseArrangeAll
Tilethewindows
Page12
Linkacrossfiles
-
InTotals,inCellC2,pressequals(=)
ClickinQuartersfile
o
Thefirstclickputsyouinthebook,thesecondinthecell
ClickinTotal(cellD8)
o
PressEnter
ViewLink
Repeattofillin2ndQtr,3rdQtr,and4thQtrtotals
SavebothfilesandExitExcel
RenameQuartersfile
-
OnthedesktoprightclickontheQuartersfile
ChooseRename
Namethefile"FY1112"
ModifyFY1112file
-
OpenFY1112
InQuartersfileturnto4thQtrsheet
o
975,684,359
CloseandSave
ViewTotalsfile
-
OpenTotalsFile
SeeSecurityWarning
ChooseEnableContent
ClickContinuetoopenthefilewith"Old"data
ExitMicrosoftExcel
ViewTotalsfile
-
OpenTotalsFile
SeeSecurityWarning
ChooseEnableContent
ClickEditLinkstofindtheoriginalfile
ClickChangeSourcebutton
FindFY1112fileandclickOpen
CloseEditLinkswindow
Viewnewdata
ExitMicrosoftExcel
Page13
ViewMultipleSheetsofsameBook
-
OpenQuartersFile
SelectAllSheets
Changezoomto100%
DropGroupofsheetsandturntoSheet1stQtr
FromtheViewtab,chooseNewWindow
FromtheViewtab,chooseArrangeAll,Tiled
Changethenameto"ReallyBigCityStore"
o
Watchasitchangesintheotherwindow
Moveto2ndQtrSheet
o
Youarenowviewing2worksheetsofthesamebook
Createtwomore"NewWindow"s
ArrangeallTiled
ChangeeachsheettoadifferentQtrsoyoucanseeallfourquartersatonce
OpenTotalsFile
TrythedifferentArrangeoptions
Page14