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Our example of an Index Sheet will be for budgetsTotal Monthly Sales. To create an Index sheet,

  1. Create several spreadsheets.

  2. Name the first sheet “Index”“Index Sheet”, then give appropriate names to the rest of the spreadsheets.

    The Worksheet section of Excel with Worksheets named Index, January, February, and March.Image RemovedThe spreadsheets with the names Index Sheet, 2017 Data, 2016 Data, 2015 Data, and 2014 Data.Image Added

  3. In the Index Spreadsheet, type in the names of your spreadsheets. One name per cell.

    The Index Spreadsheet with the names of each spreadsheet in their own cell.Image RemovedIndex Sheet Example.pngImage Added

  4. Right click your first spreadsheet name. In the dropdown menu, click Link. In the Insert Hyperlink box, click “Place in This Document”. Click the name of the spreadsheet you want the link to connect to. It is possible that your Text to Display may have a syntax code in it. Delete it and type in a name that suits your spreadsheet. Click OK.

    Insert Hyperlink box with the text to display as January. Link to is Place in this Document.Image RemovedInsert Hyperlink box with the text to display as 2017 Data. The Link to section has is set to Place in this Document. 2017 Data is selected.Image Added

  5. Your link is made. Click on it and you will be taken to the spreadsheet it is linked to.

    The Index spreadsheet with January set as a link. The link has blue text and is underlined.Image RemovedThe January Expenses worksheet is open.Image RemovedThe Index spreadsheet with 2017 Data set as a link. The link has blue text and is underlined.Image AddedThe 2017 Data spreadsheet is open showing the Total Monthly Sales for 2017.Image Added

Section 3.7: Headers and Footers

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