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Create a Button in Excel That Opens Another Document

Joshua is a graduate student at the USF. He has interests in business technology, analytics, finance, and lean six sigma.

Using a button to open up other documents can save some time and keep you more organized.

Using a button to open up other documents can save some time and keep you more organized.

At times, you may need to reference other documents while you are working in an Excel workbook. Whether that document is a statement of work, standard operating procedure, or a another Excel file, you can retrieve it with only a click if you assign the document location to a button.

This task can be easily completed by adding a shape to use for a button, then assigning that button to a document location.

Add the Button to Excel

Adding a shape for a button can be done through the insert tab. The path is shown below:

Insert → Illustrations → Shapes

I recommend using a rectangle to symbolize a button, but you can really choose the shape that you desire.

Inserting a shape to serve as a button can be easy. While in the insert tab, you click on illustrations, then click on shapes.

Inserting a shape to serve as a button can be easy. While in the insert tab, you click on illustrations, then click on shapes.

After the shape has been selected, you can trace the size of the button that you want with the cursor.

create-buttons-to-open-worksheets-in-excel

Editing the Button

Make adjustments to the size the button by dragging on the spheres that surround it to give it the correct height and width. To add text you can right click on the button and select edit text from the drop down menu. This will drop your cursor in to button.

All other formatting options can be found in the shape format tab after the shape is selected.

create-buttons-to-open-worksheets-in-excel

Linking to a File

To link a document to a file right click on the button and select link from the drop down menu.

create-a-button-in-excel-that-opens-other-documents

Next, you'll need to select the option in the upper left-hand corner that is labeled existing file or webpage. You may use the drop down in the "look in" area or choose the folder option below that is labeled with a number 2.

Once you find the file that you want to open select the the OK button.

The insert hyperlink window shown in the illustration above is where you find the link to tie the button to the document that needs to be open.

The insert hyperlink window shown in the illustration above is where you find the link to tie the button to the document that needs to be open.

At this point you should have been returned tot he worksheet. Deselect the button by clicking in any cell.

After clicking your button, there is a good chance that you will receive the same precaution shown in the illustration below. Click yes and your document should open.

The security note that appears is only confirming that you want to open the selected document.

The security note that appears is only confirming that you want to open the selected document.

To learn more about developing in Excel, I recommend taking a look at the book Microsoft Excel 2019 VBA and Macros (Business Skills) by Bill Jelen to enhance your skills.

This content is accurate and true to the best of the author’s knowledge and is not meant to substitute for formal and individualized advice from a qualified professional.

© 2021 Joshua Crowder

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