We often come across Excel documents that have multiple reports found in several worksheets. If you want to find the report you want, click on the tab with the name of the corresponding worksheet. However, this is not always the optimal solution. In order to facilitate positioning on the desired report, we introduce links that we have attached to certain forms. That is, we introduce a navigation panel to navigate within the document.
When a customer is late with payment it would not be bad to send him an email alert. It is also a nice gesture if you thank him if he fulfills his obligations on time. All this can be done automatically from Excel, and the example you will be shown is the logical continuation of the previous post about the HYPERLINK function. Also, if you run your CRM in Excel, this is a good idea how to enrich it with some new functionalities.
In one of the earlier posts, you could find out how a hyperlink is assigned to an object. With it, we can access the location within the document, send an e-mail or visit a given website. Excel also has a HYPERLINK feature, and knowing a little more about syntax for building web links opens up some new possibilities for automating your reports.
When making reports, multiple Excel documents are often used. As you know, data in another worksheet or other document, if it is open, we can easily access by specifying the absolute address of a cell or cell range. But what if we want to access a closed document? And can Excel be used as a data repository? About the link to other Excel files more in the text that follows.