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AnneRdk's avatar
AnneRdk
Copper Contributor
Dec 16, 2021
Solved

Link to another excel file

Hi,

 

In my excel file I want to create a hyperlink to another file, so that when the user clicks the link the other file will open in an new window and be filtered on parameters defined in the first file. I guess I need to use index and match somehow. But how? The two files might not be placed in the same folder (in SharePoint) - will this be a problem? 

 

Thanks in advance for your help.

4 Replies

  • NikolinoDE's avatar
    NikolinoDE
    Platinum Contributor

    AnneRdk 

    Without being able to say with certainty, it could be the problem on the UNC path in hyperlink.

    Here is some information on how you could make the settings or check whether they are so.

    Description of link management and storage in Excel

    There are several circumstances in which links between files can be inadvertently made to point to erroneous locations. The following are two of the most common scenarios.

    Scenario 1:

    1. You map a drive under the root of a share. For example, you map drive Z to \\Server\Share\Folder1.

    2. You create links to a workbook that is stored at the mapped location after you open the file through that mapped drive.

    3. You open the file by a UNC path.

    4. As a consequence the link will be broken.

    If you close the file without saving it, the links will not be changed. However, if you save the file before you close it, you will save the links with the current broken path. The folders between the root of the share and the mapped folder will be left out of the path. In the example above, the link would change to \\Server\Folder1. In other words, the Share name is eliminated from the path.

    Scenario 2:

    1. You map a drive under the root of a share. For example, you map drive Z to \\Server\Share\Folder1.

    2. You open the file by a UNC path or a mapped drive mapped to a different folder on the share, such as \\Server\Share\Folder2.

    3. As a consequence, the link will be broken.

    If you close the file without saving it, the links will not be changed. However, if you save the file before you close it, you will save the links with the current broken path. The folders between the root of the share and the mapped folder will be left out of the path. In the example above, the link would change to \\Server\Folder1.

     

    Hope this information can be of help to you.

     

    Thank you for your understanding and patience

     

    I wish you much success in your project

     

    NikolinoDE

    I know I don't know anything (Socrates)

    • AnneRdk's avatar
      AnneRdk
      Copper Contributor
      Thanks, but my first step is actually to create the link. I have two files with some of the same columns. When I click a link in file 1, file 2 should open - but filtered on the lines defined by the data in file 1. How do I do that?
      • Yea_So's avatar
        Yea_So
        Bronze Contributor

        AnneRdk 

         

        Creating a hyperlink to a file does not dynamically filter.  As NikolinoDE suggested, that can be accomplished with power query that is how you can do that.

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