Sometimes Excel workbooks become quite large: The more worksheets there are, the more difficult it is to keep the overview. A table of contents might help. In this article we’ll explore 4 ways of creating tables of contents in an Excel workbook.
Let’s say we want to create a new worksheet with a list of all other worksheets. Furthermore, each list entry should have a link to the corresponding worksheet so that you can easily click on it and will be taken to this worksheet at once. Basically, there are four methods for creating such table of contents: Do it manually, apply a complex formula, use a VBA macro or an Excel add-in.
Method 1: Create a table of contents manually
The first method is the most obvious one: Type (or copy and paste) each sheet name and add links to the cells. These are the necessary steps:
- Create a new worksheet by right clicking on any worksheet name and click on Insert Sheet (or press Shift + Alt + F1). Give a proper name, for example ‘Contents’.
- Start by typing the first worksheet name into cell B4 (or any cell you like…).
- Add the link to the cell: Right click on the cell and click on ‘Hyperlink’. Select ‘This document’ as shown on the picture above and click on the sheet name you want to create the list entry for. Usually cell A1 is fine as the cell reference. The window of adding a hyperlink on Windows looks a little bit different but offers the same options.
- Repeat steps 2 and 3 until all worksheets are in your table of contents.
- Do all the formatting as desired and then you are done.
Method 2: Use formulas for a table of contents
Thanks to Brian Canes, who posted this method as a comment: There is actually a way of using formulas and named ranges. Follow these steps:
- Click on “Define Name” in the center of the Formulas ribbon.
- Type the name “TabNames”.
- Copy and paste this code into the “Refers to:” field: =GET.WORKBOOK(1)&REPT(NOW(),)
- Confirm with OK.
- Copy this formula into any cell. As it refers to the cell A1, it’ll be the entry for the first worksheet in your workbook:
=IF(ROW(A1)>SHEETS(),REPT(NOW(),),SUBSTITUTE(HYPERLINK("#'"&TRIM(RIGHT(SUBSTITUTE(SUBSTITUTE(INDEX(TabNames,ROW(A1))," ",CHAR(255)),"]",REPT(" ",32)),32))&"'!A1",TRIM(RIGHT(SUBSTITUTE(SUBSTITUTE(INDEX(TabNames,ROW(A1))," ",CHAR(255)),"]",REPT(" ",32)),32))),CHAR(255)," "))
- Copy this formula down until you get blank cells.
- All worksheets will be regarded, also hidden ones.
- If you change the order of worksheets, delete some or do any other changes: These changes will be immediately reflected in the table of contents. So you have to be careful if you add comments or do any special formatting.
- You have to save the workbook as a macro enabled workbook in the format “.xlsm”. The reason is that you use a formula as a named range which is only possible with macro-enabled workbooks.
Method 3: Use a VBA macro
As the first method works but is quite troublesome – especially for large workbooks – we’ll take a look at a second method: A VBA macro. The macro is supposed to do the same steps: Walk through all sheets, create a list entry for each sheet and insert a hyperlink to each sheet.
- Go to the developer ribbon.
- Click on “Editor”.
- Add a new module.
- Paste the following code.
- Press start on the top.
Sub insertTableOfContents() Dim PROFEXWorksheet As Worksheet Dim tempWorksheetName, tempLink, nameOfTableOfContentsWorksheet As String Dim i As Integer 'Add a new worksheet Sheets.Add 'Rename the worksheet nameOfTableOfContentsWorksheet = "TableOfContents" ActiveSheet.Name = nameOfTableOfContentsWorksheet 'Add the headline Range("B3") = nameOfTableOfContentsWorksheet 'Initialize the counting variable i i = 0 'Go through all worksheets as described For Each PROFEXWorksheet In Worksheets 'Copy the current worksheet name tempWorksheetName = PROFEXWorksheet.Name 'Create the link from the current worksheet and link it to cell A1 tempLink = "'" & tempWorksheetName & "'!R1C1" 'Add the list entry Sheets(nameOfTableOfContentsWorksheet).Cells(i + 5, 2) = tempWorksheetName 'Select it for inserting the hyperlink Sheets(nameOfTableOfContentsWorksheet).Cells(i + 5, 2).Select 'Insert the hyperlink ActiveSheet.Hyperlinks.Add Anchor:=Selection, Address:="", SubAddress:=tempLink 'Proceed with next entry and increase i therefore i = i + 1 Next End Sub
Method 4: Use an Excel add-in to create a table of contents
There are some Excel add-ins for creating a table of contents. We – of course – recommend our own add-in. It doesn’t only insert a table of contents but you can easily customize it:
- You can customize the headline color.
- You can choose if you want to insert links to each worksheet.
- You can define levels: For example by high level sheets by their name.
- You can select if you want to insert an entry for the table of contents sheet itself.
- You can choose if you want to skip hidden worksheets or include them as well.
- You can define your preferred name for the table of contents sheets.
Your last settings will be saved so that it’s very fast to update or create a table of contents. There is a free trial version with no sign-up available. Click here to start the download.