Last updated on April 19, 2024 By Victor Chan
Are you tired of constantly clicking through Excel sheets to find the one you need? Most Excel users just click through their sheets like this, but that can be frustrating and really slow down your workflow. This guide will show you a game-changing solution that will transform the way you navigate your Excel files.
You'll learn how to create a customized master sheet that gives you a comprehensive, at-a-glance view of all your worksheets. With just a click, you'll be able to jump to any worksheet in your workbook. But that's not all. You'll also learn how to customize your master sheet with different colors and layouts to match your personal style.
This guide will take you step-by-step through the process of creating the master sheet from scratch using Excel VBA, so you can learn how to build similar solutions yourself. It's organized into levels, starting with beginner concepts and progressively advancing.
You can also watch my full video tutorial on YouTube here.
Level 1: Excel's Built-in Navigation Pane
Level 2: Creating a Basic Master Sheet Manually
Level 3: Using the HYPERLINK Function for Efficiency
Level 4: Introducing Excel VBA for Automation
Level 5: Setting Up the VBA Code Outline
Level 6: Streamlining Code Testing with Bookmarks
Level 7: Building the Supporting Procedures
Download FREE Excel Workbook
Step 1: Sign up for free Click Here
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Step 3: Download file Master-Sheet-VBA-Levels-1-to-10.zip
Are you new to Excel VBA Macros?
• Find out how to enable and disable macros in Excel with this tutorial
• Save time and effort by copying VBA macros from one workbook to another with these instructions
Pros:
Cons:
Or use the keyboard shortcut:
Pros:
Cons:
Here are instructions for adding a hyperlink formula to the cell D4, the first in the column of links, so you can then fill down the formula to every row that has a sheet name.
Pros:
Cons:
From Level 4 to Level 10, we delve into using Visual Basic for Applications (VBA) to build a Master Sheet solution that not only automates data management but can also be reused in any Excel workbook. VBA, which stands for Visual Basic for Applications, is available right within Excel and allows for robust customization and automation of tasks. You don’t need to install any extra add-ins or download any code packages.
Developing an Automated Master Sheet
The real power of VBA comes into play when we automate tasks that are typically manual and time-consuming. For instance, consider the scenario where you have a master sheet that links to 20, 50, or even 100 other worksheets.
By implementing VBA, you can ensure that any changes like renaming a sheet, adding a new sheet, or deleting an existing one are automatically updated in your master sheet without any manual intervention.
Here is an overview of the Master Sheet design elements.
Here’s how you can set up and benefit from an automated master sheet:
1. Initial Setup:
2. Automate Sheet Listing:
3. Dynamic Updates:
4. Customization:
5. Sharing the Master Sheet:
Looking ahead
By Level 10, you’ll understand how to leverage VBA to create a Master Sheet that not only simplifies workbook navigation but also enhances productivity through automation. Let’s proceed with setting up the code outline.
It helps to have a clear outline for the steps we will take when updating the Master Sheet. The way this works is that we use a Worksheet Activate event procedure that runs when the user activates the Master Sheet. This calls the main procedure, which then calls sub procedures that perform specific tasks in sequence to update the Master Sheet.
[VBA Code Box]
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' WORKSHEET ACTIVATE EVENT PROCEDURE
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Dim wsMaster As Worksheet ' Note: can remove this line, it's not needed
Private Sub Worksheet_Activate()
Application.ScreenUpdating = False ' Don't show screen updates
Call Update_Master_Sheet ' Call the MAIN PROCEDURE
Me.Cells(sRow, sCol).Select ' Select first cell in sheet list
ActiveWindow.DisplayHeadings = False ' Hide row and column headings
Application.ScreenUpdating = True ' Do show screen udpates
End Sub
[VBA Code Box]
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' MAIN PROCEDURE
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Sub Update_Master_Sheet()
Call Create_Master_Sheet
Call Set_Up_Master_Sheet_Header
Call Create_Sheet_List
Call Update_Master_Header_Format
Call Add_Navigation_Buttons
If msDisplaySpecs = True Then Call Display_Textbox_With_Specifications
End Sub
Here’s a method that can speed up testing the VBA code. When you write a new macro you’ll often need to try it, find out bugs, tweak for changes, make updates, and so on. And if your code gets longer than a few pages, it becomes harder to find the right section.
By using a bookmark in the VB Editor, you can reduce the amount of time it takes for you to jump to the VBA code you want to run. Here’s how to do it:
To watch how this works in practice, watch my YouTube video Link every worksheet to a Master Sheet in Excel (10 Levels).
Create_Master_Sheet:
Here’s the full VBA code:
[VBA Code Box]
Sub Create_Sheet_List()
Dim sheetIndex As Integer ' To loop through all sheets (include Master Sheet)
Dim sheetCounter As Integer ' To count sheets we want to list (exclude Master Sheet)
Dim linkAddr As String ' Hyperlink address
Dim linkText As String ' Hyperlink text
Dim rowNumber As Integer ' To count rows for updating values
Dim colNumber As Integer ' To count columns for updating values
Dim colCount As Integer ' To count columns for formatting
Dim lastRow As Long ' To help with formatting
' Set initial numbers
sheetCounter = 1
rowNumber = sRow
colNumber = sCol
' Loop through all sheets and list their names based on visibility
For sheetIndex = 1 To ThisWorkbook.Sheets.Count
With ThisWorkbook.Sheets(sheetIndex)
' List the sheet if the name is not "Master"
' and either "showHidden" is true or the sheet is visible
If .Name <> "Master" And _
(showHidden Or .Visible = xlSheetVisible) Then
' Set Sheet Number
Me.Cells(rowNumber, colNumber).Value = sheetCounter
' Set Sheet Hyperlink
linkAddr = "'" & .Name & "'!A1"
linkText = .Name
Me.Hyperlinks.Add _
Anchor:=Me.Cells(rowNumber, colNumber + 1), _
Address:="", _
SubAddress:=linkAddr, _
TextToDisplay:=linkText
rowNumber = rowNumber + 1
sheetCounter = sheetCounter + 1
' Check if we've hit the MaxRows limit
If rowNumber >= maxRows + sRow Then
' Set row number back to first row
rowNumber = sRow
' If we haven't reached the last sheet then
' set the next column to be 3 columns to the right
If sheetCounter <> ThisWorkbook.Sheets.Count Then
colNumber = colNumber + 3
End If
End If
End If
End With
Next sheetIndex
' FORMATTING
colCount = sCol
Do
' Format Sheet List numbers
With Me.Cells(sRow, colCount).CurrentRegion.Columns(1)
.Interior.Color = slNumbBackColor
With .Font
.Color = slNumbTextColor
.Bold = True
.Size = slNumberFontSize
.Name = slNumberFont
End With
.VerticalAlignment = xlCenter
.HorizontalAlignment = xlCenter
With .Borders
.LineStyle = xlContinuous
.Color = slNumbBordColor
.Weight = 4
End With
.AutoFit
.ColumnWidth = .ColumnWidth + slNumberColPadding
End With
' Format Sheet List names
With Me.Cells(sRow, colCount).CurrentRegion.Columns(2)
.Interior.Color = slNameBackColor
With .Font
.Color = slNameTextColor
.Bold = True
.Size = slNameFontSize
.Name = slNameFont
End With
.VerticalAlignment = xlCenter
.InsertIndent slNameIndent
With .Borders
.LineStyle = xlContinuous
.Color = slNameBordColor
.Weight = 4
End With
.AutoFit
.ColumnWidth = .ColumnWidth + slNameColPadding
End With
colCount = colCount + 3
Loop Until colCount > colNumber
' ROW HEIGHT
Me.Cells(sRow, sCol).CurrentRegion.Rows.RowHeight = sHeight
End Sub
Set_Up_Master_Sheet_Header:
Here’s the full VBA code:
[VBA Code Box]
Sub Set_Up_Master_Sheet_Header()
With Me
' Add Top and Left Padding
.Rows(1).RowHeight = Me.Rows(1).RowHeight + mTopPadding
.Columns(1).ColumnWidth = Me.Columns(1).ColumnWidth + mLeftPadding
' Set up Master Header
With .Cells(mRow, mCol)
.Value = msHeadText
.Rows(1).RowHeight = mHeight
.VerticalAlignment = xlCenter
With .Font
.Name = msHeadFontName
.Color = msHeadTextColor
.Bold = True
.Size = msHeadFontSize
End With
' Add Bottom Padding
.Offset(1, 0).EntireRow.RowHeight = mBottomPadding
End With
End With
End Sub
Create_Sheet_List:
Here’s the full VBA code:
[VBA Code Box]
Sub Create_Sheet_List()
Dim sheetIndex As Integer ' To loop through all sheets (include Master Sheet)
Dim sheetCounter As Integer ' To count sheets we want to list (exclude Master Sheet)
Dim linkAddr As String ' Hyperlink address
Dim linkText As String ' Hyperlink text
Dim rowNumber As Integer ' To count rows for updating values
Dim colNumber As Integer ' To count columns for updating values
Dim colCount As Integer ' To count columns for formatting
Dim lastRow As Long ' To help with formatting
' Set initial numbers
sheetCounter = 1
rowNumber = sRow
colNumber = sCol
' Loop through all sheets and list their names based on visibility
For sheetIndex = 1 To ThisWorkbook.Sheets.Count
With ThisWorkbook.Sheets(sheetIndex)
' List the sheet if the name is not "Master"
' and either "showHidden" is true or the sheet is visible
If .Name <> "Master" And _
(showHidden Or .Visible = xlSheetVisible) Then
' Set Sheet Number
Me.Cells(rowNumber, colNumber).Value = sheetCounter
' Set Sheet Hyperlink
linkAddr = "'" & .Name & "'!A1"
linkText = .Name
Me.Hyperlinks.Add _
Anchor:=Me.Cells(rowNumber, colNumber + 1), _
Address:="", _
SubAddress:=linkAddr, _
TextToDisplay:=linkText
rowNumber = rowNumber + 1
sheetCounter = sheetCounter + 1
' Check if we've hit the MaxRows limit
If rowNumber >= maxRows + sRow Then
' Set row number back to first row
rowNumber = sRow
' If we haven't reached the last sheet then
' set the next column to be 3 columns to the right
If sheetCounter <> ThisWorkbook.Sheets.Count Then
colNumber = colNumber + 3
End If
End If
End If
End With
Next sheetIndex
' FORMATTING
colCount = sCol
Do
' Format Sheet List numbers
With Me.Cells(sRow, colCount).CurrentRegion.Columns(1)
.Interior.Color = slNumbBackColor
With .Font
.Color = slNumbTextColor
.Bold = True
.Size = slNumberFontSize
.Name = slNumberFont
End With
.VerticalAlignment = xlCenter
.HorizontalAlignment = xlCenter
With .Borders
.LineStyle = xlContinuous
.Color = slNumbBordColor
.Weight = 4
End With
.AutoFit
.ColumnWidth = .ColumnWidth + slNumberColPadding
End With
' Format Sheet List names
With Me.Cells(sRow, colCount).CurrentRegion.Columns(2)
.Interior.Color = slNameBackColor
With .Font
.Color = slNameTextColor
.Bold = True
.Size = slNameFontSize
.Name = slNameFont
End With
.VerticalAlignment = xlCenter
.InsertIndent slNameIndent
With .Borders
.LineStyle = xlContinuous
.Color = slNameBordColor
.Weight = 4
End With
.AutoFit
.ColumnWidth = .ColumnWidth + slNameColPadding
End With
colCount = colCount + 3
Loop Until colCount > colNumber
' ROW HEIGHT
Me.Cells(sRow, sCol).CurrentRegion.Rows.RowHeight = sHeight
End Sub
Update_Master_Header_Format:
Here’s the full VBA code:
[VBA Code Box]
Sub Update_Master_Header_Format()
Dim lastCell As Range
Dim lastCol As Long
' Find the last cell
Set lastCell = Me.Cells.Find(What:="*", After:=Me.Cells(1, 1), LookIn:=xlFormulas, LookAt:= _
xlPart, SearchOrder:=xlByColumns, SearchDirection:=xlPrevious, MatchCase:=False)
' Set the last column
lastCol = lastCell.Column
' Format Header
With Me.Range(Cells(mRow, mCol), Cells(mRow, lastCol))
.HorizontalAlignment = xlCenterAcrossSelection
.Interior.Color = msHeadBackColor
With .Borders(xlEdgeTop)
.LineStyle = xlContinuous
.Color = msHeadBordColor
.Weight = 4
End With
With .Borders(xlEdgeBottom)
.LineStyle = xlContinuous
.Color = msHeadBordColor
.Weight = 4
End With
End With
End Sub
After putting this code in, make sure you test the procedures using the bookmark method I showed in Level 6. If you need help to do this, watch my YouTube video “Link every worksheet to a Master Sheet in Excel (10 Levels)”.
Here’s the full VBA code for adding back navigation buttons:
[VBA Code Box]
Sub Add_Navigation_Buttons()
Dim ws As Worksheet
Dim btn As Shape
Dim buttonExists As Boolean
' Loop through all sheets
For Each ws In ThisWorkbook.Sheets
' Skip the "Master" worksheet
If ws.Name <> "Master" Then
' Check if the button already exists
buttonExists = False
For Each btn In ws.Shapes
If btn.Name = "btn_GoToMasterSheet" Then
buttonExists = True
' Delete existing button
btn.Delete
Exit For
End If
Next btn
' Add the button (shape, X, Y, Width, Height)
Set btn = ws.Shapes.AddShape(msoShapeRoundedRectangle, 5, 5, 75, 30)
With btn
.Name = "btn_GoToMasterSheet"
.Fill.ForeColor.RGB = RGB(17, 113, 186) 'Blue background
With .TextFrame.Characters
.Text = "Back"
.Font.Name = "Calibri"
.Font.Color = RGB(255, 255, 255) 'White text
.Font.Size = 14
.Font.Bold = True
End With
.Line.Visible = msoFalse
.TextFrame2.TextRange.ParagraphFormat.Alignment = msoAlignCenter
End With
' Assign macro to button
' Must include 'MasterSheet' sheet codename so other sheets can find the macro
ws.Shapes("btn_GoToMasterSheet").OnAction = "MasterSheet.Go_To_Master_Sheet"
End If
Next ws
End Sub
And here’s the VBA code that we run when the user clicks on the Back buttons:
[VBA Code Box]
Sub Go_To_Master_Sheet()
ThisWorkbook.Sheets("Master").Activate
ThisWorkbook.Sheets("Master").Range("A1").Select
End Sub
Here’s the VBA code with the constants section at the top of the Master Sheet code window:
[VBA Code Box]
Option Explicit
' LAUNCH EXCEL PRO TIP:
' Rename the (code name) of this sheet to 'MasterSheet'
' so you can find it easily in the Project Window
' Note: This code will not work when copied to a separate code module.
' Reason: the following code only works in a worksheet object
' - Worksheet_Activate() is a specific worksheet event procedure.
' - Any procedures with the keyword "me" refer to "me" as the worksheet.
' SAMPLE LIST OF COLORS
' Use xlNone for no background color
Const colorBlack As Long = 0 ' RGB(0, 0, 0)
Const colorBlue1 As Long = 9985057 ' RGB(33, 92, 152)
Const colorBlue2 As Long = 14259021 ' RGB(77, 147, 217)
Const colorBlue3 As Long = 16115392 ' RGB(192, 230, 245)
Const colorBrown As Long = 32936 ' RGB(168, 128, 0)
Const colorGray1 As Long = 5855577 ' RGB(89, 89, 89)
Const colorGray2 As Long = 10921638 ' RGB(166, 166, 166)
Const colorGray3 As Long = 15263976 ' RGB(232, 232, 232)
Const colorGray4 As Long = 16448250 ' RGB(250, 250, 250)
Const colorGreen1 As Long = 3057486 ' RGB(78, 167, 46)
Const colorGreen2 As Long = 5886791 ' RGB(71, 211, 89)
Const colorGreen3 As Long = 13168833 ' RGB(193, 240, 200)
Const colorOrange1 As Long = 573950 ' RGB(254, 193, 8)
Const colorOrange2 As Long = 578303 ' RGB(255, 210, 8)
Const colorPink As Long = 12171775 ' RGB(255, 185, 185)
Const colorPurple1 As Long = 9644960 ' RGB(160, 43, 147)
Const colorPurple2 As Long = 13463000 ' RGB(216, 109, 205)
Const colorPurple3 As Long = 15716082 ' RGB(242, 206, 239)
Const colorRed1 As Long = 192 ' RGB(192, 0, 0)
Const colorRed2 As Long = 5460991 ' RGB(255, 83, 83)
Const colorYellow As Long = 586495 ' RGB(255, 242, 8)
Const colorWhite As Long = 16777215 ' RGB(255, 216, 93)
'TIP: use the Immediate Window (CTRL + G) to convert RGB to Long
' Step 1: debug.print RGB(77, 147, 217)
' Step 2: press enter to get result 14259021
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' MASTER SHEET ELEMENT
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Const rHeight As Single = 38 ' Master Sheet Row Height
Const cWidth As Single = 5.5 ' Master Sheet Col Width
Const msBackColor As Long = xlNone ' Master Sheet Background (xlNone = transparent)
Const msDisplaySpecs As Boolean = False ' Display Specifications (True = Yes, False = No)
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' MASTER SHEET HEADER ELEMENT
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Const msHeadText As String = "Master Sheet"
Const msHeadFontSize As Single = 22
Const msHeadFontName As String = "Aptos Black"
'Font ideas: Aptos Narrow, Aptos Black, Arial Black
Const mRow As Integer = 2 ' Master Header Row
Const mCol As Integer = 2 ' Master Header Column
Const mHeight As Single = 58 ' Master Header Row Height
Const mTopPadding As Single = 8 ' Master Header Row Top Padding
Const mBottomPadding As Single = 34 ' Master Header Row Bottom Padding
Const mLeftPadding As Single = 8 ' Master Header Row Left Padding
Const msHeadBackColor As Long = colorWhite
Const msHeadTextColor As Long = colorBlack
Const msHeadBordColor As Long = colorBlack
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' SHEET LIST MAIN ELEMENTS
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Const showHidden As Boolean = False ' Show Hidden Sheets (False = Hide, True = Show)
Const sRow As Integer = mRow + 2 ' Sheet List First Row (2 rows below Master)
Const sCol As Integer = mCol ' Sheet List First Column (same as Master)
Const sHeight As Single = 38 ' Sheet List Row Height
Const maxRows As Integer = 10 ' Set max row for each column
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' SHEET LIST NUMBER ELEMENTS
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Const slNumberColPadding As Single = 3.5 ' Sheet List Number column width padding
Const slNumberFontSize As Single = 14 ' Sheet List Name font size
Const slNumberFont As String = "Aptos Narrow" ' Sheet List Name font
Const slNumbBackColor As Long = colorBlue2 ' Sheet List Number Background
Const slNumbTextColor As Long = colorWhite ' Sheet List Number Text
Const slNumbBordColor As Long = colorWhite ' Sheet List Number Border
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' SHEET LIST NAME ELEMENTS
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Const slNameColPadding As Single = 4.5 ' Sheet List Name column width padding
Const slNameFontSize As Single = 14 ' Sheet List Name font size
Const slNameFont As String = "Aptos Narrow" ' Sheet List Name font
Const slNameIndent As Integer = 1 ' Sheet List Name indent level (0 - 15)
Const slNameBackColor As Long = colorGray4 ' Sheet List Name Background
Const slNameTextColor As Long = colorBlue2 ' Sheet List Name Text
Const slNameBordColor As Long = colorGray4 ' Sheet List Name Border
Also, the User Defined Function Color() can generate RGB/long int from a cell. I included this in the downloadable workbook called “Master-Sheet-Overview.xlsm”.
Here’s the full VBA code for the User Defined Function Color():
[VBA Code Box]
Option Explicit
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
' Function Color
' Purpose Determine the Background Color Of a Cell
' @Param rng Range to Determine Background Color of
' @Param formatType Default Value = 0
' 0 Integer
' 1 Hex
' 2 RGB
' 3 Excel Color Index
' Usage Color(A1) --> 9507341
' Color(A1, 0) --> 9507341
' Color(A1, 1) --> 91120D
' Color(A1, 2) --> 13, 18, 145
' Color(A1, 3) --> 6
' Source: https://stackoverflow.com/questions/24132665/return-rgb-values-from-range-interior-color-or-any-other-color-property
' Changes:
' Case 2 includes "RGB(" & ")"
' Case Else converts to string
'
''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Public Function Color(rng As Range, Optional formatType As Integer = 0) As Variant
Dim colorVal As Variant
colorVal = rng.Cells(1, 1).Interior.Color
Select Case formatType
Case 1
Color = WorksheetFunction.Dec2Hex(colorVal, 6)
Case 2
Color = "RGB(" & (colorVal Mod 256) & ", " & ((colorVal \ 256) Mod 256) & ", " & (colorVal \ 65536) & ")"
Case 3
Color = rng.Cells(1, 1).Interior.ColorIndex
Case Else
Color = Str(colorVal)
End Select
End Function
You now have five tools at your disposal for jumping between sheets in Excel: Keyboard shortcuts, the "Activate Sheet" dialog box, a VBA helper, an upgraded VBA helper, and the Watch Window. Explore these options and find the ones that work best for your needs.
Remember, Excel is full of useful tools and features that most users never use. Don’t be like them. Learn Excel VBA! It can be both fun and useful, so subscribe to my email newsletter for more awesome Excel and VBA resources.
I also have a library of videos you can watch to learn more about Excel. You’ll learn new ways to improve your spreadsheets. Here’s the link to my YouTube channel.
And if you’d like to learn Excel VBA in a structured, methodical way, I have an online course called “Launch Excel Macros & VBA School”. You can find it in the shop.
Happy Excelling!
Hi, I'm Victor!
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