Advanced linking

Combining link navigation with link creation to get super efficient

What's covered in this chapter:

  • Combining link navigation with link creating to get super-efficient
  • Linking to multiple line items at once.

When there are a lot of links in our model, navigating around the model becomes very efficient. As a quick refresher, to navigate using links, we can either use the built-in Excel keystrokes:

Ctrl + [ to jump back on a link then F5, Enter to return

Or we can use the Productivity Pack keystrokes:

Ctrl+Shift+j to jump back on a link and Ctrl+Shift+k to return

We've also seen that the sequence to create a link is:

Ctrl+c on the label of the line item we want to link to
Ctrl+Shift+q to create the link at the desired destination
Ctrl+Shift+a to copy the link across.

We can combine these two skills to get very efficient at creating cross worksheet links.

In this example, we have modelled revenue and linked it to the financial statements. We now want to do the same with Operations and Maintenance cost (O&M cost). O&M cost has already been sign switched as is ready to go.

Imagine we are starting the process while looking at the financial statements. We have a link to revenue already, and a placeholder for O&M cost:


You'll land on revenue. Move down to Operating Cost.


Step 3: Hop back to the financial statements


You'll land back on revenue on the financial statements. Move down to the O&M cost placeholder.


In this example, because we are replacing a placeholder with a link, we will also want to clear out the placeholder yellow shading. We can clear shading with Ctrl+Shift+c

Linking to multiple line items

We have created the Ctrl+Shift+q "Quick link" macro so that it can link to multiple line items simultaneously.

In this example - we have four inputs for seasonability adjustment. We want to create links to all four in our revenue calculations.

Step 1: Select all four items

Shift+down arrow to select the range

Step 2: Copy the labels


The macro will create 4 row anchored links, ready to be copied across. Note that the macro will apply the correct import formatting if required.

Step 4: Copy across


The "copy across" macro will copy all four line items over simultaneously. If you are linking to a constant, the macro will only copy across as far as column H. If you are linking to a series line item, the macros will copy over to the end of the timeline.


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