Take Advantage of Building Your Reports within Excel – Steps to Create Tree Navigation

In organizations with many business units (or many products or projects or any other business dimension) it is desirable to create a report output where the first sheet is a summary (“consolidated”) sheet and then the next sheets may be divisional summaries and then eventually the subsidiary or department detail.

Make reports more efficient and take advantage of building your reports within Excel. Learn more about how to create a workbook like the one described above, including an automatically generated “Tree Menu” on the first sheet in the workbook to help users navigate to any report they want in a split second. In the example screenshot below you can see what it could look like when it finished. Example: If you click on the “DivA” hyperlink in the menu it will take you to the “DivA” worksheet.

Note: In this example we are going to simulate a Profit & Loss report that should be executed for a consolidated level, a division level (here: Div A and Div B) as well as a subsidiary level.