
Microsoft MVP | Author | Speaker | Power BI & Excel Developer & Instructor | Power Query & XLOOKUP | Purpose: Making life easier for people & improving the quality of information for decision makers
In a recent YouTube video, Wyn Hopkins [MVP] demonstrates how to create a dynamic table of contents in Excel without using macros. The presentation targets users who want reliable workbook navigation while avoiding the security and portability issues that come with VBA. As a result, the method emphasizes modern Excel functions available in current Microsoft 365 releases and aims to make large workbooks easier to navigate for both individuals and teams.
Moreover, the video is practical and step-by-step, walking viewers through the setup from start to finish. Hopkins shows the process with clear examples and a downloadable workbook for practice, and he points out places where minor manual steps may still be necessary. Consequently, viewers can follow along and test the formulas in their own files after the demonstration.
At its core, the technique replaces VBA with a set of modern functions in Microsoft 365, combining 3D references and dynamic array tools to gather sheet names into a single list. Specifically, Hopkins uses functions such as VSTACK, TOCOL, TEXTAFTER, and HYPERLINK to extract, clean, and convert sheet references into clickable entries. This produces a navigation menu that updates automatically for sheets inside a defined 3D span, and it creates direct links that take users to each sheet with a single click.
He begins by establishing a dedicated start and end sheet to define the 3D range, then uses the stacked arrays to assemble a vertical list of sheet references. Next, the TEXTAFTER function removes prefix text so that only readable sheet names appear. Finally, wrapping those names with HYPERLINK turns them into an interactive table of contents that sits on a central "home" sheet.
The video highlights clear advantages of a formula-driven solution. First, by avoiding VBA it eliminates macro security prompts and makes the file more compatible with cloud and shared environments, which is important for modern teamwork and governance. Second, formulas are easier to inspect and edit for non-developers, making the workbook more transparent and portable across users who may not trust or enable macros.
Additionally, Hopkins notes that the approach keeps workbooks lightweight because no hidden code modules inflate file size or raise compliance questions. As a result, organizations that limit macros for security or policy reasons can still enjoy automated navigation without sacrificing functionality. This makes the technique especially appealing for files that live in shared cloud drives or are circulated externally.
Despite the benefits, Hopkins candidly explains several tradeoffs you should consider. Most importantly, the method depends on modern Excel features, so it requires Microsoft 365 versions that support dynamic arrays and the mentioned functions; older Excel releases will not reproduce the same results. Therefore, organizations must weigh whether all intended users have compatible Excel versions before adopting this approach widely.
Another practical challenge arises from how 3D references define a span between a first and last sheet: if a user inserts a sheet outside that span, the formula may not pick it up automatically and might need a simple refresh or copy-paste tweak. While this is a minor hiccup compared with maintaining VBA, it does require users to understand the workbook layout and be willing to adjust the boundary sheets when necessary. Thus, teams must balance convenience with the discipline to manage the sheet order carefully.
Hopkins structures the video into clear steps: set up the start and end sheets, create formulas for the sheet name and a home button, build the dynamic list with TOCOL or VSTACK, convert entries into clickable links with HYPERLINK, and then tidy helper columns for a clean final layout. He also shares best practices such as grouping helper columns, formatting buttons consistently, and placing the table of contents on a protected or prominent home sheet for easy access.
For teams, he recommends documenting the approach in a short readme sheet so colleagues understand the boundaries of the 3D range and how to refresh the list if needed. Finally, while the video includes a downloadable workbook and references to additional learning resources, the core lessons are self-contained and can be applied quickly by someone comfortable with basic Excel formulas. Consequently, the technique offers a low-friction path to better workbook navigation while keeping maintenance predictable and transparent.
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