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Create dynamic workbook reference to another workbook in Excel

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To build a dynamic worksheet reference – a reference to another workbook that is created with a formula based on variables that may change – you can use a formula based on the INDIRECT function. See example below:

Formula

=INDIRECT("'["&workbook&"]"&sheet&"'!"&ref)

Explanation

In the example shown, the formula in E6 is:

=INDIRECT("'["&B6&"]"&C6&"'!"&D6)

How this formula works

The gist of this formula is to build up a complete reference to a range in another workbook as text, then use the INDIRECT function to convert the text to an actual reference.

Worked Example:   Basic error trapping example in Excel

A reference to an external worksheet looks like this:

‘[sample data.xlsx]Sheet1’!A1

Note the square brackets ([ ]) around workbook name, single quotes (‘ ‘) around the worksheet + sheet, and the exclamation mark (!) that follows.

Worked Example:   Excel Data validation specific characters only

To create a reference like this using text, we use concatenation to join values from columns B, C, and D with the required brackets, quotes, and exclamation mark:

=INDIRECT("'["&B6&"]"&C6&"'!"&D6)

The result is fed into INDIRECT as the ref_text:

=INDIRECT("'[sample data.xlsx]Sheet1'!A1")

The INDIRECT function then evaluates the text and converts it to a reference. Excel follows the reference and returns the value at the given reference.

Worked Example:   Dynamic lookup table with INDIRECT in Excel

Note: if the reference is invalid, or if the workbook referenced is not open, INDIRECT will throw a #REF error. You can catch this error with the IFERROR function and display a custom result if you like.

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