How To Share Excel Workbook

Friday, April 28th 2023. | Excel Templates
Excel 2013 Tutorial Sharing Workbooks Microsoft Training Lesson 16.1
Excel 2013 Tutorial Sharing Workbooks Microsoft Training Lesson 16.1 from www.youtube.com

Introduction

Sharing an Excel workbook is a powerful way to collaborate with others on a project. This feature allows multiple users to work on the same file simultaneously, making it easier to complete tasks and achieve goals. In this article, we will guide you on how to share an Excel workbook step by step.

Sample 1: Share Workbook with OneDrive

OneDrive is a cloud-based storage platform that allows users to store, share, and collaborate on files. To share an Excel workbook using OneDrive, follow these steps:

  1. Save the Excel workbook to OneDrive.
  2. Click the “Share” button in the top-right corner of the screen.
  3. Enter the email addresses of the people you want to share the workbook with.
  4. Select the permission level for each person.
  5. Click “Send” to share the workbook.

Sample 2: Share Workbook with SharePoint

SharePoint is a web-based collaboration platform that allows users to share and manage documents. To share an Excel workbook using SharePoint, follow these steps:

  1. Upload the Excel workbook to a SharePoint site.
  2. Click the “Share” button in the top-right corner of the screen.
  3. Enter the email addresses of the people you want to share the workbook with.
  4. Select the permission level for each person.
  5. Click “Send” to share the workbook.

Sample 3: Share Workbook with Google Sheets

Google Sheets is a free, web-based spreadsheet program that allows users to create and share spreadsheets. To share an Excel workbook using Google Sheets, follow these steps:

  1. Convert the Excel workbook to Google Sheets format.
  2. Click the “Share” button in the top-right corner of the screen.
  3. Enter the email addresses of the people you want to share the workbook with.
  4. Select the permission level for each person.
  5. Click “Send” to share the workbook.

Tips for Sharing Excel Workbook

  • Always save a copy of the original workbook before sharing it.
  • Make sure to set the appropriate permission levels for each user.
  • Enable “Track Changes” to keep track of the changes made by each user.
  • Use a naming convention to avoid confusion when multiple users are working on the same file.

FAQ: Frequently Asked Questions about Sharing Excel Workbook

Q1. How do I enable “Track Changes” in Excel?

To enable “Track Changes” in Excel, go to the “Review” tab in the ribbon, and click on “Track Changes”. From there, you can select the options you want to apply.

Q2. Can I share an Excel workbook with someone who doesn’t have Excel installed?

Yes, you can share an Excel workbook with someone who doesn’t have Excel installed by saving the file in a different format, such as PDF or CSV.

Q3. Can multiple users make changes to the same cell in an Excel workbook?

No, multiple users cannot make changes to the same cell in an Excel workbook simultaneously. However, they can make changes to different cells at the same time.

Q4. Can I restrict certain users from making changes to an Excel workbook?

Yes, you can restrict certain users from making changes to an Excel workbook by setting their permission level to “Read-only”.

Q5. What happens if two users make changes to the same cell in an Excel workbook simultaneously?

If two users make changes to the same cell in an Excel workbook simultaneously, the changes made by the user who saves the file last will overwrite the changes made by the other user.

Q6. How do I remove a user’s access to an Excel workbook?

To remove a user’s access to an Excel workbook, go to the “Share” menu, select the user’s email address, and click on “Remove”.

Q7. How do I know who made changes to an Excel workbook?

You can use the “Track Changes” feature in Excel to see who made changes to an Excel workbook. The changes made by each user will be highlighted in a different color.

Tags

  • Excel workbook
  • collaboration
  • OneDrive
  • SharePoint
  • Google Sheets
  • Track Changes
  • permission levels

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