Sharing documents

Hello Sandra,

Thank you for your question. The good news is that you can share an Excel workbook with other users for simultaneous use.

In the Review ribbon, you select "Share Workbook". In the dialogue box that opens, tick the option which allows changes by more than one user at the same time.

In the Advanced section of the same box, select the settings which best fit your purposes for sharing.

Creating a shared workbook
The original author of a workbook prepares it to be shared by entering and formatting the data that needs to be present. The workbook is saved as shared, and put on a network share (not a Web server) available to the intended users.

Allow for unavailable features
Because some Excel features can be viewed or used but not changed once the workbook is shared, you'll want to set up these features before you share the workbook.

The following features can't be changed after a workbook is shared: merged cells, conditional formats, data validation, charts, pictures, objects including drawing objects, hyperlinks, scenarios, outlines, subtotals, data tables, PivotTable reports, workbook and worksheet protection, and macros.

Make settings that affect all users
When you share the workbook, you can customize some sharing features. For example, you can decide whether to keep track of changes for the default 30 days or for a longer or shorter amount of time.

Editing a shared workbook
After you open a shared workbook, you can enter and change data as you do in a regular workbook. A few aspects are different from working in a regular workbook, however.

Seeing other users' changes
Each time you save the shared workbook, you're updated with any changes that others have saved since the last time you saved. If you want to keep the shared workbook open to monitor progress, you can have Microsoft Excel update you with changes automatically, at timed intervals that you specify, with or without saving the workbook yourself.

Resolving conflicts
When you save changes to a shared workbook, another person who's currently editing the workbook might have saved changes to the same cells. In this case, the changes conflict, and a conflict resolution dialog box appears that allows you to decide whose changes to keep.

Keeping personal views and settings
Excel saves a custom view of the shared workbook for you that includes things like which worksheet you have displayed and your zoom settings. By default your view includes any filter and print settings you make, or you can specify that you want to use the original filter and print settings. Each time you open the shared workbook, Excel displays it with your view in effect, so that each user can have his or her own settings.

I hope this is a helpful answer to your question.

Kind regards
Marius Barnard
Trainer
Best STL