Multiple users for a single document

Resolved · Low Priority · Version 365

Fri 8 Apr 2022, 15:28 Delegate Kaidan said...

Kaidan has attended:
Word Intermediate course
Excel Intermediate course

Multiple users for a single document

Hi
So in my workplace, we have an Excel document on a shared server that at least 3 of us have to access at any one time but to save any data we all have to close the document and save our data separately otherwise some of our data is not saved.
We can not use a google doc for this as it does not have some features and safeguarding we require.

My question is there a way to allow 3 or more people to access, edit and save data to a single document on a server just like how a google doc works, but in Excel? and if so how?

any help would be greatly appreciated

Kaidan

Tue 12 Apr 2022, 10:53 Trainer Marius said...

RE: Multiple users for a single document

Hello Kaidan,

Thank you for your question. If you have Office 365 (therefore Excel 365) in your organisation, you can share an Excel document for co-authoring using the Share button in the top right corner of the Excel window.

Before you share the file, you need to save it in SharePoint or OneDrive, if that is what your company uses to share files.

When you click Share in Excel, a dialogue box pops up where you can enter the names of those you wish to share it with. Then, when you click Send, a link will be sent to these people and they will be able to co-author the document live.

I hope this helps. If not, please make use of the forum again.

Kind regards
Marius Barnard
STL

Tue 19 Apr 2022: Automatically marked as resolved.

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Excel tip:

Naming and Using Constants

Constants make calculations easier so worksheets are more easily understood. Constant values also need to be given relevant and memorably names. It is also easier to change the value of a constant.

For example:
Instead of entering 17.5% in each cell when you generate a VAT amount you could name a Constant "VAT" and assigning a "0.175" value to it. To do this:

From the 'Insert' menu select 'Name', then select 'Define'.

Enter the constant

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