December 3, 2020

How to share workbook in Excel

In this lesson we will learn the process of sharing an excel workbook.

To share the workbook we need to click ‘Share workbook’ option available in ‘Changes’ group under ‘Review’ menu of the excel workbook.

Now the below pop up can appear.

In that case you need to perform the below steps.

  • Click on the Microsoft icon on the top left corner of the workbook. Then Click ‘Excel Options’

  • Then go to ‘Trust Center’ and click ‘Trust Center Settings’

  • Another pane will be appeared. Go to ‘Privacy Options’ here and then uncheck the checkbox ‘Remove personal information from file properties on save’. Then click OK.

  • Now click OK in the Excel Options pane as well.

Now again click ‘Share Workbook’ in ‘Changes’ group under ‘Review’ menu of the excel workbook.

The below pane will appear. In the pane you will find the checkbox in the ‘Editing’ tab stating ‘Allow changes by more than one user at the same time. This also allows workbook merging’. It is checked by default.

Now the list of users currently accessing the workbook is displayed here. You can select any specific user from the list and click remove user if you want to remove the user from accessing the workbook now.

In the same pane in ‘Advanced’ tab you will find several options to choose for tracking and updating the changes in the workbook. You can select if you don’t want to keep the change history or for how many days you would like to keep the change history.

You can also select what action you want to be performed by the workbook when there is a conflicting change by multiple users. 

You can also specify here when you want to update the changes in this workbook – while the file is saved or automatically in certain intervals. Then click OK. Now your excel workbook has been shared and multiple users can work on this workbook at the same time if it has been placed in a network drive from where multiple users can access it.

Check here to know more about how to track changes in excel.

Check here to know more about how to share a Google Sheet.

Check here to know more about how to track changes in Google Sheet.

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