Share Excel Workbook
This tutorial contains a step-by-step guide on how to share Excel workbook with other people by saving it to a local network or OneDrive, how to manage user access to shared Excel documents, and how to resolve conflicting modifications.
Nowadays, a lot of individuals are using Microsoft Excel for group work. There was a time when you could either send an Excel attachment via email or save your Excel data as a PDF for printing. The first option was rapid and reliable, but it created many copies of the document, while the latter option made non-editable copies that were safe.
Excel 2021 versions have made sharing and collaboration on workbooks easy. By doing this, you allow others to see what you have done and permit them to make any changes concurrently, reducing the burden of having several versions.
Share Excel workbook
This method will teach you how to share an Excel workbook for multiple users by saving the file on the server where other people or users can make changes to the file. You can accept these changes or reject them.
- To share the Excel workbook follow these steps:
- Open the Excel workbook that you want to share.
On the file tab click on the “Share” button to share your workbook with colleagues.
- Use the dropdown arrow on the “Share” button and select “Invite people”.
- Save the Workbook to a Shared Location:
- Save the file in a place that all those who must be involved can access. This could mean keeping files on a network drive, using cloud storage services such as OneDrive, Google Drive, or Dropbox, or sharing them through SharePoint sites.
Click on the “Share” Option:
Go to the File tab on Excel and click Share.
- Choose “Share” or “Share Workbook”:
In old versions of Excel, you will find Excel Share Workbook directly under Info or Review tabs. In later editions, look for Share.
Enter Email Addresses or Usernames to share the Excel workbook:
Write down their email addresses and/or usernames in this workbook so that you can send them an invitation to view it. In the case of cloud services like Google Drive, you may only require the email address used when subscribing to the service.
Set Permissions:
Define permissions for each user. For instance, users may only be allowed to view but not edit your file according to settings in Excel. Moreover, they may be required to use a Microsoft account before they can access this Excel-shared workbook.
Add a Message (Optional):
You can include an introductory message in your invite regarding any additional information that should be kept in mind by those receiving it.
Click “Send”.
