How to Use an Excel Workbook Over a Network

Microsoft Excel 2003
1. Create the workbook and make sure you include any final changes, as certain features in Excel cannot be changed after the workbook is shared. The most important features to create before sharing are conditional formats, subtotals, data tables, worksheet and workbook level protection and macros.
2. Designate user settings by clicking 'Tools' on the menu bar, then clicking 'Share Workbook.' Click the 'Editing' tab in the 'Share Workbook' dialogue box. Click the 'Allow changes by more than one user at the same time' check box.
3. Click the 'Advanced' tab and create settings for when to save the file and how to handle change conflicts between users.
4. Click 'OK,' then save the workbook when Excel prompts.
5. Share your workbook. Click 'File' then 'Save as...' on the menu bar. Navigate to the network location accessible to each user and save the workbook to your network.
Microsoft Excel 2007
6. Create the workbook and make sure you include any final changes, as certain features in Excel cannot be changed after the workbook is shared. The most important features to create before sharing are conditional formats, subtotals, data tables, worksheet and workbook level protection and macros.
7. Click the 'Review' tab, then click 'Share Workbook' in the 'Changes' group. This opens the 'Editing' dialogue box.
8. Create your settings. Click the 'Allow changes by more than one user at the same time' check box in the 'Share Workbook' dialogue box.
9. Click the 'Advanced' tab and create settings for when to save the file and how to handle change conflicts between users.
10. Click 'OK,' then save the workbook when Excel prompts.
11. Share your workbook. Click the Microsoft Office Button, then click 'Save as...' Navigate to the network location accessible to each user and save the workbook to your network.