Monday, June 24, 2013

How to Share a Workbook


Setting Up Workbook Sharing in Excel 2003 or Earlier
1. Open Microsoft Excel and then open the workbook that you want multiple people to be able to edit at once.
2. Click 'Tools' and then click 'Share Workbook' to load the Share Workbook options window.
3. Check the 'Allow Changes by More Than One User at the Same Time. This Allows Workbook Merging' option under the 'Editing' tab. Click 'OK.'
4. Click 'File' and then 'Save' to update the interactivity to the workbook.
5. Tell other users that they can open the workbook. At any time, click 'Tools' and then 'Share Workbook' to see who has accessed the workbook and who is accessing it at any given time.
Setting Up Workbook Sharing in Excel 2007 or Later
6. Open Microsoft Excel and then open the workbook that you want multiple users to edit simultaneously.
7. Click the 'Review' tab in the right-side window pane. Click 'Share Workbook' under the 'Changes' section.
8. Check the 'Allow Changes by More Than One User at the Same Time. This Allows Workbook Merging' option under the 'Editing' tab. Click 'OK.'
9. Click 'File' and then click 'Save' to update the document for workbook sharing. Other users can now access the selected workbook simultaneously.

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