how to make an excel file shared in sharepoint

Version history is not as detailed as it was when sharing a workbook in older Excel versions. Alternatively, you may copy the link and/or launch a new message in Outlook and send the invitations yourself.įinally, if you only wish to send a copy of the file, you can choose the format (Excel workbook or PDF) and Excel will attach the file to a new email message in Outlook. Next, if you choose, you can enter contact information and a message, and send an email invitation directly from the dialog. You can also set an expiration date for shared access, set a password for the file, and choose whether or not to allow people to download the file. You can choose to restrict access to people in your organization, or to specific people only. Clicking on the box shows other possible settings. By default, this is set to allow editing access to anyone with the link. The top box allows you to specify the access settings for the file. Once the file is ready to share, you will see the following dialog box. If the file isn’t currently stored online (e.g., on OneDrive), you will be prompted to upload a copy. To enable co-authoring on an Excel workbook, begin by clicking the “Share” button in the upper-right corner of the window. You see each other’s cursors in real time (each user’s cursor in its own color) and observe edits as they occur. When you’re co-authoring in Excel, you and your colleagues can make simultaneous additions and changes to the same workbook at the same time. If you’re new to co-authoring in Excel, or new to collaborating on workbooks in general, here are some tips to get you started (and some pitfalls to avoid). And the future, according to Microsoft, is co-authoring. (While it’s still possible to share workbooks in the old way, the feature is now hidden by default.) Unless you’re absolutely committed to traditional sharing, or require certain functionality that exists only with shared workbooks, it’s generally a good idea to adapt with the changing times. With Office 365, however, the practice has evolved significantly-from “sharing” files within a workplace environment to “co-authoring” them online. By making it possible for multiple users to work together on a single file, Microsoft unlocked countless ways to boost efficiency and productivity.

Co-authoring in Excel: Tips and Pitfallsįor years, Excel users have been able to collaborate on shared workbooks.

How to make an excel file shared in sharepoint