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You are learning The Excel Interface

How do I collaborate with others on a workbook?

There are two main ways to collaborate with others on a workbook in Excel:

1. Using OneDrive and Excel for the Web:

This method is ideal if you and your collaborators have Microsoft accounts and an internet connection. Here's how it works:

* Save your workbook to OneDrive:
- Click on "File" and then "Save As."
- Choose "OneDrive" as the save location and give your file a name.
* Share the workbook:
- Click on the "Share" button in the top right corner.
- Enter the email addresses of the people you want to share with.
- Set permissions: You can choose "Can edit" to allow collaborators to make changes, or "Can view" if you only want them to see the workbook.
- Click "Send."

Collaborating in real-time:

* Anyone with the link can open the workbook in Excel for the web.
* You'll see colored outlines around cells being edited by others, allowing you to track changes.
* Changes are saved automatically.

2. Using Excel Desktop App (with limitations):

* Save your workbook locally: Save the workbook on your computer.
* Share the workbook:
- Email the workbook file to your collaborators.
Important Note: Only one person can edit the workbook at a time using this method.

Here are some additional things to keep in mind when collaborating on a workbook:

* Communicate with your collaborators: Discuss who will be responsible for editing different parts of the workbook and establish a workflow to avoid conflicts.
* Version control (consider using OneDrive): OneDrive keeps track of different versions of the file, so you can revert to a previous version if necessary. This is not possible when using only the Excel Desktop App.
* Use comments: Add comments to specific cells to provide instructions or ask questions for your collaborators.

By following these steps and considering the limitations, you can effectively collaborate with others on your Excel workbooks.

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