To share an Excel file with multiple users on OneDrive, you can upload the file to your OneDrive account and share it with others.
You can share the file with up to 100,000 users at a time.
To manage shared workbooks, you can use the "Share" button in Excel to control who has access to the file.
Here are the steps to follow:
Share the Excel file with others by clicking on the "Share" button in the top right corner of the screen.
You can also use the "Share" button in the OneDrive app to share the file with others.
To manage shared workbooks, you can use the "People" tab in the Excel file to see who has access to the file and what level of access they have.
Sharing a Workbook
Sharing a workbook is a straightforward process in Excel, especially when you want to collaborate with multiple users on OneDrive. You can save the workbook to OneDrive and invite colleagues to work on it simultaneously.
To start, click File > Share > Save to Cloud in Excel 2013 and 2010. This will save the workbook to OneDrive and allow you to share it with others.
In Excel 2016, you can simply click the Share button in the upper-right corner, which will also save the workbook to a cloud location.
You can invite people to collaborate on the workbook by typing their names or email addresses in the corresponding box. Make sure Can edit is selected in the dropdown list on the right (default) and click Share.
If you prefer to send the link yourself, click Get a sharing link at the bottom of the pane instead.
Here are the steps to save and share a workbook:
- Click File > Share > Save to Cloud in Excel 2013 and 2010.
- Invite people to collaborate on the workbook by typing their names or email addresses in the corresponding box.
- Make sure Can edit is selected in the dropdown list on the right (default) and click Share.
- In Excel 2016, click the Share button in the upper-right corner and follow the same steps.
Remember to type email addresses in the Invite people box, separating each with a semicolon, and then click the Share button on the pane.
Collaborate with Others
You can share your Excel file with multiple users on OneDrive, allowing them to co-author and edit the file simultaneously. This feature is available for documents stored in OneDrive or SharePoint.
To enable co-authoring, make sure your file is in a modern file format, such as .xlsx. You can also change the sharing permissions on your folder to allow others to edit the file.
You can invite your colleagues to work on the file by typing their names or email addresses in the corresponding box. Make sure to select the "Can edit" option in the dropdown list.
If multiple users are editing the file simultaneously, some edits may conflict with each other. To resolve these conflicts, you can use the Resolve Conflicts dialog box, which shows the details of each conflicting change.
Here's a summary of the co-authoring requirements:
- A shared storage area (OneDrive, OneDrive for work or school, SharePoint, or SharePoint Server)
- Apps that support co-authoring (Word and PowerPoint on all devices and versions more recent than Office 2010, and the latest version of Excel for Microsoft 365)
- A co-authoring friendly document (modern file formats including .docx, .pptx, and .xlsx)
- Edit permissions for co-authors
Note that co-authoring is only supported on Microsoft 365 for the web, and not with Office desktop apps or other platforms.
Co-Authoring Files
Co-authoring files is a powerful feature that allows multiple users to work on a shared Excel file simultaneously. This feature is available for documents stored in OneDrive or SharePoint.
To co-author a document, you need a shared storage area like OneDrive, OneDrive for work or school, SharePoint, or SharePoint Server. You also need apps that support co-authoring, such as Word and PowerPoint on all devices and versions more recent than Office 2010.
Co-authoring is only supported on modern file formats, including .docx (Word), .pptx (PowerPoint), and .xlsx (Excel). All co-authors must have permission to access and edit the documents.
You can also co-author Office online documents from Dropbox, Box, and other storage providers that support Microsoft 365 for the web. However, co-authoring is not supported with Office desktop apps or other platforms.
Here are the requirements for co-authoring:
- A shared storage area (OneDrive, OneDrive for work or school, SharePoint, or SharePoint Server)
- Apps that support co-authoring (Word, PowerPoint, Excel, etc.)
- A co-authoring friendly document (.docx, .pptx, .xlsx)
- Edit permissions for co-authors
Tracking Changes in a Shared File
Tracking changes in a shared Excel file is crucial for collaboration. If any user makes a change, you'll see the cell as highlighted, and the change will pop up with the date and time.
If you've shared your documents using OneDrive, you might receive an email message letting you know that the document has been updated. This is a convenient way to stay informed about changes made by your collaborators.
To ensure that no one turns off the change history or removes the workbook from shared use, you can protect the shared workbook. To do this, click the Protect and Share Workbook button on the Review tab, and select the Sharing with track changes check box.
Entering a password is optional, but recommended, as it will prevent others from removing the protection and stopping the workbook sharing. If the workbook is already shared, you must unshare it first to protect it with a password.
Here are the steps to protect the shared workbook:
- Click the Protect and Share Workbook button on the Review tab.
- Click the Protect Shared Workbook dialog window and select the Sharing with track changes check box.
- Type a password in the Password (Optional) box and click OK.
- Retype the password to confirm it and click OK.
Once you've protected the shared workbook, you can save it. If you want to stop sharing the workbook, you can click the Unprotect Shared Workbook button on the ribbon.
Troubleshooting
If co-authoring isn't working correctly, there are several things that can cause problems.
Co-authoring issues can be caused by various factors, including incorrect setup, outdated software, or conflicting permissions.
To troubleshoot co-authoring sessions, see Troubleshoot co-authoring in Office, which offers guidance on resolving common issues.
Incorrect permissions can also lead to co-authoring problems.
Co-authoring in SharePoint, OneDrive, and Microsoft 365 can be affected by various factors, including setup and permissions.
To resolve co-authoring issues, check the Troubleshoot co-authoring in Office resource for step-by-step instructions and troubleshooting tips.
Sharing Permissions
Sharing Permissions is a crucial aspect of sharing an Excel file with multiple users on OneDrive. You can change the default sharing permission from Private to Shared to allow others to edit the folder.
To create a shared, editable folder, you must change the permission to shared. This setting enables anyone with a UofT O365 account to access the folder, so be careful with how you select to use it.
The default sharing permission is Private, and to create a folder that others can edit, you must change the permission to shared. This is useful for when you'd like to share a folder to colleagues and have them upload and modify the contents of that folder.
After you've changed the sharing settings, you should see that the folder sharing setting has changed from Private to Shared. You can confirm this by checking the new sharing settings.
Here are the steps to change the sharing permissions on your folder:
- The default sharing permission is Private.
- To create a folder that others can edit, you must change the permission to shared.
By following these steps, you can ensure that your Excel file is shared with multiple users on OneDrive and that they can edit the file collaboratively.
Transfer Data Automatically
Sharing an Excel file with multiple users on OneDrive is a great way to collaborate in real-time. You can link Excel worksheets or workbooks to automatically update data.
To transfer data from one Excel worksheet to another automatically, you can use Excel's linking feature. This allows you to update data in one worksheet and have it automatically reflect in another.
This feature is especially useful when working with large datasets or when multiple users need to access the same data. By linking worksheets, you can save time and reduce errors that can occur when manually updating data.
For example, if you have a worksheet with sales data and another with inventory levels, you can link the two worksheets to automatically update the inventory levels whenever the sales data changes.
Sources
- https://www.exceldemy.com/share-excel-file-for-multiple-users/
- https://support.microsoft.com/en-us/office/document-collaboration-and-co-authoring-ee1509b4-1f6e-401e-b04a-782d26f564a4
- https://golayer.io/blog/excel/how-to-share-excel-file/
- https://ito-engineering.screenstepslive.com/s/ito_fase/a/1406436-how-to-create-a-shared-editable-folder
- https://www.ablebits.com/office-addins-blog/excel-shared-workbook-multiple-users/
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