How to Have Multiple Users Use One Sheet in Excel

The ability to share a workbook in Microsoft Excel is useful for people who are collaborating on the same project. It allows users to monitor the progress of a group project and directly input their information into the same spreadsheet. The owner of a shared workbook can control what information is ultimately included and can stop sharing the workbook once all the data has been incorporated.

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Sharing in Excel 97/2000/XP/2003

Step

Create or open the workbook you would like to share.

Step

Under the Tools menu, select “Share Workbook.”

Step

The “Share Workbook” window will appear. The "Editing" tab shows all users who currently have the workbook open (you should see your name in the list). Click the box to allow other users to access the workbook simultaneously.

Step

The "Advanced" tab allows you to adjust the options for sharing, such as how long changes are tracked, how often they are updated and what happens when information conflicts. Select the options you wish to implement and click “OK.”

Step

A message box will appear confirming you would like to save the workbook. Click “OK.” The word "Shared" should now follow the file name at the top of the window.

Sharing in Excel Office 2007

Step

Create or open the workbook you would like to share.

Step

Under the "Review" tab at the top of the page, click on the “Share Workbook” icon in the "Changes" group.

Step

As with previous Excel versions, the “Share Workbook” window will appear. The Editing tab shows all users who currently have the workbook open (you should see your name in the list). Click the box to allow other users to access the workbook simultaneously.

Step

Click on the "Advanced" tab to adjust the options. Select the options you would like to implement and click “OK.”

Step

If it is a new workbook, the program will prompt you to save it. Enter the file name you wish to use and click “Save.” If the workbook has already been saved, a message box will appear confirming you would like to save the workbook. Click “OK.” The word "Shared" should now follow the file name at the top of the window.