You can’t edit a shared workbook with Excel Online.They need to be stored on a shared network drive for optimal functionality.Microsoft will not put any more work into them Shared workbooks have many limitations, the most important are: If you enabled track changes, you can always look at the history (via Track Changes (Legacy) > Highlight Changes and checking: List changes on a new sheet), but it might quickly become hard to follow: While user 2 could review every single change cell by cell, it’s a very tedious task. However, this subtle message might bring loads of other changes at the same time and hence it might not be noticed at all by user 2 that his/her change has just been reverted. While it’s easy to click on Accept Mine, this will cause the other person’s change to revert back with the pop up Your workbook has been updated with changes made by others. Let’s assume that user 1 changes a cell from A to B while user 2 changes the same cell from A to C, then this is the pop up that user 1 gets: by editing the same cell), then one of the users will get a Resolve Conflicts pop-up when it updates the changes. When multiple users create conflicting changes (e.g. You want to make sure to also click on the Protect Sharing button in the Quick Access Toolbar and activate the Sharing with track changes checkbox so that it records the history, see below. Changes from the other users will by synced periodically or when hitting save, based on the settings under Update changes on the Advanced tab: On the other hand with shared workbooks, multiple users will be able to open the same workbook at the same time. The behavior of a shared workbook differs from a standard workbook on a network drive as follows: If a standard workbook is being opened by 2 people at the same time, then the second person will get a File in Use pop-up warning and has the options to either open it read-only or receive a notification when the file is no longer in use (see also below in section Shared Network Drive). Note that for this to work, the workbook needs to be shared before sending around copies. You should save your shared workbook on a shared network drive so everybody can access it at the same time, but you could also send around copies by email and then manually merge in changes from these copies later on (via the Compare and Merge Workbooks button). To turn a workbook into a shared workbook, click on Share Workbook and make sure to check the box at the top if you are on the latest version of Excel:Īfter making it a shared workbook, Excel will mark it as Shared after the file name in the title bar. Up to Excel 2013, these buttons are available out of the box under the Changes group on the Review tab in the ribbon. In the pop-up, select Commands Not in the Ribbon and add the following buttons: Right-click on the Quick Access Toolbar and select Customize Quick Access Toolbar. If you are using the latest version of Excel you need to add the required buttons to the Quick Access Toolbar (or to a custom group in the ribbon). It’s still worth to see how they work and what the limitations are which eventually caused Microsoft to abandon them. However, with Excel 2016/Office 365, while still usable, they are now officially legacy and have been replaced by co-authoring (see next section). Shared Workbooks have been around for a long while. This guide will show you how each option works and point out the strengths and limitations of the different approaches.
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