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 However, with Excel 2016/Office 365, while still usable, they are now officially legacy and have been replaced by co-authoring (see next section).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. Real time collaboration: multiple users can work on the same workbook at the same time.File locking: Only ever one user works on the same workbook at the same time.Most of the solutions work in one of the following ways: Over the years, Microsoft has come up with various solutions for the collaboration issue and 3rd party vendors are also trying to solve the problem which has led to a broad set of options.
But are these options really the best solution if you work with multiple people on the same Excel workbook?
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They now have to get used to chat and video conferencing, and sure enough, more Excel spreadsheets are sent around by email while IT is working out how to make the shared drive accessible from remote or considering to introduce a service like Dropbox. All of a sudden, remote collaboration is a thing and creates new challenges for employees who have been going to a physical office for all their life. By nature, most employees who work in an office are part of that crowd. With the global spread of COVID-19, there’s a strong push to work from home for literally everybody who can.
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