How to Share Workbook in Excel 365?
Do you need to collaborate on Excel workbooks with colleagues, but aren’t sure how to do it? Sharing workbooks in Excel 365 is easier than you think! With the right steps, you can quickly distribute workbooks to multiple users, or allow a single user to access multiple workbooks. In this article, we will explore how to share your Excel workbooks in Excel 365.
Sharing a workbook in Excel 365 is easy. You can quickly invite people to view or edit an Excel workbook stored in OneDrive for Business or SharePoint Online. Here’s how to do it:
- Open your workbook in the Excel desktop application.
- Click the Share button in the top right corner.
- Enter the email address of the person you want to share the workbook with.
- Select Can Edit or Can View in the drop-down menu.
- Click Share.
Share Excel Workbook in Excel 365
Sharing Excel workbooks in Excel 365 allows you to collaborate with colleagues or other users on the same workbook or document. You can set permission levels to control who has access to the workbook, as well as add comments and track changes. This guide will cover how to share Excel workbooks in Excel 365, including how to set permission levels, invite users, and track changes.
Create or Open an Excel Workbook
The first step is to create or open an Excel workbook in Excel 365. If you are creating a new workbook, you can do so by opening the Excel application and selecting the “New” option. You can also open an existing workbook by selecting the “Open” option and navigating to the file. Once you have opened or created the workbook, you can start sharing it with other users.
Set Permission Levels
Before you can share the workbook, you will need to set the appropriate permission levels. This can be done by selecting the “Share” option from the menu bar and then selecting the “Settings” option. You can then set the appropriate permission levels for each user, such as “Read Only”, “Edit”, or “Full Control”. Once you have finished setting the permission levels, you can save your changes and proceed to the next step.
Invite Users to Collaborate
Once you have set the appropriate permission levels, you can then invite users to collaborate on the workbook. This can be done by selecting the “Share” option from the menu bar and then selecting the “Invite People” option. You can then enter the email addresses of the users you want to invite and select the “Share” button to send the invitation.
Track Changes and Add Comments
Once users have been invited to collaborate, you can track their changes and add comments to the workbook. This can be done by selecting the “Track Changes” option from the menu bar. You can then view the changes that have been made and add comments to specific cells or ranges. You can also view the user who made the changes and the date on which the changes were made.
Save and Close the Workbook
Once you have finished tracking changes and adding comments, you can save and close the workbook. This can be done by selecting the “Save” option from the menu bar and then selecting the “Close” option. This will save all the changes that have been made and close the workbook.
Top 6 Frequently Asked Questions
Q.1 What is a workbook in Excel 365?
A. A workbook in Excel 365 is a file that contains one or more sheets (worksheets) of data. Each worksheet contains rows and columns of cells that can be used to store and organize data. The workbook is the main file used when working with Excel 365, and it is the file that you will share with other people.
Q.2 How can I share a Workbook in Excel 365?
A. You can share a workbook in Excel 365 by using the “Share Workbook” command. This command can be found by clicking the “File” tab and then selecting “Share”. Once the “Share Workbook” window appears, you can enter the email address of the person that you want to share the workbook with. You can also set different levels of access for the person that you are sharing the workbook with.
Q.3 How do I know if someone else is editing my shared workbook?
A. When someone else is editing your shared workbook, you will be notified via a pop-up message. The message will tell you which user is editing the workbook and what changes they have made. You will also be able to see which cells they have edited by looking at the “Share Workbook” window.
Q.4 Can I share a workbook with multiple people?
A. Yes, you can share a workbook with multiple people by using the “Share Workbook” command. You can enter the email addresses of the people that you want to share the workbook with. You can also set different levels of access for each person that you are sharing the workbook with.
Q.5 Can I restrict certain users from making changes to my shared workbook?
A. Yes, when you share a workbook with multiple people, you can set different levels of access for each person. This allows you to restrict certain users from making changes to your shared workbook. You can set the access level to “Read-Only”, which will allow the user to view the workbook, but not make any changes.
Q.6 How do I stop sharing a workbook in Excel 365?
A. You can stop sharing a workbook in Excel 365 by using the “Unshare Workbook” command. This command can be found by clicking the “File” tab and then selecting “Share”. Once the “Share Workbook” window appears, you can click the “Unshare” button to stop sharing the workbook. This will remove all users from the shared workbook and you will no longer be able to share the workbook with anyone else.
In conclusion, sharing a workbook in Excel 365 is a simple process that can be accomplished in a few easy steps. With the ability to share a workbook with multiple users, you can easily collaborate on the same document and work together to achieve your goals. So, if you’re looking for an efficient way to share your workbook with others, Excel 365’s sharing feature is the perfect solution.