Excel: Share workbook - how it works
Sharing an Excel workbook is a useful feature so that you and other users on a network can work on the document at the same time. We show you in this practical tip how this works and what you have to watch out for.
Prepare workbook for sharing
- Open the workbook that you want to share.
- Click the Microsoft Office icon in the top left. After the context menu has opened, you will find the "Excel options" button below.
- Now a new window opens. Click the "Trust Center" tab on the left and then click the "Trust Window Settings ..." button.
- After a window opens again, click on "Privacy Options" on the left side. Under the "Document-specific settings" item, you must now remove the checkmark from "Remove personal data from data properties when saving".
- Close the window by clicking "OK".
Share workbook on the network
- Under Excel, click on the "Review" tab and then select the "Share workbook" option. Confirm the prompt to save the document with "OK".
- Now select the Microsoft Office icon at the top left and click on "Save As ...". Place the document in a folder that all network users can access. In this practical tip, you can read how to share a folder with a network.
- Now all users can edit and save the workbook.
Not all Excel functions are supported for shared workbooks. You can read about them here.