Sharing Workbooks in Excel

Excel makes it simple to share and collaborate on workbooks using OneDrive. In the past, sharing files often meant sending them as email attachments. While this method is easy, it can create multiple versions of the same file. This can make organizing the files confusing.

When you share a workbook from Excel, everyone gets access to the same file. This allows you and others to edit the workbook together. There’s no need to track different versions.

To share a workbook, you must save it to your OneDrive first.

Steps to Share a Workbook

1. Go to Backstage View

   
   
   
   • Click the File tab.
   • Select Share.
     
     
     

2. Save to OneDrive

   • If the workbook is not saved to OneDrive, Excel will prompt you.
   • Save your file to OneDrive.
   • After saving, return to the Share pane.

3. Share with People

   • In the Share pane, click Share with People.
     
     
     
   • Excel will switch to Normal view and open the Share panel on the right.

4. Invite People

   • Use the Share panel to invite others to your workbook.
   • You can also see who has access.
     
     
     
   • Set their permissions to either edit or view the file.

Sharing workbooks through OneDrive keeps everything organized. It ensures that everyone works on the same version of the file.