Sheets are important files in the office world. This file is used to manage data and create reports. You may need to share a spreadsheet with your team or manager, either through an internet-based spreadsheet manager program or Microsoft Excel. Fortunately, most programs have a built-in feature that allows you to create spreadsheets for multiple people to use, as long as you use a shared server or an internet connection. This article will teach you how to create shared spreadsheets in Google Docs and Microsoft Excel.
Step
Method 1 of 2: Creating a Sheet Through Microsoft Excel
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Step 1. Open an existing spreadsheet, or create a new document by accessing the “File” menu on the horizontal toolbar at the top of the program window and selecting “New “
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Step 2. Make changes to the document
These changes include macros, charts, merged boxes, images, objects, links, outlines, subtotals, data tables, pivot table reports, worksheet protection, and conditional formats.
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Step 3. Click the “Tools” menu (or in other versions of Excel, select the “Review” tab)
Select "Shared Spreadsheet/Share Workbook" from the list of options in the drop-down menu.
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Step 4. Click the “Editing” tab when the dialog box is displayed
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Step 5. Look for the box labeled “Allow changes by more than one user at the same time”
Click the box to make changes.
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Step 6. Click "OK" to save changes
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Step 7. Save the workbook in its original location by clicking the “File” menu and selecting “Save “
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Step 8. Go back to the “File” menu and select “Save As“
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Step 9. Save the file in the shared folder on the network share
Make sure that everyone who will be using the document has permission to access the folder. Otherwise, save the file in a directory that is accessible to everyone.
Method 2 of 2: Creating a Sheet Using Google Docs
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Step 1. Sign in to your Google Docs account
If you don't have a Google Docs account, create one by clicking the "Try Google Docs Now" button on the Google login page
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Step 2. Open an existing spreadsheet or click the "Create New" drop-down box
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Step 3. Select "Spreadsheet" from the list of options, or open a spreadsheet that you have worked on previously
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Step 4. Click the "Share" button on the top right side of the spreadsheet
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Step 5. Select the people you want to join from the Google contact list, or type in their email addresses
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Step 6. Decide whether each user can edit or only view the shared spreadsheet
Click the drop-down box to the right of the username.
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Step 7. Press the “Share & Save” button
Tips
- When sharing spreadsheets via Google Docs, other users must first have or create a Google account.
- When saving an Excel document in a shared folder, check the link to the other workbook to make sure the link doesn't die when the file is saved to the new location.