How to Create a Shared Sheet (with Pictures)

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How to Create a Shared Sheet (with Pictures)
How to Create a Shared Sheet (with Pictures)

Video: How to Create a Shared Sheet (with Pictures)

Video: How to Create a Shared Sheet (with Pictures)
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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

Make a Shared Spreadsheet Step 1
Make a Shared Spreadsheet Step 1

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 “

Make a Shared Spreadsheet Step 2
Make a Shared Spreadsheet Step 2

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.

Make a Shared Spreadsheet Step 3
Make a Shared Spreadsheet Step 3

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.

Make a Shared Spreadsheet Step 4
Make a Shared Spreadsheet Step 4

Step 4. Click the “Editing” tab when the dialog box is displayed

Make a Shared Spreadsheet Step 5
Make a Shared Spreadsheet Step 5

Step 5. Look for the box labeled “Allow changes by more than one user at the same time”

Click the box to make changes.

Make a Shared Spreadsheet Step 6
Make a Shared Spreadsheet Step 6

Step 6. Click "OK" to save changes

Make a Shared Spreadsheet Step 7
Make a Shared Spreadsheet Step 7

Step 7. Save the workbook in its original location by clicking the “File” menu and selecting “Save “

Make a Shared Spreadsheet Step 8
Make a Shared Spreadsheet Step 8

Step 8. Go back to the “File” menu and select “Save As“

Make a Shared Spreadsheet Step 9
Make a Shared Spreadsheet Step 9

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

Make a Shared Spreadsheet Step 10
Make a Shared Spreadsheet Step 10

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

Make a Shared Spreadsheet Step 11
Make a Shared Spreadsheet Step 11

Step 2. Open an existing spreadsheet or click the "Create New" drop-down box

Make a Shared Spreadsheet Step 12
Make a Shared Spreadsheet Step 12

Step 3. Select "Spreadsheet" from the list of options, or open a spreadsheet that you have worked on previously

Make a Shared Spreadsheet Step 13
Make a Shared Spreadsheet Step 13

Step 4. Click the "Share" button on the top right side of the spreadsheet

Make a Shared Spreadsheet Step 14
Make a Shared Spreadsheet Step 14

Step 5. Select the people you want to join from the Google contact list, or type in their email addresses

Make a Shared Spreadsheet Step 15
Make a Shared Spreadsheet Step 15

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.

Make a Shared Spreadsheet Step 16
Make a Shared Spreadsheet Step 16

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.

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