![]() ![]() Note that this is the full extent of what Simple Sharing does - after that email is sent, you use the same sharing features that already existed in Excel before the 2016 version, as I'll outline below. Click image to enlarge.Īn email with a link to the file is sent to the people you've designated. The Share pane lets you share spreadsheets with others. So to assign different privileges to different people, send them individual emails instead of bunching them all in a single email. In each individual email you send out, you can choose only edit or view, and that applies to everyone in the email. Note that you can assign different edit/view privileges to different people, but only if you send different emails to each. When you're done, click the Share button. Underneath the drop-down, you can also type in a message that gets sent to the people with whom you're sharing the document. Once people's addresses are in the box, a drop-down menu appears that lets you choose whether to allow your collaborators to edit the document, or only view it. The difference is that in the case of Excel, you'll only be able to use the pane to let someone else access the document - it won't let you perform real-time collaboration.Īt the top of the Share pane, type the email addresses of people you want to share the document with in the "Invite people" box, or click the notebook icon to search your contact list for people to invite. The Share pane is likely the reason that some people mistakenly believe Excel offers real-time collaboration, because it's the same Share pane that Word, PowerPoint and OneNote use for collaborating. ![]() (Those are the only services that work with Simple Sharing.) To do so, click File > Save As and select the appropriate OneDrive or SharePoint account.Īfter you do that, click the Share icon in the upper-right corner of the workbook. To use Simple Sharing, first save the file to a OneDrive, OneDrive for Business, or SharePoint account. But with Simple Sharing, it's easier to share the file itself, because you store it in a cloud location everyone can access, and then share it with others. None of this is new - it's all been available in previous versions of Excel. You can now share the workbook with others, see the changes everyone makes after they've made them, and decide which to keep and which to discard. This also allows workbook merging." Then on the Advanced tab on the screen, select how you want to track changes and handle edits made by others - for example, for how long to keep the history of changes in the document. In the workbook you'd like to share with others, click Review on the Ribbon, then click Share Workbook, and in the Editing tab of the screen that appears, check the box next to "Allow changes by more than one user at the same time. (Note that you can't share workbooks with Excel tables in them, and there are other limitations as to the formatting and features that can be performed in a shared workbook.) Still, if you often work with others on spreadsheets, you may want to try it out.įirst you need to prepare a workbook for sharing. Sharing in Excel has always been kludgy, and the Simple Sharing feature in Excel 2016 doesn't make things dramatically easier. Instead, it's only a way for people to more easily use the sharing features that have existed in one form or another since Excel 2007. In March 2016, the desktop version of Excel was given a feature called Simple Sharing, and some industry watchers believed that live collaboration for Excel was finally here. IDG Simple Sharing with the desktop version of Excel ![]()
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