How to Share an Excel File on PC or Mac

Written by Nicole Levine, MFA

Last Updated: March 29, 2019

This wikiHow teaches you how to convert your Excel workbook to a shared document. This allows multiple people on the network to edit the same file.

Steps

1
Open the workbook you want to share. Double-click the file on your computer to open it in Excel.
2
Click the Review menu. It’s at the top of Excel (in the menu bar on a Mac), near the center.

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3
Click Share Workbook. It’s in the “Changes” group on the ribbon at the top of the screen. Look for the icon of a spreadsheet with a double-headed blue arrow.
4
Click the Editing tab. If you’re already there, skip to the next step.
5
Click the check box. It’s at the top-left corner of this tab. This makes it possible for more than one person to use the file at the same time.
6
Click the Advanced tab. It’s next to the “Editing” tab.
7
Set your workbook to automatically save at a regular interval. Here’s how to do it:
- Click Automatically every under “Update Changes.”
- Select a number of minutes from the drop-down menu. The default is 15.
8
Click OK. Now you’ll be prompted to save the file.^{[1]
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9
Save the file. If you created a new file, type a name for the file now. If it’s an existing file, click OK to save your changes.
10
Click Share. It’s at the top-right corner of Excel. Look for the outline of a person with a “+” symbol.
11
Click Save to Cloud. A list of saving locations will appear.
12
Click the network location on which you want to share the file. This will save the file to that location.
- For example, if you use OneDrive and so does the person you’re sharing with, select OneDrive.
- If you’re on a local network, select a network folder to which you and other sharers have access.
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References

↑ https://support.office.com/en-us/article/about-the-shared-workbook-feature-49b833c0-873b-48d8-8bf2-c1c59a628534#OfficeVersion=Windows

About This Article

Written by:

Nicole Levine, MFA

Tech Specialist

This article was written by Nicole Levine, MFA. Nicole Levine is a Technology Writer and Editor for wikiHow. She has more than 20 years of experience creating technical documentation and leading support teams at major web hosting and software companies. Nicole also holds an MFA in Creative Writing from Portland State University and teaches composition, fiction-writing, and zine-making at various institutions. This article has been viewed 14,153 times.

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Co-authors: 1

Updated: March 29, 2019

Views: 14,153

Categories: Microsoft Excel

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