Make a Shared Spreadsheet

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Spreadsheets are a staple of an office. They are used to organize data and make reports. Whether you use an Internet-based spreadsheet program or the standard Microsoft Excel, you will need to share spreadsheet reports to your team or managers. Luckily, most spreadsheet programs have a built in feature to help you create a spreadsheet for use by many people, as long as you are using a shared server, or you have an Internet connection. This article will tell you how to make a shared spreadsheet in Google Docs and Microsoft Excel.

Steps

Microsoft Excel Spreadsheet

  1. Open your excel spreadsheet or create a new document by going to the File Menu in the top horizontal toolbar and selecting "New."
  2. Make changes to your document. These should include macros, charts, merging cells. pictures, objects, hyperlinks, outlines, subtotals, data tables, Pivot Table reports, worksheet protection and conditional formats.
  3. Click on the Tools Menu or in other version you can find the Review Tab. Select "Shared Spreadsheet/Share Workbook" from the options in the drop down menu.
  4. Click the Editing tab when the dialogue box pops up.
  5. Find the box that says "Allow changes by more than one user at the same time." Click on that box to affirm you want that change.
  6. Click "OK" to save that change.
  7. Save the workbook in its current location by clicking the File Menu and selecting "Save."
  8. Go back to the File Menu and select "Save As."
  9. Save the file in a shared folder on a shared network. Make sure all the people that will use the document have permission to use that folder. If not, save it somewhere that everyone can access.

Google Docs Spreadsheet

  1. Sign into your Google Documents account.
    • If you do not have a Google Docs account, set it up by clicking the "Try Google Docs Now" button on the Google sign in page.
  2. Go to your spreadsheet or click on the "Create New" drop down box.
  3. Select "Spreadsheet" from the list of choices, or open a spreadsheet you have already been working on.
  4. Click on the "Share" button to the right and above your spreadsheet.
  5. Choose the names of people you want to join from your list of Google contacts, or you can type in email addresses.
  6. Decide if the person can edit or only view the spreadsheet. Click on the drop down box to the right of the person's name.
  7. Press the "Share & Save" button.

Tips

  • When sharing spreadsheets using Google Docs, your other users will need to have, or sign up for, a Google account.
  • When you save your Excel document in the shared folder, check any links to other workbooks to make sure that they have not been broken in the process of saving them to a new location.

Things You'll Need

  • Shared folder
  • Shared network
  • Google account

Sources and Citations