How To Collaborate with Microsoft Excel on a Shared Drive

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  1. Open either a Blank Microsoft Excel Spreadsheet, or one that already exists on a shared network drive.
  2. Once fully opened (grid is shown), click “Review” at the top in the ribbon.
  3. Next, click “Share Workbook”
  4. Then you’ll need to “check” the checkbox next to “Allow changes by more than one user at the same time. This also allows workbook merging.”
  5. While this dialog box is still open, go ahead and head over to the “Advanced” tab at the top.
    • I recommend leaving all of these settings “As Is” except the “Update changes” section.
      • I recommend changing this to “Update changes -> Automatically every: 5 minutes”
    • Press “OK” to close the dialog box.
  6. If you opened a new workbook, you’ll be asked to save this workbook.
    • Pick a location, and a filename, and press “Save”.
  7. If you opened an existing workbook, you’ll be prompted with a new dialog box:
    • “This action will now save the workbook. Do you want to continue?”
      • Obviously, you’ll press the “OK” button.
  8. When you’re done saving the file, you should now notice “[Shared]” has been added behind the filename in the titlebar (top, center of window).
    1. This is the indicator that the workbook you’re in has been setup for sharing.
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