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How Do You Track Changes In Sharepoint Excel?

As a professional, it is important to keep track of changes made to any document. To ensure accuracy and consistency in the work you produce, you need to know how to track changes in SharePoint Excel. In this article, we will discuss the different methods available to help you keep track of changes made to your Excel documents in SharePoint. We will also provide tips and tricks to help you make the tracking process easier and more efficient.

how do you track changes in sharepoint excel?

Tracking Changes in SharePoint Excel

Microsoft SharePoint Excel is a powerful software program that helps businesses streamline their document management and collaboration processes. By keeping track of changes to documents in an organized way, businesses can easily identify any discrepancies or errors in their documents. In this article, we will look at how you can track changes made to documents in SharePoint Excel.

Step 1: Set Up Version Control

The first step in tracking changes made to documents in SharePoint Excel is to set up version control. This involves setting up the versioning settings for the document library in which the document is stored. By setting up version control, SharePoint will keep track of each version of the document and the changes made to it. To set up version control, simply go to the library settings for the document library and click on “Versioning Settings”. Here, you can choose how you want SharePoint to track changes to the document.

Step 2: Enable Auditing

Once version control is set up, you can enable auditing in SharePoint Excel to track the changes made to the document. To do this, go to the library settings for the document library and click on “Auditing Settings”. Here, you can choose to audit changes made to the document, such as when it was created, modified, and deleted. Once auditing is enabled, SharePoint will track the changes made to the document and store them in the audit log.

Step 3: View the Audit Log

Once auditing is enabled, you can view the audit log in SharePoint Excel. To do this, go to the library settings for the document library and click on “Audit Log”. Here, you will see a list of all the changes made to the document, such as who made the changes and when they were made. You can use the audit log to quickly identify any discrepancies or errors in the document.

Step 4: Track Changes to Documents in Real-Time

You can also track changes to documents in real-time in SharePoint Excel. To do this, go to the library settings for the document library and click on “Real-time Tracking”. Here, you can choose to enable real-time tracking of changes made to the document. Once enabled, SharePoint will track the changes made to the document and display them in a graph. This allows you to quickly identify any discrepancies or errors in the document.

Step 5: Create an Alert

You can also create an alert in SharePoint Excel to be notified when changes are made to the document. To do this, go to the library settings for the document library and click on “Alerts”. Here, you can choose to create an alert when changes are made to the document or when a certain user makes changes to the document. Once an alert is created, SharePoint will notify you when changes are made to the document.

Step 6: Create a Report

Once the changes to the document have been tracked, you can create a report in SharePoint Excel to get a better understanding of the changes made to the document over time. To do this, go to the library settings for the document library and click on “Reports”. Here, you can choose to create a report to track changes made to the document over time. The report will show you a timeline of the changes made to the document, such as who made the changes and when they were made.

Step 7: Restore a Previous Version

If you need to restore a previous version of a document, you can do so in SharePoint Excel. To do this, go to the library settings for the document library and click on “Version History”. Here, you will see a list of all the versions of the document and the changes made to it. You can then select a previous version of the document and restore it.

Step 8: Revert Changes

If you need to revert changes made to a document, you can do so in SharePoint Excel. To do this, go to the library settings for the document library and click on “Revert Changes”. Here, you can choose to revert changes made to the document within a specified time frame. Once the changes are reverted, SharePoint will restore the document to its previous version.

Step 9: Monitor Changes

You can also monitor changes made to a document in SharePoint Excel. To do this, go to the library settings for the document library and click on “Monitor Changes”. Here, you can select which users you want to monitor and when changes are made to the document, SharePoint will notify you. This allows you to quickly identify any discrepancies or errors in the document.

Step 10: Compare Versions

Finally, you can compare versions of a document in SharePoint Excel. To do this, go to the library settings for the document library and click on “Compare Versions”. Here, you can select two versions of the document and compare them side by side. This allows you to quickly identify any discrepancies or errors in the document.

Related Faq

What is SharePoint Excel?

SharePoint Excel is a Microsoft tool that enables users to collaborate on Excel documents with other users. It allows users to store and share Excel documents, as well as track and view changes made by other users. SharePoint Excel also allows users to add comments, assign tasks, and manage data within a single Excel spreadsheet.

SharePoint Excel is part of Microsoft’s Office 365 suite of applications, and is available to subscribers as part of the SharePoint Online package. It is also available as a standalone application for those who do not have an Office 365 subscription.

How Do You Track Changes in SharePoint Excel?

Tracking changes in SharePoint Excel is easy. From the ribbon at the top of the Excel document, select the ‘Review’ tab. From there, select ‘Track Changes’, which will enable the tracking of changes made by other users. When a user makes a change, SharePoint Excel will mark the change with the user’s initials, along with a date and time.

To view the changes, select ‘Change History’ from the ‘Review’ tab. This will bring up a log of all the changes that have been made, along with the user who made them. You can also view the changes themselves by selecting ‘Show Changes’. This will provide a side-by-side view of the original and changed versions of the document.

What Are the Benefits of Tracking Changes in SharePoint Excel?

The primary benefit of tracking changes in SharePoint Excel is that it allows users to keep track of the changes made to a document. This makes it easier to review the changes, as well as identify who made them. It also allows team members to collaborate more effectively, as they can easily view the changes made by other users.

In addition, tracking changes in SharePoint Excel allows users to add comments to the document, assign tasks, and manage data within the same spreadsheet. This makes it easier to manage the document, as well as collaborate on it.

Can I Revert to an Earlier Version of a SharePoint Excel Document?

Yes, you can revert to an earlier version of a SharePoint Excel document. From the ‘Review’ tab, select ‘Change History’. This will bring up a list of all the changes made to the document, along with the user who made them. From here, you can select the version you want to revert to and click ‘Revert’.

You can also view a side-by-side comparison of the original and changed versions of the document, by selecting ‘Show Changes’. This will allow you to compare the two versions and decide if reverting to an earlier version is the best option.

What Are the Limitations of Tracking Changes in SharePoint Excel?

The main limitation of tracking changes in SharePoint Excel is that it only tracks changes made by other users. It does not track changes made to the document by the same user, or changes made outside of SharePoint Excel. Additionally, it does not provide an easy way to revert to an earlier version of the document.

Another limitation is that it can only be used with Excel documents stored in SharePoint Online. It cannot be used with documents stored locally or on other cloud storage services. Additionally, it is only available to users with an Office 365 subscription.

To track changes in Sharepoint Excel, make sure to use the “Track Changes” feature in Excel. This feature will allow you to see who edited what and when, so that you can keep track of any changes that are made. This helps make sure that everyone is on the same page and that any changes are accounted for. By using this feature, you can ensure that your data is always up to date and accurate.