How To Create A Shared Excel File In Sharepoint?
Do you need to collaborate on an Excel file with your team but don’t know how? Sharepoint provides an easy way to create a shared Excel file, so that multiple people can work on it simultaneously and keep track of changes. In this article, you’ll learn how to create a shared Excel file in Sharepoint, as well as some tips and tricks to help you make the most of it.
Creating a Shared Excel File in Sharepoint is easy.
- Log into your Sharepoint account.
- Navigate to the site where you want to create the file.
- Click on the “Document Library” tab and select “New” from the drop-down list.
- Choose “Excel Workbook” from the list of available files.
- Enter a name for the file, then click “Create.”
- Start entering your data into the spreadsheet.
- Once finished, click the “Share” button and enter the names of those you want to share the file with.
- Click “Share” to confirm the sharing.
The file is now shared and accessible to those you have invited.
How to Create a Shared Excel File in Sharepoint?
Sharepoint is an online collaboration platform that allows users to create, share, and manage files in one place. It’s a great tool for businesses that need to share and collaborate on documents, spreadsheets, presentations, and more. One of the most popular features of Sharepoint is its ability to create and manage shared Excel files. In this article, we’ll walk you through the steps to create a shared Excel file in Sharepoint.
Create the File
The first step to creating a shared Excel file in Sharepoint is to create the file itself. You can do this by logging into your Sharepoint account and clicking the “Files” tab in the top navigation bar. From there, you’ll be able to create a new file by clicking the “+ New” button. In the drop-down menu, select “Excel File” and click “Create” to begin creating your file.
Once you’ve created the file, it will appear in the “Recent” section of the “Files” page. To access the file and start editing it, simply click the file’s name and it will open in the Excel Online editor. You can now start entering data into the spreadsheet and customizing it as you see fit.
Share the File
Once you’ve created the Excel file, you’ll need to share it with other users so that they can access and edit it. To do this, click the “Share” button in the upper-right corner of the Excel Online editor. This will open a pop-up window where you can enter the email addresses of the users you want to share the file with. You can also add a personalized message if desired.
Once you’ve added the users, you can set the permission levels for each user. This will control what each user can do with the file, such as whether they can edit it, delete it, or only view it. Once you’ve set the permission levels, click the “Share” button to send out the share requests.
Access the File
Once you’ve shared the file, the users you’ve shared it with will be able to access it. They can do this by logging into their Sharepoint account and clicking the “Files” tab in the top navigation bar. From there, they’ll be able to access the file by clicking the “Shared with Me” tab. The file will appear in this tab and they can click it to open it in the Excel Online editor.
Once the file is open, the users can start editing it and collaborating with each other. They can also use the “Comments” tab to leave comments on specific cells and keep track of changes that have been made. This makes it easy for everyone to stay up-to-date on the latest version of the spreadsheet.
Edit the File
Once the users have accessed the file, they can start editing it. To do this, they can click on a cell to select it and start entering data. They can also use the toolbar at the top of the page to format the text, insert images or charts, and more. Once they’re done making changes, they can click the “Save” button to save the changes.
If they need to make more changes later, they can click the “Edit” button to switch back to the editing mode. This will allow them to make further changes to the file and save them when they’re done. It’s important to remember to save the file regularly to ensure that everyone is working on the most up-to-date version.
Share the Updated File
Once the users have finished making changes to the file, they’ll need to share the updated version with the other users. To do this, they can click the “Share” button in the upper-right corner of the Excel Online editor. This will open the same pop-up window as before and they can add the same users as before. The updated file will then be sent out to the users.
Once the users have access to the updated file, they can open it and start collaborating on it again. They can also use the “Comments” tab to leave comments and keep track of changes that have been made. This allows everyone to stay up-to-date on the latest version of the spreadsheet.
Manage Permissions and Access
Sharepoint also allows you to manage the permissions and access levels of the users you’ve shared the file with. To do this, click the “Manage Access” button in the upper-right corner of the Excel Online editor. This will open a pop-up window where you can view the list of users, their permission levels, and their access levels.
From this window, you can edit the permission and access levels for each user. You can also add new users to the list, delete users, or revoke access for certain users. Once you’re done making changes, click the “Save” button to save the changes.
Track Changes
Sharepoint also allows you to easily track changes that have been made to the shared Excel file. To do this, click the “Version History” button in the upper-right corner of the Excel Online editor. This will open a pop-up window that shows a list of versions of the file, who made the changes, when the changes were made, and more. From this window, you can view the changes that have been made and restore a previous version if necessary.
You can also use the “Comments” tab to view all the comments that have been left on the file. This makes it easy to keep track of changes and conversations that have been had about the file. This can be especially helpful if you need to find something that was discussed in a previous version of the file.
Export the File
Finally, Sharepoint also allows you to export the shared Excel file to other formats. To do this, click the “Export” button in the upper-right corner of the Excel Online editor. This will open a pop-up window where you can choose the format you want to export the file to. You can choose to export the file to a PDF, Excel, or other file format.
Once you’ve selected the format, click the “Export” button to save the file. The file will then be saved to your computer and you can open it in the selected format. This allows you to easily share the file with other users who may not have access to Sharepoint.
View File Activity
Sharepoint also allows you to view the activity of the shared Excel file. To do this, click the “Activity” button in the upper-right corner of the Excel Online editor. This will open a pop-up window where you can view the list of users who have accessed the file and when they accessed it. You can also view any changes that have been made to the file and who made them.
This makes it easy to track who has been accessing the file and when. This can be useful if you need to keep track of who is viewing the file or make sure that everyone is staying up-to-date with the latest version.
Manage the File
Finally, Sharepoint also allows you to manage the shared Excel file. To do this, click the “Manage” button in the upper-right corner of the Excel Online editor. This will open a pop-up window where you can view the file’s settings and make changes as necessary. You can also delete the file, move it, or share it with other users.
This makes it easy to keep the file up-to-date and ensure that everyone has access to the most recent version. It also allows you to easily share the file with other users who may not have access to Sharepoint.
Related Faq
How to Create a Shared Excel File in Sharepoint?
Answer: To create a shared Excel file in Sharepoint, you must first have access to a Sharepoint site where you can create and store the file. Once you have access, you can create the file by clicking the “New” button on the left-hand side of the page and selecting an Excel file. You can then save the file to the Sharepoint site.
Once the file is saved, you can click the “Share” button at the top of the page, which will allow you to give other users access to the file. You can choose to give users view, edit or full control access. Once you have selected the access level for each user, click “Share” to save the changes and make the file available for others to view and/or edit.
Creating a shared Excel file in SharePoint can be a daunting task if you don’t know where to start. However, with the help of this step-by-step guide, you now have the tools and knowledge to create a shared Excel file in SharePoint with ease. By following the steps outlined in this guide, you can create a shared Excel file in SharePoint that your team can access and collaborate on quickly and efficiently. So what are you waiting for? Get started today!
