How To Make An Excel File Shared In Sharepoint?
Excel is one of the most popular and widely used data analysis tools available, and with the right knowledge, it can be an incredibly powerful tool. But what if you need to make an Excel file shared in Sharepoint? This can open up a world of collaboration possibilities, allowing multiple people to access the same file and make changes in real-time. In this article, we’ll look at the steps needed to make an Excel file shared in Sharepoint, as well as some tips on how to get the most out of the process. Get ready to unlock the potential of Excel and Sharepoint collaboration!
Making an Excel file shared in Sharepoint is easy. Follow these steps:
- Open your Sharepoint site.
- Navigate to the document library where you want to upload your Excel file.
- Select the file you want to upload and click on the ‘Upload’ button.
- Open the file you just uploaded, click on the ‘Share’ button.
- Enter the name or email address of the people you want to share the file with and click on ‘Send’ button.
- Confirm the permissions you want to give them, usually ‘Edit’.
How to Make an Excel File Shared in Sharepoint?
Making an Excel file shareable in SharePoint is an easy process that requires just a few steps. SharePoint is a powerful platform for collaboration, and sharing Excel files can help teams work together more efficiently. With SharePoint, users can store, share, and manage documents, such as Excel files, in a secure environment. Here is how to make an Excel file shareable in SharePoint.
Step 1: Open SharePoint and Upload the Excel File
The first step is to open the SharePoint website and log in with the user’s credentials. Once logged in, the user should select the “Add an item” option from the top navigation menu. This will open a window that allows the user to upload the Excel file they want to share. Once the file is uploaded, the user can move on to the next step.
Step 2: Create a Shareable Link
Once the file is uploaded, the user should select the file and click on the “Share” button. This will open a window with various options for sharing the file. The user should select the “Create a link” option, which will generate a shareable URL for the file. This URL can be copied and shared with anyone who needs access to the file.
Step 3: Manage File Access
The user can also choose to manage the file access, by selecting the “Manage access” button. This will open a window where the user can specify who has access to the file and what type of access they have. The access levels are view-only, read/write, and full control. Depending on the user’s preference, they can choose the access level they want to grant to each user.
Step 4: Share the File
Once the user is satisfied with the access levels they have set, they can click the “Share” button to send out the shareable link to the people with whom they want to share the file. This will open a window where the user can enter the email addresses of the people with whom they want to share the file. The user can also add a personal message to the share invitation.
Step 5: Monitor Shared File Access
The user can also monitor who has accessed the file and when, by selecting the “Manage access” button again. This will open a window that shows the list of people with whom the file has been shared, along with the time and date of last access. The user can also revoke access to the file if needed.
Step 6: Edit the File
Once the file is shared, the user can also edit the file if needed. The user should select the “Edit” option from the top navigation menu. This will open the file in Excel Online, where the user can make changes to the file. The changes will be saved automatically, and the updated version of the file will be available to the people with whom it was shared.
Step 7: Manage the File Version
The user can also choose to manage the versions of the file, by selecting the “Manage versions” option from the top navigation menu. This will open a window that shows the list of versions of the file, along with the time and date of each version. The user can delete any versions of the file they no longer need, or restore any versions that might have been deleted by mistake.
Step 8: Share the File Again
The user can also choose to share the file again, if needed. They should select the “Share” button from the top navigation menu. This will open a window where the user can enter the email addresses of the people with whom they want to share the file. The user can also add a personal message to the share invitation.
Step 9: Delete the File
Finally, the user can choose to delete the file, if needed. The user should select the “Delete” option from the top navigation menu. This will open a window that will prompt the user to confirm the deletion of the file. Once the user confirms, the file will be deleted from SharePoint.
Step 10: Archive the File
The user can also choose to archive the file, if needed. The user should select the “Archive” option from the top navigation menu. This will open a window that will prompt the user to confirm the archiving of the file. Once the user confirms, the file will be archived and removed from the user’s list of files in SharePoint.
Related Faq
What is Sharepoint?
Sharepoint is a cloud-based technology platform from Microsoft that is used for collaboration and content management. It allows people to share documents, files, and other data with each other easily and securely. It also provides a platform for creating websites, blogs, and other web applications. Sharepoint is often used by businesses, organizations, and governments to facilitate collaboration and communication.
How to Make an Excel File Shared in Sharepoint?
To make an Excel file shared in Sharepoint, first you need to upload the file to the Sharepoint site. To do this, open the Excel file and select File > Save As > Sharepoint. Then, you will be prompted to enter the URL of the Sharepoint site where you want to upload the file. Once the file is uploaded, it will be available to all users with access to the Sharepoint site.
You can also make the file shared by accessing the Sharepoint site and selecting the file. Then, click the Share button in the top right corner of the file. In the sharing window, you can specify who should have access to the file and select the appropriate permission level. Finally, click Share to make the file available to the specified users.
How to Give Permissions for Shared Excel File in Sharepoint?
After making an Excel file shared in Sharepoint, you can give permissions for the file. To do this, access the Sharepoint site and select the file. Then, click the Share button in the top right corner of the file. In the sharing window, you can specify who should have access to the file and select the appropriate permission level.
You can also set up a group of users with the same permissions. To do this, click on the Advanced Settings link in the sharing window. Then, select the option to Create a Group for this File and enter the group name. Next, select the permission level for the group and click Create. This will create a new group with the specified permission level and make the file available to all members of the group.
What are the Advantages of Using Sharepoint for File Sharing?
Using Sharepoint for file sharing offers many advantages. First, it is secure and encrypted, which means that all data is protected from unauthorized access. Second, it is easy to share files with multiple people, as you can specify individual permissions for each user or create a group with the same permissions. Third, Sharepoint is accessible from any device connected to the internet, which makes it ideal for remote working. Finally, it is a cloud-based platform, which means that all data is stored securely in the cloud and can be accessed from any device.
What are the Limitations of Using Sharepoint for File Sharing?
Although Sharepoint is a great platform for file sharing, there are some limitations. First, it is not suitable for large files, as the maximum file size is 250MB. Second, it can be difficult to manage permissions for larger groups as there are no features for bulk permission changes. Third, it does not support certain file types, such as video and audio files. Finally, it may not be suitable for organizations with strict data security and privacy policies, as the data is stored in the cloud and can potentially be accessed by Microsoft.
Once you’ve learned how to make an Excel file shared in Sharepoint, you can take advantage of the powerful features that this platform provides. You can quickly and easily create, collaborate, store, and share documents and collaborate with other users. With Sharepoint, you can increase your productivity and efficiency, making it an invaluable tool for any organization.
