How To Make Excel Read Only In Sharepoint?

Are you looking to make your Excel sheets read-only in Sharepoint? This can be a great way to ensure that your data remains secure and protected from any unauthorized changes. In this guide, we will be exploring how you can make Excel read-only in Sharepoint, and the benefits that come with it. So if you’re looking to take control of your data, then this guide will help you get started!

How to Make Excel Read Only in SharePoint?

SharePoint is a powerful and popular platform for collaboration and document management. With SharePoint, you can manage, store and share documents, such as spreadsheets, with colleagues or clients. One of the most common ways to work with spreadsheets in SharePoint is to make them read-only, which prevents any changes to the document. This tutorial will show you how to make an Excel file read-only in SharePoint.

Step 1: Create a New Document Library

The first step in making an Excel file read-only in SharePoint is to create a new document library. To do this, log into your SharePoint site and select the “Site Contents” option. Next, click the “New” button and select “Document Library” from the list of options. Give the library a name and click “Create” to create the library.

Step 2: Upload the Excel File

Once the document library is created, you can upload the Excel file that you want to make read-only. To do this, select the “Upload” option in the ribbon at the top of the page. From here, you can select the file you want to upload and click “Open” to upload it to the library.

Step 3: Set Permissions for the File

Once the file is uploaded, you can set permissions for the file. To do this, select the file in the library and click the “Shared With” option in the ribbon. From here, you can select the “Advanced” option to open the permissions page. On the permissions page, click the “Check Permissions” button and then click the “Stop Inheriting Permissions” button.

Step 4: Allow Read-Only Access

Once you have stopped inheriting permissions, you can set permissions for the file. To do this, click the “Add” button and select the user or group that you want to give access to the file. Once you have selected a user or group, click the “Show Options” link to open the advanced options. From here, you can select the “Read” option for the user or group and click “Save” to apply the permissions.

Step 5: Set the File to Read-Only

Once the user or group has been given read-only access to the file, you can set the file to read-only. To do this, select the file in the library and click the “Information” option in the ribbon. From here, you can click the “Make Read-Only” link to set the file to read-only. This will prevent any changes to the file by the user or group.

Step 6: Enable Versioning

It is also recommended to enable versioning for the file. Versioning will create a copy of the file every time it is edited, allowing you to go back to previous versions of the file if needed. To enable versioning, select the file in the library and click the “Versioning” option in the ribbon. From here, you can select the “Enable Versioning” button to enable versioning for the file.

Step 7: Publish the File

Once the file is set to read-only and versioning is enabled, you can publish the file. To do this, select the file in the library and click the “Publish” option in the ribbon. From here, you can select the “Publish” button to publish the file. This will make the file available to all users with access to the library.

Step 8: Monitor Changes

To ensure that the file remains read-only and that unauthorized changes are not made, you should monitor the file for changes. To do this, select the file in the library and click the “Information” option in the ribbon. From here, you can select the “View History” link to view a list of all changes made to the file.

Step 9: Restore Previous Versions

If an unauthorized change is made to the file, you can restore a previous version of the file. To do this, select the file in the library and click the “Information” option in the ribbon. From here, you can select the “Version History” link to open the version history page. On the version history page, you can select the version you want to restore and click the “Restore” button to restore the file.

Step 10: Make Changes to the File

If you need to make changes to the file, you can make the file writable. To do this, select the file in the library and click the “Information” option in the ribbon. From here, you can select the “Make Writable” link to make the file writable. Once the file is writable, you can make changes to it and then make it read-only again when you are done.

Frequently Asked Questions

Q1: What is Sharepoint and how does it relate to Excel?

A1: Sharepoint is a web-based collaboration platform from Microsoft that is used to store and manage documents, images, and other types of data. It can be used to host applications such as Microsoft Excel, allowing multiple users to access and edit documents simultaneously. This makes Sharepoint an ideal platform for collaboration on Excel documents.

Q2: What is the benefit of making Excel documents read-only in Sharepoint?

A2: Making Excel documents read-only in Sharepoint is a great way to protect documents from being accidentally modified or edited. It also ensures that all users who access the document are viewing the same version, allowing for consistency across the board. Making documents read-only also prevents users from making changes that they may not be authorized to make.

Q3: How do you make an Excel document read-only in Sharepoint?

A3: To make an Excel document read-only in Sharepoint, the user must first open the document in Excel Online. Once the document is open, the user can go to the “Share” menu and select “Make Read-Only”. This will make the document read-only for everyone who has access to it.

Q4: What is the difference between read-only and editable documents in Sharepoint?

A4: Read-only documents in Sharepoint are documents that are not editable by any user. This means that no changes can be made to the document, and the document can only be viewed. Editable documents, on the other hand, allow any user with access to the document to make changes to it.

Q5: Is it possible to make an Excel document read-only in Sharepoint without using Excel Online?

A5: Unfortunately, it is not possible to make an Excel document read-only in Sharepoint without using Excel Online. Excel Online is the only way to make an Excel document read-only in Sharepoint, as the “Make Read-Only” option is only available in Excel Online. However, it is possible to make an Excel document read-only in Microsoft Office by going to the “Protect Workbook” option in the “Review” tab.

Sharepoint: Excel Sheet Read-Only

In conclusion, making Excel read-only in Sharepoint is a great way to keep your data secure while still allowing others to access it. By following the steps outlined in this article, you can easily make your Excel file read-only in Sharepoint to ensure that only authorized users have the ability to view and edit it. With this easy-to-follow guide, you can make sure that your data is kept safe and secure, giving you peace of mind knowing that your files are safe and secure in Sharepoint.