Sunday, June 12, 2022

Share and collaborate with Excel for the web [MS]

Share your workbook

  1. Select Share.

  2. Set permissions.

    Allow editing is automatically checked. Uncheck this if you only want to give permission to view the file, not edit it.

    Select Apply.

  3. Enter the names or email addresses of who to share with.

  4. Add a message (optional).

  5. Select Send.

    Or, select Copy link to get a link to the file.

Share button

Co-edit a workbook

After you share your file, you can work on it with others at the same time.

  • For the best experience, work together in Excel for the web and see real-time changes.

  • Under Share, you'll see the names of who else is also editing the file.

  • Colored cells show you exactly each person is working in the workbook. Click a color to see who's editing that cell.

Tip: To see and restore a previous version, select File > Info > Version History.

Different colored cells for different people, cursor resting people icon, name appears

Add, edit, delete, and show comments

  • Add a comment – on the Insert or Review tab, select Comment, type your comment, and select Post.

    A little red triangle appears in the corner when a cell has a comment.

  • Edit - select Review > Edit Comment.

  • Delete – select Delete Comment, or select the  in the comment.

  • Show - select Review > Show Comments.

Add, edit, delete, and show comments

Chat while editing

If another person is editing the file at the same time, you can chat with them.

  1. Select Chat.

  2. Type a message and press Enter.

The conversation will not be saved when you close the file. To keep a record of your chats, use Microsoft Teams.

Chat in a document

Next: Analyze data with Excel for the web

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