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How to create/make a shared workbook in Excel?

Author Sun Last modified

Maybe sometimes you want to make a shared workbook for all the staff can edit and change the contents together, so now I introduce the steps about how to make such a shared workbook in Excel for you.


Create and make a shared workbook

1. In Microsoft Office 2010/2013, click File > New and select the workbook type you need to create a new workbook. (Click Office button > New to create a new workbook in Office 2007.)

a screenshot of creating a shared workbook step 1

2. Click Review > Share Workbook to open the Share Workbook dialog. See screenshot:

a screenshot of creating a shared workbook step 2

3. In the pop-up Share Workbook dialog, click Editing tab and check the box on which beside Allow changes by more than one user at the same time. This also allows workbook merging. Then click OK to close the dialog. See screenshot:

a screenshot of creating a shared workbook step 3

4. Then click File > Save As to open the Save As dialog, and select a public folder to save it. (Tip: You may sure that the public folder can be edited by all the staff.) Then click Save to save the workbook.

a screenshot of creating a shared workbook step 4

Note: If you want to make an exist workbook shared, just open the workbook you want to share, click Review > Share Workbook, In the pop-up Share Workbook dialog, click Editing tab and check the box on which beside Allow changes by more than one user at the same time. This also allows workbook merging. Then click OK. Then click File > Save to save the workbook in its current location, then click File > Save As to save it to a public folder.


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