Microsoft Office 2013: Create Shared Workbook in Excel
Posted by Shannon Mattila on 20 May 2020 09:16 AM
Please note that the information outlined is based off of Microsoft Outlook 2013. Some steps may vary by version. 

There are some known limitations when working in a Shared Workbook. Some limitations have been documented in the attached PDF. Please review the document prior to making changes. If you need to make changes with one of the detailed limitations within a Shared Workbook, you can simply follow steps 1-2 below to uncheck the box to allow multiple users, make the necessary changes, then recheck the box to allow multiple users. 

1. Open Microsoft Excel 2013 document. Select the Review tab on the top toolbar. On the toolbar ribbon, select Share Workbook.

2. On the default Editing tab of the Share Workbook window, select the checkbox to "Allow changes by more than one user at the same time. This also allows workbook merging." Then select OK

3. [OPTIONAL] Click on the Advanced tab of the Share Workbook window to set additional tracking regulations. Then click OK.
The photo below depicts the default settings.

4. You will need to re-save the document. Simply navigate to File > Save to save the document.

 Excel Shared Workbook Limitations.pdf (81.49 KB)
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