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How to Make a Shared Spreadsheet

Spreadsheets are a staple of an office. They are used to organize data and make reports. Whether you use an Internet-based spreadsheet program or the standard Microsoft Excel, you will need to share spreadsheet reports to your team or...

Method 1 of 2:

Microsoft Excel Spreadsheet

  1. images 1 of How to Make a Shared Spreadsheet
    Images 1 of How to Make a Shared Spreadsheet
    Open your excel spreadsheet or create a new document by going to the File Menu in the top horizontal toolbar and selecting "New."
  2. images 2 of How to Make a Shared Spreadsheet
    Images 2 of How to Make a Shared Spreadsheet
    Make changes to your document. These should include macros, charts, merging cells. pictures, objects, hyperlinks, outlines, subtotals, data tables, Pivot Table reports, worksheet protection and conditional formats.
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    Images 3 of How to Make a Shared Spreadsheet
    Click on the Tools Menu or in other version you can find the Review Tab. Select "Shared Spreadsheet/Share Workbook" from the options in the drop down menu.
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    Images 4 of How to Make a Shared Spreadsheet
    Click the Editing tab when the dialogue box pops up.
  5. images 5 of How to Make a Shared Spreadsheet
    Images 5 of How to Make a Shared Spreadsheet
    Find the box that says "Allow changes by more than one user at the same time." Click on that box to affirm you want that change.
  6. images 6 of How to Make a Shared Spreadsheet
    Images 6 of How to Make a Shared Spreadsheet
    Click "OK" to save that change.
  7. images 7 of How to Make a Shared Spreadsheet
    Images 7 of How to Make a Shared Spreadsheet
    Save the workbook in its current location by clicking the File Menu and selecting "Save."
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    Images 8 of How to Make a Shared Spreadsheet
    Go back to the File Menu and select "Save As."
  9. images 9 of How to Make a Shared Spreadsheet
    Images 9 of How to Make a Shared Spreadsheet
    Save the file in a shared folder on a shared network. Make sure all the people that will use the document have permission to use that folder. If not, save it somewhere that everyone can access.
Method 2 of 2:

Google Docs Spreadsheet

  1. images 10 of How to Make a Shared Spreadsheet
    Images 10 of How to Make a Shared Spreadsheet
    Sign into your Google Documents account.
    1. If you do not have a Google Docs account, set it up by clicking the "Try Google Docs Now" button on the Google sign in page.
  2. images 11 of How to Make a Shared Spreadsheet
    Images 11 of How to Make a Shared Spreadsheet
    Go to your spreadsheet or click on the "Create New" drop down box.
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    Images 12 of How to Make a Shared Spreadsheet
    Select "Spreadsheet" from the list of choices, or open a spreadsheet you have already been working on.
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    Images 13 of How to Make a Shared Spreadsheet
    Click on the "Share" button to the right and above your spreadsheet.
  5. images 14 of How to Make a Shared Spreadsheet
    Images 14 of How to Make a Shared Spreadsheet
    Choose the names of people you want to join from your list of Google contacts, or you can type in email addresses.
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    Images 15 of How to Make a Shared Spreadsheet
    Decide if the person can edit or only view the spreadsheet. Click on the drop down box to the right of the person's name.
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    Images 16 of How to Make a Shared Spreadsheet
    Press the "Share & Save" button.
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