SECTION 3
Lesson 3.1: Creating and Using Shared Workbooks

   

 

 

In this exercise, you will set up an Excel workbook for sharing.

 

1.

To begin, start Excel 2003 and open the file named Practice 9 in your Excel 2003 Practice folder.  File->Open

 

 

Remember to set up features like validation, conditional formatting, hyperlinks, or merged cells now if they are required. These features can be used, but not modified once the workbook is shared.

 

Choose Tools->Share Workbook from the menu bar to display the Share Workbook dialogue box.

 

 

 

2.

 

In the Share Workbook box, place a checkmark in the check box under the Editing tab.

 

 

 

This checkmark will allow changes by simultaneous users, and workbook merging.

 

If the shared workbook was available in a shared network folder, you could see a list of users who currently have the workbook open.

 

 

 

 

 

 

 

 

 

 

 

The next step is to set up the options under the Advanced tab.

 

 

 

3.

Under the Advanced tab, make sure that the Keep change history for: radio button is selected. Choose a time period that is a couple of days longer than the time you expect it will take for all of the users to contribute.

 

Select the When file is saved radio button under the Update changes heading, and select the Ask me which changes will win radio button under the Conflicting changes between users heading.

 

Leave checkmarks in the boxes under the Include in personal view heading, and click the OK button.

 

 

 

4.

You should now see an alert box asking if you want to continue and save the file.

 

 

 

Click the OK button to save and create the shared workbook.

 

Next, use copy and paste, or use File->Save As to place a copy of the shared workbook in a shared network folder that is accessible to those who will contribute to it.

 

Alternatively, choose File->Send To->Mail Recipient (for review) to distribute the shared workbook by e-mail.

 

When the reviews and modifications from other users are complete, you can use Tools->Track Changes->Accept or Reject Changes to decide which modifications to keep, and which to discard.

 

Save your Work and exit Excel.