How to Share Excel Workbooks: Step-by-Step Guide for Multiple Users (2025)

Published: January 6, 2025 - 3 min read

Jordan Mappang

Working with teams on Excel spreadsheets requires efficient file sharing and collaboration capabilities. Modern Excel versions offer multiple ways to share workbooks, enabling real-time collaboration and version control. This comprehensive guide walks you through every method of sharing Excel workbooks, from cloud-based solutions to offline sharing options.

Share an Excel Workbook Using OneDrive (Primary Method)

OneDrive integration provides the most straightforward way to share Excel workbooks. Follow these steps to share your file:

  1. Save to OneDrive

File > Save As > OneDrive

  1. Click the Share Button

Click the “Share” button in the top-right corner of Excel

  1. Configure Sharing Settings

Enter recipient email addresses in the “Invite people” field

Set permissions using these options:

Permission Level

Access Type

Best For

Can edit

Full editing rights

Team collaboration

Can view

Read-only access

Data distribution

Can comment

Review capabilities

Feedback collection

  1. Add Message and Send

Type optional message > Click Share

Pro Tip: Use the “link” option to generate a shareable URL instead of sending direct invitations.

Enable Real-Time Collaboration in Excel

Modern Excel enables multiple users to work simultaneously on the same workbook. Here’s how to set it up:

  1. Configure AutoSave

Toggle AutoSave button in the top-left corner to ON

  1. Set Co-authoring Preferences

File > Options > Trust Center > Trust Center Settings > Privacy Options

Enable these settings:

  • Allow Office to connect to online services
  • Enable co-authoring and share workbooks
  • Show real-time presence information
  1. Monitor Active Users

View > Shared Workspace pane

The shared workspace shows:

  • Currently active users
  • Their cursor locations
  • Recent changes made

Can Multiple Users Edit an Excel Spreadsheet at the Same Time?

Yes, Excel supports simultaneous editing. Here’s how to manage it effectively:

  1. Enable Track Changes

Review > Track Changes > Highlight Changes

Configure tracking options:

Option

Purpose

When

Track changes timing

Who

User filtering

Where

Cell range specification

Coefficient Excel Google Sheets Connectors
Try the Free Spreadsheet Extension Over 500,000 Pros Are Raving About

Stop exporting data manually. Sync data from your business systems into Google Sheets or Excel with Coefficient and set it on a refresh schedule.

Get Started
  1. Set Up Conflict Resolution

File > Options > Save > Conflict Resolution

Choose between:

  • Ask me which version to keep
  • Keep all changes automatically
  • Keep my changes automatically
  1. Access Version History

File > Info > Version History

Share Excel Workbooks Offline

For scenarios without cloud access, use these offline sharing methods:

  1. Network Location Sharing

File > Save As > Browse > Network Location

  1. Legacy Sharing Setup

Review > Share Workbook (Legacy)

Enable these options:

  • Allow changes by more than one user at the same time
  • Keep track of changes for X days
  • Update changes at regular intervals
  1. Merge Workbooks

Review > Compare and Merge Workbooks

Control Access and Permissions

Protect your shared workbooks with these security measures:

  1. Set Password Protection

File > Info > Protect Workbook

Protection options:

Type

Use Case

Password to open

Full file protection

Password to modify

Edit restriction

Workbook structure

Sheet protection

  1. Restrict Editing

Review > Protect Sheet

Select allowed actions:

  • Select locked cells
  • Select unlocked cells
  • Format cells
  • Insert columns
  • Delete rows
  1. Lock Specific Ranges

Review > Allow Users to Edit Ranges

Final Note

Excel’s sharing capabilities transform spreadsheet collaboration from a sequential process to a dynamic, real-time experience. These features ensure data consistency while maintaining security and version control.

Ready to take your Excel collaboration to the next level? Enhance your spreadsheet experience with Coefficient’s real-time data integration capabilities. Get started with Coefficient to automate your data workflows and keep your shared workbooks up-to-date with live data from your business systems.

Sync Live Data into Your Spreadsheet

Connect Google Sheets or Excel to your business systems, import your data, and set it on a refresh schedule.

Try the Spreadsheet Automation Tool Over 500,000 Professionals are Raving About

Tired of spending endless hours manually pushing and pulling data into Google Sheets? Say goodbye to repetitive tasks and hello to efficiency with Coefficient, the leading spreadsheet automation tool trusted by over 350,000 professionals worldwide.

Sync data from your CRM, database, ads platforms, and more into Google Sheets in just a few clicks. Set it on a refresh schedule. And, use AI to write formulas and SQL, or build charts and pivots.

Jordan Mappang
500,000+ happy users
Wait, there's more!
Connect any system to Google Sheets in just seconds.
Get Started Free

Trusted By Over 50,000 Companies