how to make an excel file shared in sharepoint

Always open the document in the Excel client

end of month), option 7 may be a better solution. If many people need to edit the file in a short timeframe before a deadline (e.g. Remember that a Site Owner or site collection admin can always override the checkout or check the file in. On the other hand, a checked out file can not be edited, so it may also be a blessing! This can be a pain for users, as they will have to remember to check the file in when it is finished (and preferably before they go on holiday 🙂 ). How to set mandatory check-out before editing. How: Gear Wheel > Library Settings > Versioning settings > At the bottom, check “Require documents to be checked out before they can be edited” and click OK. It does not change the auto-save, however. If people have to consciously check out a file, they will be made aware they are going to edit it, and they can stop if they do not want that. How: Go to the library, folder or file and check and adjust the permissions. Make sure only those people who really need to edit the file can do that. So more than ever before, prevention is key! Here are a few ideas to prevent and remediate incorrectly overwritten (Excel) files – pick the option(s) that suit your situation best: 1. We can only restore the full site collection… This is a major annoyance, as we can not restore a single file from Office365. Perhaps it is the “autosave” option when you are in Edit mode, so your changes are saved, even if you do not intend to? In my experience, an Excel Online file ALWAYS opens in Read-mode. I do not quite get how that has happened, as Excel Online files always open in read mode (in Internet Explorer and Edge, in any case, and only very few people have another browser) and you have to specify whether you want to edit in Browser or in Client.īut it has happened more than once, also with people who are quite SharePoint-savvy, so I guess it is a thing. I hope Microsoft will wait a bit before rolling that out for SharePoint as, since moving to SharePoint Online, we have had a number of incidents where users have inadvertently overwritten or otherwise messed up a shared Excel Online file, resulting in incorrect data. One of the myriad changes announced at MSIgnite was the mention that all files in OneDrive will soon open in edit mode directly, so you can work faster.

How to make an excel file shared in sharepoint