How To Share Excel Workbook

Learn how to share an Excel workbook with others by following these steps.

Sharing Excel workbooks allows multiple users to collaborate and work on the same file simultaneously, making it an invaluable feature for teams and organizations. Whether you need to collaborate with colleagues on a project, share data with clients, or work on a spreadsheet with your team, Excel’s workbook sharing capabilities can streamline your work process and enhance productivity. In this blog post, we will explore the various methods and best practices for sharing Excel workbooks, enabling you to effectively collaborate and harness the full potential of this powerful tool.

How To Share Excel Workbook: Step-by-Step


Step 1: Open the Workbook

To share your Excel workbook, open it on your computer by navigating to the file and double-clicking on it.

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Step 2: Click on the ‘File’ Tab

At the top left corner of your window, locate the ‘File’ tab. Click on it to access a drop-down menu with various options to choose from.

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Step 3: Go to ‘Share’

In the file drop-down menu, locate and select the ‘Share’ option to easily share your workbook with others.

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Step 4: Select ‘Share with People’

Under the ‘Share’ tab, you’ll find various sharing options. Click on ‘Share with People’ to make the document ready for sharing with others.

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Step 5: Choose your sharing option

In the new window, enter the email addresses of the recipients you want to share the workbook with. You can also select whether they can view or edit it according to your preferences.

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Step 6: Personalize your invitation

Excel provides the option to customize your invitation by appending a personalized message when sharing the workbook. You can effortlessly incorporate your preferred text, ensuring effective communication with recipients.

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Step 7: Click on ‘Share’

Once all the required details have been accurately filled in, simply locate the ‘Share’ button positioned at the bottom right corner of the ‘Share’ box, and click on it to proceed.

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Step 8: Confirm Share Completion

After sending the invite, Excel will confirm successful sharing. Close the workbook, and recipients can access and open it whenever they prefer.


In conclusion, sharing an Excel workbook can greatly enhance collaboration and productivity among teams or individuals working on a project. By following the steps outlined in this blog post, you can confidently share your Excel workbook without compromising data integrity. Remember to consider security measures such as password protecting sensitive information and regularly saving and backing up your work. With these strategies in place, you can enjoy the benefits of real-time collaboration, seamless data sharing, and improved team communication. So, go ahead and start sharing your Excel workbooks efficiently and effectively!

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