Also, it is officially labeled “legacy” as it has been replaced by co-authoring (that was the idea at least). Then uncheck Refresh data when opening file. Inactivate an add-in that's causing the lock. Inactivate an add-in that's causing the lock. April 21, 2019 No Comments Hello My Friends, This week’s #SolutionsSaturday is based on a post from Malte Hartmann who had asked about Microsoft’s new Co-Authoring for Excel. Select the table or PivotTable, then go to Table Tools Design > Refresh > Connection Properties. Conclusion. Also, if you are opening a snapshot from SharePoint, open the workbook itself instead. When you use the legacy track changes feature in Excel, you'll see who made changes to the worksheet or workbook, and the changes they made. In the Rename dialog box, enter a display name for the group. I've been having the same issue with two of my users. In the Excel Options dialog box, go to the All Commands list, then choose each of the following: After you select each command, select Add to add that command to the Review tab. There are two kinds of people: Those who are masters at Excel 2019 or Excel 365, and those who wish they were. The first thing to try is to turn off the Shared Workbook feature. 10730.20304 and they still experience this issue. Real-time co-authoring is supported on Word for Windows Desktop 2016, and Word, PowerPoint, and Excel Online. On the Review tab, select Protect Shared Workbook. When you master Excel 2019 or Excel 365, you have one of the most practical and valuable skillsets in modern business. For more information on Excel co-authoring, see Collaborate on Excel workbooks at the same time with co-authoring. An intermediate knowledge of Excel is recommended. One way to do this is to use the Share feature in Excel. You can refer to article (Document collaboration and co-authoring) for more reference. You and your colleagues can open and work on the same Excel workbook. Excel 2019 & 365 Tutorial About Co-authoring and Sharing Workbooks Microsoft Training - Duration: 2:12. The sharing tool also allows you to set permissions for collaborators, and workbooks can be shared with individuals or groups of users (see the screenshot below). Every time that you make a spreadsheet change, that change will be saved to OneDrive so that others can (almost) instantly see what you just typed. When your shared workbook is ready to be reviewed, upload the file to a location that your team members can access. Please note that if you have a work or school account, you might not have a version of Office that supports co-authoring yet. In the Highlight Changes dialog box, clear all the check boxes. Users are not able to access Excel files as shared (simultaneous edit access/co-authoring) after migrating to cloud. VBA macros are not supported in co-authoring documents. With co-authoring, you'll see the changes others make in real time, and each person's changes may be in a different color. If those two solutions don't work, try one or more of the following. Co-Authoring Documents in Microsoft Teams January 19, 2019 Microsoft Teams Last updated: 2019-09-19T12:37:03Z Co-Authoring is available in Microsoft Teams on documents stored, to enable multiple people to work on the same document at the same time. But with recent changes to Excel, it isn’t as easy as it used to be. Select the Who check box and set it to Everyone. Select OK to apply your changes and close the Excel Options dialog box. We’ll look at two different ways of sharing your workbooks, as well as how you can track changes in both. Once they have signed in, then the Edit Workbook drop-down menu appears. Got a different version? Edit permissions for co-authors All co-authors must have permission to access and edit the documents. She has 30 years' experience writing for Adobe, Boeing, Microsoft, and many others. In actuality, it can be rather confusing, especially once you get into conflict resolution. If you have an on-premises site and Excel for Microsoft 365, try using Excel Online to co-author instead. AutoSave is necessary if you want ten accountants editing a budget worksheet at the same time. Go to File > Restrict Permissions > No Restrictions. If you don't have a space set up that is accessible to all the reviewers, email the workbook file to each reviewer. TeachUComp 338 views. A co-authoring compatible document format Co-authoring is only supported on newer file formats such as .docx, .pptx, and .xlsx. The Track Changes feature doesn't work with workbooks that contain tables. If possible, remove restricted access. AutoSave can be enabled when a file is stored in OneDrive, OneDrive for Business, or SharePoint Online. Select OK to apply the change and close the Rename dialog box. However, co-authoring doesn't track the changes, and you can't reject changes to revert to your original data. Go to the Review tab and select Track Changes > Accept or Reject Changes. Open the menu and choose Edit in Excel. I have set them up on the same version. The option is available in newer versions of Excel, but you'll need to add the associated track changes commands to a new group in the Review tab. Co-authoring is only available with a Microsoft 365 subscription. Tracking versions and edits from multiple authors is difficult and time-consuming for users. Turn off the Refresh data when opening file setting on all tables and PivotTables in the file. If the file is in another format, go to File > Save As... and choose the .xlsx, .xlsm, or .xlsb format. But it contains some limitations like, users can co-author in Excel Web App only if everyone uses the Excel Web App to access the workbook. Co-authoring and filter Hi! On the Review tab, select Share Workbook. After your team finishes the review, compare your original data with the reviewers' changed data. Step 1: Try this first, if the file is locked by you, Step 3: Make sure everyone uses a version that supports co-authoring, Step 4: Put the file in OneDrive or SharePoint in Microsoft 365, Step 5: Make sure to use one of these file formats, Step 7: Remove unsupported features from the file, sign in with a Microsoft 365 subscription account. For Mac: If you are trying to co-author, check the file name of the file and make sure it is in either .xlsx, .xlsm, or .xlsb format. Select the When check box and set it to All. Then, accept or reject their changes, and turn off Track Changes to finalize the document. First, we’ll go over the difference between coauthoring and sharing. Select the Highlight changes on screen check box. Try opening a version with an object to see if it's blocking co-authoring. Create or open documents for co-authoring Re: Excel/Word crashing when co authoring Hello all, @DC11604 I've been reading this topic with great interest since we are having the same issue as described here : as soon as you collaborate on a document, Word crashes unexpectedly. Co-authoring with AutoSave might require a change in the workflow as you can’t close a workbook without saving anymore. Also, make sure the sync app is not paused. If people aren’t sure which version of the app they have, then encourage everyone to use Excel Online to co-author in a web browser. Select the Customize the Ribbon drop-down arrow and choose Main Tabs. If you still encounter co-authoring issues using Excel, assure you run the latest and greatest version of the Office suite. If the file is saved to another location that doesn’t support co-authoring, people will get the “locked” error. Many people (myself included) expected that Excel 2019 would get co-authoring features, but that’s not the case. Libraries on SharePoint On-Premises sites. After all your reviewers have had a chance to review and edit the workbook, it's time to accept or reject those changes. Note: * Co-authoring in Excel for Microsoft 365 and Excel for Microsoft 365 for Mac requires you to sign in with a Microsoft 365 subscription account . Instructions in this article apply to Excel for Microsoft 365, Excel 2019, and Excel 2016. The reason that co-authoring is possible is because of AutoSave. How can two people edit the same Excel workbook at the same time? Or, you can ask the person to close the file, check it in, or give you edit permissions. Co-authoring works similarly for PowerPoint, OneNote, and, depending on the situation, Excel. Use the credentials that are shown in Excel under File, Account. If possible, remove password encryption or restricted access from the file. If Protect Workbook is highlighted, click it to turn off protection. Make sure the New Group entry is highlighted, then select Rename. 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