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Multiple users on Excel document in Sharepoint

  1. #1
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    Multiple users on Excel document in Sharepoint

    We have half a dozen or so users in our department that use an Excel document as a log sheet for keeping track of shipping tracers. The problem we are having is that when one person has the document opened for editing, others cannot edit it at the same time. I tried checking the box that says "Allow changes by more than one user at the same time. This also allows workbook merging. However, when one person has the workbook opened, the others cannot edit it or save their change in Sharepoint.

    Is there something I am doing incorrectly with the Excel document that is causing this problem?

    Basically, we want more than one user to be able to make changes to the document at one time and to accept all of the changes made to the document by all users that had it open at the same time.

    We are using Excel 2007 and MS Sharepoint.

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    Re: Multiple users on Excel document in Sharepoint

    I'm afraid I can't tell you how to solve this, it's a SharePoint question. But I can tell you that the Excel feature for "Allow changes by more than one user at the same time" assumes that you are going through the Windows file system (even if it's networked) to edit the file.

    However, when you do it through SharePoint, you are using SharePoint's file management and not native Windows. It adds a layer between Excel and the underlying file system.

    So you aren't doing anything wrong.

    I have some guys doing a SharePoint development project right now, maybe they can tell me a solution to this tomorrow.
    Jeff
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    Re: Multiple users on Excel document in Sharepoint

    Thank you for the information. I was able to get around this issue by making a Sharepoint List with all of the same data that we use in the Excel worksheet. Now we can have multiple users make changes at the same time.

    Thanks for the reply!

    With the frequency that I use Excel, I will be asking more questions in the near future - I am sure of that.

    Thank you.

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    Re: Multiple users on Excel document in Sharepoint

    Please tell me how to make a Sharepoint List with all of the same data that we use in the Excel worksheet and how to become multiple users make changes at the same time?

    need the urgent reply. now we are using networking link but saving in multiple users become BIG problem.

    Thank you.

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    Re: Multiple users on Excel document in Sharepoint

    Quote Originally Posted by angienbh View Post
    Please tell me how to make a Sharepoint List with all of the same data that we use in the Excel worksheet and how to become multiple users make changes at the same time?

    need the urgent reply. now we are using networking link but saving in multiple users become BIG problem.

    Thank you.
    PM sent with explanation - since the solution is not specifically an excel issue, I sent PM rather than posting it here.

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    Re: Multiple users on Excel document in Sharepoint

    Quote Originally Posted by I8NEMO View Post
    PM sent with explanation - since the solution is not specifically an excel issue, I sent PM rather than posting it here.

    I am interesting in your solution (about the Sharepoint implementation and then your experience in exporting back/forth with Excel).

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    Re: Multiple users on Excel document in Sharepoint

    Hi @I8NEMO,

    Thank you for sharing your experience, but please post solutions directly in the thread rather than in PMs so that everyone can gain from your experience. As you can see another member is eager to learn the secret to resolving this issue. Also if you have resolved your problem then please mark the thread as Solved.

    Thanks.

    abousetta
    Last edited by abousetta; 04-16-2012 at 01:44 PM.
    Please consider:

    Thanking those who helped you. Click the star icon in the lower left part of the contributor's post and add Reputation.
    Cleaning up when you're done. Mark your thread [SOLVED] if you received your answer.

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    Re: Multiple users on Excel document in Sharepoint

    Hello @angienbh and @mrholzapfel and welcome to the forum. Please take a few moments and read the forum rules and start a new thread rather than asking a question in another member's thread. If this thread is of relevant to your question, then feel free to link to it.

    Thanks.

    abousetta

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    Re: Multiple users on Excel document in Sharepoint

    1) Create a List in Sharepoint.
    2) Create column headings that mirror your excel worksheet.
    3) After it has been created, go to the page for that document and click Edit in Data Sheet.
    4) Copy the data from your excel workbook and then paste it in the data sheet view of the list you created in Sharepoint. Be sure to start with the first blank cell in the upper left of the document.
    5) If you matched up the columns correctly, all of the data will display as it did in your excel worksheet.

    Users can edit it in the Data sheet view or the Standard view. If Standard view, click save and close when done; if in Data sheet view, click refresh data and the changes will be saved. If others are working on the document at the same time, their changes will also show up when you refresh the document.

    Thanks.

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