How to make an excel file. Shared access to Excel file at the same time

Joint access to Microsoft Excel makes it possible to work with one file at once to multiple users. Ten-twenty people on different computers at the same time make some data in one document. Where definite information is located, certain formulas work.

"Main User" has the ability to track the actions of the Working Group, add / delete participants, edit conflicting changes. How to configure collaboration in Excel.

Features of working with shared file

In the Excel book with joint access, not all tasks can be performed.

It is impossible:

  • Create Excel tables.
  • Create, change or view scripts.
  • Delete sheets.
  • Combine or divide cells.
  • Work with XML data (import, add, update, delete, etc.).

Exit: Disable Sharing - Run a forbidden task - enable access again.

Sharing restricts more tasks for participants:

Unacceptable Remons
Insert or delete the cells Add a string or column
Add either changing conditional formats Work with existing formats
Enable or change the "Data Check" tool Work with existing check settings
Create or edit charts, summary reports Work with existing diagrams and consolidated tables
Insert or edit drawings and graphic objects View available drawings and graphic objects
Permeate or change hyperlink Go to the existing hyperlinks
Assign, edit or delete passwords Existing passwords are functioning
Put or remove sheets and books Existing protection is running
Group, structuring data; stroke Work with existing groups, structures and sublevels
Write, change or view macros Run existing macros that are not associated with inaccessible tasks
Change or remove the array formulas Enjoy existing formulas
Add new information to data Search for information in the form of data


How to make sharing to access Excel?

First, we determine which book we will "open" to edit several participants at once. Create a new file and fill it with information. Or open the existing one.

Attention! You can not use to save the common web server file.

Opening a book with joint access


Everything. You can edit information, enter a new one. After work - save.

It happens that when opening an Excel book with shared access to the file, a "File blocked" is displayed. Save does not work. With the subsequent opening it turns out that the sharing is disabled. Possible reasons Problems:

  1. The same part of the document edit several users. For example, drive out different data into one cell. Lock occurs.
  2. During use joint file There is a magazine change (who entered when, what did). The book increases. Begins to "bug".
  3. Delete someone from users, but until he was told about it. Then the blocking may appear only on its computer.

What can be done if the file sharing file is blocked:

  1. Clean or delete the change log.
  2. Clean the contents of the file.
  3. Cancel, and then activate joint access.
  4. Open the XLS book in OpenOffice. And keep it again in XLS.

It is noted that the "File Blocked" entry is less likely to appear in newest versions Excel.

How to delete a user


Before deleting, check that users have finished working with the file.

How to disable accel joint mode


To disable sharing to access excel file, On the "Review" tab, click "Access to the book" and remove the box next to "Allow changing the file to several users."

The list should remain one user - you.

To enable content from other programs, such as Word or Excel, you can use binding and implementing objects (OLE).

OLE technology is supported by many different programs, and OLE technology is used to create content that is created in one program available in another program. For example, you can insert a document Office Word. In the Office Excel book. To find out which content types can be inserted in the group text On the tab Insert Press the button an object . In field object type Only programs installed on your computer and support OLE objects are displayed.

General information about related and implemented objects

When copying data between Excel or any program that supports OLE technology, such as Word, you can copy this data as a related object or an embedded object. The main differences between the associated and implemented objects are located in the place where data is stored, as well as the object will be updated after you put it in the destination file. Implemented objects are stored in the book in which they are inserted, and not updated. Related objects are saved as separate filesAnd they can be updated.

Related and implemented objects in the document

1. The embedded object has no connection to the source file.

2. The associated object is associated with the source file.

3. The source file updates the associated object.

When you should use related objects

If you want information to the end file to be updated when you change the data to the source file, use related objects.

When using the associated object, the source data is stored in the source file. The end file shows the representation of the associated data in which only the source data is stored (and the size of the object, if the object is the Excel diagram). The source file must be available on your computer or on the network to maintain the connection with the source data.

Related data can be updated automatically when the source data is changed in the source file. For example, if you select a paragraph in document Word.And then insert it as a related object in the Excel Book, then when changing data in Word document, you can update the data to Excel.

Use of implemented objects

If you do not want to update the copied data when changing in the source file, use an embedded object. Version source code Fully implemented in the book. If you copy the data as an embedded object, the destination file requires more disk space than when binding data.

When the user opens the file on another computer, it can view an embedded object without access to source data. Since the embedded object does not contain links with the source file, the object is not updated when the source data changes. To change the embedded object, double-click the object to open it and change it in the source program. The source program (or another program that supports the editing of the object) must be installed on your computer.

Changing the OLE object display method

You can display a related object or an embedded object in the book as it is displayed in a source program or as an icon. If the book is viewed on the Internet and you do not plan to print a book, you can display an object as an icon. This reduces the volume of the displayed space occupied by the object. To view, in which you want to display information, double-click the icon.

Implementing an object on a sheet

Insert Links to File

Note:

Creating an object in Excel


Implementing an object on a sheet

Insert Links to File

Sometimes you just need to add a reference to the object, and not to implement it. This can be done if the book and the object you want to add is stored on the SharePoint website, a shared network disk or in a similar permanent location. It is convenient if the associated object changes, as the link will always open its latest version.

Note: If a related File Move the link will not work.

Creating an object in Excel

You can create an object using another program without leaving the book. For example, if you want to add more detailed description In a diagram or table, you can create an embedded document in Excel, such as Word or PowerPoint. You can insert an object directly to the sheet or add an icon to open the file.


Binding and implementing content from another program using OLE

You can associate or implement the contents or part of the content from another program.

Implementing content from another program

Binding or implementing partial content from another program

Changing the OLE object display method

    an objectobject type(eg, object document) and select the command transform.

    • To display content, uncheck the checkbox. Show as icon .

      To display the icon, select the Checkbox icon form . In addition, you can change the image of the icon or the default label. To do this, click Change iconand then select the desired icon in the list icons or enter the label in the field title .

Management of Related Objects

You can configure links to other programs in such a way that they are updated in the following ways: automatically when you open the destination file; manually, if you want to view the previous data before updating using new data from the source file; Or, if you request an update, regardless of whether automatic or manual update is enabled.

Setting update manually links to another program

Setting up automatic refresh link to another program

Problems: Cannot update automatic links to sheet

Parameter automatically can be overridden using the command refresh links in other documents Excel.

To provide automatic update Automatic connections with OLE objects:

Update link to another program

Content editing from OLE program

In Excel, you can change the contents associated or implemented from another program.

Changing the associated object in the source program

Changing an embedded object in the source program

    Double-click the embedded object to open it.

    Make the necessary changes to the object.

    If you edit the object in place in open programYou can click anywhere outside the object to return to the destination file.

    If you change the embedded object in the source program in a separate window, exit the source program to return to the destination file.

Note: When you double-click some embedded objects, such as video and audio clips, an object is played instead of opening the program. To change one of these embedded objects, right-click the icon or object, select an objectobject type(eg, clip Multimedia object) and click change.

Changing an embedded object in another program other than the original

    Select the embedded object you want to change.

    Right-click the icon or object, hover the pointer to an objectobject type(eg, object document) and select the command transform.

    Perform one of the following actions.

    • To convert an embedded object to the type specified in the list, click transform B..

      To open an embedded object as a type that you specified in the list without changing the type of the embedded object, click activate.

Select OLE object using keyboard

    Press the Ctrl + G keys to open the dialog box. Go .

    Press the button highlight, Select objectsand then click OK.

    Press the Tab key until you select the desired object.

    Press the SHIFT + F10 keys.

    Move the index to the object or diagramand select Team change.

Question: When you double-click the associated or embedded object, the message "Unable to change" appears

This message appears if the source file or source program cannot be opened.

Make sure the source program is available. If the source program is not installed on the computer, convert the object to the file format installed for the program.

Make sure the memory is suitable Make sure you have enough memory to start the original program. If necessary, close other programs to free up memory.

Close all dialog boxes If the source program is running, make sure that there are no open dialog boxes. Navigate to the source program and close all open dialog boxes.

Closing the source file. If the source file is the associated object, make sure that it is not open to another user.

Make sure the name of the source file has not changed If the source file you want to change is associated, make sure that it has the same name as when creating a link, and that it has not been moved. Select the related object and then in the group " connections "On the tab" data "Click Team" change links "To see the name of the source file. If the source file has been renamed or moved, use the button. change source In the dialog box changes in connections To find the source file and re-connect the link.

additional information

You can always ask a question by Excel Tech Community specialist, ask for help in the Answers Community Community, and also offer new feature or improvement on the website

All you wanted to know about online Excel versions ( Excel) - opportunities, differences from the desktop program, advantages and disadvantages.

A few years ago, cloud services could not replace full-fledged desktop programs, but today the online version of the software is rapidly gaining popularity and gradually displacing standard applications that require installation.

The MS Office Online package is a set of tools for working with office documents of any formats.

MS Excel Table Editor also has in the list of available services.

With it, you can open, edit and share tables in XLS, XLSX, CSV, without having to buy and install a paid version.

Capabilities

As you know, in the standard version of Excel, there is everything you need to quickly edit tables and calculations.

You can create reports of any complexity, keep a diary of personal spending and income, solve mathematical tasks and so on.

The only flaw computer version - It is paid and comes only with other software package MS Office.

If you do not have the ability to install a desktop program on your computer or you want to work with Excel on any device, we recommend using the online version of the table editor.

For those who used desktop excel, the online version may seem down to the functional. In fact, it is not. The service not only works much faster, but also allows you to create full-fledged projects, as well as share them with other users.

Capabilities Excel Online:

  • Calculations. This includes automatic, iterative or manual calculations of functions and parameters;
  • Editing cells - Change values, their association, content review. Visualization of cells in the browser is similar to the desktop version;
  • Schemes and tables. Create reports and analyze data types with instant display;
  • Synchronization with oneDrive;
  • Table data filtering;
  • Formatting cells;
  • Setting the display of document sheets and each of the tables;
  • Creature general access For document. Thus, the tables will be able to view / edit those who send a link to the document. A very convenient feature for office staff or for those who prefer mobile to transmit important documents.

All documentsExcel Online Protected by encryption. This makes it possible to eliminate the ability to steal the data through the open Internet network.

check in

To start working with Excel Online you need to have a Microsoft account.

Interface

The file creation page appears immediately after authorization in online Excel.

Here you can choose the type of document - a regular book, calendar, budget calculator, schedule, commercial account.

"New Book" option is blank sheet Excel.

All other options are the developer templates that simplify the editing of the document, if the template is suitable for you.

Also, on the right side of the window, you will see the latest documents or you can open the desired file. through ondrive:

The main window of the tabular editor completely duplicates the desktop version. The above are the menu tabs.

With their help, you can edit the tables, their contents and the type of document.

The basis of the document is a tabular sheet that is divided into cells. With their help, you can create tables and carry out calculations.

As in the online version is presented a large number of Functions starting users are not always easy to navigate in all tabs.

If you can not find the desired option, use the "What needs to be done?", Which is located at the top of the main window.

Enter short description actions. The drop-down list will appear a list of functions that may be suitable:

The program language is determined based on your account settings.. If you only see the English interface, go to Microsoft's profile settings and select Russia. All Excel supports more than 50 languages.

Overview of functions

IN last update In August 2018, in Excel Online was several additions are made:

  • View Real-time edits. All co-authors will see how you edit the tables and will be able to make their own adjustments;
  • Improved interaction with special features. Now people with problems and hearing have become much easier to work with the service. Also, a built-in readability check service appeared;
  • More hot keys. Now the excel supports more than 400 functions, each of which can be performed using a simple keyboard shortcut. View all available operations in the menu tab "On the Program" menu.

Also, Excel supports standard functions: editing tables, data calculation, sharing configuration and other.

Consider more detailed how to work with the service on the example of the execution of standard tasks.

Creating and editing tables

To start working with Excel, it is enough to make the data you need in the cells of the sheet.

To further process them correctly, it is recommended to create a full-fledged table.

To do this, select the area on the sheet, as shown in the figure below.

It can be any, regardless of the number of rows or columns.

Then go to the Insert tab and click on the "Table" icon. Click on "OK". As a result, the table will appear ready to fill.

Please note that each column has a context menu by clicking on which you can sort the values \u200b\u200bascending or descending, add filters.

To make data, it is enough to click on the necessary cells and enter all the necessary information.

To edit external view Tables, in the "Home" tab, you can change the color scale, add your own distribution rules, delete or add strings / columns, change their size and so on.

The contents of the table formatted, as in the standard text editor.

You can change the color of the text, its position, selection, italic, select the font.

Data calculation

Calculations to Excel allow you to instantly form a financial report or make a schedule based on the numerical indicators of the table.

Fill in the cell numbers, you must specify the type of data to which you want to work.

For example, when working with any monetary operations, you need to highlight all cells that contain information about the number of money, and in the "Number" menu tab, select "Money.

Also, you can use the data type "Financial".

For ease of settlement in Excel, other data types are available: time, date, text format, percentage and several types for mathematical calculations.

The "Insert Functions" menu is located in the upper left corner of the window. The function works in the same way as in the desktop version of Excel: you select the cell in which the end result will be displayed, find the desired function and describe the cells to calculate.

For example, if we need to know the average value of the three indicated in the figure below the numbers, we must highlight the fourth empty cell, press the "Insert Functions" key and select the "SRVNA" parameter.

For convenience of filling, you can simply click on the cells with the mouse, separating them with a semicolon.

Press Enter and the result of the function will be calculated automatically.

If you change the value of one of the three numeric cells, the final result of the calculations will be changed.

Online Excel supports more than 100 different functions: from mathematical and statistical to text, engineering and database operations.

General access

In the first version you need to enter the address email Other person and configure permission - can recipients make changes or just view the document.

Saving online document

Also, you can simply download the final file to your computer.

Note, in the online version of the program there is no "Save" key, because all changes made are saved automatically. If the Internet connection disappears, you accidentally closed a tab or browser, all data will be untouched, and you can continue working with them by going to ExcelOnline.

Synchronization with smartphone

To configure instant synchronization of all your office documents with a smartphone, it is enough to install on the One Drive mobile gadget and log in in it under the same account you use in Excel Online and other MS Office package programs.

Immediately after saving the document on cloud diskYou can open it on your smartphone.

Also, with the help of the phone, you will also be able to create and edit documents. Mobile browsers interact well with the service.

No braking or hangs when working is not observed. Official app One Drive can be found in stores. Google Play., App Store. and Microsoft Store.

Chrome extension

In extensions store for google browser Chrome is available official plugin for Excel.

To find and download it in local line Store Enter the name of the application and select the plugin Online Excel Viewer and Editor.

Install the extension.

The document can be exported to your computer or save in your account.

conclusions

Microsoft Excel is best program To work with the tables, which can be found.

Despite the popularity of the desktop version, today millions of users around the world are moving to online service Excel.

With it, it has become even easier to create documents.

Now you can work with tables directly from your smartphone and computer without the need to buy software.

Thematic videos:

Why work if you have already done a job for you?

This question is fair for examples of Excel, which have already been developed by Microsoft. Consider how you can use the templates provided to Excel.

In order to refer to templates of documents installed with Office, you should:

1. On the File tab, select the Create command.
2. In the group Available Templates Select Pattern Samples (Fig. 1) and specify the template you like (though, pre-installed patterns are quite small. The eye is not particularly to stop on).
3. Press the Create button, resulting in a new Excel book based on the template you selected.

I would like to note that the usual Office documents (Word and Excel) are also created based on the laid office templates.

The latter are taken as the basis every time when creating a new document. Want to change the parameters of the newly created documents? Change the main template.

For example, there is no other strength of yours, look at the Calibri font, 11 installed by default. Every day to change it to Calibri, 12, which is glad. How to fix it? Very simple!!!

To do this, it is enough to install in the desired settings just open document and save it under the name. CSC (this is an Excel template default.) by selecting the File Type in the File field Excel template (Fig.2).

In addition to those described, you can also use templates located on the Microsoft website (provided that the computer is connected to the Internet).

To upload a template from Microsoft's website:

1. On the tab File Select a command Create.
2. In group Office.com templates Select the template group of interest - templates available in this group will appear in the viewing area.
3. To highlight the mouse in the template that plan to download to your computer, for example schedule of lessons (Fig.3), and press the button Download.

After loading, the template will be opened on the Excel working sheet (Fig. 4) as a finished table with some data. If necessary, they should be replaced with their values \u200b\u200bor fill the corresponding cells. And there will be a beauty to your child to the wall so that in the diary does not look every time.

In a number of users who work closely with Excel tables, it may be necessary to create an excel table on a computer on which it is not installed Microsoft Office. (and therefore there is no Microsoft Excel). Problem? Not at all! In the creation of the specified table you will be helped by popular network services, allowing you to easily create an Excel table online. In this material, I will tell you how to run Excel online, what services will help us, and how to work with them.

Specificity of services with built-in Excel

The network has several popular network services that allow not only to open an Excel file online, but also create a new exile table, edit it, and then save to your PC. Usually they have a fairly similar to MS Excel functionality, and work with them will not create any problems for users who have already had a previously dealing with the MS Excel stationary editor.

To register on such platforms, you can use the login and password of the user account in social networks (for example, on Facebook), or undergo a standard registration procedure via email.

Use the Exceel functionality

I like working with documents, tables and create presentations online, without installing a plurality of programs on a computer, so I created a selection of the best services - and.

Let us turn to the list of services that allow you to create Excel's tables online online. Some of them are quite actively working with cloud servicesTherefore, can copy the user-created tables there, and from there the user can download the table created by them to his computer.

Office.Live - program to create and edit tables

This service from Microsoft makes it possible to access MS Office features online, and completely free. In particular, you can use the MS Excel network editor functionality that allows you to create, edit and save tables online in popular formats of this editor (, XML and others).

  1. To work with the editor, go to the specified resource https://office.live.com/start/excel.aspx.
  2. Select "Sign in with Microsoft account."
  3. And create account (or use your account credentials in Skype).
  4. Next, you will open the basic template screen to create an Excel table. Click on the "New Book", and you will go into the creation mode and edit your table.
  5. To save the result, click on the File tab - "Save As" - "download a copy".

Google Tables - allows you to add graphs and charts to Excel

Google Docs. - This is a network online service from google companies With rich opportunities, including allowing you to work with Excel, view the appropriate file formats (XLS, XLSX, ODS, CSV), create graphics and charts, and so on. To work with this service, you must have an account in Google, if you do not have it, then I suggest you to create it.

  1. To take advantage of Google Docs features, go to this resource https://docs.google.com/spreadsheets/u ///, and enter your account data in Google.
  2. To create a new document, click on the "Blank" (rectangle with a green plus card), and you will go to the Excel table creation mode.
  3. The interface of the English-language service, but for users who had previously deal with Excel, work with Google Docs will not deliver special problems.
  4. To save the table you created the table, click on "File" - "download as" and select a convenient file saving format (for example, XLSX).

Zoho Sheet - program to create spreadsheets

Service with the support of the Russian language, which has all the necessary functionality to create Excel tables. The service is able to almost everything that his competitors - works with most excel formats, supports the collaborative editing of the document by several users, allows you to build graphs and charts and so on.

  1. https://www.zoho.com/docs/sheet.html.
  2. Click on the "Create SpreadSheet" button (you may need your account in Google), and you will go to the table creation mode.
  3. You can save the result by clicking on "File" - "Export as", and selecting a file convenient for you (usually "MS Excel Book").

EtherCalc - opens the files.xlsx, .xlsm i.xls

Among the advantages of this service, I would notice the ability to work with Excel tables without any registration, support for parallel editing of one table by several users, convenient functionality, as well as many other advantages to work with Excel online tables in Russian.

  1. To work with this service, go to it https://ethercalc.org/.
  2. Click on the "CREATE SPREADSHEET" button (Create a spreadsheet).
  3. You will go to edit mode, and you can create a table you need.
  4. To save the final document, click on the image with a disk on the left, select Saving Format, and download the table to your PC.

Work window of the service "EtherCalc"

Yandex.Disk - Simple work with Excel online

Domestic company Yandex pleased the user with the opportunity to create and edit online document Excel with a special service on Yandex.Disk. In its functionality, this service is a copy of Office Online (the first of the network services described by me), at the same time, according to user reviews, this service From Yandex, there are sometimes problems in the work of large formulas, bugs occur, the service does not work well with Excel files created in MS Excel until 2007.

  1. To work with this service, go to it https://disk.yandex.ua/client/DISK (you may need to register for Yandex).
  2. Click on the "Create" button - "Table".
  3. You will go to the mode of creating and editing the table.

Conclusion

To work with Excel online it is worth useing online serviceslisted by me above. All of them are free, support (for a low exception) The Russian-speaking interface, according to its functionality, is almost not inferior to the stationary version of MS Excel. If the reader was urgently created to create an exesel table, and the computer with the MS Office installed at hand was not at hand, then it is worth using the functionality of the network tools described above, which allows you to effectively solve this, and similar to it, tasks.