2.6 Sharing files

When you want to share your file, visualisations included, you can send your Excel document as a PDF. To do this, click the Share button in the upper-right corner of Excel, then click the Send a copy drop-down menu at the bottom of the Send link dialogue box and click PDF. A blank email will open with a copy of the Excel document in PDF format, added as an attachment. Just draft a quick email to the recipient and click Send!

You can also share an editable copy of your Excel document. This is useful if the recipient needs to make changes or add data to the spreadsheet. However, note that unlike a PDF, you will have no control over the changes made to the spreadsheet. However, transferring a copy of your Excel file is a convenient way to share data. To send a copy, click the Share button in the upper-right corner of Excel, then click the Send a copy drop-down menu at the bottom of the Send link dialogue box and click Excel workbook. A blank email will open with the workbook attached. Then, just like with sharing a PDF file, you can draft an email to the recipient before sending it.

Lastly, you can also share an Excel workbook via a link. Sending a link to a shared Excel workbook allows real-time collaboration. This is called co-publishing. To send a link to an Excel document, follow these steps: click the Share button in the upper right corner of Excel, then enter a name or email address and add a message (optional). Click Send. Once it’s done, you’ll see the share icon that will appear in the title bar of your workbook.