Share and Review a Spreadsheet
This chapter explains how a spreadsheet can be shared for collaborative editing and how changes can be recorded, reviewed, accepted, rejected, merged and compared in LibreOffice Calc.
βοΈ NOTES ONLY β’ NO TOP 50 TESTπΊοΈ Chapter Roadmap
- Sharing a Spreadsheet
- Opening a Shared Spreadsheet
- Saving a Shared Spreadsheet
- Recording Changes
- Adding, Editing and Formatting Comments
- Reviewing Changes
- Accepting and Rejecting Changes
- Merging Two Spreadsheets
- Comparing Two Spreadsheets
LibreOffice Calc allows a spreadsheet to be shared with more than one user at the same time.
A shared spreadsheet is the same spreadsheet that can be accessed by multiple users and allows them to make changes simultaneously.
Core Idea: Sharing avoids the trouble of maintaining multiple copies of the same spreadsheet edited by different users.
Benefits of Sharing
- Multiple users can work on the same spreadsheet.
- Users can make changes collaboratively.
- Users can view the changes made by others.
- It avoids maintaining multiple copies.
Steps to Share a Spreadsheet
- Open a new spreadsheet and save it with a suitable name.
- Select Tools β Share Spreadsheet from the main menu bar.
- The Share Document dialog window opens.
- Select the checkbox βShare this spreadsheet with other usersβ.
- Click OK.
- A confirmation dialog appears asking to save the spreadsheet to activate shared mode.
- Click Yes to continue.
- After saving, the title bar displays (shared) along with the spreadsheet name.
The checkbox used to enable sharing is: βShare this spreadsheet with other usersβ.
Once sharing is activated and the spreadsheet is saved, the word (shared) appears in the title bar along with the file name.
Important Point
The shared mode allows multiple users to access and edit the spreadsheet at the same time.
When a shared spreadsheet is opened, LibreOffice Calc displays a message informing the user that the spreadsheet is in shared mode.
Some features are not available when the spreadsheet is opened in shared mode.
Features Mentioned as Unavailable
- Undo
- Redo
- Repeat
- Paste
- Links to External Files
- ImageMap
- Object
Some features become unavailable when a spreadsheet is in shared mode. TRUE
After making changes in a shared spreadsheet, the spreadsheet should be saved before closing.
When Changes Do Not Conflict
If two or more users are working at the same time and their changes do not conflict, the spreadsheet can be updated with the changes saved by other users.
When Changes Conflict
If there is a conflict between changes, a Resolve Conflict dialog window appears.
- No other user can save the shared spreadsheet while the conflict is being resolved.
- If another user is trying to save and resolve conflicts, the file is locked.
Conflict β Resolve Conflict dialog β File may be locked
The Recording Changes feature of LibreOffice Calc records changes made by one or other users in the spreadsheet.
VERY IMPORTANT: When Recording Changes is enabled, the spreadsheet's shared feature is turned off.
First Step
Before enabling Record Changes, the spreadsheet must first be taken out of shared mode.
Disabling Shared Mode
- Open the shared spreadsheet.
- Select Tools β Share Spreadsheet.
- Remove the check mark from βShare this spreadsheet with other usersβ.
- Click OK.
- A confirmation dialog appears.
- Click Yes to continue.
- The word (shared) disappears from the title bar.
Once shared mode has been disabled, the Track Changes β Record option becomes available.
What Happens After Recording is ON?
When a change is made in the spreadsheet, Calc records the change.
The chapter's example changes the name Sia to Sita in cell B5.
The border colour of the cell in which data has been changed becomes RED.
When the cursor is moved to the changed cell, information about the recorded change is displayed.
To stop recording changes, select the Record option again.
Alternatively, the Record button can be used from the appropriate toolbar.
Recording changes is performed through Edit β Track Changes β Record.
In Calc, comments can be added automatically as well as manually by the author or reviewer.
Adding a Comment using Track Changes
- Select Edit β Track Changes β Comment.
- The Add Comment window opens.
- Enter the required comment.
- The comment can then be viewed from the relevant cell.
Adding a Comment to a Cell
- Select the cell where the comment is required.
- Select Insert β Comment.
- A comment box appears.
- Enter the required note or suggestion.
Comments added through Insert β Comment are described in the chapter as notes or suggestions.
After a comment is inserted, it can be displayed, edited or deleted.
Edit Comment
Right-click the cell containing the comment and select Edit Comment.
Delete Comment
Right-click the cell and select Delete Comment.
Show Comment
Right-click the cell and select Show Comment.
Hide Comment
When the comment is already being displayed, the option changes to Hide Comment.
| Option | Purpose |
|---|---|
| Edit Comment | Modify the existing comment. |
| Delete Comment | Remove the comment. |
| Show Comment | Display the comment. |
| Hide Comment | Hide the displayed comment. |
The comment box can be formatted similar to cell contents.
Formatting Options
- Background colour
- Border style
- Transparency
- Font
- Font effects
- Alignment
- Borders
- Background
- Cell Protection
Basic Procedure
- Right-click the cell containing the comment.
- Select Format Cell.
- The Format Cells dialog box opens.
- Apply the required formatting.
- Click OK.
The comment box can be formatted just like formatting the cell contents.
After all team members have edited the spreadsheet, the changes can be reviewed before preparing the final spreadsheet.
Showing Changes
This opens the Show Changes dialog window.
The Show Changes dialog is used to decide which changes should be displayed while reviewing the spreadsheet.
Managing Changes
The Manage Changes dialog window is used to accept or reject changes.
The changes made by team members can be reviewed and then accepted or rejected.
| Action | Purpose |
|---|---|
| Accept | Accept the selected change. |
| Reject | Reject the selected change. |
| Accept All | Accept all recorded changes. |
| Reject All | Reject all recorded changes. |
The original/owner user reviews the recorded changes and decides which changes should be accepted or rejected.
If the same spreadsheet has been reviewed by different team members and different versions are available, the spreadsheets can be merged.
Merge Document
Steps to Merge
- Open the original spreadsheet.
- Select Edit β Track Changes β Merge Document.
- The Merge With dialog window opens.
- Select the second spreadsheet file.
- Click Open.
- The Manage Changes dialog window opens.
- Review and accept/reject the changes as required.
Merge Document is used when two versions of a spreadsheet need to be merged.
Instead of merging two spreadsheets, Calc also allows two spreadsheets to be compared.
Compare Document
Steps to Compare
- Open the first spreadsheet.
- Select Edit β Track Changes β Compare Document.
- The Compare to dialog window opens.
- Select the spreadsheet that needs to be compared.
- Click Open.
- The Manage Changes dialog window opens.
- Accept or reject the required changes.
- Click Close when finished.
| Merge Document | Compare Document |
|---|---|
| Used to combine changes from another version of the spreadsheet. | Used to compare two spreadsheet documents. |
| Uses Merge Document. | Uses Compare Document. |
| The changes can then be managed through Manage Changes. | The differences/changes can be reviewed through Manage Changes. |
MERGE = Combine
COMPARE = Check differences
| Task | Menu Path |
|---|---|
| Share Spreadsheet | Tools β Share Spreadsheet |
| Record Changes | Edit β Track Changes β Record |
| Add Comment | Edit β Track Changes β Comment |
| Insert Comment | Insert β Comment |
| Show Changes | Edit β Track Changes β Show |
| Manage Changes | Edit β Track Changes β Manage |
| Merge Spreadsheet | Edit β Track Changes β Merge Document |
| Compare Spreadsheet | Edit β Track Changes β Compare Document |
- Sharing allows different users simultaneously to edit a spreadsheet.
- Sharing saves changes in the same spreadsheet.
- The title bar shows (shared) when the spreadsheet is in shared mode.
- Some features become unavailable in shared mode.
- Recording Changes automatically turns off shared mode.
- Record Changes is found under Edit β Track Changes β Record.
- The border of a changed cell becomes red when changes are recorded.
- Comments can be added using Edit β Track Changes β Comment.
- Notes/suggestions can be added using Insert β Comment.
- Comments can be edited, deleted, shown and hidden.
- Comment formatting can change background colour, border style and transparency.
- Show Changes is used to decide what changes are displayed during review.
- Manage Changes is used to accept or reject changes.
- Merge Document combines changes from different versions.
- Compare Document is used to compare two spreadsheets.
| Term | Meaning |
|---|---|
| Shared Spreadsheet | A spreadsheet that can be accessed and edited by multiple users simultaneously. |
| Record Changes | Feature used to record changes made by users. |
| Comment | A note or suggestion associated with a cell. |
| Show Changes | Used to decide which changes should be displayed. |
| Manage Changes | Used to review, accept or reject changes. |
| Merge Document | Used to merge two versions of a spreadsheet. |
| Compare Document | Used to compare two spreadsheet documents. |
Sharing vs Recording Changes
| Sharing | Recording Changes |
|---|---|
| Allows multiple users to edit the spreadsheet simultaneously. | Records changes made by users. |
| Spreadsheet remains in shared mode. | Shared mode is turned off. |
Comment vs Track Changes
| Comment | Track Changes |
|---|---|
| Adds notes or suggestions to a cell. | Records modifications made to spreadsheet data. |
| Can be edited, deleted, shown or hidden. | Recorded changes can be reviewed and accepted/rejected. |
β Multiple Users Work Together
β Save Changes
β Record Changes
β Add Comments
β Show / Manage Changes
β Accept / Reject
β Merge Different Versions
β Compare Documents
π₯ CHAPTER 7 β RAPID REVISION
- Sharing: allows different users to edit the same spreadsheet simultaneously.
- Share command: Tools β Share Spreadsheet.
- Sharing checkbox: βShare this spreadsheet with other usersβ.
- After activation, the title bar shows (shared).
- Some features become unavailable in shared mode.
- Conflict: Resolve Conflict dialog appears.
- Recording Changes: turns OFF shared mode.
- Record command: Edit β Track Changes β Record.
- Changed cell border becomes RED.
- Comment command: Edit β Track Changes β Comment.
- Cell note/suggestion: Insert β Comment.
- Edit Comment: right-click β Edit Comment.
- Delete Comment: right-click β Delete Comment.
- Show Comment: right-click β Show Comment.
- Hide Comment: used when the comment is already displayed.
- Format Comment: right-click β Format Cell.
- Show Changes: Edit β Track Changes β Show.
- Manage Changes: Edit β Track Changes β Manage.
- Accept: accepts selected change.
- Reject: rejects selected change.
- Accept All: accepts all changes.
- Reject All: rejects all changes.
- Merge: Edit β Track Changes β Merge Document.
- Compare: Edit β Track Changes β Compare Document.
- MERGE = Combine
- COMPARE = Check differences