Excel - Share documents Tutorial
In this video, you will learn about sharing documents using Microsoft 365. The video covers how to securely save your files in the cloud with OneDrive, allowing you to access them from anywhere.
You can store various file types, including images, spreadsheets, and presentations.
Additionally, the video demonstrates how to share and collaborate in real-time with your coworkers, whether you're in the office or on the go.
By using Microsoft 365, you can stay organized, connected, and productive from any device.
This tutorial will help you effectively share documents and enhance your productivity with Microsoft 365.
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Excel - Improved version history
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Excel - New Chart types
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Excel - Ink Equation
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Excel - One click Forecasting
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Excel - Basic math
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Excel - Save, publish, and share
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Ink Equation
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3D Maps
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Three ways to add numbers in Excel Online
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Start with "Ideas" in Excel
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Create a combo chart
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More complex formulas
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COUNTIFS and SUMIFS
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Create a PivotTable report manually
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The nuts and bolts of VLOOKUP
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Manage conditional formatting
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Functions and formulas
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Copy a VLOOKUP formula
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Use formulas to apply conditional formatting
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Start using Excel
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Manage drop-down lists
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The SUMIF function
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VLOOKUP: How and when to use it
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New Chart types
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A closer look at the ribbon
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The SUM function
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How to simultaneously edit and calculate formulas across multiple worksheets
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AVERAGEIF function
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Look up values on a different worksheet
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Advanced formulas and references
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Using functions
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Insert columns and rows
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Take conditional formatting to the next level
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Print a worksheet on a specific number of pages
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How to link cells and calculate formulas across multiple worksheets
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Top tips for working in Excel Online
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A first look at Excel 2016
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Add numbers
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Sort, filter, summarize and calculate your PivoteTable data
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Customize charts
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Password protect workbooks and worksheets in detail
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Work with macros
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How to simultaneously view multiple worksheets
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Create a PivotTable and analyze your data
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Advanced filter details
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Subtract time
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How to track and monitor values with the Watch Window
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Print headings, gridlines, formulas, and more
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Freeze panes in detail
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Create pie, bar, and line charts
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Password protect workbooks and worksheets
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AutoFill
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More print options
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Copying formulas
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AutoFilter details
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How things are organized
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Input and error messages
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IF with AND and OR
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Conditionally format dates
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Introduction to Excel
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Assign a button to a macro
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Sort details
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Insert headers and footers
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Header and footer details
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Chat with your co-editors in real-time
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Drop-down list settings
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Combine data from multiple worksheets
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How to create a table
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Print worksheets and workbooks
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Weighted average
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Basic math
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Save your macro
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Operator order
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Save and print an Excel workbook
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Cell references
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Copy a chart
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Advanced IF functions
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TEXTJOIN
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Use conditional formatting
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Improved version history
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Add formulas and references
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IFS
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Use slicers to filter data
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Map Chart in Excel
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One click Forecasting
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Save, publish, and share
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Conditionally format text
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How to use 3-D reference or tridimensional formulas
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Nested IF functions
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Get going fast
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Copy and remove conditional formatting
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AutoFill and Flash Fill
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CONCAT
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Flash Fill
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Freeze or lock panes
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Edit a macro
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Average a group of numbers
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Drop-down lists
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Create a chart
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Sort and filter data
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SWITCH
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Microsoft Search
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MAXIFS & MINIFS
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Work simultaneously with others on a workbook
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Translate your Excel spreadsheets
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Page numbers in depth
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Check Accessibility in Excel
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Funnel Chart
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Accessibility in Excel
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Use slicers, timelines and PivotCharts to analyze your pivotetable data
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XLOOKUP (Advanced metrics)
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Insert an image in a cell with image function
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Create dynamic drop down lists
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Do things quickly with Tell Me
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Text before & after Function
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XLOOKUP (Basic metrics)
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Creating a forecast sheet with Excel
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Change chart type
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Generate a Chart with Copilot
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Use Copilot with Right-Click
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Sort, Filter, and Analyze Data with Copilot
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Generate Formulas with Copilot
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Format Data with Copilot
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Create an insights grid
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Generate formulas from a concept
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Use the Copilot pane
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Process text
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Sort and project using Copilot in Excel with Python
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Visualize and group using Copilot in Excel with Python
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Send an email with Power Apps and Outlook
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First steps with the patch function
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Create dynamic filters with named formulas
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Define centralized visibility rules
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Dynamic color palette with named formulas
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Introduction to named formulas
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First steps with variables
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Create new entries
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Easily edit your data
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Add a form to your app
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Customize data display
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Prepare your dynamic galleries
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Reusable components
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Structure your layout
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Master containers
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Optimize large data processing
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Galleries : a first look
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Add and manage data sources
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Controls explained and applied
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The Power Apps interface
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Why choose Power Apps?
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Visualize and group using Copilot in Excel with Python
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Improve a quiz with Copilot
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Sort and project using Copilot in Excel with Python
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Adapt Your Communication
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Adopt good meeting habits with Viva Insights
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Prepare and Run Your Meetings Effectively
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Organize Your Work Environment
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The DESC Method
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Use the Whiteboard Tool
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Use Microsoft Forms to Survey Your Team
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Motivators and Blockers
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The 5 Whys
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Use the F.A.I.R. Method
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Adapt Your Feedback to the Dominant Energy Tendency
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Use the Microsoft 365 Ecosystem
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The Pomodoro Method
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Use Microsoft 365 to Foster Motivation
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Use Planner to Align My Team's Priorities
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Set SMART Goals with Microsoft 365 Tools
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Is a hacker always a cybercriminal?
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Will I know what to do if I get hacked?
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Do I have to be an IT expert to protect myself?
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Do cybercriminals only target large companies?
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Are all files safe as long as I open them with trusted software?
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Is contactless payment safe ?
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Are online payments riskier than in-store ones?
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Is cloud storage less secure than my personal computer?
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Is scanning a QR code always safe?
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Can my mobile apps do anything without my permission?
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Is public Wi-Fi safe if no password is required?
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Is the sender’s email address enough to verify a message?
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Can I safely click a link in a message?
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Does connecting to a well-known website guarantee its safety?
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Am I safe online if I’m careful?
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Does private browsing make me anonymous?
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Are updates useless if everything works fine?
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Is a firewall the same as an antivirus?
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Does my antivirus block all threats?
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Is a free antivirus good enough?
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Is signing in with Google or Facebook a bad idea ?
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Is my password secure if it contains an @ and a number?
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Is a strong password all I need to stay safe?
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Unlock new possibilities with the Mistral Canvas
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Mistral at the service of coding
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Analyze and compare your documents with Mistral
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Generate your images and visuals with Mistral AI
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Use Mistral AI to summarize online information
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Exchange and manage your conversations with Mistral AI
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Explore Mistral AI's generative options
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Set up your Mistral workspace
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Discover Mistral, the French-style AI
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Instant alerts tailored to your activities
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Seamless collaboration inside Microsoft Teams
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Easy sharing with your team or organization
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Relevant views to highlight your information
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Clear insights through filters and sorting
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A well-structured form for easy entry
- 01:17
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The right column type for each data set
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Custom columns to match your needs
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Smooth updates and management for any list
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Simple ways to add data to your list
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Excel data turned into a dynamic list
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A fully custom list built from scratch
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A quick setup with ready-made templates
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Mobile access to your lists made simple
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The essentials of the Lists interface
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The key reasons to use Microsoft Lists
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Personality and tone for a believable rendering
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Format and example for optimal results
- 02:03
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The Importance of Context in Your Applications
- 02:14
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Task Accuracy in Prompting
- 02:31
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The Basis of Prompting in Conversational AI
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What is a prompt in conversational AI?
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Extract Text from an Image
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Reply to an Email with Copilot
- 01:10
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Create SharePoint Pages with Copilot
- 01:49
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Query an Attached Meeting
- 01:51
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Plan with Copilot
- 01:15
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Share Requests with Your Team
- 03:07
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Translate a presentation
- 01:38
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Generate a Video
- 01:49
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Add Speaker Notes
- 00:56
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Initiate a project budget tracking table with Copilot
- 02:54
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Develop and share a clear project follow-up with Copilot
- 02:18
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Organize an action plan with Copilot and Microsoft Planner
- 01:31
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Structure and optimize team collaboration with Copilot
- 02:28
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Copilot at the service of project reports
- 02:36
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Initiate a tracking table with ChatGPT
- 01:35
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Distribute tasks within a team with ChatGPT
- 01:26
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Generate a meeting summary with ChatGPT
- 01:24
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Project mode
- 01:31
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Create an agent for a team
- 01:53
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Install and access Copilot Studio in Teams
- 01:38
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Analyze the Copilot Studio agent
- 01:25
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Publish the agent and make it accessible
- 01:39
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Copilot Studio agent settings
- 01:33
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Add new actions
- 01:54
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Create a first action
- 01:59
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Manage topics
- 01:51
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Manage knowledge sources
- 01:11
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Create an agent with Copilot Studio
- 01:52
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Access Copilot Studio
- 01:09
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Get started with Copilot Studio
- 01:25
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Introduction to PowerBI
- 00:60
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Introduction to Microsoft Outlook
- 01:09
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Introduction to Microsoft Insights
- 02:04
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Introduction to Microsoft Viva
- 01:22
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Introduction to Planner
- 00:56
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Introduction to Microsoft Visio
- 02:07
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Introduction to Microsoft Forms
- 00:52
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Introducing to Microsoft Designer
- 00:28
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Introduction to Sway
- 01:53
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Introducing to Word
- 01:00
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Introducing to SharePoint Premium
- 00:47
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Create a call group
- 01:15
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Use call delegation
- 01:07
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Assign a delegate for your calls
- 01:08
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Ring multiple devices simultaneously
- 01:36
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Use the "Do Not Disturb" function for calls
- 01:28
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Manage advanced call notifications
- 01:29
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Configure audio settings for better sound quality
- 02:08
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Block unwanted calls
- 01:24
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Disable all call forwarding
- 01:09
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Manage a call group in Teams
- 02:01
- Viewed 288 times
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Update voicemail forwarding settings
- 01:21
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Configure call forwarding to internal numbers
- 01:02
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Set call forwarding to external numbers
- 01:03
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Manage voicemail messages
- 01:55
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Access voicemail via mobile and PC
- 02:03
- Viewed 435 times
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Customize your voicemail greeting
- 02:17
- Viewed 236 times
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Transfer calls with or without an announcement
- 01:38
- Viewed 305 times
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Manage simultaneous calls
- 01:52
- Viewed 271 times
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Support third-party apps during calls
- 01:53
- Viewed 422 times
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Add participants quickly and securely
- 01:37
- Viewed 253 times
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Configure call privacy and security settings
- 02:51
- Viewed 253 times
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Manage calls on hold
- 01:20
- Viewed 249 times
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Live transcription and generate summaries via AI
- 03:43
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Use the interface to make and receive calls
- 01:21
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Draft a Service Memo
- 02:33
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Extract Invoice Data and Generate a Pivot Table
- 03:26
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Formulate a Request for Pricing Conditions via Email
- 02:32
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Analyze a Supply Catalog Based on Needs and Budget
- 02:41
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SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
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Other Coaches
- 01:45
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Agents in SharePoint
- 02:44
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Prompt coach
- 02:49
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Modify, Share, and Install an Agent
- 01:43
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Configure a Copilot Agent
- 02:39
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Describe a copilot agent
- 01:32
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Rewrite with Copilot
- 01:21
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Analyze a video
- 01:21
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Use the Copilot pane
- 01:12
- Viewed 270 times
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Process text
- 01:03
- Viewed 264 times
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Create an insights grid
- 01:19
- Viewed 474 times
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Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 269 times
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Interact with a web page with Copilot
- 00:36
- Viewed 289 times
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Create an image with Copilot
- 00:42
- Viewed 484 times
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Summarize a PDF with Copilot
- 00:41
- Viewed 279 times
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Analyze your documents with Copilot
- 01:15
- Viewed 285 times
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Chat with Copilot
- 00:50
- Viewed 292 times
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Particularities of Personal and Professional Copilot Accounts
- 00:40
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Data Privacy in Copilot
- 00:43
- Viewed 286 times
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Access Copilot
- 00:25
- Viewed 502 times
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Use a Copilot Agent
- 01:24
- Viewed 324 times
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Edit in Pages
- 01:20
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Generate and manipulate an image in Word
- 01:26
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Create Outlook rules with Copilot
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Generate the email for the recipient
- 00:44
- Viewed 281 times
Objectifs :
This document aims to provide a comprehensive guide on how to collaborate on documents using OneDrive and SharePoint Online, detailing the steps for saving, sharing, and managing permissions effectively.
Chapitres :
-
Introduction to Document Collaboration
In today's digital workspace, collaborating on documents with colleagues is essential. This guide will walk you through the process of saving and sharing documents using OneDrive and SharePoint Online, ensuring seamless teamwork. -
Saving Documents to OneDrive or SharePoint Online
To begin collaborating, you must first save your document to OneDrive or SharePoint Online. Follow these steps: 1. Click on 'Share'. 2. Select 'Save to Cloud'. 3. Choose the OneDrive or SharePoint Online location and the specific folder where you want to save the document. 4. Click 'Save'. You only need to perform this action once for each document. The next time you open it, it will automatically save back to the same location. -
Setting Up Your OneDrive or SharePoint Account
If you have never saved a document online before, you will need to add your OneDrive or SharePoint service: - Click on 'Add a Place'. - Sign in to your OneDrive or SharePoint account to link it. -
Sharing Your Document
Once your document is saved, you can share it with colleagues. There are two main methods to do this: 1. **Invite People**: In the Share pane, type the email addresses of the people you want to invite in the 'Invite People' box. Set their permissions to 'Can Edit', add a message if desired, and click 'Share'. 2. **Get a Sharing Link**: If you prefer to invite them yourself, click 'Get a Sharing Link' at the bottom of the Share pane. You can then paste this link into an email or instant message. Note: The 'Get a Sharing Link' option may not be available if your SharePoint Online site admin has disabled it. -
Conclusion
Collaborating on documents using OneDrive and SharePoint Online enhances productivity and teamwork. By following the steps outlined in this guide, you can easily save, share, and manage permissions for your documents, ensuring a smooth collaborative experience.
FAQ :
How do I save a document to OneDrive or SharePoint Online?
To save a document to OneDrive or SharePoint Online, click on 'Share', then select 'Save to Cloud'. Choose the desired OneDrive or SharePoint location and folder, and click 'Save'. This only needs to be done once for each document.
What should I do if I have never saved a document online before?
If you have never saved a document online, click on 'Add a Place' and sign in to add your OneDrive or SharePoint service.
How can I invite others to collaborate on my document?
You can invite others by typing their email addresses in the 'Invite People' box in the Share pane, setting their permissions to 'Can Edit', and adding a message if desired. Then click 'Share'. Alternatively, you can click 'Get a Sharing Link' and send that link via email or instant message.
What if the 'Get a Sharing Link' option is not available?
If the 'Get a Sharing Link' option is not available, it may be due to your SharePoint Online site admin disabling that feature.
Quelques cas d'usages :
Collaborative Document Editing
Teams can use OneDrive or SharePoint Online to collaboratively edit documents in real-time. For instance, a marketing team can work together on a presentation, allowing multiple members to contribute simultaneously, improving efficiency and creativity.
Project Management
Project managers can save project plans and timelines in SharePoint Online, allowing team members to access and update the document as needed. This ensures everyone is on the same page and can track progress effectively.
Remote Team Collaboration
Remote teams can utilize OneDrive to share important documents and files, ensuring that all members have access to the latest versions. This is particularly useful for teams spread across different locations, enhancing communication and collaboration.
Document Review Process
In a document review process, users can share drafts via the Share pane, allowing stakeholders to provide feedback directly on the document. This streamlines the review process and ensures that all comments are centralized.
Glossaire :
OneDrive
A cloud storage service from Microsoft that allows users to store files and data online, enabling access from any device with internet connectivity.
SharePoint Online
A web-based collaboration platform from Microsoft that integrates with Microsoft Office, allowing users to create, manage, and share documents and information within an organization.
Share pane
A feature in Microsoft applications that allows users to share documents with others by sending links or inviting people via email.
Can Edit
A permission setting that allows users to make changes to a shared document.
Get a Sharing Link
An option in the Share pane that generates a link to a document, which can be shared with others via email or messaging.
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