When collaborating on an Excel workbook, it's essential to monitor any modifications made by contributors. Excel's Track Changes feature allows you to see what changes were made, who made them, and when they occurred, ensuring transparency in shared workbooks.
By default, Excel does not keep a record of changes in worksheets, so it's challenging to identify alterations without enabling tracking. Activating the Track Changes feature highlights revisions, providing an outline of edits made by any user. This guide explains how to track changes in Microsoft Excel.
How to turn on track changes in Excel
Before sharing your completed Excel worksheet for review, it's important to enable the Track Changes feature. This allows you to monitor any edits made by collaborators and decide whether to accept or reject those changes after the review process.
Note that the Track Changes feature is considered a legacy option and may not be available in Excel 2019 and Microsoft 365. It is accessible in the Review tab of Excel 2016 and earlier versions.
Step 1: Open your Excel workbook and navigate to the Review
tab on the ribbon. Click on Track Changes
, and from the drop-down menu, select Highlight Changes
.
Step 2: In the Highlight Changes
dialog box that appears, check the option labeled Track changes while editing
.
Step 3: Under the When section, you can specify the time frame for tracking changes. Options include Since I last saved
, All
, Not yet reviewed
, or Since date
for a specific date. Select All
to track all changes.
Step 4: In the Who field, select Everyone
to track changes made by all users. Alternatively, you can choose to track changes made by specific individuals.
Step 5: If you wish to track changes across the entire worksheet, leave the Where field blank. Ensure that the Highlight changes on screen
option is checked, then click OK
.
Note: If you prefer to track changes in a specific range of cells, enter the desired cell range in the Where field before clicking OK
.
Step 6: Click OK
when prompted to save the workbook with the tracking settings applied.
Step 7: Go back to the Review
tab and click on Share Workbook
.
Step 8: In the Share Workbook
dialog box, ensure that the option Use the old shared workbooks feature instead of the new co-authoring experience
is checked, then click OK
.
Step 9: Still on the Review
tab, click on Protect Shared Workbook
. In the dialog box that appears, check the option Sharing with track changes
to prevent others from disabling the tracking. Click OK
to proceed.
Step 10: Save your workbook and share it with your collaborators for their input and edits.
How to view and accept or reject changes
Once your collaborators have made edits to the workbook, you can review their changes and decide whether to accept or reject them.
Changes made to the worksheet are indicated by a colored border around the modified cells and a small triangle in the upper-left corner of each cell.
To view details of a change, hover your cursor over the cell with the triangle indicator. A comment box will display showing what was changed, who made the change, and when it was made. If multiple reviewers have edited your worksheet, each will be represented by a different color.
Step 1: To manage the changes, navigate to the Review
tab, click on Track Changes
, and select Accept or Reject Changes
from the drop-down menu.
Step 2: In the Select Changes to Accept or Reject
dialog box, specify the changes you want to review, or simply click OK
to view all changes.
Step 3: The Accept or Reject Changes
dialog box will appear, displaying each change one at a time. You can choose to Accept
or Reject
each change individually, or select Accept All
or Reject All
to apply your decision to all changes. The dialog will show details such as which cell was modified, the original value, and the new value.
When you click Accept
, the change is applied to the worksheet. If you choose Reject
, the cell will revert to its previous value.
Creating a separate file to list changes history
If you prefer to view all changes in a consolidated list, Excel allows you to create a separate worksheet called History that details every modification made to the workbook.
Step 1: Go to the Review
tab, click on Track Changes
, and select Highlight Changes
.
Step 2: In the Highlight Changes
dialog box, check the option List changes on a new sheet
, then click OK
.
Excel will generate a new worksheet named History, containing a comprehensive list of all changes, including the cell references, original values, new values, who made the changes, and when they were made.
To remove the History sheet, simply save the workbook again. Excel will delete the history worksheet upon saving.
How to turn off track changes in Excel
Once you have completed reviewing and managing all changes, you may want to disable the Track Changes feature to prevent further tracking and remove all change indicators from the worksheet.
Step 1: Before turning off Track Changes, you need to unprotect the shared workbook. On the Review
tab, click on Unprotect Shared Workbook
.
Step 2: Go to the Review
tab, click on Track Changes
, and select Highlight Changes
.
Step 3: In the Highlight Changes
dialog box, uncheck the option Track changes while editing
, then click OK
.
Track Changes is now disabled, and Excel will no longer monitor edits to your workbook.
By utilizing Excel's Track Changes feature, you can effectively collaborate with others while maintaining control over modifications made to your workbooks. Understanding how to enable, review, and disable this feature ensures a smooth collaborative experience.
Member discussion