![]() This is never my preferred option, as I think we have SharePoint permissions for this scenario, but in some cases it can be useful. You can protect your Excel file with a password and only give the password to those people who need to change the data. You may need to rearrange your Excel for that, since you can view a password-protected sheet, but not a password protected workbook, in the browser. Use a password-protected workbook or worksheet How: Gear wheel > Add an app > Document Library > Specify name > Create. Options 2, 3 and 4 (and ideally, 1 as well) have to be set for the complete document library in which this document lives. If that is difficult or unpleasant, why not create a new document library especially for this document? In this case, I restore version 4.ġ0 things I learned about versions 5. Please note this version will be copied to the top as a new version. How to restore a version: Select the document > Click version history from popup or command bar > Hover over date and time of version to restore and click the black triangle that appears > click Restore from the popup. This is the default setting for all document libraries created in SharePoint Online. How to set versioning: Gear Wheel > Library Settings > Versioning settings > Document Version History > make sure this is set as below (or use a smaller number) > Click OK. By default, SharePoint Online document libraries have 500 major versions already enabled, which should be sufficient. Having versioning set means you can restore an older correct version if the current one has been corrupted. In general, the Online version is limited it is useful when you just need to make a few simple content edits. Please note there are differences between working in Excel Online and Excel client. This setting will always open the file in the client application. How: Gear Wheel > Library settings > Advanced Settings > In the 3rd paragraph from the top, select “open in the client application” and click OK. (Unless you have “Autosave” enabled in your Excel client!) SharePoint Online allows you to select the opening behaviour of a file. If you set this to “Client” the file will always open in Excel desktop version, read mode, which will need a conscious effort to edit the file. Always open the document in the Excel client end of month), option 7 may be a better solution. If many people need to edit the file in a short timeframe before a deadline (e.g. Remember that a Site Owner or site collection admin can always override the checkout or check the file in. On the other hand, a checked out file can not be edited, so it may also be a blessing! This can be a pain for users, as they will have to remember to check the file in when it is finished (and preferably before they go on holiday □ ). How to set mandatory check-out before editing. How: Gear Wheel > Library Settings > Versioning settings > At the bottom, check “Require documents to be checked out before they can be edited” and click OK. It does not change the auto-save, however. If people have to consciously check out a file, they will be made aware they are going to edit it, and they can stop if they do not want that. How: Go to the library, folder or file and check and adjust the permissions. Make sure only those people who really need to edit the file can do that. So more than ever before, prevention is key! Here are a few ideas to prevent and remediate incorrectly overwritten (Excel) files – pick the option(s) that suit your situation best: 1. We can only restore the full site collection… This is a major annoyance, as we can not restore a single file from Office365. ![]() Perhaps it is the “autosave” option when you are in Edit mode, so your changes are saved, even if you do not intend to? In my experience, an Excel Online file ALWAYS opens in Read-mode. I do not quite get how that has happened, as Excel Online files always open in read mode (in Internet Explorer and Edge, in any case, and only very few people have another browser) and you have to specify whether you want to edit in Browser or in Client.īut it has happened more than once, also with people who are quite SharePoint-savvy, so I guess it is a thing. I hope Microsoft will wait a bit before rolling that out for SharePoint as, since moving to SharePoint Online, we have had a number of incidents where users have inadvertently overwritten or otherwise messed up a shared Excel Online file, resulting in incorrect data. One of the myriad changes announced at MSIgnite was the mention that all files in OneDrive will soon open in edit mode directly, so you can work faster.
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