Excel will not merge a Shared Workbook in SharePoint 2013 RRS feed

  • Question

  • Hi. I am trying to set up a shared workbook in Excel 2013 for our employees. We get the spreadsheet created, share the workbook, save it to SharePoint 2013 (Server Standard on-prem). That all works fine. Someone else then creates a copy of the workbook in the same library (no folders) by opening it and doing a "Save As." (We've also tried copy/paste.) When that user opens their copy, it says the file name followed by [Shared] at the top the same way the original file does. The user with the copy makes changes, hits save, closes the workbook. (check in / check out is not being used in this SharePoint library)

    Now comes the fun part...the owner of the original document opens it and clicks to "Compare and Merge Workbooks." Then the error pops up: "[File name] cannot be merged into the current workbook. Workbooks to be merged must be copies made from the same shared workbook, and must all maintain the change history for a sufficient amount of time."

    I can't figure out for the life of me what the issue is. All users have permissions to the SharePoint library and the workbook is not password protected. Any idea what this error means? The workbooks are definitely copies from the same shared workbook and the change history was set up with the original (no settings changed in the copies).

    There is a detailed step-by-step explanation of how I'm attempting to do this here:

    Thanks for your help,


    Wednesday, January 21, 2015 4:06 PM

All replies

  • I think step 7 is causing issue. Can Document library be configured as checked out required as No and then user will open the same workbook for edit

    Please 'propose as answer' if it helped you, also 'vote helpful' if you like this reply.

    Wednesday, January 21, 2015 8:53 PM
  • This library is set up to not require checkout.

    Unfortunately, if multiple users try to access the original workbook at the same time, an error saying, "This file has been locked for editing by [name]..." From my understanding, they have to work in individual files and then they have to be merged. If there is another way to do this, I am open to it. I need to have multiple users editing the same Excel file at once.

    Wednesday, January 21, 2015 9:26 PM
  • try these links:


    Please mark as answer if you find it useful else vote for it if it is close to answer..happy sharepointing

    Thursday, January 22, 2015 4:10 AM
  • Thank you for your response, but unfortunately, that won't work. The instructions in the first link are what I have followed. We don't have Excel Services as per the second link. The YouTube video is what I have done.

    This link has step-by-step screen shots of what we have done:

    Thursday, January 22, 2015 3:19 PM