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Feb 23 2012

Compare and Merge Workbooks

by in Excel Tips & Tricks

Question:     How can you compare and merge copies of a shared workbook?

Answer:        By using the Compare and Merge Workbooks command. (This command will have to be added to the quick access toolbar, since it is not available on the Review tab)

Why:            When you want to verify the updates made by other users and need to compile the final version of the document.

All users of the shared workbook must save a copy of the shared workbook that contains their changes, and use a unique file name that differs from the original workbook.  All copies of a shared workbook should be located in the same folder as the shared workbook.       

Applies To: Excel 2003, 2007 and 2010

  1. Steps for adding the Compare and Merge Workbooks command to the Quick Access Toolbar:
  • Click the File tab, and then select Options
  • Select as below:

  • Open the copy of the shared workbook into which you want to merge the changes

2.  On the Quick Access toolbar, select as below;


3.  If prompted, save the workbook

4.  In the Select Files to Merge into Current Workbook dialog box, select a copy/copies of the workbook that contains the changes that you want to merge, and then click OK

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Further Reading:

  1. Mail Merge
  2. Mail Merge
  3. How to create a shared workbook so that several people can edit the contents simultaneously
  4. Converting an Excel 2003 Report Template to Excel 2007
  5. Publishing an Excel Workbook to an Intranet or Internet

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