Hello @Adam,
Good day! Thank you for posting your valuable question on Microsoft Q&A forum.
Based on your description, it appears that recent edits in the staffing allocation workbook are not persisting, even though version history shows the correct changes at some point.
A full version can “disappear” because of how Teams and SharePoint handle file sync:
- Manual restore or upload: Restoring an older version or re-uploading the file replaces the current one.
- Sync conflicts: Multiple edits without AutoSave or offline work can cause overwrites.
- Connectivity issues: If changes never sync, the file reverts to the last saved version.
Version History captures snapshots whenever changes reach SharePoint. If someone later overwrites the file with an older copy, the previous version remains in history but is not the active one.
To help prevent this from happening again, we recommend the following best practices:
- Always store and edit your Excel files in OneDrive or SharePoint rather than local drives. These platforms provide:
- Automatic Version History: Every save creates a snapshot you can restore if needed.
- Real-Time Co-Authoring: Multiple users can edit simultaneously without conflicts.
- Secure Sync: Changes are synced across devices, reducing the risk of overwriting or losing updates.
- Avoid downloading and re-uploading files, as this can overwrite recent changes and break version tracking.
- Test the file behavior by creating a shared Excel workbook in the channel’s SharePoint/OneDrive and inviting everyone to edit it. Then compare the results to see if this method is more effective.
For related documents, you can refer to:
- Best Practices for Coauthoring in Excel - Microsoft Support
- Document collaboration and co-authoring - Microsoft Support
- About version history - SharePoint in Microsoft 365 | Microsoft Learn
- Restore a previous version of a file stored in OneDrive - Microsoft Support
- Version history limits for document library and OneDrive overview - SharePoint in Microsoft 365
Feel free to reply if you need any further assistance or clarification. Thank you for reaching out to us!
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