If you are modifying a shared workbook, what is recommended to do first?

When you are modifying a shared workbook, the recommended first step is to make a private copy. This allows you to work on the document without affecting the version that others are currently using. By creating a private copy, you can make changes, experiment, or perform updates without the risk of conflicting edits with other users. Once you've finalized your changes in your private copy, you can then integrate those changes back into the shared version if needed.

In a collaborative environment, managing the integrity and accuracy of a shared document is crucial. By ensuring that your modifications are first done on a private copy, you reduce the potential for disruptions and maintain a smooth workflow for all users involved.

This approach helps to avoid situations where multiple users could be making changes at the same time, leading to errors or loss of data, and ensures that all modifications can be reviewed before being finalized in the shared version.