Hi Allen,
When you say "had an ESRI consultant working with me", do you mean you've opened an Esri Tech Support incident and are still working on this issue?
Some additional questions:
- What version of Esri Maps for Office are you using?
- What version of MS Excel are you using (2010 or 2013)?
- What Windows OS?
- What version of IE are you using?
- Would it be possible to get a Fiddler log when you attempt to share the data from Excel to Portal for ArcGIS?
Thanks,