How to Send a Workbook/Worksheet Within Excel Using Outlook

Summary: Mastering the seamless integration of Microsoft's suite of applications can significantly improve productivity and streamline communication. In this article, we delve into a step-by-step guide on how to send a workbook or worksheet directly from Excel using Outlook. Whether you're sharing data with colleagues, submitting reports to superiors, or collaborating on a project, this guide will equip you with the knowledge to effortlessly share your Excel content via email. No more juggling between applications or cumbersome file attachments; discover the efficient way of connecting Excel with Outlook.

Step 1: Select the Worksheet

Open the workbook and select the worksheet you want to send.

Opening a blank Microsoft Excel workbook and worksheet

Step 2: Copy the Worksheet to a New Workbook

Go to the Home tab > Format > Move or Copy Sheet.

Using the Format tab in Microsoft Excel

Step 3: Copy the Worksheet to a New Workbook

In the pop-up window, select (new book) under To book and check Create a copy, then click OK. This will open a new workbook with only the selected worksheet.

Move or Copy a workbook/worksheet in Excel

Step 4: Send the Worksheet via Outlook

In the new workbook, go to the File tab > Share > Email > Send as Attachment.

This will open a new email in Outlook with the new workbook as an attachment.

Sharing an Excel workbook/worksheet

Step 5: Compose Your Email

In the new email window, enter your recipient's email address, a subject, and a message. When you're done, click Send.

Remember to save the new workbook if you need to keep it for future use.


How to send an Excel workbook or worksheet within Outlook

Conclusion: If you found this tutorial helpful, dive deeper into our content by checking out our YouTube channel and TikTok page. On YouTube, we offer detailed walkthroughs, tips, and advanced techniques for Excel enthusiasts. For quick tips and engaging Excel insights, make sure to visit and follow us on TikTok. ExcelDelta is committed to enhancing your Excel expertise, one tutorial at a time!

Next
Next

How to Use the ROW Function in Excel