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.
Step 2: Copy the Worksheet to a New Workbook
Go to the Home
tab > Format
> Move or Copy Sheet
.
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.
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.
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.
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