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

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