Below is the dataset that represents the quarterly sales of some stationery products.
Method 1 – Use the Share Option to Send an Editable Excel Spreadsheet
Steps:
A dialog box will open.
- Select (new book) from the To book drop-down box.
- Mark Create a copy and press OK.
That spreadsheet is copied and opened to a new workbook with the default name ‘Book1’.
- Click on the File tab.
- Click on Share from the options.
- Click Excel Workbook from the ‘Attach a copy instead.’
It will take you to Microsoft Outlook to send the email.
- Type the email address in the ‘To’ section and press Send.
Read More: How to Send Excel File to Email Automatically
Method 2 – Use the Quick Access Toolbar to Email an Editable Spreadsheet As an Attachment
Steps:
- Click the Customize Quick Access Toolbar icon.
- Select More Commands from the list.
- Select All Commands from the ‘Choose commands from’ drop-down box.
- Scroll down, select Send, and press Add.
- Press OK.
Here’s our added command in the toolbar.
Let’s send the email.
- Follow the first four steps from the first method to create a copy of your current spreadsheet to a new workbook.
- Press the Send command and select Email.
- After getting the Microsoft Outlook dialog box, type the email address in the ‘To’ section.
- Press Send.
Read More: Automatically Send Emails from Excel Based on Cell Content
Method 3 – Use the Quick Access Toolbar to Send an Entire Workbook
Steps:
- Click on the Send command from the toolbar.
- Select Email from the list.
The entire workbook has been added as an attachment.
- Type the email address and press Send.
Read More: How to Send Multiple Emails from Excel Spreadsheet
Download the Practice Workbook
You can download the free Excel template here and practice.
Related Articles
- How to Send Bulk Email from Outlook Using Excel
- How to Send Automatic Email from Excel to Outlook
- How to Send Email Automatically When Condition Met in Excel
- How to Send Email If Conditions Met in Excel
- How to Automatically Send Email from Excel Based on Date
<< Go Back To Send Email from Excel | Learn Excel
Get FREE Advanced Excel Exercises with Solutions!
I am 80+ years old and work part time. I want the simplest way to send Excel Worksheet to my boss. A friend told me to do the following, but I am having some problems not been able to send worksheet via email.
1. File 2. Save As 3. I save it in my desktop (PC). 4. Compose email. 5. click on attachment clip 6. After this I am lost and can’t attach the worksheet.
Can you help?
Hello Kal,
Absolutely! Here’s a simple step-by-step guide you can follow to attach your Excel worksheet to an email:
1. Open your email program (like Gmail, Outlook, Yahoo, etc.).
2. Start a new email (look for a button that says “Compose” or “New Message”).
3. Click on the paperclip icon (this is the “Attach” button).
4. A window will open showing your computer files. On the left side, click “Desktop” (since you saved your Excel file there).
5. Find and click your Excel file (it should end with .xlsx or .xls).
6. Click the “Open” or “Attach” button (usually in the bottom right of the window).
7. You’ll see your file attached to your email.
8. Now you can type your message and click Send.
If you get stuck, just let me know exactly where and I’ll walk you through it!
Regards
ExcelDemy