How to design Outlook form and embed with Excel worksheet?

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I need help designing an Outlook form, specifically if it is possible to embed and Excel worksheet onto the form.

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Best Answer by Sharath Reddy
Answered By 10 points N/A #99132

How to design Outlook form and embed with Excel worksheet?

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Hello Charina,

To create a form in outlook, you will need to have outlook opened, then you will open the message form in the design view format which is easier to use. You will open the form by simply going to Tools in the outlook menu and then clicking on forms, and then choose design form.

Once done that you will need to select a message in the standard forms library list, and then locate the tab labeled P.2 and then choose the form option from there and then select display this page so that the page will be visible to the people who will receive it, then rename the form. Add the various fields and controls, and when you are done, publish the form to the personal folders library.

It is that easy.

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Regards
Lee Hung

 

 

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Best Answer
Answered By 565010 points N/A #99133

How to design Outlook form and embed with Excel worksheet?

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I think what you want to do is create a Microsoft Office Outlook form where a Microsoft Office Excel worksheet is inserted so that users will be able to enter data and possibly do some calculations with it. If this is true then you can use Microsoft Office Spreadsheet control on your Microsoft Office Outlook form. Microsoft Office Excel needs to be installed if you want to use spreadsheet control and should automatically be installed if you installed the whole Microsoft Office 2003 Professional edition package.

The spreadsheet control is not available in Microsoft Office 2007 but if you originally have Microsoft Office 2003 and just upgraded to 2007 then I think there should be no problem. Here’s how you can add the spreadsheet control on the Microsoft Office Outlook form:

  • Open any form in design mode and then click on the toolbox button.
  • In toolbox, right-click the blank space and then select Additional Controls. If it’s not available:

    • Open Outlook VBA environment.
    • Create a new form and then bring up its toolbox.
    • Repeat the first step.
  • Select Microsoft Office Spreadsheet from Available Controls list. The control should now be available in the toolbox.

Now to add the spreadsheet control to the form, choose the control in your toolbox. In the form, drag your mouse to form a rectangle on the area where you want the form to come out. To properly customize the spreadsheet control, visit Using the Microsoft Office Spreadsheet Control.

Answered By 0 points N/A #99134

How to design Outlook form and embed with Excel worksheet?

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Sometimes I needed to send different information to my friends. Then I used Microsoft Office Excel. But sometimes I needed to mention the data in the outlook body. So I tried to find out how I can create a Microsoft Office Outlook form where a Microsoft Office Excel worksheet is inserted so that the reader of the mail will be able to easily enter data and possibly do some other calculations with that. I wondered how I could do this. But now I have no confusion that I can do it. Really, it’s so simple that anyone can insert an excel sheet in an outlook file easily. That has become possible from your excellent post. You have described the technique easily so that anyone will be able to understand it. I am really grateful to you, Sharath for making a simple way to solve my problems. I’m really sure that every time the viewers visit the site they can learn something from your comments. And also to Techyv.com for publishing this post.

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