How to PROPERLY Convert Excel to PDF
May 4, 2023 12:00 PM

How to PROPERLY Convert Excel to PDF

by HubSite 365 about Leila Gharani [MVP]

Pro UserExcelM365 Hot News

In this video I'll show you how to easily convert your Microsoft Excel file to a PDF file.

In this video I’ll show you how to easily convert your Microsoft Excel file to a PDF file. You’ll learn 3 different methods to get this done but also some important tips to avoid your text getting cut-off by adding page breaks in Excel, how to repeat header and titles on every page and how to print with landscape orientation. You’ll learn how to add page numbers in your Excel sheets which is very important if you decide to print your Excel reports. You’ll also learn how to center the content on the PDF page or you might choose not to center the content. Instead have the content start from the top of the PDF page. We cover it all in this video.

  • 00:00 Convert Excel File to PDF
  • 00:24 Method 1: Use Shortcut
  • 01:18 Method 2: Use Export
  • 01:30 Method 3: Use Save As
  • 01:47 Best Practice Tips
  • 02:36 Page Setup
  • 04:04 Add Page Numbers
  • 04:55 Landscape Orientation
  • 05:03 Repeat Headers on Printouts
  • 05:28 Add Page Breaks
  • 07:08 The Final Result in PDF
  • 07:35 Wrap Up

Converting an Excel file to a PDF

Converting an Excel file to a PDF is an easy process, but it is important to do it properly so that the formatting of the file remains intact. The most reliable way to convert an Excel file to a PDF is to use a dedicated PDF converter. This type of software will allow you to convert the Excel file to a PDF without losing any of the formatting or data.

When converting an Excel file to PDF, it is important to make sure you have the latest version of the software you are using. This will ensure that any new features that may have been released since the last time you used the software are available and can be used in the conversion.

It is also important to save the Excel file in a compatible format before converting to a PDF. This will ensure the data and formatting remains intact during the conversion process. When the Excel file is saved, it should be saved as a .xlsx (Excel 2007-2019) or .xls (Excel version 97-2003) file.

Once the Excel file is ready, the PDF converter can be used to convert the file. This process should be done according to the instructions provided by the software. Once the file is converted, the PDF file will be ready to be used.

Open the File menu in the top left corner. · Click Export. · In the panel that appears, click Create PDF/XPS Document. · Optimize the file for Standard or Minimum.

Click on the "File" tab and click on the "Save As" button. · After you have selected a location, click on "Save as type," and a list of options will appear.

Mar 22, 2023 — Save Excel documents as PDF files · Open your Excel workbook and select the ranges or sheets you want to convert to a PDF file. · Click File > ...