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Easy ways to convert Excel to PDF
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Converting an Excel file to a PDF makes it easier for people to open the and view the file on various platforms—even if they don’t have Microsoft Office. PDFs are also easier to print and distribute than Excel spreadsheets. If you have Microsoft Excel, you can easily convert your spreadsheet to a PDF by saving or exporting it within the app. If you don’t have Excel, you can use Google Sheets, a tool on Google Drive, to make the conversion for free.
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Select the part of the Excel spreadsheet you want to convert to PDF (optional). If there’s only a certain part of the Excel file that you want to turn into PDF format, select it now. Otherwise, move on to the next step.
- Note that PDF conversions cannot be easily reverted back into an Excel sheet, but this method will preserve your original copy.
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Click the File menu. It’s at the top-left corner.
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Click Export on the menu. This opens the Export panel.
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Click Create PDF/XPS. Look for the icon that looks like a sheet of paper wearing a belt.
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Click the Options… button. This will allow you to adjust the settings for the PDF file you are about to create.
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Choose your PDF options and click OK.
- If you selected an area of your spreadsheet to save as a PDF, choose Selection under «Publish what.» This ensures that only that selected area is saved as a PDF.
- If you’d rather save the entire visible worksheet as a PDF, choose Active sheet(s) instead.
- If you want to choose specific pages from the workbook to save as a PDF, use the «Page(s)» drop-down menus to define the first and last pages.
- Click OK to continue.
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Choose your optimization (optional). Above the «Options» button, you can select how you want to optimize the PDF. Most people can stick with «Standard» unless the spreadsheet is very large. «Minimum size» will reduce the size of a larger file to something more manageable.
- If you want to change the location to which you’re saving the file, you can navigate to that folder in the window now.
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Name the file and click Publish. This exports the selected information to a new PDF file with the name you’ve entered.
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Review the PDF. By default, the PDF file will open automatically for your review. If it doesn’t open by automatically, just double-click the name of the file in the folder to which you saved it..
- It’s not really possible to edit the PDF now, so if you need to make changes you’ll want to make them in the Excel document and then create a new PDF.
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Go to https://drive.google.com. If you need to convert an Excel spreadsheet to PDF but don’t have Excel, don’t fret—you can use tools built in to your Google account to do the conversion for free.
- If you’re not already signed in to your Google account, sign in when prompted.
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Click +New. It’s at the top-left corner of your Google Drive.
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Click File upload. This opens your computer’s file browser.
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Select your Excel spreadsheet and click Open. This uploads the spreadsheet to your Google Drive.
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Click the Excel spreadsheet in your Google Drive. This opens the spreadsheet in Google Sheets, Google’s free spreadsheet editor.
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Click the File menu and select Download. A list of download options will expand.
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Click PDF document (.pdf). This displays a preview of your PDF in the Google Sheets printing window.
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Adjust the layout of your PDF. If the print preview doesn’t look the way you want, use the right panel to make any changes you need before you continue.
- The PDF will save in the same orientation as the spreadsheet (usually landscape mode). If you’d rather it be in portrait (vertical) mode, select Portrait under «Page orientation.»
- Change the scale (the size/fit on the page) and margin size if necessary.
- Click Formatting to choose whether to display gridlines and/or notes, adjust the page order, and change the alignment.
- To add headers and footers to the tops and bottoms of pages, click Headers & footers, and then check the boxes to choose which information to display.
- If your spreadsheet contains a lot of data and cuts off in odd places, click SET CUSTOM PAGE BREAKS in the right panel. Here, you can drag the blue lines to adjust where each page begins and ends. Click CONFIRM BREAKS at the top-right to save your changes.
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Click EXPORT. It’s the blue button at the top-right. This prompts you to save your new PDF to your computer.
- If the download doesn’t begin automatically, choose a location to which you’ll save the PDF, and then click Save to download it.
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Ensure that the headers and footers on all of your sheets are the same (optional). If you’re using Excel 2011 and want to save multiple worksheets in a single PDF, each worksheet will need to have identical headers and footers. If they aren’t, each sheet will be created as a separate PDF document, but you can also easily merge these afterwards.
- Select all of the worksheets in your entire workbook. To do this, click the tab for the first sheet at the bottom of excel, hold down the Shift key, and then click the last sheet’s tab to select all.
- Click the Layout tab and then click Header & Footer.
- Click the Customize Header… and Customize Footer… buttons to edit the headers and footers for all of the sheets.
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Select the part of the Excel spreadsheet you want to convert to PDF (optional). If there’s only a certain part of the spreadsheet that you want to turn into a PDF, select it now. Otherwise, go to the next step.
- PDF conversions cannot be easily converted back into an Excel sheet, but this method will preserve your original copy.
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Click the File menu and select Save As. You could also press Command + Shift + S to open the Save As option.[1]
- If you want to save the PDF to a new folder, you can select that folder now. # Type a different name for the file. The name of the current Excel file appears in the «Save As» field. You will need to enter a different name (even if it’s just slightly different) to avoid accidentally overwriting the spreadsheet file.[2]
- If you want to save the PDF to a new folder, you can select that folder now. # Type a different name for the file. The name of the current Excel file appears in the «Save As» field. You will need to enter a different name (even if it’s just slightly different) to avoid accidentally overwriting the spreadsheet file.[2]
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Click the «Format» or «File Format» menu and select PDF. This menu may have a slightly different name depending on your version of Excel.
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Select what gets included in the PDF. At the bottom of the window, you can select Workbook (to convert the entire workbook), Sheet (to save only the active sheet as a PDF), or Selection (to save just the selected area as a PDF).
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Click Save or Export. You’ll see a different option depending on your version of Excel.
- If the headers don’t match on a multi-sheet file, a separate file will be created for each sheet.
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Join the separate PDF files (if necessary). If saving the Excel file as a PDF resulted in multiple PDF files, you can quickly join them together using Preview. Here’s how:
- Open the first PDF file by double-clicking its name in its folder.
- Click the View menu and select Thumbnails.[3]
- Click the last thumbnail to select it. This tells Preview to add the next PDF to the end of the current document.
- Click the Edit menu and select Insert > Page from File.
- Select the next PDF in the range and click Open.
- Repeat this process until you’ve added all PDFs.
- Click File and select Export as PDF.
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Add New Question
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Question
How can I send a large Excel spreadsheet if I don’t want to convert it to a PDF?
Luigi Oppido is the Owner and Operator of Pleasure Point Computers in Santa Cruz, California. Luigi has over 25 years of experience in general computer repair, data recovery, virus removal, and upgrades. He is also the host of the Computer Man Show! broadcasted on KSQD covering central California for over two years.
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Expert Answer
If you’re sending a large Excel sheet, or if you want to send multiple files at once, you can compress the files as a zip folder. Then, the other person can unzip the folder and see all of the original files.
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Question
How do I get a one-page worksheet as a one-page PDF? It keeps trying to save as several pages.
In Excel go to Page Layout. In the Scale to Fit section, make sure Width and Height are both set to one page, then save the Excel document as a PDF.
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Question
How can I get full xlsx worksheets to convert to PDF?
In Microsoft Office Suite 2016. There’s an option to export under File. From there, you can choose the Export to PDF option.
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If you’re sending a large Excel sheet to someone who also has Microsoft Excel, or if you need to send multiple files, try compressing the files instead of converting them to a PDF.
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About This Article
Article SummaryX
1. Click the File menu and select Export.
2. Click Create PDF/XPS.
3. Click Options.
4. Choose your options and select OK.
5. Select an optimization level.
6. Name the file and click Publish.
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Excel and PDF are two very popular file types.
There’s a good chance you’ve probably needed to convert your Excel file into a PDF.
In this post, I’ll show you 5 ways you can easily convert your Excel file into a PDF.
Video Tutorial
Save as PDF
This is the most commonly used method and you might have already used this once or twice already.
Save a copy of the file as PDF.
- Go to the File tab.
- Go to the Save a Copy tab.
- Select PDF as the file type.
- Press the Save button.
Easy enough, and your new PDF file will be saved in the same location as the Excel file is saved.
If you want to change the save location or access other advanced PDF file options then you can click on the More options link just below the file type selection.
This will open up a the Save As menu and you can navigate to a new save location as well as access the advanced Options for PDF files.
Export as PDF
I never really noticed this, but there’s an Export option in the File menu.
It turns out, you can use this to export your file as a PDF!
To Export your Excel file as a PDF.
- Go to the File tab.
- Go to the Export tab.
- Select Create PDF/XPS Document.
- Press the Create PDF/XPS button.
This will open up the Publish as PDF or XPS menu, which is exactly like the Save As menu and you can choose the location to publish as well as access advanced PDF Options.
Publish as PDF Quick Access Toolbar Command
You can add the publish as PDF command to the quick access toolbar to avoid the step of going to the File tab.
Right click anywhere on the quick access toolbar and choose Customize Quick Access Toolbar from the menu.
This will open up the Excel Options menu and you can add the Publish as PDF or XPS command from here.
- Make sure you’re on the Quick Access Toolbar tab in the Options menu.
- Select All Commands.
- Scroll down and select Publish as PDF or XPS.
- Press the Add button to add the command into your selection of Quick Access Toolbar commands.
- Press the OK button.
You can now use this command from the Quick Access Toolbar to publish your Excel file as a PDF document.
Email as PDF Attachment Quick Access Toolbar Command
This is one of my favourites on the list as it does two things for you. It will convert your Excel file to PDF and then create a new email message with the PDF attached.
All without any code needed!
This is super useful if you need to email your files as PDF’s.
Again, right click on the quick access toolbar and choose Customize Quick Access Toolbar from the menu.
In the Excel Options menu and you can add the E-mail as PDF Attachment command.
- Make sure you’re on the Quick Access Toolbar tab in the Options menu.
- Select All Commands.
- Scroll down and select E-mail as PDF Attachment.
- Press the Add button to add the command into your selection of Quick Access Toolbar commands.
- Press the OK button.
This will place the E-mail as PDF Attachment command into your quick access toolbar.
When you press this command, it will automatically create a new Outlook email with a subject line of the Excel workbook name. The PDF of the converted Excel file will also be added as an attachment.
This will save you many clicks.
Convert File to PDF in Power Automate
All the previous options to convert your Excel file to PDF are great and they will save you valuable clicks, but they are not automated.
There is a Power Automate action that can convert files to PDF. This means you can convert PDF files as part of some automated process.
You could use this to do things like automatically create and send PDF invoices by email at the end of the month.
The file you want to convert will need to be saved in OneDrive.
You’re going to need to add two actions to your automation. The first to convert the file and the second to create the file.
- Add a Convert file action from the OneDrive connector.
- Select the file you want to convert.
- Select PDF as the Target type for the conversion.
- Add a Create file action from the OneDrive connector.
- Select the folder where you want to create the PDF.
- Give your PDF file a name. Make sure to end the name with the .pdf extention.
- Press the dynamic content button and add dynamic content for the File content using the content created from the Convert file OneDrive action.
Conclusions
Converting your Excel files to PDF is a common task.
Luckily it’s pretty easy and there are a few options available.
There is also a Power Automate option for converting Excel to PDF which means you can create automated processes that convert your files to PDF.
Which one is your favourite? Let me know in the comments!
About the Author
John is a Microsoft MVP and qualified actuary with over 15 years of experience. He has worked in a variety of industries, including insurance, ad tech, and most recently Power Platform consulting. He is a keen problem solver and has a passion for using technology to make businesses more efficient.