How to
convert Excel files to PDF
By Aman Kamal, updated on July 20,
2023
This short tutorial describes 4 possible ways to convert
Excel files to PDF - by using Excel's Save As feature, Adobe software, online
Excel to PDF converters and desktop tools.
Converting an Excel worksheet to PDF is often necessary
if you want to let other users view your data but not edit it. You may also
want to convert your Excel spreadsheet into a neater PDF format for a media
kit, presentation and reports, or make a file that can be opened and read by
all users, even if they don't have Microsoft Excel installed, for example on a
tablet or phone.
These days PDF is arguably one of the most popular file
formats. According to Google, there are over 153 mil PDF files on the web, and
only 2.5 mil Excel files (.xls and .xlsx).
Further on in this article, I will explain several
possible ways of exporting Excel to PDF with detailed steps and screenshots:
Save Excel documents as PDF
files
Though the .pdf and .xls formats have been around for
quite a while and both have always been popular among users, the possibility to
export Excel files directly to PDF appeared in Excel 2007. So, if you have any
version of Excel 2007 through 365, you can do a PDF conversion in a quick and
straightforward way.
Microsoft Excel allows exporting selected ranges or
tables as well as saving one or several worksheets or the entire workbook as a
PDF file.
- Open
your Excel workbook and select the ranges or sheets you want to convert to
a PDF file.
- If you
wish to export a table, place the cursor to any cell within a
table.
- To
export a certain worksheet, simply make it active by clicking on
this sheet's tab.
- To
convert several worksheets, select them all. To select adjacent
sheets, click the tab for the first sheet, hold down Shift and click the
tab for the last worksheet you want to select. To select non-adjacent
sheets, hold down Ctrl while clicking the tabs of each sheet you want to
save as PDF.
- If you
want to save the entire workbook as a single PDF file, skip this
step : )
- Click File
> Save as.
In the Save As dialog window, select PDF
(.*pdf) from the "Save as type" drop-down list.
If you want to view the
resulting PDF file after saving, make sure the Open file after publishing
check box is selected.
Select one of the following
options under Optimize for:
- If the
resulting PDF document requires high print quality, click Standard
(publishing online and printing).
- If the
PDF file size is more important than print quality, then select Minimum
size (publishing online).
- Click
the Options... button in the left-lower part of the window (please
see the screenshot above).
- The Options
dialog box will open and you select one of the options according to your
needs:
- Selection
- this will export the currently selected range(s).
- Active
sheet(s) - this will save either the current worksheet or all of the
selected sheets in one PDF file.
- Table
- this will export the active table, i.e. a table where your mouse
pointer resides at the moment.
- Entire
workbook - self-explanatory : )
- Click
the OK button to close the dialog and you are done.
As you see, exporting Excel files to PDF using the
built-in Excel means is easy. Of course, Microsoft Excel provides only a few
basic settings, but with just a little experience, one can learn to prepare the
source files in such a way that no further adjustments would be needed. Anyway,
if you are not happy with the capabilities of Excel's Save As feature,
let's examine Adobe's offerings.
Export Excel files to PDF
using Adobe tools
Regrettably, Adobe is not as generous as Microsoft when
it comes to Excel to PDF conversions and does not provide any free means for
this. However, they do have this feature incorporated in paid tools or
subscriptions, which - one should give them their due - do the job really well.
Adobe Reader
Adobe Reader X and earlier versions included the option
to install the Adobe PDF Printer, which could be used to export Excel files to
PDF. However, this feature is not available in the latest version of Adobe
Reader XI.
Adobe Acrobat XI Pro
Alternatively, Adobe Acrobat Pro lets you create a PDF
file directly from Excel in one of the following ways:
- Click
the Create PDF button on the Acrobat tab on the Excel
ribbon.
- Switch
to the File tab and click Save as Adobe PDF.
- Click File
> Print, select Adobe PDF and configure the settings.
If you are interested to get a 30-day trial version of
Adobe Acrobat XI, you can download it here. If you are not willing to pay a $20 monthly fee
for the Acrobat XI Pro subscription, let's see what free Excel to PDF
converters have to offer.
Free Excel to PDF online
converters
Luckily for us, there are a lot of free Excel to PDF
Converters online that provide various options for converting Excel documents
into PDF files. Below you will find the reviews of the 4 most popular online
converters.
To test the abilities of online PDF converters on
different data types, I created the following two workbooks:
Test Workbook 1: a few tables
in different formats
Now that the preparations are complete, let's see how the
online Excel to PDF converters will cope with the challenge.
PDF Converter
As you see in the image above, the interface is also very
clear and hardly requires any explanations. You simply navigate between tabs to
choose a proper conversion type, then browse for the original file, select the
desired format and click Convert.
This Excel to PDF converter has a free versions and paid
subscriptions. Here are the main limitations of the free version:
- You
have to wait for 30 minutes to convert another file.
- Limited
number of conversions - 10 per month.
If you are curious to learn more about this tool, you can
find the complete feature list as well as a list of available subscriptions and
prices here.
Results:
Unlike the previous PDF converter, this one has produced
very decent results on the 1st
workbook, without any format distortions or errors.
Giving it a second thought, I came to the following
conclusion. The converter could not export the custom format of my Excel sheet
to PDF properly, so it converted it to the closest format. It was actually a
matter seconds to save the Word document as PDF using Word's Save As
dialog and get a nicely formatted PDF file as the result.
Soda PDF Online Converter
This online PDF converter allows you to create PDF
documents from many formats, including Microsoft Excel, Word and PowerPoint, as
well as JPEG, PNG images and HTML pages.
Soda
PDF Online Services provide free and paid memberships. For free, you can get
unlimited PDF creation and limited PDF Conversions, one file every 30 minutes.
If you want more, you will have to upgrade to Premium (around $ 10 per 3
months). In this case, you will also get the ability to merge and split PDF
files.
Results:
This online Excel to PDF converter was almost impeccable.
The 1st
workbook was converted to PDF faultlessly, the 2nd
workbook was also converted without any errors, but the first
letter in one word was truncated:
As you see, none of the free Excel to PDF online
converters is perfect, though Soda
PDF is very close. Someone may think the problem is with my
original Excel documents. I agree, the second workbook has quite a
sophisticated custom format. This is because my purpose was to perform some
sort of "stress testing" to reveal the real potential of PDF to Excel
online converters since your actual workbooks may be far more complex and
sophisticated in terms of contents and format.
For the sake of experiment, I converted both test
workbooks to PDF using Excel's
Save As dialog and it coped with the task absolutely fine - the
resulting PDF files were the exact replicas of the original Excel documents.
Excel to PDF desktop
converters
Besides online Excel to PDF converters, there exists a
variety of desktop tools for converting Excel files into PDF documents that
provide different options depending on what you expect in a final document:
from free one-click utilities to enterprise-level professional packages. Since
we are mainly interested in free Excel to PDF converters, let's have a closer
look at a couple of such tools.
Foxit Reader - free desktop
Excel to PDF converter
Foxit
Reader is a small PDF viewer that allows you to view, sign and
print PDF files as well as create PDF documents from Excel workbooks. It lets
you convert Excel spreadsheets to PDF either from Foxit Reader or directly from
Excel.
Converting Excel to PDF from
Foxit Reader
This is the fastest way to convert an Excel workbook to
PDF that requires only 3 quick steps.
- Open
your Excel file.
On the File tab, click Create
> From File, then From File again and browse for the Excel
document you want to convert.
- Review
the PDF file.
Once you've selected an Excel
file, Foxit Reader immediately opens it in the PDF format. A really nice
feature is that you can have several PDF files open at a time, each residing on
its own tab, as you see in the screenshot below:
Please pay attention that the
Excel Holiday Gift List, which was a hard nut to crack for most of the online
Excel to PDF converters, present no difficulty at all for this desktop tool!
- Save
the PDF file.
If everything is Okay, click Save
As on the File tab or press Ctrl + S to save the file. Yep, it is as
easy as that!
Note. Foxit Reader saves all the sheets of the selected
workbook to PDF. So, if you want to convert only a certain worksheet, save it
as an individual workbook first.
Converting an Excel file to
PDF from Excel
This approach is recommended if you want more options to preview
and customize the resulting PDF document.
After installation Foxit Reader adds "Foxit
Reader PDF Printer" to your list of printers, which is, in fact, a
pseudo printer that can be used to configure the final appearance of your PDF
document.
- Open an
Excel file to be converted to PDF.
Open an Excel workbook, switch
to the File tab, click Print, and select Foxit Reader PDF
Printer in the list of printers.
- Configure
the settings.
Under the Settings
section, you have the following choices:
- Convert
an active sheet, entire workbook or selection to PDF.
- Choose
the document orientation - portrait or landscape.
- Define
the paper format and margins.
- Fit
the sheet, all columns or all rows on one page.
As you make changes, they are
immediately reflected in the document Preview on the right.
If you want more options,
click the Page Setup link under Settings.
- Configure
additional settings (optional).
Using the Page Setup
dialog window, you can add a custom header or/and footer, change the page
order, show or hide gridlines and more.
- Save
the PDF file.
When all the edits are done, click the Print
button to save the file. This will open the standard Excel Save as
dialog window where you choose a destination folder and type the file name.
Primo PDF - a pseudo printer
to convert Excel to PDF
PrimoPDF is one more
pseudo printer that can help you export your Excel documents to the PDF format.
The features and options provided by this software are very similar to Foxit
Reader's, and you set it up exactly in the same way - select PrimoPDF
under Printer and play with the settings.
Hopefully, this quick review of desktop and online Excel
to PDF converters has helped you to choose your winner. If none of the
presented tools is the ideal fit for your task, you can try some alternative
methods, for example, uploading your Excel files to Google Sheets and then
exporting them to PDF, or converting Excel to PDF via Open Office.
In some situations, you might find it useful to convert
an Excel worksheet to a JPG, PNG, or GIF image.
In the next article, we will handle the opposite task and
explore the specificities of importing PDF files to Excel. I thank you for
reading and hope to see you again next week!
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