How to PROPERLY Convert Excel to PDF

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When I search for the term "Convert Excel File  to PDF," all of these free online Excel to PDF   converters pop up. You don't need them. Excel already  has an inbuilt feature for that. I'm going to show   you how you can use it, and I'm also going to give  you some tips on creating perfect PDFs from your   Excel files. Let me first quickly show you three  different ways you can convert your Excel sheets   or files into PDF. Number one method is just use  the shortcut key, Ctrl + P. This is going to bring   up the Print Preview options, and you might find  the option Microsoft Print to PDF in this drop   down right here. Then, you can decide on whether  you just want to print the active sheet, so the   sheet I was on before I used the shortcut key, or  print the entire workbook, or just print selection.   So, print selection is based on the cells that  you highlighted before you came to this view.   You might not want to print everything that's on  that sheet. Now, notice also that here it says "Print   Active Sheets," so you can select multiple  sheets, and then go to your print option.   So, let's say I'm going to select Index, hold  down Control, select the second one, and then   go back to Print Preview, and I get both of  them show up here in the order of the tabs.   Okay, so that's method number one. The second  method is to go to File, Export, select Create   PDF, and then click on Create PDF. Give it a name,  and then click on Publish. The last option, and   this is the one I tend to use often, is to go  to File, Save As, then from this drop down, select   PDF. Give it a name, and then click on Save. All of  these options provide me with a nice PDF report. Now, all of that is nice, but what if I want to  print these three tabs? So, right here, I have a   Training tab. I have all these cells with dark  gray in the background, I don't want them to be   included in the PDF. I just want this white area  included. Then, I have this report and I want this   to be in landscape format. And this one should  be vertical but the data goes over many pages,   and people lose sight of the column headers, I  want those included. If I go ahead and highlight   these and do what we did before, I'm going to end  up with a PDF that looks like this. Yeah, it doesn't   look professional, values are being cut off here,  and there are no page numbers. I wouldn't want to   send this to my boss; it looks like I have no idea  what I'm doing. The solution is super simple. It's   called Page Setup. That's where you need to go  to make the corrections you need. Let's do that   quickly. Let's start correcting this sheet. If I go  to Print Preview, notice that the page currently   runs over to 3 pages and I have all these gray  cells included. I don't want that. I only want to   see the form. The solution is right here. Page  Layout, under Page Setup, you're going to find   Print Area, that's what we need. But before we  use this, we need to select our print area. So,   I'm just going to zoom out, and then I'm just  going to select the area that I want included,   and go to Print Area, Set Print Area. Okay, so, so  far, so good. Now, if we go back to Print Preview,   we don't see those gray cells anymore. But this  is running over two pages, and I don't want this   stuff here. I can make this fit onto a single  page. So notice under Scale to Fit, the scale is   by default 100, and the width and height are set  to automatic. Now, you can adjust this or you can   adjust the width and the height. So, let's say I  want the width to be 1, and I want the height to   be 1, and the scale is automatically going to  adjust to make it fit these requirements. So now,   if I go back to Print Preview, I get everything  on a single page. Now whenever you're using this   option, make sure that your scale isn't too low,  right? Because otherwise, everything is going to be   very difficult to read. Now, another thing I want  to add to this page are page numbers. Because if   you're printing more than one page, it really helps  to add page numbers. We can do that from here as   well. Just go to More Options by clicking on this  arrow, Header/Footer. For Footer, we're going   to add page numbers. I'm going to go with this  version, Page 1 of question mark, and then you   can either just take a look at it in the Print  Preview. Currently, it looks like this because I   only have one sheet selected. If I had more, I would  see 1 of 2, 1 of 3, and so on. Okay, so now,   let's move on to the next one. I want this sheet  to be printed in landscape format. So currently, if   I go to Print Preview, it looks like this. What I'm  also losing is the information that I have in the   first two columns, right? When I'm looking at these  numbers, I have no idea what app they're referring   to. So, let's go and fix this. First of all, let's go  to Orientation and change this to landscape form.   Next, let's go to Print Titles. Here you can define  what rows or columns you want repeated. So, in this   case, I want the first two columns to be repeated.  So, we're just going to go and select these two   columns, and while we're here, let's go to Header/Footer, and activate page numbers for this as   well. And then, click on OK. Now, let's quickly take  a look. We have Page 1 of 2. When I go to the   next page, these are repeated. But now, it looks kind  of weird when I have so much data on the first one,   and then just two columns on the other page. I want  to split it so that the first page only shows me   January data, and all of this goes on the second  page. I can fix that by managing my Page Breaks. I   want to page break right here. Select the column, go to  Breaks, and insert a page break. Now, when I go back   to Print Preview, notice it looks a lot nicer. Now,  you can also view all the page breaks in the View   tab, under Page Break Preview, and you can adjust  them if you need to by just dragging these. Now,   let's go to our last sheet. This one currently  looks like this. It runs over two pages, and I'm   losing the information on the column headers; I  want to add these. I'm sure you know by now how   to fix that, right? We're going to go back to Page  Layout and select Print Titles. This time, I want   to fix the rows that I want to repeat on top. So,  let's just go and select these ones, let's go to   Header/Footer as well, and activate our page  numbers, and click on OK. Now, let's take a look at   all of these together. I'm going to hold down Control  and select these three sheets. Ctrl + P to take a   look at it in Print Preview. So, I have 1 of 5,  these are the sheets that I having landscape form,   and this is my last one. Okay, so everything looks  great now. We can go ahead and print this to PDF.   Now pick whichever option you prefer. You can  save it as PDF, export it as PDF, or just print   it directly from here. I'm going to call this  one "Nice Report. Let's quickly take a look at it.   So, what it comes down to is proper page setup.  You can add the company logo as the header as   well if you want, or add other information to  the footer or header, right? So, you can modify   these as you need. Just keep in mind that  it doesn't matter whether you're printing   these on paper or you're printing as PDF, you're  going to need to have a proper page setup before   you do that. As you can see, it's that simple to  convert your Excel files to PDF. You don't have   to upload your file to another external app to  get it done, which can also be risky, especially   if you have work data in there. Okay, so that was  it for today. I hope you liked it. Do give it a   thumbs up, do subscribe if you're unsubscribed  yet, and I'm going to see you in the next video.
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Channel: Leila Gharani
Views: 232,967
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Keywords: XelplusVis, Leila Gharani, Advanced Excel tricks, Excel online course, Excel tips and tricks, Excel for analysts, Microsoft Excel tutorials, Microsoft Excel, Excel 2016, Excel 2013, Excel 2019, XelPlus, Microsoft 365, Excel 365, convert pdf, excel to pdf, save as pdf, excel to pdf converter, excel tricks, how to, excel add page numbers, excel page breaks, page break in excel, excel repeat titles, excel printout
Id: 5hD5xqokDeQ
Channel Id: undefined
Length: 8min 7sec (487 seconds)
Published: Thu May 04 2023
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