By Megon VenterWed. 18 Oct. 20233min Read

How to Convert Excel to PDF

In this comprehensive guide, explore how to convert your Microsoft Excel files to PDF using our converter tool.
How to Convert Excel to PDF

In the digital age, the need to convert Excel spreadsheets to PDF format is a common one. Whether you're sharing financial reports, data analysis, or any other type of information, PDFs offer a reliable format for preserving the integrity of your documents.

 

In this comprehensive guide, we'll explore the benefits of PDFs over Excel, best practices for converting, and answer frequently asked questions to ensure you can effortlessly convert Excel files to PDF using PDF Reader Pro's PDF converter tool. 

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Megon Venter
B2B SaaS Content Writer
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Megon is a B2B SaaS Content Writer with 7 years of experience in content strategy and execution. Her expertise lies in the creation of document management tutorials and product comparisons.


How to Convert Excel to PDF on Windows

Convert your Microsoft Excel files to PDFs with ease using PDF Reader Pro's document file converter on your Windows operating system. 

Get Started with PDF Reader Pro Today!


Step 1: Click the File Button

Select "New" and "From File" then select your Microsoft Excel document. This will launch our PDF converter tool. 



Image Source: PDF Reader Pro

Step 2: Select Your Excel Document

Add more files or proceed to select PDF as the conversion output. Click "Save PDF" and select open to complete the process. 



Image Source: PDF Reader Pro


To Convert Your PDF Back to Excel


Step 1: Click PDF to Excel on the Home Interface

Select the PDF you previously converted. 



Image Source: PDF Reader Pro

Step 2: Select PDF on the Conversion Window

Once you've chosen PDF as your conversion output, select "Save PDF".



Image Source: PDF Reader Pro 

 

How to Convert Excel to PDF on Mac

Convert Microsoft Excel documents to PDF file format using our PDF converter tool on your Mac operating system. 

Step 1: Open Your Excel Spreadsheet

  • Click "File" and select "Print".
  • Under printers, select "Print as PDF".




Image Source: PDF Reader Pro

Step 2: Open Your Converted PDF

Use our dedicated PDF tool to edit and view your converted Excel sheet. 



Image Source: PDF Reader Pro

To Convert Your PDF Back to Excel


Step 1: Click PDF to Excel on the Home Interface

Select the PDF you previously converted. 



Image Source: PDF Reader Pro

Step 2: Select PDF on the Conversion Window

Once you've chosen PDF as your conversion output, select "Save PDF".



Image Source: PDF Reader Pro

 

Benefits of PDF vs. Excel

Understanding the benefits of PDF versus Excel is essential for making informed decisions about how to best share and showcase your data. In this section, we'll delve into the distinct advantages that PDF brings to the table and why it's often the preferred format for certain applications.

"With PDF Reader Pro, the ability to convert, edit, and sign PDFs has never been more accessible and user-friendly."
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Johan Müller
B2B SaaS Content Writer
Source: LinkedIn


1. Universal Compatibility:
PDF (Portable Document Format) files are universally compatible across various operating systems, devices, and software. You don't need specific software or Excel itself to view a PDF, making it accessible to a broader audience.

2. Data Integrity: PDFs preserve the layout, formatting, fonts, and images of the original document. This ensures that your data remains intact and looks the same on any device, eliminating the risk of formatting issues.

3. File Size Optimization: PDF converter tools allow you to compress files, reducing their size without sacrificing quality. This is especially valuable when sharing files online or via email.

4. Security Features: PDFs offer advanced security options, including password protection, encryption, and digital signatures. This makes them suitable for sharing sensitive financial, legal, or confidential documents.

5. Read-Only Format: PDFs are typically read-only, preventing accidental changes to the content. This is important when you want to share information without the risk of unintentional edits.

6. Cross-Platform Compatibility: PDFs are platform-independent, meaning they look the same on Windows, macOS, Linux, and mobile devices. This consistency is essential for sharing files with ease across diverse environments.

 

Best Practices for How to Convert Excel to PDF

In this section, we explore best practices for PDF conversion methods that elevate the process of transforming your Excel spreadsheets into universally accessible and secure PDFs. From choosing reliable converters to meticulous formatting checks, these detailed steps aim to streamline the conversion process, allowing you to harness the full potential of both formats.

 

"The intuitive design of PDF Reader Pro has made it a staple for professionals seeking to optimize their digital workflow."
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Naaziyah Ismail

B2B SaaS Content Writer
Source: LinkedIn


1. Choose the Right Conversion Tool: Select a reliable Excel to PDF converter. You can use software like Microsoft Excel or dedicated PDF conversion tools. These programs often offer customization options for your PDF output.

2. Optimize Your Excel File: Before conversion, take simple steps to tidy up your Excel document. Remove unnecessary sheets, blank rows, or columns to create a professional PDF.

3. Page Layout and File Attributes: Ensure your page layout is in order with your desired file quality. Adjust margins, headers, footers, and page orientation to fit the content neatly within the PDF page.

4. Hyperlinks and Bookmarks: If your Excel file contains hyperlinks, make sure they work in the PDF. Many converters retain clickable links, allowing easy navigation.

5. Test the Output PDF File: Always check the resulting PDF conversion file. Ensure all elements in the finished PDF file, including charts, tables, and images, are correctly displayed.

6. Naming Conventions: Maintain a consistent naming convention for your PDF files to ensure easy identification and organization.

7. PDF Version File Security: If your document contains sensitive data, consider using password protection and encryption features offered by PDF software.

 

How to Convert Excel to PDF: FAQs

Whether you're curious about the security of online tools, the fate of hyperlinks, or the possibility of converting the PDF version back to Excel, our FAQs offer clarity and guidance about crucial steps to ensure a seamless experience in transforming your original format Excel files into a PDF.

Are there free tools and online tools to convert Excel to PDF?

Yes, there are several free tools available for converting Excel to PDF. Microsoft Excel itself allows you to save documents as PDFs. However, online conversion service also comes with security concerns which is not true with PDF Reader Pro's advanced features. 

 

Can I convert multiple Excel sheets into a single PDF?

Yes, our Excel to PDF converter allows you to combine multiple sheets into a single PDF file with our batch conversion feature. Simply select the sheets you want to include in the output folder during the conversion process.

 

Do PDFs support hyperlinks from Excel files?

When PDF Reader Pro converts files, it preserves hyperlinks from Excel, making them clickable in the resulting PDF. This is particularly useful when you want to link to external sources or navigate within the document.

 

How can I protect sensitive data in my PDF files?

PDFs offer various built-in security features to prepare a file for sharing. You can password-protect your PDFs, restrict editing and printing, and even apply encryption to prevent unauthorized access to sensitive information thanks to PDF Reader Pro's effective features.

 

Can I convert Excel macros to PDF?

PDF is a static format and cannot execute macros or dynamic content. When converting Excel files with macros, consider that the interactive functionality won't work in the PDF. It will, however, capture the static content for reference.

 

What's the difference between PDF and XLSX?

PDF is primarily a document format used for viewing and sharing static content, while XLSX (Excel format) is a spreadsheet file used for creating, analyzing, and manipulating data. Converting to PDF is useful for distributing a final, uneditable version of your original XLS file.

 

How Can I Add Annotations to the PDF?

If you want to add annotations or comments to the PDF, consider using a PDF editor after the conversion. Many PDF editors allow you to add text, comments, or annotations to enhance collaboration.

 

What Resolution Should I Choose for Images?

The optimal resolution depends on your specific needs. If your PDF is primarily for on-screen viewing, a lower resolution may suffice. For print or detailed graphics, opt for a higher resolution.

 

Converting Excel to PDF offers numerous advantages, from maintaining data integrity to enhanced security features. By following best practices and choosing the right conversion tool, you can seamlessly transform your Excel files into professional, shareable PDF documents.

Get Started with PDF Reader Pro Today!