How to Save Excel as PDF

Converting Excel files to PDF format preserves data formatting across devices. Here's the complete guide:

  1. Open your Excel file

    • Launch Microsoft Excel

    • Click "File"→"Open" to select your workbook

  2. Access Save As option

    • Click the "File" menu

    • Select "Save As" from left panel

  3. Configure save settings

    • Choose save location

    • Select "PDF(*.pdf)" from "Save as type" dropdown

    • Click "Options" for advanced settings

  4. Adjust conversion range

    • Publish what: Entire workbook, active sheets or selection

    • Optimization: Standard or minimum size

    • Include non-printing information if needed

  5. Complete conversion

    • Click "Save" after confirmation

    • Large files may require more time

Advanced Techniques

  • Multiple sheets: Hold Ctrl to select specific sheets

  • Print area: Set print area before conversion

  • Batch conversion: Use VBA macros for multiple files

  • Gridlines: Check "Print" under "Gridlines" in Page Layout

Troubleshooting

  1. Truncated content

    • Adjust column width and row height

    • Set proper scaling in Page Layout

    • Use "Fit to Page" feature

  2. Formatting issues

    • Avoid special fonts and conditional formatting

    • Copy complex areas as pictures

    • Use PDFSail converter for better results

  3. Large file size

    • Compress worksheet pictures

    • Remove unnecessary formatting

    • Optimize with tools like PDFSail

  4. Unsearchable content

    • Check "Document properties" in options

    • Avoid converting entire sheets to images

Professional PDF Tools

For professional Excel to PDF conversion, we recommend PDFSail offering:

  • Accurate Excel table conversion

  • PDF compress, merge, encrypt functions

  • Batch conversion support

  • Cloud-based processing