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Creating a PDF from Excel

From: Acrobat 9 Pro Essential Training

Video: Creating a PDF from Excel

We are going to take a look at creating a PDF file from Microsoft Office, particularly Excel now. After this video, you should feel comfortable creating a PDF from Excel, no matter what the circumstances or conditions are. Now, when you work with creating a PDF file from Excel, there are two ways to do it. So we have the ability to go through and print to a PDF. We also have the ability to use a macro, which is basically installed with the program when you install Acrobat. Now, the Mac platform has one way to do things, which is File Print to PDF. I'm going to go through the File Print method and then we will talk about working with the macro.

Creating a PDF from Excel

We are going to take a look at creating a PDF file from Microsoft Office, particularly Excel now. After this video, you should feel comfortable creating a PDF from Excel, no matter what the circumstances or conditions are. Now, when you work with creating a PDF file from Excel, there are two ways to do it. So we have the ability to go through and print to a PDF. We also have the ability to use a macro, which is basically installed with the program when you install Acrobat. Now, the Mac platform has one way to do things, which is File Print to PDF. I'm going to go through the File Print method and then we will talk about working with the macro.

With an Excel file open, I have grun_marketanalysis_excel.xls open right now. We can see the file out here and the file itself actually has two worksheets in it. I could see at the very bottom there are two tabs. What I would like to do is I would like to make a PDF out of this. So the two ways here are to File Print and use the macros. So we are going to use the Print Method first. Clicking the Office button or in the File menu in the Mac, you can see the Print menu, I will choose Print. Now, when we choose to Print the file to PDF, we are going to go through and actually pick the Adobe PDF print driver, which installs with Acrobat.

If you use the Print method, what's going to happen is it's going to utilize the document size setup that was setup in the Print properties dialog box here. So in other words, if you take a look you're going to see the active sheets, things like that. Fitting the Entire workbook. If you print it this way and move the dialog out of the way, you will see a line show up out there. This is going to be edge of your sheet. Now, one of our worksheets out here, the expenses actually goes beyond that line right there. So it's going to get cut off basically. So if we print to this, we are going to hope that it all fits in there, otherwise we can set some Document Properties.

Once you choose Adobe PDF print driver, choosing the Properties over here, you can set how it basically sets it up. So it how actually creates a PDF file. Now that Properties button might be located in a different location if you're on Mac or at the Windows platform. If you look under here, you're going to see the Adobe PDF settings in this dialog box and you will see the Default Settings. Clicking on the arrow to the right, you will see all the different ways we can generate a PDF. Now, there is a lot in here. We are not going to cover all these because a lot of these are very specific. But just three that you're probably going to use quite a bit. We got High Quality Print, Press Quality and Smallest File Size.

By default you're on Standard, which is a pretty standard way of doing things. It doesn't take into account where you're sending this file. If you're creating a PDF, and let's say you need it to give it to somebody the email, you can use Smallest File Size. It's going to try and compress everything in small so it can get. If you're trying to send it to somebody so it can just print it on your Desktop printer. You can use High Quality Print and if you want to print it at an actual professional printer you can use Press Quality. The difference there has to do it how it handles the color. So we are going to do this time is we are going to choose Press Quality to save this out. You can set Security on a file, which we will cover in a later video.

Output PDF folder, it's going to ask you for a file name. You can also tell it to go to your documents folder or wherever it set by default. I typically have it ask me the filename. It's going to ask you the Page Size. Now, if you look out there and you see that that line is cutting off some of your content, you can change the Page Size or the PDF Page Size right here, but you're kind of guessing, you're kind of trying something here. Once you have the PDF generated, it's going to ask you to show it, so as you're going to see Adobe PDF results, it's going to open in Acrobat. You are going to see any Excel document information can be added to the information in the PDF, which is searchable, and any fonts that you have got.

So I'm going to use the fonts that are on your system, which is a good thing. So you can grab them out of there and then log files, it just says, hey look what I did. It deletes them by default, and if you're going to make a lot of PDFs and you're going to keep trying this and trying this again, you might want to ask it to replace the existing PDF file. So I tend to turn that on. So with these settings set right now, clicking OK we can go out and simply print. So by clicking OK, I'm only doing the Active worksheet right now. It's going to go right down. I'm going to simply save it. You can save it wherever you like to.

It's going to ask you to do that. It's going to run through create the PDF file, pretty quick. It's going to open up Acrobat and show you what it looks like. So there we go. So I have got the individual worksheet out there. Now, that's using the File Print method. Go back to Excel. Second method we could use on the Windows platform is working with the macro. By clicking Acrobat up in the ribbon up there, you will see that we have a button called Create PDF. Now, why would you use one over the other? The File Print method works perfectly fine for most files. The Create PDF does give you some extra options and we will see those in just a few minutes here.

Before you create the PDF, you want to choose your Preferences or how it makes the PDF file. Clicking Preferences will open up a dialog box, the Acrobat PDFMaker dialog, and show you some things that we have already seen and then some other options as well. Looking at the top you will see we have the Conversion Settings. We saw this in the File Print dialog, so we choose how we want the PDF made. We are going to email this one. So let's choose Smallest File Size that will go through and compress it, make it as small as it can. It's going to ask you to see the PDF after it's done which is almost always a good thing. It's going to prompt you for the file name.

It's going to convert the document info. In a later video we will take a look at that and in here we have the ability to create a PDF/A compliant file. That allows you to archive the file so later on down the road you can easily open this file. There is a button on the right here called Advanced Settings. Clicking Advanced Settings will take you into the inter workings of the PDF creation engine and if you really want to get in here you can take a look and see how things are made but we are not really going to go here. So click Cancel. The Conversion Settings set up for us already worked for the most part.

Down here where it says Application Settings, you will see specific things that you can only get when you use the Create PDF button, the macro in here. If you want to, you can attach the source Excel file directly to the PDF. The end user can open the Excel file outside of Acrobat. This is great for workflow if you want to do a lot of commenting back and forth or marking up the document or even document changes. Creating Bookmarks, if you turn that on, it's just a great thing. It creates a little table of contents that you can click and go to every sheet and worksheet. Adding links, any links out here, which are URLs, which are web links, are going to become active links in Acrobat.

You can click on and go to a website. Enable accessibility and Reflow, it's an important feature simply because if you have somebody who needs an assistive device to read a PDF allowed. This is going to make it so it understands a document better. I guess you could say. It's going to make it so it reads it a little bit easier. It's going to tag it so it has the correct flow. I almost never turn this off. Convert Comments. If there any Excel comments in here, it will convert them to PDF comments, which are viewable in the PDF file. Now, there's two options down here. These are really great. They are brand new. They allow you to simply fit the whole Worksheet to a single page.

Before when you went to File Print, like we say we paid attention to that line on the page because we said that's the biggest our pages can be Now, that you choose Fit Worksheet, it's going to fit the whole thing by either shrinking it or growing it to fit. If you don't want to do that, if you want to do something different here, we have another option. Turning off Fit worksheet allows you to fit to paper width. That makes it so that the width of the table or the Excel Chart will definitely fit within the PDF, but if it's really tall, it will let it go to multiple pages. So that's fit the paper width.

So what I like to do is just fit it to the paper width right now and if you look when you make it using the Create PDF macro, it's going to ask you which sheets you want to include in the PDF. So we are going to keep that on. There is a button up top also called Security. We are going to look at this in the later video but security allows you to set permissions on the file for yourself. I almost never did it in Excel. So click back on Settings, we have got everything set we need. Click OK. When we go to PDF now. We set the preferences. You simply click Create PDF. Next time, a week from now, a year from now you go to make a PDF the same way, the Preferences are sticky.

They are going to remember them. So click Create PDF, it's going to come out here and open up the Acrobat PDFMaker dialog box. This is something new in 9, which allows you to pick the Entire Workbook. Every worksheet will get created as a separate page. The Selection you can also select a chart, a graph, part of a table and have that convert to a PDF, which is new and exciting and you could tell what sheets to include. Click on Sheet(s). Look down the left you will see Sheets in Excel. These are all the different worksheets in the workbook. On the right-hand side you're going to see which sheets you want to include.

Right now, I have got Projected Growth. I want to do both. So you can say Add All or click Add All or you can click on them one at a time and add them to the sheet it's going to create over here. Now, the sheet it's going to create, these are going to be separate PDF pages in the PDF and if you want to you can change your order. So Projected Growth is going to come first. If I want that to come second as a second page in the PDF, I can choose Move Down. That will change the order here. So we have the Acrobat Maker settings set. I'm just ready to convert now. So if you click Convert to PDF, it's going to set both sheets out there.

It's going to ask where you want to put it on. I will set it on my Desktop out here and just save it. You can save it with the same name. If you go through and you go to create the PDF using this macro, the Create PDF macro, if you forgot to set your Preferences, they always give you a button here called Options. If you click Options, it will show you some of the things that we already set but it gives you a last chance to take a look and see what you may have missed or what you need to set. So I will click OK and Save it. Click Save. So it's going to go to the process of setting up the sheet here, working it out.

Take you over to Acrobat once it's done, it should publish it out for you and you should be able to see it within Acrobat and once it's done, you can see right there. I have got my sheets out there. I change the ordering and I can see I have got -- if you use the scrollbar, scroll down, you can see what it's doing here it's actually fitting it to the sheet. Typically, if you use File Print to create this, it would have cut off your table here and you would have that as a separate page. So using the macro there is a great way to get it to fit. So learning to create PDFs, I think is an essential part of Acrobat and understanding the different ways to create PDFs from Excel and the settings involved, you would definitely be able to create or generate PDFs, no matter what settings you have available.

Show transcript

This video is part of

Image for Acrobat 9 Pro Essential Training
Acrobat 9 Pro Essential Training

100 video lessons · 41694 viewers

Brian Wood
Author

 
Expand all | Collapse all
  1. 1m 4s
    1. Welcome
      22s
    2. Using the example files
      42s
  2. 56m 38s
    1. Getting started with Acrobat 9 Pro
      1m 40s
    2. Understanding the difference between Acrobat and Adobe Reader
      2m 22s
    3. Navigating PDF documents
      5m 24s
    4. Understanding the interface
      2m 22s
    5. Customizing the toolbars
      7m 14s
    6. Working with the navigation panels
      5m 13s
    7. Using the zoom tools
      7m 4s
    8. Understanding the window views
      6m 23s
    9. Using the Organizer
      8m 19s
    10. Auto-saving
      1m 43s
    11. Using the Full Screen and Reading modes
      8m 54s
  3. 1h 25m
    1. Creating a PDF from Word
      11m 10s
    2. Creating a PDF from Excel
      9m 40s
    3. Creating a PDF from PowerPoint
      9m 43s
    4. Creating a PDF from Outlook (Windows only)
      6m 28s
    5. Creating a PDF from the web
      9m 14s
    6. Creating a PDF from a file
      2m 56s
    7. Setting PDF file preferences
      2m 21s
    8. Creating a PDF from copied content
      2m 44s
    9. Creating a PDF from a scanner
      6m 50s
    10. Optimizing a scanned PDF
      4m 27s
    11. Creating a PDF from a blank page
      7m 17s
    12. Creating multiple PDFs in a batch
      3m 34s
    13. Creating PDFs from InDesign, Illustrator, and Photoshop
      8m 44s
  4. 57m 38s
    1. Combining documents
      5m 21s
    2. Creating a merged document
      6m 56s
    3. Creating a PDF Portfolio
      5m 26s
    4. Adding files or folders to a PDF Portfolio
      4m 13s
    5. Customizing PDF Portfolio options
      9m 3s
    6. Previewing native files in a PDF Portfolio
      5m 47s
    7. Searching in a PDF Portfolio
      4m 6s
    8. Running commands on a PDF Portfolio
      9m 31s
    9. Applying security to a PDF Portfolio
      5m 33s
    10. PDF Portfolios and previous versions of Acrobat or Adobe Reader
      1m 42s
  5. 2h 1m
    1. Inserting and deleting pages
      4m 48s
    2. Embedding and removing thumbnails
      2m 54s
    3. Moving, rotating, and cropping
      8m 28s
    4. Extracting and replacing pages
      5m 8s
    5. Splitting PDFs
      4m 12s
    6. Renumbering pages
      5m 21s
    7. Adding headers and footers
      8m 57s
    8. Creating watermarks and backgrounds
      10m 21s
    9. Copying content
      6m 57s
    10. Editing text
      10m 29s
    11. Adding text using the Typewriter tool
      6m 1s
    12. Touching up objects
      9m 34s
    13. Using Bates numbering
      8m 10s
    14. Comparing PDF documents
      8m 13s
    15. Setting document properties
      8m 54s
    16. Reducing file size
      4m 29s
    17. Examining a document
      4m 15s
    18. Attaching documents to a PDF
      4m 41s
  6. 25m 1s
    1. Understanding bookmarks
      2m 17s
    2. Creating bookmarks
      1m 30s
    3. Bookmarking specific items
      2m 14s
    4. Nesting bookmarks
      2m 1s
    5. Editing bookmark destinations
      4m 52s
    6. Bookmarking shortcuts
      4m 4s
    7. Bookmarking actions
      6m 37s
    8. Using the Bookmarks navigation panel and the Initial View setting
      1m 26s
  7. 33m 35s
    1. Using links
      3m 26s
    2. Creating links
      4m 42s
    3. Editing links
      12m 18s
    4. Using cross-document linking
      3m 54s
    5. Creating destination links
      6m 36s
    6. Using link shortcuts
      2m 39s
  8. 28m 52s
    1. Exporting images from a PDF
      8m 34s
    2. Exporting text from a PDF
      4m 23s
    3. Exporting to Word
      6m 55s
    4. Exporting to HTML
      5m 27s
    5. Batch-processing an export
      3m 33s
  9. 2h 4m
    1. Viewing comments
      8m 8s
    2. Adding sticky notes
      6m 18s
    3. Using the Text Edits tool
      4m 17s
    4. Using the Stamp tool
      6m 39s
    5. Using highlights, underlines, and strikethroughs
      3m 28s
    6. Attaching files as comments
      3m 5s
    7. Recording an audio comment
      3m 54s
    8. Using the drawing tools
      9m 37s
    9. Enabling commenting in Reader
      1m 54s
    10. Understanding the different review processes
      4m 34s
    11. Attaching a PDF for email review
      11m 44s
    12. Using the Shared Review feature
      16m 8s
    13. Reviewing via Acrobat.com
      12m 12s
    14. Using the Collaborate Live feature
      6m 29s
    15. Using the Review Tracker
      8m 6s
    16. Exporting and importing comments
      4m 32s
    17. Reviewing comments
      7m 7s
    18. Summarizing comments
      6m 10s
  10. 13m 29s
    1. Using Basic Find
      2m 45s
    2. Using Search
      6m 18s
    3. Advanced searching
      4m 26s
  11. 27m 1s
    1. Showing security properties for a PDF
      2m 25s
    2. Enabling Encrypt with Password security
      6m 13s
    3. Removing Encrypt with Password security
      2m 19s
    4. Managing security policies
      5m 57s
    5. Redacting
      10m 7s
  12. 18s
    1. Goodbye
      18s

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