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How to Convert Excel to PDF: XLS and XLSX to PDF Guide

By PDFGo Team
PDFConvertExcelXLSXLSXGuide

How to Convert Excel to PDF: XLS and XLSX to PDF Guide

Converting Excel spreadsheets to PDF is crucial for sharing data, creating reports, and preserving spreadsheet layouts. PDFs ensure your charts, tables, and formatting look perfect on any device.

Why Convert Excel to PDF?

There are several important reasons to convert Excel to PDF:

  • Universal viewing: PDFs open on any device without Excel installed
  • Preserved layout: Charts, tables, and formatting remain exactly as designed
  • Print-ready: PDFs are optimized for printing spreadsheets
  • Data protection: PDFs prevent accidental editing of formulas and data
  • Professional sharing: PDFs look more professional for business reports
  • File compatibility: Avoid version compatibility issues between Excel versions

Supported Excel Formats

Most converters support:

  • XLSX: Modern Excel format (Excel 2007 and later)
  • XLS: Legacy Excel format (Excel 97-2003)

How to Convert Excel to PDF

Step 1: Select Your Excel File

Choose the Excel spreadsheet (.xls or .xlsx) you want to convert to PDF.

Step 2: Upload and Process

Upload your Excel file. The converter will process it, preserving:

  • Cell formatting and styles
  • Charts and graphs
  • Tables and borders
  • Formulas (as calculated values)
  • Page layout and print areas

Step 3: Review the PDF

Check the converted PDF to ensure:

  • All data is visible and readable
  • Charts and graphs are properly displayed
  • Tables maintain their structure
  • Page breaks are appropriate

Step 4: Download

Download your new PDF file. The original Excel file remains unchanged.

What Gets Preserved?

A good Excel-to-PDF converter maintains:

Data and Formatting

  • Cell values and text
  • Number formats (currency, dates, percentages)
  • Cell colors and borders
  • Font styles and sizes
  • Column widths and row heights

Visual Elements

  • Charts and graphs
  • Images and logos
  • Shapes and drawings
  • Conditional formatting

Layout

  • Print areas and page breaks
  • Headers and footers
  • Page orientation and margins
  • Multiple worksheets (as separate pages or files)

Common Use Cases

Financial Reports

Convert financial statements, budgets, and reports to PDF for professional sharing and archiving.

Data Analysis

Convert data analysis spreadsheets to PDF to share insights while protecting formulas and data.

Invoices and Statements

Convert invoices, billing statements, and financial documents to PDF for client delivery.

Charts and Presentations

Convert Excel charts and graphs to PDF for presentations and reports.

Inventory and Lists

Convert inventory lists, product catalogs, and data tables to PDF for easy sharing.

Tips for Best Results

Before Converting

  1. Set print area: Define the area you want to convert if not converting the entire sheet
  2. Check page breaks: Adjust page breaks to ensure data isn't split awkwardly
  3. Review charts: Ensure charts are properly sized and visible
  4. Test print preview: Use Excel's print preview to see how it will look as PDF

Worksheet Considerations

  • Multiple sheets: Decide if you want all sheets or specific ones
  • Sheet order: Arrange sheets in the order you want them in the PDF
  • Sheet names: Use descriptive sheet names for better organization

Formatting Tips

  • Column widths: Adjust columns so data fits properly on pages
  • Font sizes: Ensure text is readable in the PDF
  • Colors: Check that colors are visible and appropriate for printing
  • Headers: Use headers and footers for page numbers and titles

Best Practices

  1. Define print areas: Set specific ranges to convert only what you need
  2. Check page layout: Use page layout view to preview how sheets will appear
  3. Optimize charts: Ensure charts are sized appropriately for PDF viewing
  4. Test conversion: Convert a test sheet first to verify quality
  5. Keep originals: Save your Excel file as a backup

Troubleshooting

Data Cut Off

If data is cut off:

  • Adjust column widths in Excel
  • Check print area settings
  • Use landscape orientation if needed

Charts Not Displaying

If charts are missing:

  • Ensure charts are within the print area
  • Check that charts aren't hidden
  • Verify chart formatting

Large Files

For large spreadsheets:

  • Convert specific sheets instead of entire workbook
  • Set appropriate print areas
  • Consider splitting into multiple PDFs

Understanding Formula Conversion

Important note: When Excel is converted to PDF:

  • Formulas become values: Formulas are calculated and shown as results
  • No editing: The PDF contains static data, not editable formulas
  • Protection: This prevents accidental formula changes

Conclusion

Converting Excel to PDF is essential for sharing spreadsheets professionally while protecting data and ensuring consistent appearance across all devices.

Need to convert Excel to PDF? PDFGo preserves all formatting, charts, tables, and data from your Excel spreadsheets. Convert XLS and XLSX files quickly with cloud-powered processing. Try PDFGo today!