Categories: Agency News

How to easily convert spreadsheets into professional-looking PDF reports

Spreadsheets greatly assist in organising complicated reports into simpler forms, thus providing better understanding and analysis. However, handling raw data arranged in a spreadsheet is a tremendous task. Visually, reports directly impact the company’s brand perception, hence the need for professional-looking PDFs.

This article will guide you on converting Excel to PDF reports.Use built-in options to convert into PDF:

Most spreadsheet software contains a built-in feature for converting spreadsheets into PDFs. Here is a step-by-step guide to convert Excel sheet to PDF online.

Select the Print Area

      Select the range of cells you want to print/export.

      To select the adjacent cells, work with the first cell selected, press the shift key on your keyboard, and then select the last cell.

      To select non-adjacent sheets, hold down Ctrl while clicking the tabs of each sheet.

Convert to PDF

      Click on the file menu and select Save as.

      In the Save As dialogue box, select the PDF format (.*pdf) from the drop-down list.

      Click the Options button in the lower left part of the window to turn on settings such as page scaling and print quality.

      After completing the customisation work, click the OK button to save the generated PDF.

Using Adobe Tools

Adobe offers several software tools to convert spreadsheets into professional-looking PDFs. Here are a few vital Adobe tools that serve the required purpose.

1) Adobe Acrobat online services

Besides, Adobe provides online services under the Adobe Document Cloud. One of these services allows you to convert Excel sheet to PDF online.

Step 1: Select the “Create PDF” tool on the Adobe Acrobat online services website.

Step 2: Click the “Select File” button or drag and drop your spreadsheet file (Excel, Google Sheets, etc.) into the respective area.

Step 3: Choose the customisation options, such as page size, margins, and orientation, if required.

Step 4: After you are satisfied with the customisation, choose “Create PDF” to get your new PDF document. 

2) Adobe Creative Cloud integration:

This software enables the seamless integration of various Adobe tools. For instance, you can import Adobe Photoshop to create the required visual images, charts, or graphs. These visual elements can be added to the final PDF, leveraging the visual appeal and overall outlook of the data. It allows the skillful conversion of Excel to PDF documents.

Using online conversion tools

Numerous online conversion tools are available to easily convert Excel sheet to PDF online. Their accessibility feature helps you work from anywhere, providing an internet connection and a web browser.

They can handle different spreadsheets and offer simple conversion options for easy usage. The major advantage is the possibility of compiling several files into one and obtaining a single PDF report.

Most online tools come with features to insert watermarks, reduce file size, and apply passwords to documents. However, it is crucial to consider limitations such as file size restrictions, privacy concerns, and the range of customisation provided.

Using virtual PDF printers

The virtual printer aids in converting spreadsheets into professional-looking PDFs with direct access to print the files. One of the benefits of virtual printers is that they are fully compatible with other applications and enable users to convert Excel into PDFs without switching between different applications. It offers preferences for pages, margins, and quality for converting content into PDF format.

Some additional functionalities include merging several reports into a single, comprehensive PDF report. They don’t entail extra software training and education, proving user-friendly. They are lightweight and consume fewer consumer resources than specific creation programmes. Due to their compatibility, customisations, and implementations, virtual printers are preferred for converting spreadsheets into standard PDF reports.

Tips for a professional-looking PDF

Pay attention to formatting and presentation details for a professional-looking PDF report. A few of the tips to leverage the visual appeal of PDF reports are:

      Start by correcting page settings such as orientations, margins, and scaling to ensure your content fits promptly.

      Using the company logo, the report title, and the date on the cover page can enhance the overall appearance of the PDF document.

      In lengthy reports, including a table of contents can be beneficial in the navigation and organisation of data.

      Proper text formatting, including font, colour, style, and the insertion of headers and footers with page numbers on all document pages, is crucial.

      Ensure visual elements such as charts, graphs, and images are legible.

      Adding watermarks and backgrounds to all pages for branding is recommended.

When it comes to business, especially in the contemporary world, it is crucial to package information effectively. By following the above procedures, you are now equipped with all the necessary knowledge to produce professional, stylish, and revolutionary PDFs from your spreadsheets.

For more technical content, stay tuned.

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