How to convert Excel to PDF?

Written by
Marcos Murata

Excel has been around for a very long time and has become one of the most widely-used tools for data analysis. You can use this powerful software program to store large amounts of data, perform complex calculations, and build charts.

Whenever you create an Excel workbook, you can save it as an XLSX file and edit it anytime you need. However, there are some situations in which it would be more appropriate to convert the file to other formats, such as CSV and PDF.

Why convert Excel to PDF?

Even though Excel files are easily shareable and are compatible with Google Sheets, there are some benefits of converting these files to PDF.

  • Anyone will be able to open the file with a PDF reader. In fact, it is a more popular format than Excel and doesn’t require Microsoft Office to open it.
  • Since PDF is a more printer-friendly format, you can retain formatting when printing the file.
  • Although you can analyze and present data in Excel, PDF files are better for presentations.
  • In addition, you can let other users view the data without being able to edit it.

Why use Sheetgo to convert Excel to PDF?

Converting Excel to PDF is easy. In order to convert your files, you can either save the Excel file as a PDF or use an online PDF converter.

However, with Sheetgo, you are able to set up a workflow to convert your files and make things even easier. In fact, there are many reasons why you should use Sheetgo to set up a file conversion workflow.

  • You can create a workflow to automatically convert the file to PDF. Whenever you update the spreadsheet, you can easily generate a new PDF file.
  • You can convert multiple Excel files into PDFs at the same time, which eliminates the need to open each file and convert it manually.
  • You have access to advanced settings that allow you to make changes to the PDF file without having to edit the spreadsheet.

Now that you know why you should use Sheetgo to convert Excel files to PDF, let’s learn how to set up a workflow to convert and update your files.

How to convert Excel to PDF with Sheetgo?

Step 1: Sign up to Sheetgo

You can sign up to Sheetgo with your Google, Microsoft, or Dropbox account. Click the button below to create a free Sheetgo account and start converting your Excel files right away.

Step 2: Create a new workflow

First, go to My workspace and click New workflow. Then click on the Excel icon under the search bar.

Now choose Save assets as a PDF.

Step 3: Select source file

Select your source file and your file tab. You can either upload your Excel file or choose your file from your Google Drive, OneDrive, Dropbox or Sharepoint account.

If you want to convert multiple files, click on + Add another source.

After adding all the files you want to convert to PDF, click Done editing.

Step 4: Select destination folder

Choose the folder in which you want to save all your files. Sheetgo will create a new folder and save your new PDF files there. If you want to save your files in a folder you have already created, select Existing folder.

Note: your destination folder must be in Google Drive.

Under advanced settings, you can change paper size, page orientation and scale.

Now click Finish and save to create the workflow. As a result, Sheetgo will create a PDF file and save it in your folder.

Step 5: Update your files

Now that your workflow is up and running you can create a new PDF file when you edit your spreadsheet.

Whenever you update your file, run the workflow to generate a new file.

If you update your spreadsheet on a regular basis, you can create a custom automation schedule that meets your needs.

Click Automate to set up your schedule. 

After that, choose when and how often you want to run your workflow and create a new PDF file.

Now Sheetgo will automatically run the workflow and save the new files in the desired folder.

Automate your tasks with Sheetgo

Voila! Your automated workflow is working. From now on you can convert your Excel files to PDF with just a few clicks. 

Sheetgo is a powerful tool that helps you automate your tasks and save your time. If you are looking for more time-saving tips, check out our tutorial on how to convert Excel to Google Sheets.

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