How to Generate PDF Reports from Excel Data – 4 Easy Methods

Steps to Generate Reports from Excel Data

This is the sample dataset.

To create the report file “ Sales Summary of ABC Company”:

Step 1: Create a Pivot Table

• Select B4:D16.
• Go to the Insert tab.
• Select PivotTable> From Table/Range.

• In the PivotTable from table or range dialog box, choose New Worksheet.
• Click OK.

• Your PivotTable Fileds will be displayed in the new worksheet.
• Check Months, Items, and Total Sales.
• Enter Months in Rows, Items in Columns, and Total Sales in Values.

• The report will be displayed.

Step 2: Add a Slicer

• Go to Pivot Table Analyze and select Insert Slicer.

• Check Items and Months in the Insert Slicers Dialog box.

• The report will be displayed.

Step 3: Create a Chart

• Select the data range and go to the Insert tab.
• Select 2-D Column.

• The following chart will be displayed.

Step 4: Generate the Final Report

• Go to the Insert tab and select Text.
• Select Header & Footer.

• Enter the Header as shown below.

• The report will be displayed.

Read More: How to Make Sales Report in Excel

How to Generate a PDF from Reports in Excel

Method 1 – Using the Save As Command

Steps:

• Go to the File tab and select Save As.
• Choose a folder to save the PDF by clicking “This PC”.
• Choose PDF in Save as Type.

• The PDF will be created.

• This is the output.

Read More: How to Make Monthly Report in Excel

Method 2 – Applying the Export Command

Steps:

• Go to the File tab and select Export.
• Select Create PDF/XPS.

• Choose a folder to save the PDF.
• Click Publish.

• The PDF will be created.

• This is the output.

Read More: How to Create a Summary Report in Excel

Method 3 – Utilizing the Print Command

Steps:

• Go to the File tab and select Print.
• Select Print.
• Click Microsoft Print to PDF > Print.

• Choose a folder to save the PDF.
• Press Enter.

• The PDF is created.

• This is the output.

Method 4 – Using the Quick Access Toolbar

 Steps:

• Click the Toolbar at the top of the window.

• Choose a folder to save the PDF.
• Click Publish.

• The PDF is created.

• This is the output.

Download Practice Workbook

Download the practice workbook to exercise.

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