If you are looking for some special tricks to generate PDF reports from Excel data, you’ve come to the right place. In Microsoft Excel, there are numerous ways to generate PDF reports from Excel data. This article will discuss four methods to generate PDF reports from Excel data. Let’s follow the complete guide to learn all of this.
Steps to Generate Reports from Excel Data
Here, we will demonstrate how to generate a report from Excel data. Let us first introduce you to our Excel dataset so that you are able to understand what we are trying to accomplish with this article. We have a dataset showing sales in different months of ABC company.
At first, we want to make a report file “ Sales Summary of ABC Company” from the above dataset. Let’s walk through the steps to generate a report from Excel data.
📌 Step 1: Create Pivot Table
- Firstly, select the range data B4:D16.
- Next, select the Insert tab. Then select PivotTable> From Table/Range.
- When the PivotTable from table or range dialog box appears, choose New Worksheet. Then, click on OK.
- As a consequence, there will be a new worksheet. Your PivotTable Fileds will appear on the right.
- After that, check Months, Items, and Total Sales.
- Then, place Months in Rows, Items in Columns, and Total Sales in Values section.
- As a result, the report will appear as shown below.
📌 Step 2: Add Slicer
- Go to Pivot Table Analyze and select Insert Slicer.
- Then, select Items, and Months in the Insert Slicers Dialog box.
- Therefore, the report will appear as shown below.
📌 Step 3: Add Chart for Data
- To create a chart, select the range of data and go to the Insert tab. Next, select the 2-D Column chart.
- Therefore, you will get the following chart.
📌 Step 4: Generate Final Report
- Then, go to the Insert tab and select Text. Next, select Header & Footer.
- Now, you need to write the Header as follows.
- Finally, the report will appear as shown below.
Read More: How to Make Sales Report in Excel
How to Generate PDF from Reports in Excel: 4 Easy Ways
In the following section, we will use four effective and tricky methods to generate PDF reports from Excel data. This section provides extensive details on four methods. You should learn and apply all of these to improve your thinking capability and Excel knowledge.
1. Using Save As Command
Now, we will use Save As command to make the report file into a PDF file. To do this, you have to follow the following process.
📌 Steps:
- Firstly, go to the File tab and select Save As. Select your required folder to save the PDF by clicking “This PC”. Next, choose PDF under the Save as Type.
- As a result, the pdf will be created like the following.
- Finally, you will be able to generate PDF reports from Excel data like the following.
Read More: How to Make Monthly Report in Excel
2. Applying Export Command
Here, we will use the Export command to make the report file into a PDF file. To do this, you have to follow the following process.
📌 Steps:
- Firstly, go to the File tab and select Export. Next, select Create PDF/XPS.
- Select your required folder to save the PDF like the following. Then, click on Publish.
- As a result, the pdf will be created like the following.
- Finally, you will be able to generate PDf reports from Excel data like the following.
Read More: How to Create a Summary Report in Excel
3. Utilizing Print Command
Now, we will use the Microsoft Print to PDF option to make the report file into a PDF file. To do this, you have to follow the following process.
📌 Steps:
- Firstly, go to the File tab and select Print. Next, select Print. After that, click on Mircosoft Print to PDF > Print.
- Select your required folder to save the PDF like the following. Then, press Enter.
- As a result, the pdf will be created like the following.
- Finally, you will be able to generate PDf reports from Excel data like the following.
4. Using Quick Access Toolbar
Now, we will use the Quick Access Toolbar command to make the report file into a PDF file. To do this you have to follow the following process.
📌 Steps:
- Firstly, you need to click on the Toolbar, which is at the top of the window beside the Do section.
- Select your required folder to save the PDF like the following. Then, click on Publish.
- As a result, the pdf will be created like the following.
- Finally, you will be able to generate PDf reports from Excel data like the following.
Download Practice Workbook
Download this practice workbook to exercise while you are reading this article.
Conclusion
That’s the end of today’s session. I strongly believe that from now on you may generate PDF reports from Excel data. If you have any questions or recommendations, please share them in the comments section below.
