How to Generate PDF Reports from Excel Data (4 Easy Methods)

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.


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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.

Steps to Generate Reports from Excel Data

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.

Steps to Generate Reports from Excel Data

  • 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.

How to Generate PDF Reports from Excel Data

  • As a result, the report will appear as shown below.

📌 Step 2: Add Slicer

  • Go to Pivot Table Analyze and select Insert Slicer.

How to Generate PDF Reports from Excel Data

  • Then, select Items, and Months in the Insert Slicers Dialog box.

How to Generate PDF Reports from Excel Data

  • Therefore, the report will appear as shown below.

How to Generate PDF Reports from Excel Data

📌 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.

How to Generate PDF Reports from Excel Data

📌 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.

How to Generate PDF Reports from Excel Data

  • Finally, the report will appear as shown below.

Steps to Generate Reports from Excel Data

Read More: How to Make Sales Report in Excel (with Easy Steps)


4 Ways to Generate PDF from Reports in Excel

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.

Using Save As Command

  • As a result, the pdf will be created like the following.

Generate PDF from Reports in Excel

  • Finally, you will be able to generate PDF reports from Excel data like the following.

Using Save As Command

Read More: How to Make Monthly Report in Excel (with Quick Steps)


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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.

Applying Export As PDF Command

  • Select your required folder to save the PDF like the following. Then, click on Publish.

How to Generate PDF Reports from Excel Data

  • 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.

Applying Export As PDF Command

Read More: How to Create a Summary Report in Excel (2 Easy Methods)


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.

Utilizing Print to PDF Option

  • Select your required folder to save the PDF like the following. Then, press Enter.

How to Generate PDF Reports from Excel Data

  • 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.

How to Generate PDF Reports from Excel Data

Read More: How to Automate Excel Reports Using Macros (3 Easy Ways)


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.

Using Quick Access Toolbar Command

  • Select your required folder to save the PDF like the following. Then, click on Publish.

How to Generate PDF Reports from Excel Data

  • 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.

How to Generate PDF Reports from Excel Data


Conclusion

That’s the end of today’s session. I strongly believe that from now you may generate PDF reports from Excel Data. If you have any queries or recommendations, please share them in the comments section below.

Don’t forget to check our website Exceldemy.com for various Excel-related problems and solutions. Keep learning new methods and keep growing!


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Saquib

Saquib

Welcome to my Profile. I am working on and researching Microsoft Excel right now, and I will be posting articles about it here. I received a B.Sc. in Naval Architecture and Marine Engineering from the Bangladesh University of Engineering and Technology (BUET). Having studied naval architecture, I have a strong interest in research and development. Always try to learn from different sources and come up with creative solutions.

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