During a recent client training, a client wanted to submit an Excel file to us, but their file was in Adobe PDF format. I helped them convert the file to Excel and they were super grateful. Now I’d like to share this tip with you!
Assume you are in a PDF document and want to convert it to Microsoft Excel. Follow these steps:
- Go to File
- Select Export To
- Select Spreadsheet
- Select Microsoft Excel Workbook
Now let’s do this in reverse. Maybe you’ve created a beautiful pie chart in Excel and you want to display it in Adobe PDF. In Excel, follow these steps:
- Go to File
- Select Export
- Select Create Adobe PDF
Excel will then ask which tabs in your Excel file you want to convert. You can select one or all and then select Convert to PDF.
All done!
Bonus: I’m working with Office 2016, but this process is similar in other versions, as well.
If you are an Advocate Capital customer and need help preparing or manipulating data in the Excel application, feel free to contact me at [email protected].
We love feedback from our customers and implement suggestions often. What shortcut do you use the most? If you have a question or idea for an Excel tip that you would like to see, let me know and I might write about it!
Training Specialist
Photo Credit: Galina Peshkova
