Excel..and voila...PDF ?

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Ekstasis

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Hi guys! Is it possible to convert an Excel sheet automatically to PDF other than through the normal pdf creator where you "save As" "PDF or XPS", then brows for a destination folder etc. I mean is there a quicker way where one can set up the destination path before the time as a once-off and click a one button (including giving file a name) to save.

Example: you have an Excel spreadsheet invoice (using your formulas). Now you need to mail this to the client as pdf. It's time consuming to go through the whole process

I think I'm missing something here
 
How much quicker do you want? Put the "save as PDF" icon in the Quick access toolbar maybe?
 
Iirc, Excel 2010 had an option where you can mail as PDF with a click of a button, what you are asking for to just save as PDF default won't work. Excel is defaulted to save in an editable format hence the process to save as.

I don't know but if you use Adobe Pro (or similar) you might get away with email after editing that particular PDF but thinking about it now, excel has formulas so probably won't work.

Edit: yip you can mail directly as PDF using 2010 version, what version is the OP using?
 
Add the following to a VBA Module:
Code: 
ActiveSheet.ExportAsFixedFormat Type:=xlTypePDF, _
        Quality:=xlQualityStandard, IncludeDocProperties:=True, IgnorePrintAreas _
        :=False, OpenAfterPublish:=True
Here's the MS reference for ExportAsFixedFormat if you want to customise the code.

Add a CommandButton control on the worksheet that links to the code above.
 
Last edited:
Grouter said:
How much quicker do you want? Put the "save as PDF" icon in the Quick access toolbar maybe?
Click to expand...
yip,

drop down menu
save as
look at list of possible file types
select
click save

(works from 2007 onwards, 2007 at one point needed a small DL to enable, but might have been sorted through updates...)
 
Ekstasis said:
Hi guys! Is it possible to convert an Excel sheet automatically to PDF other than through the normal pdf creator where you "save As" "PDF or XPS", then brows for a destination folder etc. I mean is there a quicker way where one can set up the destination path before the time as a once-off and click a one button (including giving file a name) to save.

Example: you have an Excel spreadsheet invoice (using your formulas). Now you need to mail this to the client as pdf. It's time consuming to go through the whole process

I think I'm missing something here
Click to expand...

Can I have the last word here? Please? Pretty please?

*facepalm*

That feels better. Can we move on now?
 
czc said:
So can excel.
Click to expand...
For me the steps are like this: I know I'm probably being a cry baby here but anyway

1. Complete Excel invoice template,
2. then save as PDF, type a name for file
3. choose destination path, click save
4. Exit Excel
5. Outlook is open/open Outlook: Create new mail message
6. Attachment, search for pdf where I saved it
7 Attach the damn file
8. send mail to client

Just wish there was a quicker way, but as I said, I'm being a cry baby
 
Its weird, at work when I make PDF's out of excel or word documents I think I go Print >> Publish PDF and it creates the PDF with the same name as the excel workbook and in the same location. :confused:
 
No just click the menu item that emails it as PDF I think the command is file > send. I'm battling to understand why this is so difficult. Either you have excel 2003 or you don't have the export PDF addon installed.
 
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