When to Save Excel Spreadsheets to PDF

At this time and in a conventional way, most users make use of files and programs related to office automation. Let’s talk about popular applications such as Word or Excel, as well as files such as TXT, DOCX, PDF or XLSX, among others.

In fact, as most of you will surely know first-hand, we usually work with several of these elements simultaneously. Thus, we can make several programs of this type, and their respective files, interact with each other. Let’s not forget that, for example, the software solutions that are part of Microsoft‘s Office suite are more than capable of working together.

Excel Spreadsheets to PDF

What we mean by this is that it is very easy to use an Excel table in other sibling programs with Access or Word, for example. But that is not what we want to talk about here, we are going to focus on PDFs . These are a file format originally owned by Adobe that have not stopped growing in use over the years. In fact, more and more users use these PDFs from other files such as those created in Word , Excel, from photos, etc.

And it is that these present us with some interesting advantages in order to be able to better use certain documents. For example, it is more than common for us to convert our spreadsheets created in Excel into PDF. This, as we mentioned, is very common, so let’s see the reasons for it. Specifically, we mean that we are going to see the situations in which we must save Excel sheets in PDF.

Guarda a PDF

Protect the spreadsheet against modifications

Converting an Excel spreadsheet to PDF is a great way to protect it from later modifications. And it is that changing the content of a PDF is much more complicated than modifying the data of an Excel sheet. That is why many professionals convert their invoices and estimates to PDF before sending them.

Give professionalism to your Excel PDF document

In addition to this we add that presenting a compact and closed file as a PDF, offers a much more professional image than if we present a spreadsheet. In fact, PDFs are often used for official documents due to their internal characteristics.

When sharing the PDF online on a web

Something similar happens when we need to share this numerical data with other users, either via the web or by email. As a general rule, on the websites we visit, we are rarely going to find a text document in DOCX format or an XLSX spreadsheet. Typically, these are saved as PDF, especially if we take into account that most browsers open these PDF files natively.

To store files safely

On many occasions, especially at the business level, we will need to store certain files for long periods of time. Logically those created in Excel are common for this. Therefore, in this case it is also more than recommended that before storing the spreadsheets , we convert them to PDF.