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Free Video Tutorials : Excel File Management
Free Video Tutorials : Excel File Management
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EXCEL FILE MANAGEMENT: SAVING AS PDF OR XPS

Learn how to save Excel files in PDF or XPS format

Background information and resources for Excel courses that we hope you find useful

PDF FILES

PDF is the industry standard file format for file transfer for reading and printing across the Internet, so being able to save a file as a PDF (or XPS) document is an immensely important feature. Not only is it more convenient when emailing your documents to your colleagues or clients, but it might also prove to be useful when you need to give your file to a client but you don't want them to be able to edit details like prices and quantities.

IT'S EASY WITH MODERN VERSIONS OF EXCEL

In older versions of Excel, it was very difficult, where you would need to download a plug-in to save as a PDF file. Not any more. There are slight differences between each version of Microsoft Office, but essentially you are simply saving as one of these new file types.

So to save your file as a PDF, follow the steps below.

STEP 1 - GET READY

Create your file as you normally would, then go to File -> Save & Send:

Step 1 - Get Ready

STEP 2 - CREATE YOUR PDF

Choose Create PDF/XPS Document and then click Create PDF/XPS.

Step 2 - Create Your PDF

STEP 3 - NAME THE FILE AND PUBLISH

Add a file name, select PDF as type from the drop-down menu, check the "Open file after publishing" box, then click on Publish.

STEP 4 - VIEW AND DISTRIBUTE YOUR FILE

Your file then opens in Adobe Reader. You can now email this or put a copy on to a shared network.

XPS FILES: SAVING IN XPS

XPS was Microsoft's attempt to create a universal file format for protected documents - a little like a PDF - but it didn't fulfil its potential, and most people still use the Adobe PDF format. The reader for PDF is still free to download and so it has stood the test of time as the standard format for web based documents.

If you want to save your document as an XPS file, repeat the steps above but choose .XPS instead of .PDF in Step 3. After you save your file, it will open in your XPS reader - one is usually included with the Windows operating system.

WE HOPE YOU FOUND THIS USEFUL

Want to see how we can really help you?

LINKS TO MORE ...

Main Excel Resources Page

Excel Resources

Video tutorials & articles, and templates to help you work better in Excel

      Click to view

 

Video Tutorials - Excel File Management

Video Tutorials - Excel File Management

Manage and optimise your Excel files for better performance

Click to view

Excel File Management: Reducing file size

Excel File Management: Reducing file size

See how to make useful savings in file size to help you with storage, sharing and collaboration

      Click to read more

 

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HOW TO SAVE AN EXCEL FILE AS PDF OR XPS

We can enhance your skills with courses for Microsoft Excel spreadsheets at any of our twelve training centres UK wide, or we can come to your offices: if you have groups of three or more staff who need training, this is a very convenient, flexible and cost effective option. Moreover, most of our excel courses are 1 day, which keeps "out of office" periods for attendees to a minimum.

We have been delivering Microsoft Excel course all over the UK since 1995 and have continually developed our philosophy of high quality, flexible and results-driven provision of courses for Excel to ensure constantly improving standards of quality.   So you can be confident that we have the expertise, and the experience, to give you a great return on your investment in Free Video Tutorials : Excel File Management.

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