Printing & exporting PDFs

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Course info

24 lessons / 2 hours

Overview

Hi there, Welcome to this Microsoft Excel BootCamp. Together we’re going to learn how helpful Excel is in nearly every part of our professional lives.

This course is for beginners. You do not need any previous knowledge of Excel. We will stick closely to the powerful built in features of Excel and will not get bogged down in confusing code & complicated formulae.

This training course is project based. We start with a simple company branded invoice and explain how to calculate totals & tax. Using a complex and messy spreadsheet we will clean it up using Excels automatic features. With our new tidy data you’ll learn how easy pivot tables can turn long and hard to understand information into simple tables & beautiful graphs. Before you’re finished you’ll be making helpful drop down menus to help you fill out & sort your financial data. . You will learn how to turn uninspiring profit & loss statements into a good looking, easy to use documents. 


Class projects:

  • Create a quote & invoicing form.

  • Cleaning & formatting messy imported data.

  • Inventory spreadsheet.

  • Pivot tables

  • Regional Sales Report

  • Profit & loss spreadsheet.

  • GST & Tax calculations

  • Graphs for use in Word, PowerPoint, InDesign & Illustrator

  • Creating spreadsheets that work within Word documents.

Who should attend?

  • This course is designed for people who have little or no previous experience in Microsoft Excel. You will start right at the beginning and cover all the basics.

  • Only basic computing skills are necessary - if you can send emails and surf the internet then you’ve found the right training.

  • By the end of the course, you will be producing real world results with Excel.

What do you need?

  • No previous Microsoft Excel experience necessary.

  • You'll need Excel 2016 installed on your laptop. The standard installation of Excel 2016 or the Microsoft Office 365 version is fine.

Course duration 2 hours

Daniel Scott

Daniel Scott

Founder of Bring Your Own Laptop & Chief Instructor

instructor

I discovered the world of design as an art student when I stumbled upon a lab full of green & blue iMac G3’s. My initial curiosity around using the computer to create ‘art’ developed into a full-blown passion, eventually leading me to become a digital designer and founder of Bring Your Own Laptop.

Sharing and teaching are a huge part of who I am. As a certified Adobe instructor, I've had the honor of winning multiple Adobe teaching awards at their annual MAX conference. I see Bring Your Own Laptop as the supportive community I wished for when I was first starting out and intimidated by design. Through teaching, I hope to bring others along for the ride and empower my students to bring their stories, labors of love, and art into the world.
True to my Kiwi roots, I've lived in many places, and currently, I reside in Ireland with my wife and kids.

Downloads & Exercise files

Download Exercise Files Download Completed Files

Transcript

In this video, we're going to look at printing our quote or invoice on to one page. And also, maybe creating a PDF that we can email to the client.

So printing's pretty easy. Just go to 'File, click on 'Print'. And pick your printer from this option here. Make sure the page size is correct, and hit the big old 'Print' button.

One thing you might find is that-- my preview's looking great, but often it can be split across two pages, and that just looks weird. So the first thing to check is that, our letter size down here, if you're in the US, you're using 'US Letter', if you're anywhere else, using maybe the 'A4' size. Just make sure that corresponds with back in here, under 'Page Layout', under 'Size', is what you're using in here.

So you might have opened up a template, and its set up to 'Letter', but you're trying to print on A4 and things aren't lining up perfect. So just make sure those two match up.

Another thing you can do to make sure everything lines up is to set your print area. You can select all of the cells, everything that's on your page that you want to print, and coming down here. This is everything on this page here. If you can't see it in this format, go up to 'Home', then go to 'View', and it will be on 'Page Layout'. Then you got to figure out what's going to go on your page. Then go to 'Page Layout', and this option here that says 'Print Area'.

So 'Print Area', then say 'Set Print Area', that's just telling Excel this is the stuff I want printed, none of those extra junk that I have lying around, just this stuff. Then when you go to 'File', 'Print', often, it will be on one page.

Next up is to make a PDF that we can email out, or send to someone another way. You can do it-- there's a hundred different ways in Excel, it turns out.

Under 'Print', you might have a PDF printer, like I've got. I can do it that way. I can go to 'Save As' and I can go to this drop down here, and there's a PDF there. I can go to 'Share', and I can go to 'email', and say 'Send as a PDF'. It's going to generate the PDF, add another step by dumping it into your Outlook, an email system. If you're using Outlook, this is really handy. I don't, I use gmail, so I have to make a PDF and then I have to make a PDF and then send it out separately or attach it separately using gmail.

You might have noticed, on my one I've got a few extra options that you might not have. See this one, 'Send as PDF', it's this one, right? But I've used the word Adobe in here. It's because I've also got something installed called Adobe Document Cloud, I think they call it. Acrobat Reader, or I've got Acrobat Professional installed. It just adds a few little extras to this.

So I could use that one, you probably don't have them though. And that's a little extra one as well you probably don't have. This is a little extra one you probably don't have. So loads of extra PDFs, but don't worry, you've got more too.

Let's go to 'Export'. And we can go to this one here, the one you probably have. 'Create PDF'. We can generate this one here. All roads lead to here. We've got a PDF, we're going to give it a name. The next invoice is going to be '100'. And that's it. I'm going to open mine up after publishing. I'm going to hit 'Publish'. Probably it's going to open up in whatever your default reader is. It's probably going to be

Acrobat Reader, hopefully.

There you go, I've got it. I can go and find it on my 'Desktop' somewhere. And I can attach it to my mail, there he is there. Great.

So that is how to print, and how to make a PDF. If you're having problems, drop me a line in the comments, the questions, because sometimes it's a bit of pain getting these things all to line up on print properly.

I will see you in the next video.

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