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Excel Training

How to save an Excel worksheet as a pdf file

PDF makes a document read only.  This can be useful when you want to share information with colleagues, but don’t want them to have access to formulas or make changes to your document.  It is one of several ways you can use to protect your Excel documents.

To save your current Excel worksheet as a PDF, go to the File menu, select Save As. In the drop down dialogue box, select PDF, rename your file if you wish, and then click OK. Remember, as a PDF, the workbook will not be saved as an Excel document, so you won’t have the functionality of an Excel document.

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Save as dialogue box.

You can also attach your Excel worksheet as a PDF to an email, using the Save and Send options in the backstage view.  In the Save and Send screen, select  Send as PDF, and ok, and the workbook will be saved as a pdf and attached to an email. All you now need to do is add the recipient and a message.

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Save and Send options in the backstage view

For other ways of protecting your documents, please take a look at excel+training

Categories
Excel Training

How to add Yes and No options to a drop down list in Excel

The previous post showed how to add a drop down list using a short list of terms.  Entering a drop down list can be even quicker when applying yes/no choices to Excel.

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I want to add “yes and no” options to this worksheet
  1. To set up the drop down list, I select the cells where I want the drop down lists to appear – in this example, I want to apply it to E2 to E6.
  2. In the Data tab select Data Validation, and in the Settings menu, select List
  3. I can add yes and no options, straight into the Sourcesection.

    yes-no-source-box-excel-training
    Adding the text options directly into the source section is quicker than creating a reference list.
  4. I tick the boxes for Ignore blank and In-cell drop down. Then click ok.
  5. The drop down list is now applied.

 

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