Intermediate
60 mins
Teacher/Student led
+80 XP
Pupils work on their own device

File Formats and Conversion

Learn to select the correct spreadsheet file format for different audiences and tasks. Export your work into CSV and PDF versions and observe which details are kept or lost during conversion. Keep your editable version as the main copy.

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    1 - Introduction ~5 mins

    Today you will

    • save your spreadsheet as a .csv and a .pdf
    • see what changes in each copy
    • pick the right format for a job

    Warm-up

    Illustration for IntroductionA supplier needs your stock list for their system. A supervisor needs a printout. Which format suits each one?

    Before you start

    Check that {{code:sm3_from_template}} is in {{code:sm3}}. If it is missing, paste this table into a new spreadsheet with that name.

    ItemUnit cost (€)QuantityLine total (€)
    Vinyl sticker sheets8.5010
    Ink pack12.002
    Packaging envelopes0.9030
    Market stall fee24.002
    Printed business cards25.001
    TOTAL

    Then type these formulas.

    In {{cell:D2}}: {{formula:=B2*C2}} (fill down to {{cell:D6}})

    In {{cell:D7}}: {{formula:=SUM(D2:D6)}}

    2 - Key Concepts ~6 mins

    .xlsx is your working spreadsheet. It keeps formulas, formatting and sheets, so you can keep editing.

    .ods is an open spreadsheet format used by LibreOffice. Some groups ask for it.

    .csv is plain data with no formatting. Formulas turn into plain numbers.

    .pdf is a fixed page for reading and printing. Nobody can edit the cells.

    Example

    Your stock list stays as your master. You send the .csv to a supplier and the .pdf to your Work Experience supervisor.

    Key

    Never replace your master with a copy.

    3 - Step-by-step Task ~20 mins

    You will save your Something Real spreadsheet as a .csv and a .pdf. Then you will open each copy to see what changed. Follow the steps in the box below.

    4 - Common Issues ~4 mins

    Common issues

    • My CSV has no formulas or € signs. That is normal, because a CSV only keeps the data.
    • My PDF cuts off columns. Choose landscape and fit to width, then export it again.
    • My files aren't in my portfolio. Downloads go to your device first, so upload them into {{code:sm3}}.

    5 - Independent Practice ~15 mins

    Independent Practice

    Your goal: Write notes on what each export kept and lost, and who each one is for.
    Time: ~15 minutes
    Task:
    1. Check that your master, {{code:sm3_from_template.csv}} and {{code:sm3_from_template.pdf}} are all in {{code:sm3}}.
    2. In {{code:sm3}}, make a document called {{code:sm3_format_notes}}.
    3. Use the checklist below to write what the CSV and the PDF kept and lost.
    4. Fill in the two lines below with a real person or system.
    5. Finish with one sentence saying which file you would send this week, to whom and why.

    Did it keep the formulas?
    Did it keep the € formatting?
    Did it keep every sheet?

    CSV use-case:
    PDF recipient:

    Success criteria:
    • My master still opens for editing.
    • My .csv and .pdf are in {{code:sm3}}.
    • {{code:sm3_format_notes}} says what each copy kept and lost.
    • I chose one file to send and said why.
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