Learn how to Import Information From a PDF to Microsoft Excel

In case you have a PDF doc comparable to a financial institution assertion or monetary…

In case you have a PDF doc comparable to a financial institution assertion or monetary report, chances are you’ll need to pull this data into Microsoft Excel. With a built-in characteristic, you possibly can simply import and robotically convert a PDF to Excel.

This handy characteristic can prevent from searching down a PDF file converter. Not solely that, however it permits you to choose and select the info from the file you need to import. The whole course of takes solely a minute.

Word: For the reason that time this characteristic was carried out, August 2020, it has solely been out there to Workplace 365 subscribers.

Join a PDF File to Excel

To get began, choose the sheet you need to work with in Excel and go to the Information tab. Click on the Get Information drop-down arrow on the left facet of the ribbon. Transfer your cursor to From File and choose “From PDF.”

Find your file within the browse window, choose it, and click on “Import.”

Subsequent, you’ll see the Navigator pane. On the left are the tables and pages in your PDF file. You’ll be able to seek for one on the high or just choose a component and see a preview on the proper facet.

While you see the merchandise you need to import, click on “Load” on the backside of the window.

Load the data

As soon as your information is imported from the PDF, it’s best to see it in your sheet together with the Queries & Connections sidebar. This helpful spot helps you to regulate the related information if you want, and we’ll clarify these choices under.

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Data loaded into Excel

Regulate the Load Settings

For those who desire to load the info in a selected format comparable to a pivot desk or to a brand new worksheet, choose the Load drop-down arrow and choose “Load to” as a substitute.

Select Load To

Then select your choices within the Import Information window and click on “OK.”

Choose an import option

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Rework the Information with Energy Question

Another choice for importing information out of your PDF is to remodel it utilizing the Energy Question Editor. Within the Navigator window the place you choose the component to import, click on “Rework Information” on the backside as a substitute of “Load.”

This may open the Energy Question window the place you are able to do issues like selecting or including extra columns, transposing rows and columns, managing parameters, and formatting the info.

Power Query Editor

Regulate the Related Information

If you wish to regulate the info you imported, you are able to do so by opening the info from the Queries & Connections sidebar. You’ll be able to then take actions comparable to enhancing it utilizing the Energy Question Editor, duplicating, merging, including a reference, or deleting the related information.

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As talked about, you’ll see the Queries & Connections sidebar open while you import your PDF file. For those who occur to shut it, you possibly can reopen it by going to the Information tab and clicking “Queries & Connections” within the ribbon.

Place your cursor over the related information and also you’ll see a window seem. On the backside, you have got actions for View in Worksheet, Edit, and Delete. For those who click on the three dots, you’ll see choices like Duplicate, Reference, and Merge.

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Edit the connected data in Excel

You too can manipulate the info inside your sheet as you usually would. For those who’re utilizing a desk, you possibly can filter and type. You too can choose a unique model, replace the font, and apply extra formatting.

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For these instances when the info you might want to work with or analyze comes within the type of a PDF, bear in mind which you can pull that PDF file proper into Microsoft Excel.

For those who’re trying to do the reverse, find out how straightforward it’s to save lots of an Excel sheet as a PDF file.