How to Import Data From a PDF to Microsoft Excel

 

Microsoft Excel logo on a green background

When you’ve got a PDF doc similar to a financial institution assertion or monetary report, it’s possible you’ll need to pull this info into Microsoft Excel. With a built-in function, you possibly can simply import and routinely convert a PDF to Excel.

This handy function can prevent from looking down a PDF file converter. Not solely that, but it surely means that you can choose and select the info from the file you need to import. Your entire course of takes solely a minute.

Observe: Because the time this feature was implemented, August 2020, it has solely been obtainable 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 Knowledge tab. Click on the Get Knowledge 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 correct facet.

Whenever 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, you must see it in your sheet together with the Queries & Connections sidebar. This helpful spot permits you to regulate the related information if you want, and we’ll clarify these choices beneath.

Data loaded into Excel

Modify the Load Settings

In case you favor to load the info in a selected format similar 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 Knowledge window and click on “OK.”

Choose an import option

RELATED: Methods to Use Pivot Tables to Analyze Excel Knowledge

Rework the Knowledge with Energy Question

An alternative choice for importing information out of your PDF is to rework it utilizing the Energy Question Editor. Within the Navigator window the place you choose the factor to import, click on “Rework Knowledge” on the backside as a substitute of “Load.”

It will 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

Modify the Linked Knowledge

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 similar to modifying it utilizing the Energy Question Editor, duplicating, merging, including a reference, or deleting the related information.

RELATED: Methods to Create Your Personal Knowledge Kind in Microsoft Excel

As talked about, you’ll see the Queries & Connections sidebar open if you import your PDF file. In case you occur to shut it, you possibly can reopen it by going to the Knowledge 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’ve gotten actions for View in Worksheet, Edit, and Delete. In case you click on the three dots, you’ll see choices like Duplicate, Reference, and Merge.

Edit the connected data in Excel

It’s also possible to manipulate the info inside your sheet as you usually would. In case you’re utilizing a desk, you possibly can filter and kind. It’s also possible to choose a special fashion, replace the font, and apply further formatting.

RELATED: Methods to Create and Use a Desk in Microsoft Excel

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

In case you’re trying to do the reverse, learn the way straightforward it’s to save lots of an Excel sheet as a PDF file.

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