Got a PDF with data you need in Excel, like bank statements or financial info? No need for extra software! Excel has a built-in PDF data connector.
This handy feature lets you import tables and data directly from PDFs to your spreadsheet. You can even tweak the data before importing using the Power Query Editor, which is part of this tool. Just a heads-up, this is only available for Microsoft 365 users.
Getting Data from a PDF to Excel
Importing PDF data is pretty straightforward. The key thing to remember is that your Excel sheet should be saved somewhere on your computer.
To start, open Microsoft Excel. Just hit the start button, type “Excel”, and then click on the Excel app to open it.
Next, click on ‘Blank workbook’ to create a new sheet.
Now, go to the ‘Data’ tab on the ribbon menu, and select ‘Get Data’. Then, hover over ‘From File’ and click ‘From PDF’ from the submenu that appears. This will open a file explorer window.
Find the PDF you want to grab data from, select it, and then click ‘Open’. This will bring up a new window.
In the ‘Navigator’ window, you’ll see all the detected tables and pages from your PDF on the left. You can preview each component in the right pane. Select the item you need or the whole page and then you have two choices: Click on ‘Load’ to directly import the data to excel or click on ‘Transform Data’ to edit it first.
If you chose ‘Transform Data’, you can now see your data in an editable format. If it is a table, you can edit column names, rows, and cell data. There are also tools in the ribbon that let you further customize the data to your liking.
After making all necessary adjustments, click ‘Close & Load’ to import the data into your Excel sheet.
And that’s it! You’ll now see your PDF data right inside your Excel sheet.
Now you can quickly get data from any PDF into excel and boost your work speed.