Forum Discussion
jchemis
Mar 11, 2023Copper Contributor
unable to disable/delete embedded Web Query links in excel - screen shots added
I have created a worksheet using "web select" to input data from financial statements online. This is supposed to save me time and effort of manually typing in and proofreading thousands of lines o...
jchemis
Mar 12, 2023Copper Contributor
Thank you for your suggestion.
Generally, this should work as long as the financial institution offers CSV or QIF etc.
Most of my financial institutions offer PDF only, especially if it is older than 12 or 18 months.
I have Acrobat software, but that doesn't consistently or accurately translate text 100% of the time.
I have tried highlight and paste, which only works to grab rows, and translates into a mess of columns that are not congruent and requires much cleanup.
Web Select by page/rows also results in a mess of incongruent columns.
Web Select by column is VERY accurate, and fairly simple to paste right into excel, if you can trust that it isn't also embedding hidden code in the excel file.
Web Select - first copy into Word - then copy and paste to Excel appears to not include hidden code, until copy and paste to Excel proves the formulas and conditional formatting do not work properly due to the hidden/embedded code (Web Query).
I need to figure how to locate and remove the embedded code which is sometimes (not always) generated by Web Select.
Remaining options include manually type and proofread thousands of lines of data, or manually copy and paste thousands line by line.
mathetes
Mar 12, 2023Silver Contributor
Generally, this should work as long as the financial institution offers CSV or QIF etc.
Most of my financial institutions offer PDF only, especially if it is older than 12 or 18 months.
Ouch. Yes. I'm working only with relatively current data (the oldest maybe a few months old).
Well, let's see if other folks have other ideas.