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Can Excel link with Adobe doc

Occasional Contributor

Hello

Developed a spreadsheet used for audit and automated it as much as possible.  The last step for the user is to enter numbers in certain cells that come from a PDF/Adobe.   I want to cut their time so I was thinking of linking my Excel test sheets to the Adobe docs.  But, is there a way to do that?

I have been copying and pasting from Adobe to Excel, thinking "wow, really, there must be something I can use to eliminate this task".

Every month the s/s will diff and the PDF as well.  They contain anywhere between 20 to 400 pages of customer's bills.  So s.s needs to find the pdf with specific acct# then grab the values associated to the specific line description.

9 Replies

@cris_no_h 

Excel import tool: In Excel from Office 365 (the version with subscription) there is an elegant and convenient way. This is suitable if you want to adopt more than just one column. Here is a link with the relevant information.

Announcing data import from PDF documents

 

If your version does not offer the above option, you can upgrade your office package or manual tricks for marking and copying from Pdf to Excel. Here is a manual trick:

Manually import data from a PDF into Excel (includes photos and text in German)

In order to be able to use this trick, the creator of the PDF must not have applied any technical restrictions, such as a ban on copying data from it. It must be a searchable PDF document.

In common PDF readers such as Foxit Reader or Adobe Acrobat Reader DC there is usually a problem when marking table contents in PDFs. But if you do not want all data from Pdf, but only individual columns. If you start to mark with the mouse in the PDF reader you will notice that the reader marks the columns with blue.

Press and hold the two keys Alt + Shift (Alt + Shift) with your left hand while using your right hand to mark the numbers in the desired column using the mouse. You will see that vertical marking is allowed by the reader (if the aforementioned requirements are correct) without including other columns and rows in the selection.

Copy the marked data from the PDF with Ctrl + C and switch to your Excel table. Place the cursor in the cell from which you want to insert the data. Depending on the original material, try Ctrl + V to insert the data. If all the numbers end up in a single cell, go to Edit / Paste Special / Text ... and the copied data end up in Excel.

 

Hope I was able to help you with this info.

 

NikolinoDE

I know I don't know anything (Socrates)

Thank you I will try.
Let's take it to the next level. Is it possible to use if function so I can look up what needs to come back into my excel sheet? So, the s/s looks to text in PDF, if match, returns value along the same row.
best response confirmed by allyreckerman (Microsoft)
Solution

@cris_no_h 

If you have managed to insert the data / values ​​from the pdf document into the worksheet, with whatever option, it is possible to accomplish your project without problems with the IF function or whatever other function is necessary. However, the data must first be available on the worksheet in the cells you want.

If you want you to be able to compare the data directly from the PDF document and transfer it to the worksheet, it is not possible to do with a simple function.

The first step is always to get the data / values ​​/ text on the worksheet beforehand and then it is possible to use whichever function.

I do not know whether it is possible with the full version of Adobe Pro DC, or with any other third-party software, you would have to do some research on the Internet.

With the right Office version (where it is possible to import data from pdf - please see the link that I sent you before) you could transfer / import the data on the Excel sheet from the pdf document and use a macro (VBA Code) or cell formulas they could accomplish your project.

 

I wish you continued success with Excel

I requested an upgraded Adobe package from IT as I was not able to convert the PDF to excel. Next steps for me are: PDF to excel to Access. Link, program, LOCK, and train. Badabing badaboom!
I am pleased that you came to a solution :).

Have fun with Excel ... the most beautiful invention since there was chocol ... uh Microsoft :)).
thanks. Excel is so much fun! It's sad and I get frustrated when others don't use it to it's potential. However, I do end up spending hours and hours searching and learning, essentially not on my original task.
Thanks for the nice feedback:).
Yes, this is Excel ! ... it is a magical attraction.
You start with a little formula and before you know it you're at the Office Script ... it happens to everyone :)))
I wish you continued success with Excel (the coolest invention since chocola ... uh ... Microsoft! :-)))

@cris_no_h 

I'd suggest you create a folder where you can save all the PDFs as they come. Import the folder into excel with Power Query and after some cleaning, you would have combined all the files into a single Excel Table.

The best part is that the next month, you don't have to go through all that rigour again. Just refresh the table and it appends the most recent PDFs into your Excel table.

You might find this thread useful: https://community.powerbi.com/t5/Power-Query/PDF-from-Folder-Multiple-Tables-and-Multiple-Pages/m-p/...

OMG this would be so ideal. thx so much