Jun 03 2023 03:42 AM - edited Jun 03 2023 03:43 AM
My client emailed me his bank statements in PDF format, and I've been trying to use Power Query to convert them to Excel format without success. Please help me in this matter. A Sample file is included.
Jun 03 2023 09:24 AM
In some cases, you can use Power Query (prerequisite, of course, that your excel version offers this possibility) to import data from a PDF file. Power Query allows you to connect to various data sources, including PDF files. Open Excel, go to the "Data" tab, click on "From File" and select "From PDF." Follow the prompts to import the data from the PDF file.
If there isn't that much data, I would recommend converting it to Excel beforehand (see inserted file in Excel) and then using the data through the Excel sheet. Otherwise, when there is many data, you should pay attention to a few things when importing data from PDF.
The success of using Power Query to import data from PDF files depends on the quality and structure of the PDF file itself. All this is roughly described because my knowledge of PQ is modest.
Jul 20 2023 06:49 AM
SolutionAfraid that's nothing to do with the file created such way.
Feb 26 2024 12:12 AM
You could try receiptsai.com
Upload a PDF bank statement and you can download all the transactions into CSV or Excel.
Best of luck!
-Ronald
Mar 25 2024 09:56 AM
Apr 19 2024 12:21 PM - edited Apr 30 2024 02:52 PM
I was having the same problem with importing data from PDF files into Excel, and I found that using Power Query can be quite effective. If your Excel version supports it, you can utilize Power Query to connect to PDF files and extract the data directly. You can access this feature by navigating to the "Data" tab in Excel, selecting "From File," and then choosing "From PDF." Power Query can handle various types of PDF content, including structured tables and text-based content. For instance, if your PDF contains tables, Power Query can recognize and extract the tabular data efficiently. Additionally, it can handle PDFs with consistent formatting across multiple pages and adapt to different layouts. So, if you're looking to embed Excel charts with data imported from PDF files, using Power Query could be the solution you need.
Jul 20 2023 06:49 AM
SolutionAfraid that's nothing to do with the file created such way.