How to Convert a PDF to Excel THE RIGHT WAY (Office 365)




There may be times when you have a #PDF document containing data that you want to use in #Excel. In this video, I’ll show you how you can use Excel‘s built-in function, #PowerQuery, to import data from a PDF into Excel.

To convert data from a PDF to Excel, the first step is to connect to the PDF file. From there, you may pick and choose what data tables you want to import. Once the data has been imported you can use the PowerQuery editor to delete columns, filter out data and more. The last step is to load the data as a Table to an Excel worksheet.

What’s great about connecting to a PDF file is that when that PDF is updated, the Table in Excel can be refreshed to show updated data as well!

⏰ Timestamps ⏰
00:00 Intro
00:35 Tesla Q1 2022 Financial Summary PDF
00:58 Changes to be made using PowerQuery
01:32 Connect to the PDF file
02:50 PowerQuery overview
04:09 Make changes to the data using PowerQuery
06:37 Loading the table to Excel
07:04 Refresh data with the Tesla Q2 2022 Financial Summary
08:29 Wrap-up

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