PDF to Excel Converter

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  • čas přidán 24. 07. 2024
  • In this step-by-step tutorial, learn how to bulk extract data from multiple PDF files into an Excel spreadsheet. To extract data, we use Power Query functionality that is built into Microsoft Excel and this requires no third party add-ins.
    👋 Additional resources:
    - Sample PDF files if you want to follow along: 1drv.ms/u/s!AmxrofZZlZ-whK5Vd...
    - Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com
    ⌚ Timestamps
    0:00 Introduction
    0:32 Overview of sample files
    1:51 Import one PDF into Excel
    4:07 Refresh data
    6:31 Bulk import PDF files into Excel
    10:03 Power Query Editor
    11:30 Transform data
    12:15 Transpose
    12:49 Use first row as headers
    13:05 Add custom column
    16:08 Remove row
    16:41 Update column header
    17:01 Applied steps
    17:49 Review & transform aggregate data
    19:07 Update data type
    19:58 Remove column
    20:14 Close & load
    20:44 Bring in more data
    21:56 Wrap up
    📃 Watch related playlists and videos
    - Playlist with all my videos on Excel: • ❎ How to use Excel
    - Playlist with all my videos on PDF: • PDF
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  • Věda a technologie

Komentáře • 223

  • @KevinStratvert
    @KevinStratvert  Před 2 lety +4

    🏫 Learn the fundamentals of Excel in just 2 hours: kevinstratvert.thinkific.com
    ⏭ Watch next - playlist with all my free tutorial videos on how to use Excel: czcams.com/play/PLlKpQrBME6xLYoubjOqowzcCCd0ivQVLY.html

  • @JustBlankNoInfo
    @JustBlankNoInfo Před 3 lety +2

    Oh, Kevin, I think this is getting intense, HATRICK PDF Tutorials in a row: ) I am just obsessed now! Hats of as always!

  • @TylerStanczak
    @TylerStanczak Před 3 lety +19

    These animations and visuals are just becoming next level! Seriously so impressed. Great vid as always Kevin :)

    • @KevinStratvert
      @KevinStratvert  Před 3 lety +2

      Ha, thanks Tyler! I've been spending my nights binge watching Casey Faris CZcams videos czcams.com/users/CaseyFaris777 He's quickly become one of my favorites. He has some epic tutorials on using DaVinci Resolve and the Fusion page for compositing.

    • @TylerStanczak
      @TylerStanczak Před 3 lety +1

      @@KevinStratvert Just checked out his channel. His content is really good. I am going to keep watching his vids. Thanks for the suggestion Kevin! :)

    • @KevinStratvert
      @KevinStratvert  Před 3 lety +2

      @@TylerStanczak Of course! What video editor are you using these days? If you haven't switched to DaVinci Resolve, it's worth a look 👍

    • @TylerStanczak
      @TylerStanczak Před 3 lety +1

      @@KevinStratvert I use Adobe premiere pro now and just taught myself how to use it so trying to master it, but now I am like hmmm do I teach myself DaVinci Resolve now😂

  • @chandralalcolombage5324
    @chandralalcolombage5324 Před 3 lety +1

    Thanks Kevin. Just what I was looking for. I guess I could import financial statements which are in a pdf as well. Good job.

  • @ashikuzzamanabir2171
    @ashikuzzamanabir2171 Před 2 lety +1

    Thanks a bunch. You are a great teacher. Take respect.

  • @AvanishKesharwani
    @AvanishKesharwani Před 3 lety +1

    Thanks Kevin for this amazing video!!!!

  • @tootiefruitie71
    @tootiefruitie71 Před rokem

    This was amazing TY! The pdf I'm working with has paragraph sections for example 1.1 text, 1.2 text, 1.3 text etc that I need to put into a table. This is going to be labor intensive. Your video is brilliant!

  • @farjanamammi8495
    @farjanamammi8495 Před 3 lety +1

    Thank you so much, sir. May Allah bless you and your family with all the happiness in the world and hereafter.

  • @veenas9154
    @veenas9154 Před 3 lety

    Kevin , I truly enjoyed video making myself....tried and followed your video editor tutorial video...
    Many many thanks Kevin

  • @LMGskills
    @LMGskills Před 3 lety +2

    This was such a useful video and it was a function i wanted to learn and you made a video on it. Thanks for sharing such useful information with us.

  • @thenewway8556
    @thenewway8556 Před 3 lety

    What a hilarious method Mr. Kevin.
    Thank you from my heart

  • @JohnAllanUK
    @JohnAllanUK Před 3 lety

    Excellent job Kevin. It might be handy to show how the corded for a cookie converts into an invoice and send it back to the customer. Putting invoice into another folder in the process.

  • @gregw74
    @gregw74 Před 9 měsíci

    Thank you for explaining what the Cancel button does! That was super helpful!

  • @dianatang4726
    @dianatang4726 Před 2 lety

    Real cool and awesome to learn great discovery from Mr.Humble Kevin as our online coach in all fields of computer new technics update..Thanks a lot Kevin..

  • @waifongho3820
    @waifongho3820 Před 2 lety

    Clear & easy to understand.

  • @hassanjatta4257
    @hassanjatta4257 Před 3 lety

    Awesome Kevin!!!
    I want to see more Power Query Tutorials.

  • @silvanodemetrio407
    @silvanodemetrio407 Před 2 lety

    The more I watch your vídeos, the more I know that I know nothing. Thanks for sharing your knowledge with us. Really great.

  • @marikabourget7506
    @marikabourget7506 Před 3 lety

    Hi Kevin, great video thanks. Quick question, the pdf I deal with have some formatting ie: highlighted cells. Is there a way to get those formatting can be transferred to the excel spreadsheet? Thank you

  • @myassin
    @myassin Před 3 lety

    That's amazing! Thanks Kevin :)

  • @JustBlankNoInfo
    @JustBlankNoInfo Před 3 lety +1

    Lots of work put off! Weeks, perhaps months of work just in flashes! Lovely vid: )

  • @isaaclourenco9254
    @isaaclourenco9254 Před 3 lety

    Very useful, thank you so much!

  • @Matt-zp9jg
    @Matt-zp9jg Před 3 lety

    This was extremely helpful thank you so much for uploading! Subscribed :D!

  • @luckymadikane
    @luckymadikane Před 3 lety +5

    Thanks for the tutorial. I had to install Office 356 to get more of these options. On my excel sheet - 1. I do not get the Get Data from file - PDF option. 2. The from folder option to a point of Combine and Load says - “We do not recognise the format of your first file. Please filter the list of files so it contains only supported types (Text, CSV, Excel workbooks, etc.) and try again.

  • @nicolesavioz6601
    @nicolesavioz6601 Před 2 lety

    Fantastic! Thank you so much!

  • @rksanga28
    @rksanga28 Před 3 lety

    Kevin man. Thank you for these videos

  • @thethunderic8514
    @thethunderic8514 Před 3 lety +2

    You are sharing really cool windows tips and tricks 😎

  • @user-zb6st2hi8c
    @user-zb6st2hi8c Před 6 měsíci

    Great Information! I transfer information from a PDF to excel all the time. I also import tables from Word to Excel.

  • @mbee32k
    @mbee32k Před 3 lety

    Wow! Really like the intro! The music together with the CGI gives a very nice early 90s aesthetic! I'll unpause now to watch the rest of the video. :)

  • @infinitenature4926
    @infinitenature4926 Před 3 lety

    Hi Kevin - You videos are very professional. Can you let me know what tool(s) you use to create your content? Thanks!

  • @augustodemelo915
    @augustodemelo915 Před 2 lety

    Great! Very didactic as usual! Keep going!

  • @kevinmmathew3453
    @kevinmmathew3453 Před 3 lety

    Very helpful Kevin Stratvert

  • @clarissa14121983
    @clarissa14121983 Před 3 lety

    I am from Brazil and I love your channel

  • @advikcms
    @advikcms Před 2 měsíci

    Exactly what I needed, thanks a ton

  • @projects.o.c.saveourchildr4855

    Thanks for the video!!

  • @jyothinarendra993
    @jyothinarendra993 Před 3 lety

    Thanks for sharing valuable information 👍

  • @antaxation4397
    @antaxation4397 Před 2 lety

    It did work! Thank you for the video!!! Amazing!!

  • @SyedMuzammilMahasanShahi

    That is amazing. Thanks for the share.

  • @SetFIREGold99
    @SetFIREGold99 Před 3 lety

    Thank you for all your videos..

  • @laizaarciaga7181
    @laizaarciaga7181 Před 2 lety

    I learn a lot, i love all your videos. keep it up and more :)

  • @sridevig4608
    @sridevig4608 Před 2 lety

    Thanks a ton. I was searching for this..

  • @michaelmcgowan4969
    @michaelmcgowan4969 Před 3 lety

    That was a excellent video I learned a lot help me on my business plan

  • @veebee3969
    @veebee3969 Před 2 lety

    Great video. Thank You Kevin. I have a question: How can I convert only selected tables (identical structures) from a single PDF document with multiple tables?

  • @RobynLynn07
    @RobynLynn07 Před 3 lety +1

    Outstanding!!

  • @pfmrodino
    @pfmrodino Před 8 měsíci

    Your videos are stellar.

  • @theresapope545
    @theresapope545 Před 2 lety

    Thank you...I've learned alot.✌

  • @berntlie6799
    @berntlie6799 Před 3 lety

    Thanks! Very nice!

  • @tomwelt1825
    @tomwelt1825 Před 3 lety +3

    Nice job, Kevin. How would you import a multipage PDF (e.g. 2 pages) with column labels only on the first page - I know, poor PDF design?

  • @graebeard6882
    @graebeard6882 Před rokem +3

    Great video and tutorial Kevin. I've just been introduced to this pdf to excel feature and want to use it to grab my monthly bank statements and insert into excel. However, my pdfs usually consist of two pages and 3 or 4 tables. The first one is irrelevant as it consists of my account, name, balances and various notes and comments. The actual data I want is in the other ones. Could you do a demo on how to do something like that?
    The idea of automatically adding a new month's worth of data is very exciting.
    Thanks

  • @johnhickssr.4915
    @johnhickssr.4915 Před 3 lety

    Great information as always. My question is If I want to import data from the original PDFs would the excel file be okay without any original to update from?

  • @AhmedMIbrahim
    @AhmedMIbrahim Před rokem

    This is insane, love it🎉

  • @zahidmehboob6829
    @zahidmehboob6829 Před 3 lety

    Nice effort. May God Bless you

  • @markkouria3853
    @markkouria3853 Před 3 lety

    Great. Thank you so much

  • @rennelynlucena5345
    @rennelynlucena5345 Před 3 lety

    Thank you very much!

  • @luislanca7658
    @luislanca7658 Před 3 lety +1

    excelent video. I'm having trouble with configuring the import of data because my pdfs have many pages. How do I format the transform to include all the pages in each original pdf?

  • @sarveshdeshpande1772
    @sarveshdeshpande1772 Před 2 lety

    This is awesome !!!

  • @HA-pc8wn
    @HA-pc8wn Před 3 lety +2

    thanks kevin

  • @helennguyen8136
    @helennguyen8136 Před 3 lety

    I've just followed your channel, big thanksss to you!!! it's really helpful @_@

  • @24301558
    @24301558 Před 3 lety +1

    Excellent Work n video!!! Learn lot from it. Is there any pdf add-in fro office 2019 stand alone instalation? I dont see that import from pdf option in get data button

  • @dirkberger9114
    @dirkberger9114 Před 3 lety

    Grate tutorial again 👍👍
    Would you be able to create a Video about the new view functionality in Excel when collaborating on an excel file and users are using filters on the same sheet.
    Looking forward to seeing more from you 👍👍

  • @sergiobarros5541
    @sergiobarros5541 Před 8 měsíci

    Awesome!

  • @utube4kk
    @utube4kk Před 2 lety

    Thank you so much! very helpful. What do I do if the data is in one PDF but on different pages? ^^

  • @syamillim3332
    @syamillim3332 Před 2 lety

    Really good stuff here.

  • @madhavdesai5397
    @madhavdesai5397 Před 2 lety

    Thanks a lots to handle PDF format to excel without using any conversation tools 👍

  • @maammayeh5336
    @maammayeh5336 Před 3 lety

    Thank you, Sir😘

  • @terrilewis
    @terrilewis Před rokem +1

    HI Kevin thanks so much! Is there an easy way to work with this method for bank statements? Thanks

  • @aprilstefanik1638
    @aprilstefanik1638 Před 2 lety

    Thank you!!!

  • @Rijunkv
    @Rijunkv Před 3 lety

    Nice Kevin...

  • @davidcook1864
    @davidcook1864 Před 2 lety

    Hi Keven, fantastic and very help full, is there a way to do this with multiple Tables in a PDF I have around 100 PDFs with up to 400 tables

  • @159753rm1
    @159753rm1 Před 3 lety

    Hi Kevin, how to figure out which function to use? You used Record.Field. I wanted to understand the logic rather than just cramming it. Thank you in advance for answering my question.

  • @harveytucket2459
    @harveytucket2459 Před 3 lety

    Hi Kevin, can you do a video on Visual Studio and discuss (with Tutorials) on C, C++, C# and Visual Basic (especially from a Windows Office view - where it can sill be used)

  • @BMG21
    @BMG21 Před 2 lety

    This video is great Kevin. Thank you so much. It will help me with my project big time! But now I want a cookie and I don't have one.....oh man!

  • @hjiraoussama776
    @hjiraoussama776 Před 2 lety

    Excellent tutorial ! What if there’s a line that’s added or extracted in every file ?

  • @moi984
    @moi984 Před 2 lety

    Like it!

  • @rosehuang8709
    @rosehuang8709 Před 3 lety

    Happened to find an easier way to get file names from a folder (better than cmd) by doing "Load data from folder". haha Great! Thank you!

  • @isaacsengalupanda6587

    Hi Thank you for this amazing tutorial. I have one more question I would like to integrate SAGE INTACCT and Dynamics to exchange data on customer through the webservices account. Or any other way as long the two platform will communicate.

  • @mirrrvelll5164
    @mirrrvelll5164 Před 3 lety

    It is a good video if you have perfectly structured PDF's, but what is still missing or would be amazing that you can convert -image PDF's- to Excel, or scanned files to Excel...I have been using Power BI and some other convertors but no possibility.

  • @alonaisrael
    @alonaisrael Před 3 lety

    Thank you 👏👏👏

  • @donaldrowell8168
    @donaldrowell8168 Před rokem +1

    Hello Kevin, in your video about importing PDF files, what version of Excel are you using?

  • @rubymannila8328
    @rubymannila8328 Před 3 lety

    Kevin, can you tell us how to add multiple tables? This only shows one table. Most of my files have more than one table. In the bank statements, I also see pages with tables in them, but they are not listed as a table. You can't choose which items you want to load when loading a folder only a single pdf, is there any way around this?
    Thank you

  • @samssubliminals
    @samssubliminals Před 2 lety

    EXCELLENT

  • @pcoladawg
    @pcoladawg Před 2 lety

    There should be a love button. I have been looking for two days for a video to explain this. The old Adobe system looked much easier than this newer one. Then I went to flow or whatever it is called now but didn't want to spend money on a system I didn't know would work and then the 3rd party apps started coming into play. UGH. This bypassed all of that. Thank you!

  • @Sparki883
    @Sparki883 Před 7 měsíci

    Thanks for the informative video. Need more tips and help on the Power Query. Changing column widths and data type (you showed the detech function but how to tell the column should be $$) Thanks you!

  • @abdanomer
    @abdanomer Před 2 měsíci

    Great👍

  • @helbox
    @helbox Před 3 lety +19

    Darn it. I have been trying to do this with the project I’m working on. The data is in multiple tables. Each pdf has 7 tables with different kind of data related to the product. Can’t get it to work. Perhaps you could in a future video make an example with importing that many tables into Excel. Thanks

    • @garylillich
      @garylillich Před 2 lety +2

      I had the same challenge. However, I did discover the append option in the ribbon. Kinda messy, but it did work.

  • @arkapil
    @arkapil Před 3 lety

    This is great. Does it work for Scanned PDFs too or just electronic ones.

  • @lockunlock8913
    @lockunlock8913 Před 3 lety +1

    Kevin is it available only in MS office 365? I cant find the "Get & Transform...", is there any ribbon that I needed to add on?

  • @veryutils
    @veryutils Před 10 dny

    I really enjoyed your informative video! You might want to consider using the VeryPDF PDF to Excel Converter. This Windows software automatically converts PDF files into Excel spreadsheets and can even combine multiple PDF files into one while preserving formatting.

  • @Kgharney427
    @Kgharney427 Před 3 lety

    Kevin, This video was perfect and very helpful. But I can’t get the last part to work. When I add new PDFs it will not pick them up. Help! Thanks.

  • @Aalok464
    @Aalok464 Před 3 lety +2

    I think the time is different today in Seattle when it is uploaded in 00:00 am and that time is equal to 1:30 pm in India but today 00:00 am in Seattle = 12:30 pm

  • @mabdulazeez7388
    @mabdulazeez7388 Před 3 lety

    Hello Kevin,Can you please explain how to open .mso in xl

  • @Skip2MiLuu
    @Skip2MiLuu Před 3 lety +2

    Thanks for the great video. I seem to be struggling with the same issue that many other users have made a comment on.
    This method only seems to work if all tables on each pdf is only in the 1st page.
    Any thoughts on how to combine all tables from each pdf that might be longer than a page?

  • @girishraddy6049
    @girishraddy6049 Před 4 měsíci

    Superb

  • @RKTECH1021
    @RKTECH1021 Před rokem

    Hi Kevin, This is great, in my PDFs there are rows not in every single PDF, for example particular item is not sold on every invoice, when it's missing, I get error column not found. how to handle that type or error?

  • @hugoguevara2505
    @hugoguevara2505 Před rokem

    Great video, doc! What about if the PDF files have each a password?

  • @rawaaalhilween8333
    @rawaaalhilween8333 Před 3 lety

    hello Kevin,
    as i wanted to add a column, i couln´t see the formula record.field (the formula seems to be hidden, it would be visible if i select it and i didnt get the dropdown list either. how can i get it visible without selecting it?

  • @gloriabrown9574
    @gloriabrown9574 Před 10 měsíci

    Great

  • @gajabathiarjuntg2390
    @gajabathiarjuntg2390 Před 3 lety +5

    Great video Kevin. But why can't I see the "From Pdf" option from the get data option and then when I click from file the from pdf option is not visible.

  • @louisevanbiljon7269
    @louisevanbiljon7269 Před 3 lety +7

    Hi Kevin, wow that was so helpful! What if my multiple pdf files have different tables on different sheets that I need. How do I select those. They have the same table layout but 1 pdf might have a table on 2 different pages and another pdf might just have 1 table that I need. Do you perhaps have a video on that?

    • @yvoderooij6340
      @yvoderooij6340 Před 2 lety +2

      I have the same question, query shows only one page

  • @SplitSniper7
    @SplitSniper7 Před 3 lety

    Is there a way to do it the other way around? Putting data from Excel to a PDF?

  • @gumsoonelizabethchungchoi3767

    Super video! I applauded for $10.00 👏👏👏