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Improve your PDF data handling with Power Query
Manage episode 459023247 series 3560917
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Ever struggled to extract crucial financial data from PDF files into Excel?
As accountants and finance professionals, this can be a regular occurrence.
To help you, this episode explores Microsoft Excel's Power Query feature. You'll uncover how to seamlessly import data from system-generated PDFs like invoices and statements.
From tackling tricky formatting issues to cleaning up messy rows, learn through real-world examples using an Australian Tax Office (ATO) PDF as a case study.
Additionally, you'll gain smart strategies for handling regularly updated PDFs to automate your workflows.
For fast access, use these timestamps:
- 0:17 - Introduction to Importing Data from PDFs using Excel's Power Query feature.
- 0:37 - Types of PDFs and Their Reliability
- 1:05 - Use Cases for Importing PDF data
- 3:17 - Accessing Power Query and Importing a PDF
- 4:15 - Tables vs. Pages in PDFs
- 5:40 - The Complexity of Importing PDF Data
- 6:25 - Removing Repeated Headers
- 7:05 - Addressing Errors and Dealing with Extra Rows
- 9:20 - Creating a Filter Column
- 9:45 - Reversing Rows Again
- 10:05 - PDF File Names
- 11:20 - Reusing Power Queries
- 11:42 - Conclusion
If you're ready to save time and streamline your data handling processes, this episode is a must-listen.
Host: Neale Blackwood CPA has more than 20 years of experience as a Microsoft Excel educator. He is the author of more than 200 INTHEBLACK articles as well as a book, Advanced Excel Reporting for Management Accountants.
CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance, and accounting:
Search for them in your podcast platform.
You can email the podcast team at [email protected]
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