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Spreadsheets: Moving Data from PDF to Excel

(continued)

Use a Third-Party Tool
Let's be honest. I think a lot of people convert their Excel files to PDF because they don't want the recipient to be able to reuse the data in Excel. Send me a 450 page document in PDF and they figure I won't have the time or inclination to take each page from PDF to Word and back to Excel. I actually had this exact problem once and converted the whole document back to an Excel database using Able2Extract. You can test out Able2Extract 7 with its free seven-day trial.

The software is simple to use. Open the PDF file with Able2Extract. The first step is to identify which area(s) you want to import. If the document contains titles or page numbers in the header, you could choose to crop the page to ignore those sections of the document. Able2Extract offers to convert the data to Excel, Word, PowerPoint, Publisher, HTML, or AutoCad, as shown in Figure 7.

The result is shown in Figure 8. Able2Extract preserved the original font colors and numeric formatting. The process was not perfect; the font size changed from 11 point to 9 point and the right-justified headings moved back to the left. However, once I had the data in a table in Excel, it is easy enough to fix those issues.

Able2Extract also offers a pro version that will use OCR to recognize characters in PDF documents that have been created using a scanner. Download a free trial from http://www.investintech.com/.

Best Practice?
It really should not be this hard to get data out of a PDF file and back into Excel. If you have a one-page table, the PDF-to-Word-to-Excel solution will work suitably well. If you have a several-page document with many different tables or repeating headers, then going to a third-party solution such as Able2Extract makes sense.

Fig. 7

MrExcel12Fig7

 

Fig. 8

MrExcel12Fig8

 

Bill Jelen, a CFO contributing editor, runs MrExcel.com and is the author of 32 books about Microsoft Excel, including Charts & Graphs for Excel 2010. Post questions for future columns in the "Suggest a Topic" section of the Spreadsheet Community Center on the right.


Reader CommentsDisplaying 3 of 4

  • MARIA THOMPSON

    Nov 29, 2010 11:10 AM ET

    Control Your Security Settings

    To prevent alteration of information sent in a pdf, use the security settings for the document to prevent the type of … more

  • Tim Mayes

    Nov 23, 2010 2:04 PM ET

    How to Do It

    Actually, this seems to be a problem with how the PDF was created, not so much with Excel. Of course, Excel might try … more

  • HOWARD DROBES

    Nov 22, 2010 11:03 AM ET

    Reasonable convergence tip

    This is good information but as a CPA, I do not want my clients knowing about it. It would allow them to change items … more

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    The formulas should read (A2:D2) instead of (A2:C2). Sorry for the confusion, but an edit function would be nice. :)
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    Regarding pivot tables, I recommend that you always select empty cells to show zeros. The following example will illustrate why: First, consider … more
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    Just as you can select to repeat rows at the top of a page as you print it, is there a way to repeat rows at the bottom of a page as you print … more
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