Properly Convert PDF to Excel

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Are you looking for an effortless way to transfer data from PDFs to Excel? Say goodbye to complicated methods and hello to Power Query's new feature! In this video, we dive into how Power Query transforms the way you import data from PDF to Excel.
✨ Key Highlights:
▪️ Automatic Refresh Feature: Learn how to maintain dynamic links between your PDF documents and Excel data, ensuring that your information updates automatically.
▪️ Real-Life Examples: We walk you through three practical examples, including importing safety reports, financial data from Tesla's quarterly reports, and a manual's table of contents.
▪️ Step-by-Step Guide: Follow our simple, clear instructions on using Power Query, from selecting the right data to transforming and cleaning it for your Excel sheets.
▪️ Time-Saving Tips: Discover how to bypass traditional, time-consuming methods like copy-pasting and manual formatting.
In this video we will test the functionality with 3 different business cases. We will first test the automatic refresh in Excel when the content of the PDF changes. In the second example we will import a specific table from a PDF document (Tesla's quarterly financial report). And finally we'll get creative and import the table of contents from a PDF eBook into Excel.
The new PDF data connector is available as part of a Microsoft 365 subscription
⯆ Read the full blog post: www.xelplus.com/import-pdf-to...
Complete Excel Power Query playlist: • Excel Power Query (Get...
00:00 Import from PDF to Excel with Power Query
00:41 Automatic Refresh - Import from PDF to Excel with Power Query
03:36 Convert Financial Report from PDF to Excel with Power Query
07:10 Import Table of Contents from PDF to Excel with Power Query
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#excel #PowerQuery

[@LeilaGharani]

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[@MrDexter337]

Hello, thank you for your videos! They are incredibly informative and present the information into an easily understandable way. I'm noticing that I don't have the PDF to Excel functionality. I have 365 business enterprise and just recently updated to the latest version, but still not there. Would you happen to know what I would need to do to get it?

[@musingnature]

Hey, Thanks for the tutorial! But I am not able to see the Import from PDF option. All other options available though in the Import from File option. Any idea, if I need to enable something?

[@chandrashekar9672]

@@musingnature @leila same issue ,

[@ambrose.dota2]

please reply us. We dont see any options PDF to Excel. Tq leila.

[@alexkimanikihuna7215]

Hello Leila, I too can't access the pdf option, how is what can I do to access it for easier importation of tables

[@timmykk1]

Hi Leila, For some time you have been my go-to tutorial source for Excel questions. Now I've discovered you post regularly and have become a regular. Today you hit a topic that I have wrestled with so many times in the past. Your special gift is clarity and relevancy. You also include the little details that novices like me really need in order to become proficient. Thank you so much!

[@LeilaGharani]

You're very welcome, Timothy!

[@MogensBLaursen]

This is just excellent - you really get around the real stuff (cleaning up real-world data sources) and saving lots of otherwise tedious work. Your solution to the problem with multiple tables is a real time saver. Thank you so much !

[@AndreaUK1973]

Awwww!! I’m gunna cry!! This is absolutely everything I was struggling with!! UNTIL now! Days of straggles are over! Thank you ! thank you ! thank you!!

[@M.A.Sammani]

She deserve a PhD . The world professor of EXCEL. Thank you.

[@patrickdavid9823]

She's interesting to watch also... unlike some videos with content but lacks spice

[@kpsrathore]

Leila, You just cannot imagine what a life saver you have been. I saw many videos trying to explain importing PDF to Excel. Unfortunately, none of those could solve my problem. I get job cards in PDF format and need to convert those to Excel to maintain the material receipt. I had to spend hours converting each job card. Now I can very accurately convert those in a matter of minutes. In fact, before this comment, I managed to convert 10 job cards. Thanks a TON.

[@LeilaGharani]

YAY! I'm so glad this was helpful. Thank you so much for sharing.

[@TekhXpert]

@Leila Gharani Yes, you are helping a very big community. 😍

[@rvgiri]

Hi i am also having office 365, but under data still i didnot got data -> pdf, can you help how can i get that.

[@TekhXpert]

@@rvgiri I also have same problem

[@rvgiri]

@@TekhXpert might be it will come in next monthly update

[@TSSC]

For loading multiple files in one go, I tested Get Data > From File > From Folder, combined the files (Content column) … and it resulted in a query with the data from each of the files (same document structure). 👍💪 This could be quite convenient to process data in, say, monthly reports, bank statements, etc.

[@virtualpedia1330]

Leila, I cannot believe my eyes. You just cannot imagine what a lifesaver you have been. I saw many videos trying to explain importing PDFs to Excel. Unfortunately, none of those could solve my problem. I get Invoices in PDF format and need to convert those line items wise to Excel to maintain the material and quantity, rate and total amount. I had to spend hours converting each Invoice. Now I can very accurately convert those in a matter of minutes. In fact, before this comment, I managed to convert 23 invoices. Thank you very much!

[@navisalomi]

Thanks Leila as always for bringing us up to speed with the latest Excel tricks and tips.

[@zahratorabi7638]

Amazing, i was looking for an easy way to dowload the whole file, and now i know its just a right mouse-klick. You're my angel Leila joonam 👍🤗😘😍🌼☀️👏👏👏

[@TylerStanczak]

This is extremely helpful! Going to take this approach :)

[@LeilaGharani]

Glad to hear that :)

[@anferben]

I've been doing this for months with a combination of those tools in the web (very messy results by the way) + fixing the data with PQ... but now this is a big AHHH. Thanks Leila, you're the best!🚀

[@leiterservices]

Revisiting your Power Query videos - just shared this with my work group! Thanks for all the information! I watch your channel regularly- I've learned about a lot of tools that I didn't even know existed!

[@agermoune]

excellent subject selection. Adobe is been giving us hard time converting table content into tables in excel. This is a great addition to power query and you just made it so sample. Thank you for all the time you invest to make a difference and you are succeeding. Great work!

[@HarpalSingh-sy8ev]

I've watched numerous videos by Leila and i am amazed by what can be done in excel. Compared to most people i know alot of functionality, however compared to Leila i know diddly squat!

[@miteshparmar1]

Leila is the Excel guru! Superb video!!! I'd like to add that if you don't see this functionality in your Excel despite having the latest Office 365 it's because it's only supported in Windows 10. Hence if you're running any other version of Windows you'll need to upgrade to Windows 10 (if your running Windows 7 the upgrade is free). Once you've upgraded to Windows 10, you need to update your Excel version by: File --> Account --> Office Updates --> Update Now Now this functionality should exist.

[@asdrugarcia1132]

Thanks Leila!!! you had save me a ton of work! keep up the awesome work! for those who are having issues not finding the PDF option on your DATA tab, all you have to do is update your excel version if yuo have a subscription to Office 365 go to File>account>office updates>update now, save you work and allow 5 minutes for the update when the app restart you'll find the PDF option avaliable under the DATA tab.

[@mattschoular8844]

Thanks Leila...Importing pdfs had always been a challenge. Power Query should be helpful in many cases....

[@LeilaGharani]

It really is! Thanks Matt.

[@abdullahibnhasan1323]

If I had seen this last week. It would saved me 8 hrs. I am on your proud PQ student.

[@es8560]

This is awesome!!! Thank you Leila for sharing this video. 👍 I really like the way you presented it - slowly build up the momentum with different cases. It really helps me better understand the topic.👏

[@husnainidreesia]

You are helping thousands of computer operators God bless you Leila 🌹

[@johndabbas2505]

Leila you're a life saver. Love your articles and presentations. One minor comment though. I don't think report is commonly pronouced as ree-port but report as in resort. Keep up the good work.

[@kiwiesp]

Americans...

[@adij3224]

People who have disliked this video, I wonder what’s going through their heads. This is a brilliant video...

[@LeilaGharani]

Thank you!

[@GaneshKrupaDaamodaran]

Seriously, even i wonder. What is there to dislike?

[@user8ZAKC1X6KC]

I suspect that it's because not everyone gets access to these features at the same time. So you watch the video and try to do it, but you can't and then you spend a bunch of time trying to figure out why, to find out that this feature just hasn't been rolled out to everyone yet. I think she is subscribed to the beta testers group, so she gets access to things before the rest of us. I think this is the third or fourth video that I have watched where my version of Excel doesn't have the functionality she is demonstrating. It would be helpful if at the beginning, where she says "this is where the feature is located" if she added something like, "This feature hasn't been added for all users of excel at this time, if you don't see it here, you can't do this yet and there is no way for you to add the feature." It's not a bad video, but people only have so much time, so knowing something like that upfront would be helpful for the less savvy excel users. Also some people just dislike stuff and I don't know why. 28 isn't really all that bad.

[@Cysecsg]

They are efficiency haters. They prefer to look and copy manually.

[@apidraiceboy305]

@@LeilaGharani Don't get offended ma'am. I think the dislike button was mistakenly identified by some as the download button. 😳 Maybe you can make a video for them to correct their mistake. 🤣

[@user-gq4fc3oh5i]

That's brilliant, Leila! I just converted a multipage pdf invoice with lots of text and a table spread thoughout 3 pages into 1 xls sheet. You saved my day! 🤩

[@shirk5914]

I really like this info. Thank you!

[@chh8860]

Coffee w/Leila continues … (Maryland - 5:15AM) Another disappointment … how Leila has not been awarded the Noble Prize in Education … for the content and clarity of her training videos … 😒 Once again … an effortless presentation of substantive content … which leads to several ideas popping in my head like fireworks. Thank you … thank you … thank you.

[@LeilaGharani]

Haha, you're too kind. Glad I could spark some ideas :)

[@omarathman42]

Hi Leila...am following your tutorial. Am amazed by how you put the recipe together. Now, have checked in the power query "Get Data" I can't see where you can convert to PDF but the rest are there ie Folder etc. Does PDF need to be downloaded in the query or anything to do with administration control?? Am using Microsoft 365

[@minalshetty5762]

I AM ALSO FACING THE SAME PROBLEM. It is not giving me an option to extract from 'PDF'! All other options are there except pdf.

[@STLTHMC]

Same - on the Data Ribbon, I have all of the various file type option, but there is no Get Data Drop down, which is where one should find the PDF file type. I've looked all over MS help etc, to see why my Excel 2016 Professional does not have this feature enabled, but I cannot find anything to help fix or enable the Get Data drop down on the Data Ribbon.

[@GeorgeKlucsarits]

Great examples and very timely! Thanks.

[@Kunalindia3]

Excellent explanation, as always! Simple, subtle & crisp!!

[@deepaknarde]

Thanks, Leila for the wonderful topic. As said by all the buddies it is a very important thing to get pdf table to excel. But when I tried with the function I didn't find the option of pdf in Get Data->From File-> "PDF" is not available in the list. Please help, how to get the same in the list 🙂

[@sanjeevakumar5602]

Same Problem for me

[@jami677]

For me....it was an add on....a PDF to Excel Converter Tool that I had to request access to thru my IT Dept at work. They said it requires a special license to give access to it, so not everyone in my department has it, and no one has it by default. Only those that request it can get it based on our departments budget and willingness to pay for it.

[@gracemungkaje4333]

I had the same problem because seems like both you and I have older versions of Excel. I believe this feature is available for Office 365 users. License is $99 USD/year.

[@anaana5688]

It is a wonderful feature, I am trying hard to have in my Excel. While I am using Office 365 too - the latest version, I tried to uninstall and re-installed (today) - and repair , but I could not find this feature "File Import PDF' under DATA, Leila - any suggestion or advice , for me to get this feature? Thanks in Adv

[@anaana5688]

resolved with MS support help

[@omarathman42]

@@anaana5688 how did you do it with MS??

[@johnborg5419]

Thanks Leila. I had some PDF files before and had a hell of a time to convert to Excel. If I recall, I transferred to word first. This is Great!!!

[@dodettesky2587]

Amazing! This is the only video I've seen that shows clearly how to extract multiple pages of a pdf with Power Query. Thank you so much, Leila! This video made me subscribe😃

[@LeilaGharani]

Yay, welcome aboard!

[@nijuichi21]

Hello Leila. I can't find the "from pdf" selection in the get data from data tab.

[@mukeshkannan7837]

i can't see it as well.

[@alanmonaghan9194]

I think it's only available in the 365 Insider version. At least, it is in mine.

[@gregbernard7861]

Same here - I don’t have insider version though.

[@onkarshinde4424]

This is available in excel 2019

[@ricebowl8393]

U need office 365

[@IhabLotfi]

Unfortunately, I do not find "import from PDF" option in my "Get Data from File" sub-menu

[@andregv1993]

Me neither

[@Vincent_Koech]

Me neither Excel 2019

[@burningbush2322]

I believe it was introduced in the latter part of 2020. Probably need the latest O365 version update.

[@exhibitionlevel]

Neither do I. But I found some kind of workaround that could work in some circumstances... open the PDF with Word, then select the table and copy/paste it into Excel.

[@xubairaca]

i have this , i am using excel 365

[@rashidfaridkhan2664]

Excellently Explained.. Thank you Leila..!

[@SteveSwanson999]

Extracting the Table of Contents example was a big winner. Lots of info on combining multiple PDF's, next to nothing on this equally important use case...THANK YOU!

[@LeilaGharani]

Glad it was helpful, Steve!

[@rohanshah3890]

I don't have the "From PDF" option in my Get Data Tab

[@jerry171460]

Try from file then from PDF.

[@husammazahreh5133]

Good day Leila; I do not have "from pdf" when I go to Data/from file/ is there addon to get from pdf? Your videos are great;thanks

[@skysilva898]

same, i don't have PDF option. Is it because of Excel version? or PDF must have special conversion access?

[@s.y.daniel2137]

same here, no such option from GETDATA

[@lukebaker3164]

me too

[@babaktftf8925]

me too

[@giocarloaleta4199]

Up for this no "get data " option for Excel 2013 ver

[@mmc9305]

Brilliant! Thanks for sharing your knowledge.

[@krn14242]

Wow, great video Leila. Power Query is so flexible.

[@MarcoTorres4given]

Hi Leila when I try to get data I don’t see pdf as a source. Am I missing something

[@ricebowl8393]

Office365?

[@onkarshinde4424]

Download MS office 2019

[@majidahmad1593]

@@onkarshinde4424 I have office 2019 but PDF option is not available.. Any help?

[@majidahmad1593]

@@onkarshinde4424 PDF option is on Microsoft 365 not on Microsoft 2019

[@areebasuhail3505]

Hi, I am not getting “From Pdf” option. How do I enable that option? Please let me knkw

[@alanmclean1399]

You need to be logged in to your Office 365 subscription and open the desktop application (latest version) of MS Excel. Hope that helps

[@richardcorel2471]

@@alanmclean1399 I have the same problem. I have tried your suggestion, but it is still not giving me the PDF option. I am from the Netherlands. Could this be a regional thing?

[@mlt3105]

Same problem here, too.

[@alanmclean1399]

Richard, I’m in the U.K., so I presume I’d be the same region as you. I can only do it on my personal Office 365 account. My work Microsoft enterprise excel does not work, but the version on excel seems to be older. I don’t know if that is any help.

[@richardcorel2471]

@@alanmclean1399 Thanks

[@TAHIRUDDIN21094]

Nice to see you... All of the tips and tricks work efficiently. Thank you for your efforts.

[@Rosiechen2018]

This was exactly what I was looking for! You’re the best!

[@LeilaGharani]

Happy to help!

[@hariomgupta4677]

Hello ma'am my power query not show import pdf option I m using ms office 2019

[@staypositive4358]

Its probably only for 365 users. I don't have it either but its nice to know that its available in case I want to get it.

[@nibalalshacker7488]

@@staypositive4358 Hello, I have 365 but still It does not have this option. Can someone tells us how to add it? This is a huge time save. Thanks!

[@staypositive4358]

@@nibalalshacker7488 . That's weird. Good luck!

[@owenw7178]

@@nibalalshacker7488 Your company may not have this feature installed as part of its 365 updates roll-out. I don't have it on 365 either.

[@Vgpratham]

I could not find option to select PDF file in >Get Data>From File. I am using Excel 2016, however I do not find option for power query

[@prakaaash]

Same issue here

[@MdAlAminosi]

* import from PDF is only available in Microsoft 365 *

[@STLTHMC]

@@MdAlAminosi ah, well there's the answer. Dang. I have 2016 and no desire for a subscription 365. Oh well, I have to find a different solution then. Thanks for the answer.

[@zubayrbhyat8077]

Love your passion for Excel. Good stuff, Leila.

[@LeilaGharani]

Thank you!

[@guillermolagos2609]

Dear Ms. Leila Thank you for your practical tips and educational videos. All the very best to you in 2022.

[@prashantrawat6738]

How to import from PDF in old versions like 2016, 2019?

[@staypositive4358]

Buy Excel 365.

[@einyv]

I can listen to you say "data" all day long! Another helpful video.

[@MitchZaytoun]

Great learning video! You made it soo easy. Thank you!

[@wilidi4108]

This presentation simplified Power Query. I love it. Thanks so much, Leila.

[@LeilaGharani]

You're so welcome!

[@orlan7290]

Thanks a lot Leila. You're so kind and great for helping us to gain additional information...more power...

[@emkar7]

Great work! Leila. Keep going. I always find something new to learn.

[@joelhodes1619]

This is a very powerful feature, and very well explained. Thanks.

[@alielsheikh8091]

Very useful, thanks a lot.

[@kishoremba5058]

She is my Guru.Thank you Leila Gharani for all the videos you post..

[@vahidmacvandi1297]

Excellent! Thanks a lot for sharing this.

[@kuldar.]

I love Leila's videos so much, thank you!

[@houseofbiochemistry1286]

Nice information Will definitely try this

[@al-aminmollah7650]

Exactly what I am searching for long long days. I did this till today with a software then VB. Thanks a lot.!!!

[@Viazm]

Fantastic video. Leila, THANKS a lot. You have a great talent for explaining. It is a great pleasure to watch your videos and listen to your explanations.

[@LeilaGharani]

Thank you, Oleg! 😃

[@zuzanahronikcmacsca8442]

Thank you. Very helpful tips!

[@momoly11]

Thanks for great information

[@user-eb9hk9mr3t]

thanks so much for your videos

[@Nagaraju-il9ed]

I do trade documents checking...your vedios of converting pdf to word helpful to me..to do my job fast...usually documents checking done through taking print outs..its been difficult while working from home without printout....it helped me a lot

[@SLouadah]

You are a god send Leila. If I knew this a year ago, I would have been muuch faster to gather data at my last internship. Thank you for sharing this. Keep up the great work!

[@LeilaGharani]

You're very welcome, Sofiane!

[@bktan2112]

This is extremely useful. Thank you so much sharing

[@clarencestevens2462]

Thank you!!! After years of trying different PDF to Excel converters for my Clients bank statements, this method works flawlessly! Another awesome video. Thank You!!!

[@LeilaGharani]

Glad it helped, Clarence!

[@mukundsetlur3141]

This is really cool! Thank you Leila!👌

[@ajab124]

👍 You are teaching like a pro! Thank u! :)

[@matthewfagence9839]

Fantastic, thanks heaps. Leila, you explain things so well! You are an amazing trainer 👍

[@LeilaGharani]

Thank you, Matthew! 😃

[@petermoorhouse5994]

Very grateful for all your videos, fantastic work, looking forward to more

[@LeilaGharani]

So nice of you, Peter.

[@lorenadenicolo7621]

You’re a life saver! Thank you for being such a great teacher!

[@CivilXpertise]

My best and favourite excel mentor ever.

[@fredrickrajaprakashan3639]

Fabulous !! Awesome as usual !! Thanks

[@LeilaGharani]

Our pleasure, Fredrick!

[@henriques.95]

OMG. This is really a life safer. I did my work appending my queries, but this is so much easier and practical!

[@MrSupernova111]

Amazing! I don't know why I haven't been doing this all along! Thank you!!

[@Islamicstudy325]

Hello Leila. You explain excel better than anyone. It has made my work life easy. I hope that your You Tube channel gets more success which you really deserve.

[@LeilaGharani]

Wow, thank you!

[@anthaguz]

This is simply amazing! Thank you for the tutorial!

[@petercgrewarpotatoesltd4413]

What a fantastic video!!! Many thanks ❤

[@LeilaGharani]

Glad you enjoyed it!

[@XcelGuruSayantan]

Your videos are very good. I got to learn a lot of new things thank you.

[@Grumpy_Granddad]

Great tips as always

[@Srinivasan.Answers]

Beautifully explained. Thank you!

[@GaryMillerUK]

What a good explanation of this impressive new feature.

[@chriswall4795]

Really useful. In the content list example, the section numbers in column one need to be text initially, not decimal. Acommon misconception as 2.9 needs to precede 2.10 so 2.1 to 2.9 need to become 2.01, 2.02 etc.

[@phvaguiar]

YOU ARE HEALPING ME SO MUCH!

[@derrickadang9816]

Perfect...just when I needed it!

[@candidboy9153]

Thank you a lot. You literally saved my life 😊😘

[@decimustrain]

That’s so helpful; thanks Leila

[@Joel_Stm]

This lady is a gem. God bless

[@manikkuttanms1206]

You are an amazing teacher, thanks for your videos..!

[@LeilaGharani]

You're very welcome!

[@LOSURFNDANCE]

Thank you Leila! This tutorial is very well explained and it will save me so much time at work! Thank you so much

[@muhammadrashidkhan2332]

dear roses for you as token of honour u r my mentor since long and i recommend so many them that Leila style is very simple and focus no more unnecessary arguments, keep it up dear

[@nonoobott8602]

Power Query is amazing. This is so useful Leila. Thanks for sharing

[@LeilaGharani]

Power Query really is amazing!

[@accountingindex5471]

Thank you for sharing.

[@maxchabier]

Excellent explanation. Easy to process! Thanks!

[@melissarivers3462]

Thanks! I can really use this at work!

[@brighnquisitive6217]

Fantastic, LG! THANKS