Last week, we learned how to use formulas to reconcile (match) transactions in Excel. Today, lets take a look at even faster and simpler way to do this:
Using Pivot Tables
Here is a short video explaining the technique and why it works. See it below
(or watch it on our youtube channel)
Download Example workbook:
Please click here to download the example workbook & play with it.
Hungry for pivot tables? Grab these juicy stuff:
- Learn how to create and use Pivot Tables in Excel
- Excel Pivot Tables – Tutorials, information & tips
Thanks to commenters Utkarsh, Heather, Carlos & Kerry for suggesting that we use Pivot Tables for this problem.
7 Responses to “Extract data from PDF to Excel – Step by Step Tutorial”
Dear Chandoo,
Thank you very much for this and it is very helpful.
However, all the Credit Card Statements are now password protected.
Please advise how can we have a workaround for that
Hello sir,
How to check two names are present in the same column ?
Thanks and Regards
Hi, Thank you for the great tip. One problem, when I click on get data >> from file, I don't see the PDF source option. How can I add it?
I tried to add it from Quick Access toolbar >>> Data Tab, but again the PDF option is not listed there.
I am using Office 365
Hi, Thank you for your video. I see you used the composite table, but I when I load my pdf, it does not load any composite table. It has 20 tables and 4 pages for one bank statement. I have about 30 bank statements that I want to combine. Your video would work except that I can't get the composite table and each of the tables I do get or the pages does not have all the info. what to do?
Dear Chandoo,
How do we select multiple amount of tables/pages in one PDF and repeat the same for rest of the PDF;s in the same folder and then extract that data only on power query.
Thank you
Hi, Thank you for your video. I see you used the composite table, but I when I load my pdf, it does not load any composite table. It has 20 tables and 4 pages for one bank statement. I have about 30 bank statements that I want to combine. nice share
One bank statement takes up 20 tables and four pages in this document. I need to consolidate roughly thirty different bank statements that I have. Your video would be useful if I could only get the composite table, which I can't for some reason, and each of the tables or pages that I can get is missing some information.