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
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