• Improve your PDF data handling with Power Query

  • Jan 2 2025
  • Length: 13 mins
  • Podcast

Improve your PDF data handling with Power Query

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  • Summary

  • 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 Queries11:42 - 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: With InterestINTHEBLACK INTHEBLACK Out LoudExcel Tips Search for them in your podcast platform. You can email the podcast team at podcasts@cpaaustralia.com.au
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