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PDF to Excel Data Extraction

Our take

Extracting data from PDF files into Excel can streamline your vendor quote management, especially when dealing with numerous SKUs. Automating this process is essential for efficiently identifying and sorting duplicates. While you've explored Copilot prompts with mixed results, creating a dedicated tool could enhance your extraction accuracy. Power Query is a powerful option for this task, and many resources are available to help you get started.

I’m currently working on vendor quotes, and we handle a large number of SKUs. In the PDF files, some items are sometimes entered as duplicates. What I’d like to do is extract all the line items into an Excel file so I can easily sort and identify duplicates.

I want this process to be automated, but I’m not sure where to start. I’ve tried using Copilot prompts, but the results are inconsistent, sometimes not all items are pulled correctly. Because of this, I’d like to create a tool that can automate the extraction without relying on prompts or Copilot.

I know, I can use Power Query for this one but can you recommend a YouTube tutorial I can watch to learn for this specific tool I want to create?

Thank you all so much for your help.

submitted by /u/todd_lerrrr
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