pdf+to+excel

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This page includes videos and a file that can be used to convert many PDF files to Excel. The conversion from PDF to Excel are geared to financial modelling applications. For example, the PDF to Excel macros were initially specifically designed to convert financial statements to excel format. The PDF to Excel macro addresses different types of problems that can arise when copying from PDF to Excel usinng different sets of macros. Unlike other PDF to Excel programs that you can purchase, all of the macros are provided on an open source basis and of course there is no charge. When using the PDF tool, copy and paste special as unicode text. Also the the read pdf file is geared for efficiently working with financial statements where you do not have to download a pdf file, but you can take it directly from the intenet.

If the read pdf is not working from firefox, it may work better using Google Crome and then pasting with unicode text (sorry about this).

An video demonstrating how to take your bank statements and convert them to excel is shown below: The videos in the table below address a whole lot of different things that can happen if you try to copy PDF files into Excel. Many can be solved with the macros that are included in the attached file. Other problems with reading PDF to excel can be solved with the "WORD" method as described in one of the videos. Another problem of locked pdf files can be addressed with an odd technique of uploading the files to google drive.

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= The PDF to Excel videos are summarised below. To watch the video, just click on the link =


 * || Subject ||  || Excel Exercise File ||   || Video ||   || Chapter Reference ||   || Page Reference ||
 * || Explains the different options in the Read PDF File ||  || Revised Read PDF to Excel - Alternative Methods ||   || https://www.youtube.com/watch?v=GZpKXrK07BM ||   || Chapter 4 ||   || 28 ||
 * || Comparison of PDF Macro and Word Import 1 ||  || Read PDF to Excel/Sun Edison ||   || https://www.youtube.com/watch?v=V1Af658XNSw ||   || Chapter 4 ||   || 28 ||
 * || Comparison of PDF Macro and Word Import 2 ||  || Read PDF to Excel/Chesapeak Annual Report ||   || https://www.youtube.com/watch?v=sosofQso5Qc ||   || Chapter 4 ||   || 28 ||
 * || Common PDF Read with One Column Case 1 ||  || Read PDF to Excel ||   || https://www.youtube.com/watch?v=wG2K-_XX22U ||   || Chapter 4 ||   || 28 ||
 * || Common PDF Read with One Column Case 2 ||  || Read PDF to Excel/Sun Edison ||   || https://www.youtube.com/watch?v=SlbkSw0R8uM ||   || Chapter 4 ||   || 28 ||
 * || Common PDF Read with One Column Case 3 ||  || Read PDF to Excel/Chesapeak Annual Report ||   || https://www.youtube.com/watch?v=xZGtswFGA6s ||   || Chapter 4 ||   || 28 ||
 * || PDF Read with One Column and Dots in Financial Reports ||  || Read PDF to Excel/Tribune Company ||   || https://www.youtube.com/watch?v=0XNjoZIHXvQ ||   || Chapter 4 ||   || 28 ||
 * || Read PDF to Excel with Corruption in Numbers 1 ||  || Read PDF to Excel/Co Springs ||   || https://www.youtube.com/watch?v=dyOpqaedKTU ||   || Chapter 4 ||   || 28 ||
 * || Read PDF to Excel with Corruption in Numbers 2 ||  || Read PDF to Excel/Chesapeak Annual Report ||   || https://www.youtube.com/watch?v=fM63k0ohZYo ||   || Chapter 4 ||   || 28 ||
 * || Read PDF to Excel with Word Adjustment Case 1 ||  || Read PDF to Excel/FPL S&P ||   || https://www.youtube.com/watch?v=wUTK6kzs9Cw ||   || Chapter 4 ||   || 28 ||
 * || Read PDF to Excel with Word Adjustment Case 2 ||  || Read PDF to Excel/Range Resources ||   || https://www.youtube.com/watch?v=Qwc-fbk03YU ||   || Chapter 4 ||   || 28 ||
 * || Read PDF to Excel with Password Locked File 1 ||  || Read PDF to Excel/Plymoth Case Study ||   || https://www.youtube.com/watch?v=7yaMscHyaow ||   || Chapter 4 ||   || 28 ||
 * || Read PDF to Excel with Password Locked File 2 ||  || Read PDF to Excel/IEA File ||   || https://www.youtube.com/watch?v=MKmlslyEsfc ||   || Chapter 4 ||   || 28 ||
 * || Using Read PDF to Excel with Checking Account ||  ||   ||   || https://www.youtube.com/watch?v=1gGFphxbEGE ||   || Chapter 4 ||   || 28 ||
 * || Creating a PDF File to Read Two Columns of Data ||  || Read PDF with Multiple Columns ||   || https://www.youtube.com/watch?v=1gd8s2Q3mVE ||   ||   ||   ||   ||
 * || Adjusting the User-form Screen in Read to PDF File ||  || Read PDF ||   || https://www.youtube.com/watch?v=wLYF4lxf8fk ||   ||   ||   ||   ||
 * || Demonstration of Read to PDF with Two Columns ||  || Read PDF/Multiple Columns ||   || https://www.youtube.com/watch?v=NVrarJWSqnY ||   ||   ||   ||   ||
 * || Reading SEC Text Files with Read PDF Function ||  || Read PDF ||   || https://www.youtube.com/watch?v=lGiyQlEwQWc ||   ||   ||   ||   ||
 * || Re-formatting SEC Files with Macro ||  || Format SEC Files ||   || https://www.youtube.com/watch?v=BKsc7P-SZy8 ||   ||   ||   ||   ||
 * ||  ||   || Format Files with European Data ||   ||   ||   ||   ||   ||   ||
 * || Reading Financial Statements Efficiently with UNION Function ||  || Read PDF ||   || https://www.youtube.com/watch?v=pjVoCWASoMQ ||   ||   ||   ||   ||
 * || Development of Union Function for Reading Financial Statements ||  || Read PDF ||   || https://www.youtube.com/watch?v=GafkBlt775Y ||   ||   ||   ||   ||
 * || Development of Union Function for Reading Financial Statements ||  || Read PDF ||   || https://www.youtube.com/watch?v=GafkBlt775Y ||   ||   ||   ||   ||



= Comments about converting alternative files from PDF to Excel =

In this case the pdf must be downloaded and then read from acrobat. After copying the data into WORD and then copying the word table into excel, the result is illustrated below:


=== 3. If the PDF file is locked with a password, there is trick you can do to get around the problem. This involves uploading the file into Google Drive. With the file uploaded, you can copy information to ===



= Example Files Related to PDF to Excel Transfers = = = =Files Related to PDF to Excel Tranfers=