Extract PDF Data to Power BI/Excel with Power Query
Power BI
Jul 5, 2024 4:22 AM

Extract PDF Data to Power BI/Excel with Power Query

by HubSite 365 about Fernan Espejo (Solutions Abroad)

Data AnalyticsPower BILearning Selection

Unlock PDF Data into Excel & Power BI effortlessly - Master Power Query Today!

Key insights

 

  • Learn how to extract data from PDF files into Excel or Power BI using Power Query.
  • Discover techniques to combine multiple PDF files efficiently.
  • Understand the process of extracting specific data such as invoice dates from PDFs.
  • Access various resources such as demo files, online courses, and newsletters offered by Solutions Abroad.
  • Explore additional content such as Power BI templates, courses, and consultation services available for purchase.
 

 

About Power Query in Power BI and Excel

Power Query is a powerful data connection technology that enables users to discover, connect, combine, and refine data across a wide variety of sources. It is available in Excel and Power BI, which helps users to implement complex data gathering and transformation effortlessly. Power Query is pivotal for analyzing data sets that are too large for traditional spreadsheet tools and extends beyond simple extraction to allow data modeling and preparation for analysis or reporting.

Fernan, the founder of Solutions Abroad and a seasoned data specialist, emphasizes the integration of Power Query with Excel and Power BI to maximize efficiencies in data manipulation. This process is especially useful in business environments where decision-making is heavily based on data analytics. With tutorial videos and step-by-step guides, Solutions Abroad aims to empower users from beginners to advanced, teaching them to harness the full potential of their data.

 

Introduction to Data Extraction Tools

The video tutorial presented by Fernan Espejo, founder of Solutions Abroad, introduces beginners to the essential techniques of extracting table data from PDFs using Power BI and Excel. Fernan focuses on simplifying complex processes to make data more accessible for users. The tutorial kicks off with a quick overview, followed by detailed steps on data extraction from PDF files.

Firstly, Fernan discusses the initial steps involving the retrieval of data directly from PDF documents. He highlights the tools within Power BI that facilitate this process, making it user-friendly for beginners. This segment serves as a foundation for anyone new to Power BI or Excel, guiding them through the reader with Excel.

Combining Multiple PDFs

The subsequent section of the video addresses how to efficiently combine data from multiple PDF files. This capability is crucial for users who need to consolidate data from various sources into a single dataset. Fernan provides practical examples and step-by-step instructions to ensure viewers can easily follow along and implement the techniques discussed.

The tutorial also touches on more advanced functionality, such as extracting specific information like invoice dates from the combined PDFs. This part is particularly useful for professionals dealing with financial documents and invoicing where date extraction is frequently necessary.

Additional Resources and Support

To further aid his audience, Fernan provides links to demo files and mentions a beginner-friendly course available on Solutions Abroad's platform. These resources are aimed at enhancing the learning experience by offering hands-on practice materials. Moreover, he encourages viewers to engage with the community through newsletters and social media channels to stay updated with the latest Power BI news and features. Explore more about Power BI with this Power BI tutorial.

In conclusion, Fernan expresses gratitude towards the community for their support and feedback, which has been pivotal in the growth of the Solutions Abroad platform. He invites viewers to explore additional content, participate in courses, and consider supporting the channel through various means provided.

 

Power BI - Extract PDF Data to Power BI/Excel with Power Query

 

People also ask

How do I extract data from a PDF to Excel using Power Query?

To transfer data from a PDF document to Excel using Power Query, initiate by navigating to the Data tab within Excel. From there, select Get Data from the Get & Transform Data group, then choose 'From File' and subsequently 'From PDF'. After choosing the desired PDF file, allow Excel a moment to process the PDF's contents for data extraction.

How to extract data from PDF to Power BI?

To extract data from a PDF using Power BI, start by selecting the 'Get Data' menu option and opt for the PDF File Connector. You'll encounter an informational prompt indicating that the feature is still in preview. Proceed by clicking the 'Continue' button and then designate the path for the PDF file you wish to use.

How to extract specific data from PDF into Excel?

Answer: To import specific data from a PDF into Excel, utilize the standard import functionality provided in the software, focusing on selecting only the required data segments from your PDF document.

 

Keywords

extract data from PDF, Power BI, Excel, Power Query, PDF to Excel, PDF to Power BI, Power BI beginners guide, Power BI tutorial