{"id":7310,"date":"2017-07-11T18:57:26","date_gmt":"2017-07-11T18:57:26","guid":{"rendered":"https:\/\/www.investintech.com\/resources\/blog\/?p=7310"},"modified":"2021-12-24T15:59:08","modified_gmt":"2021-12-24T15:59:08","slug":"able2extract-pdf-to-excel-tips","status":"publish","type":"post","link":"https:\/\/www.investintech.com\/resources\/blog\/archives\/7310-able2extract-pdf-to-excel-tips.html","title":{"rendered":"6 PDF To Excel Tips That Will Make You Look Like A Data Expert"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9816 size-large\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Spreadsheet-Analysis-1024x625.jpg\" alt=\"Spreadsheet-Analysis\" width=\"1024\" height=\"625\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Spreadsheet-Analysis-1024x625.jpg 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Spreadsheet-Analysis-300x183.jpg 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Spreadsheet-Analysis-768x469.jpg 768w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Spreadsheet-Analysis-1536x937.jpg 1536w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Spreadsheet-Analysis.jpg 1888w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Dealing with a lot of work related documents can be stressful and overwhelming. Amidst the digital evolution, we often find ourselves stuck with a crazy amount of data stuck in PDFs that it&#8217;s hard to keep up.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It\u2019s hard to imagine a day in the office without at least one productivity tool to help you overcome the most overwhelming of workloads and \u00a0bottlenecks. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">It can get stressful, but if you\u2019re a professional who constantly deals with that much information, then you know a trick or two to better organize your work. <\/span><\/p>\n<p><!--more--><\/p>\n<h3><b>One More Productivity Trick<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Well, if you\u2019re looking for one extra trick, add Able2Extract to your list. It lets you spend less time on PDF document management.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It quickly converts non-editable PDF documents into editable files like Excel spreadsheets, allowing you to modify and analyze the information inside them. This is especially useful if you\u2019re dealing with scanned reports with tables and you wish to edit and save. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Not only that, but there are also other features you can stack together for the most customized data extractions into Excel. This can be a lifesaver if you\u2019re working for a bunch of different businesses with differently formatted PDF tables. <\/span><\/p>\n<h3><b>How To Get Accurate PDF to Excel Conversions<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">First, here\u2019s a quick look on how to use this custom PDF to Excel conversion and generate a new Excel file out of a PDF table. \u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you\u2019re a skilled user and know how to work in Excel, you\u2019ll pick up this interface pretty quickly. Adding and removing columns and rows is simple and easy with a simple point &amp; click of the mouse.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>1.<\/strong>Open your scanned or native PDF in Able2Extract and select an area that you\u2019d like to convert. <\/span><\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Select-All-Text-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7322\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Select-All-Text-4.png\" alt=\"Selecting All Text To Convert\" width=\"396\" height=\"273\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Select-All-Text-4.png 396w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Select-All-Text-4-300x207.png 300w\" sizes=\"auto, (max-width: 396px) 100vw, 396px\" \/><\/a><\/p>\n<p>You don\u2019t need to convert the entire PDF document. You can select which part of the document you wish to include \u2014 the entire file or just a selected area.<\/p>\n<p><strong>2.<\/strong>Click on Excel icon and select Define from the conversion pop-up menu. This will take you to the custom conversion interface.<\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-To-Excel.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7317\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-To-Excel.png\" alt=\"Defining Custom PDF To Excel\" width=\"482\" height=\"301\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-To-Excel.png 482w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-To-Excel-300x187.png 300w\" sizes=\"auto, (max-width: 482px) 100vw, 482px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\"><strong>3.<\/strong>On the right side panel, you can check the <strong>Manual Row Editing<\/strong>, <strong>Show Rows<\/strong> and <strong>Show Preview<\/strong> boxes for easier data manipulation.<\/span><\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Row-Editing-Show-Preview.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7316\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Row-Editing-Show-Preview.png\" alt=\"Customizing Rows and Previewing Results\" width=\"266\" height=\"606\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Row-Editing-Show-Preview.png 266w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Row-Editing-Show-Preview-132x300.png 132w\" sizes=\"auto, (max-width: 266px) 100vw, 266px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Everything you do is visible in the conversion preview area on the bottom, so you can monitor every single detail to the point of perfection. By setting up rows and columns visually, you\u2019re specifying where to add delimiters and lines. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is how the custom PDF to Excel feature minimizes conversion errors and mistakes, allowing you to control and modify the table layout and formatting prior to converting your <a href=\"https:\/\/www.investintech.com\/pdf-to-excel\/\">PDF to Excel<\/a>. You can resize the entire tables or control to which pages your custom conversion grid applies. <\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>4.<\/strong>With the <strong>Edit Header<\/strong> and <strong>Edit Footer<\/strong> option, you can easily adjust everything from your document and make it more visually pleasant for conversion. \u00a0<\/span><\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Header-Footer-Option.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7315\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Header-Footer-Option.png\" alt=\"Editing PDF Headers And Footers\" width=\"660\" height=\"371\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Header-Footer-Option.png 660w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Header-Footer-Option-300x169.png 300w\" sizes=\"auto, (max-width: 660px) 100vw, 660px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\"><strong>5.<\/strong>Once you are satisfied with your table structure, click on <strong>Convert<\/strong> and just save your new Excel file.<\/span><\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-Button.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7314\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-Button.png\" alt=\"Converting Custom PDF to Excel\" width=\"469\" height=\"264\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-Button.png 469w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Custom-Convert-Button-300x169.png 300w\" sizes=\"auto, (max-width: 469px) 100vw, 469px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Your converted document will be as accurate to the original file as possible. <\/span><\/p>\n<h3><b>Getting Even More Accurate With PDF Tables<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Now that was just a taste of how accurate you can get with the basics. But it doesn\u2019t end there. Besides custom Excel conversion, Able2Extract 11 contains other features that can be used before you convert PDF to Excel. Here are 6 tips on how to use them. \u00a0<\/span><\/p>\n<p><b>1.Add Numbers<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can change the numbers in your PDF document if a slight correction is needed. This is possible with the Add Text feature when you\u2019re in Edit mode. All changes are immediately visible. <\/span><\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Edit-Tabular-Data.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-7313\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Edit-Tabular-Data.png\" alt=\"Editing PDF Tables\" width=\"777\" height=\"397\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Edit-Tabular-Data.png 777w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Edit-Tabular-Data-300x153.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-Edit-Tabular-Data-768x392.png 768w\" sizes=\"auto, (max-width: 777px) 100vw, 777px\" \/><\/a><\/p>\n<p><span style=\"font-weight: 400;\">Click on save and then once you switch back to Convert mode, you can then go ahead with a custom PDF to Excel conversion.<\/span><\/p>\n<p><b>2.Merge Several PDF Files with tabular data<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can also merge multiple PDF documents to create a completely new file. Modify entire PDF files by <\/span><span style=\"font-weight: 400;\">inserting new PDF pages<\/span><span style=\"font-weight: 400;\"> and saving your edited PDF. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can use this option if you have several financial report documents that you wish to combine and then convert into an Excel spreadsheet as one big file with a PDF to Excel conversion.<\/span><\/p>\n<p><b>3.Extract And Scale PDF Pages<\/b><\/p>\n<p><span style=\"font-weight: 400;\">This is a useful option when you want to get rid of pages with confidential and private information, focusing only on the PDF tables you need to extract. \u00a0Use the Extract pages option to isolate only the PDF pages and tables you want into a separate PDF file. \u00a0If you want to adjust the entire page or tables within your content, use the Scale feature. In both cases, you can then focus on those pages and convert your PDF to Excel.<\/span><\/p>\n<p><b>4.Convert Anything to Excel<\/b><\/p>\n<p><span style=\"font-weight: 400;\">With Able2Extract you can create an Excel spreadsheet out of almost any printable file. Open your file, select your table, and select either the automatic or custom PDF to Excel option. This way you can convert tables from different document types into an Excel file. <\/span><\/p>\n<p><a href=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-PPT-To-Excel.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-7312\" src=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-PPT-To-Excel-1024x627.png\" alt=\"Converting PowerPoint To Excel\" width=\"640\" height=\"392\" srcset=\"https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-PPT-To-Excel-1024x627.png 1024w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-PPT-To-Excel-300x184.png 300w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-PPT-To-Excel-768x470.png 768w, https:\/\/www.investintech.com\/resources\/blog\/wp-content\/uploads\/2017\/07\/Able2Extract-PPT-To-Excel.png 1040w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/a><\/p>\n<p><b>5.Redact Tabular Data<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You can likewise use the redaction feature in the Editing panel and permanently remove any sensitive content from your document. Simply black out numbers, text or entire blocks of numerical data and keep your private information safe.<\/span><\/p>\n<p><b>6.Custom Conversion Templates<\/b><\/p>\n<p><span style=\"font-weight: 400;\">You have the ability to save your custom conversion template, which presents a huge time saver, especially in the accounting industry. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">It often happens that accountants get similar, if not the same, type of invoices from their clients so this option can speed up the entire conversion process. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">Just open a PDF invoice in Able2Extract and load your <\/span><span style=\"font-weight: 400;\">custom conversion template<\/span><span style=\"font-weight: 400;\"> to apply the same conversion parameters to the file.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Besides custom Excel Conversion, Able2Extract 11 offers a lot mo<\/span><span style=\"font-weight: 400;\">re PDF management options to choose from. Test out all its <\/span><span style=\"font-weight: 400;\">PDF to Excel<\/span><span style=\"font-weight: 400;\"> features by downloading a <a href=\"https:\/\/www.investintech.com\/prod_downloadsa2e.htm\">7-day trial<\/a>.\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Dealing with a lot of work related documents can be stressful and overwhelming. Amidst the digital evolution, we often find ourselves stuck with a crazy amount of data stuck in PDFs that it&#8217;s hard to keep up. It\u2019s hard to imagine a day in the office without at least one productivity tool to help you &#8230; <a title=\"6 PDF To Excel Tips That Will Make You Look Like A Data Expert\" class=\"read-more\" href=\"https:\/\/www.investintech.com\/resources\/blog\/archives\/7310-able2extract-pdf-to-excel-tips.html\" aria-label=\"More on 6 PDF To Excel Tips That Will Make You Look Like A Data Expert\">Continue reading \u2192<\/a><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[16,332],"tags":[50,321,267,45,135,85,116,59],"class_list":["post-7310","post","type-post","status-publish","format-standard","hentry","category-investintech-tips","category-tech-tips-tutorials","tag-able2extract","tag-data-extraction","tag-document-management","tag-ms-excel","tag-pdf-conversion","tag-pdf-to-excel","tag-spreadsheets","tag-tips"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>6 PDF To Excel Tips That Will Make You Look Like A Data Expert<\/title>\n<meta name=\"description\" content=\"You already know that Able2Extract converts PDF tables to Excel. 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