Improve your PDF data handling with Power Query
Excel Tips2 Tammi 2025

Improve your PDF data handling with Power Query

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 Queries
  • 11:42 - 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:

Search for them in your podcast platform.

You can email the podcast team at podcasts@cpaaustralia.com.au

Jaksot(45)

Master your messy data

Master your messy data

Messy, unstructured data.  It slows reporting, creates errors, and tests everyone's patience. Right?  This episode breaks down how the new Regular Expressions (REGEX) work and how they help you fi...

2 Maalis 6min

Build Better Excel Models

Build Better Excel Models

You may know The Seven Habits of Highly Effective People as a cornerstone of modern business thinking.  But what happens when those same principles from this book are applied to one of the most wide...

2 Helmi 12min

Smarter, faster, easier: Here's what's new in Excel

Smarter, faster, easier: Here's what's new in Excel

Excel Tips Summer Season Encore presentation from October 2025 In this episode of Excel Tips, we explore the latest Excel updates that can help to boost productivity and simplify workflows for finance...

1 Tammi 14min

Unlock 7 underused Excel features you still need today

Unlock 7 underused Excel features you still need today

Handy new Excel features are added regularly – but some "older" functions are still particularly useful to your workflows. Smart power users know these older functions and their value – which is why...

1 Joulu 202516min

How to simplify complex calculations with custom functions

How to simplify complex calculations with custom functions

Did you know that you can transform the way you can build models, reports and schedules with custom functions?  This episode guides you on how they make complex calculations cleaner and easier to ma...

3 Marras 20258min

Smarter, faster, easier: Here's what's new in Excel

Smarter, faster, easier: Here's what's new in Excel

In this episode of Excel Tips, we explore the latest Excel updates that can help to boost productivity and simplify workflows for finance and accounting professionals. Listeners will learn: How ...

1 Loka 202513min

Unleash the power of Python in Excel

Unleash the power of Python in Excel

In this third and final episode of a three-part series, we explore how the integration of Python unlocks advanced tools for analysis, automation and visualisation. Listeners will learn: How Py...

1 Syys 20259min

Python in Excel: Practical applications

Python in Excel: Practical applications

In this second episode of a three-part series, you will build on the basics from part one to gain a clear understanding of how to use Python directly within Excel cells. This includes using the Pa...

1 Elo 202511min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
ostan-asuntoja-podcast
herrasmieshakkerit
rss-seuraava-potilas
rahapuhetta
rss-rahamania
rss-40-ajatusta-aanesta
rss-porssipuhetta
rss-merja-mahkan-rahat
rss-lahtijat
rss-20-30-40-podcast
rss-levosta-kasin-yrittajyys
rss-draivi
rss-ma
raksapodi
rss-laakispodi
rss-paasipodi