Excel — How to import data from PDF

Beanstalk CFO Group
2 min readNov 27, 2023

Do you ever have a PDF with information you want to analyze in Excel? Have you tried the copy & paste option and all your data uselessly ends up in the first column? Let’s try the Get Data method.

Open a blank excel file and go to the Data TAB.

Excel Data Tab

Select Get Data > From File > From PDF.

Get Data From PDF

Navigate to the saved location of your PDF — in this example we are using a bank statement.

Example Bank Statement

Once you open the PDF — Excel opens the Navigator window where you review the data and formatting of import.

In this example — we have determined the data we need is on Table 006. Highlight what you want to add to Excel and click Load at bottom right.

Excel Navigator

Your selected data will appear in Excel as a Table ready for your sorting, filtering and analysis. Much better process than manually entering all the information yourself or editing a bad copy & paste.

Imported Data Table

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Beanstalk CFO Group
Beanstalk CFO Group

Written by Beanstalk CFO Group

Our firm, Beanstalk CFO Group, delivers financial management & advice to small business owners.

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