Extract data from PDF and upload automatically

Question

Hello, I have a regular task of copying the Numbers from an PDF file and Paste the values in an excel as per the Month value . Can I use alteryx to copy my required data from an PDF file and EXCEL file and past them in a desired location excel file I specific sheet and column. Is this possible Please assist on this. I had attached the reference files so I want to copy from 14th April to 5th June data in to the excel in the respective month. And it would be great if you can also include the workflow. Please

holiday-list-2023-assam-226.jpg

alteryx example .xlsx

Ramyasri_1997 · Answer

Hi,

It would be great if u also include the workflow. and I also want it to do for Excel also. In place of PDF  I want to put an Excel file.

Thanks

davidskaife · Answer

Hi @Ramyasri_1997

There is a tool you can download from the Gallery that reads in PDFs using Python - https://community.alteryx.com/t5/Community-Gallery/PDF-Reader-Tool/ta-p/937908

From here you should be able to parse out and use the fields you need.

martinding · Answer

Hi @Ramyasri_1997,

You can use the Image Input Tool to read your PDF document.

https://help.alteryx.com/20223/designer/image-input